Legacy Capital Advisors, LLC provides a very sophisticated level of Merger and Acquisition advisory services exclusively to closely-held, middle market companies. We utilize proven, unique, innovative processes to help our clients attain maximum value from Merger & Acquisition transactions while maintaining confidentiality and minimizing business disruption.Our principals have worked together as a team for over 20 years providing our clients with over $2 billion of liquidity. We have represented and advised business owners across a wide variety of industries with a core focus on…
Telsey Advisory Group ("TAG") is a leading equity research, institutional equity sales and trading, investment banking, and consulting firm with a focus on the retail and consumer sectors. TAG was founded in 2006 by Dana Telsey, a retail industry expert with over 27 years of buy-side and sell-side experience focused on the retail and consumer sector and the #1 ranked Specialty Stores analyst for seven consecutive years by Institutional Investor magazine. TAG is often cited as an authoritative source for perspectives on the consumer and its analysts frequently appear across media channels,…
LockeBridge is a Boston based investment banking advisory firm offering seasoned domestic and international representation to owners of lower-middle market companies. Our successful transaction experience includes seasoned representation in the sale, recapitalization, merger and acquisition of businesses to and for strategic buyers, financial partners, private investment groups, and publicly traded companies from around the world.
Reynolds Advisory Partners is a boutique investment bank specializing in mergers and acquisitions, capital raising and related financial advisory services focused on middle market clients nationwide. We provide differentiated, value added advice and services to clients facing complex strategic decisions and transactions. We believe that clients are best served by the most experienced and skilled professional bankers available who also share in our "client-first" philosophy. The senior bankers at Reynolds Advisory Partners average over 25 years of experience, have collectively completed over…
Carl Marks Advisors is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.At Carl Marks Advisors, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to…
EOT Advisors is the first investment banking and financial advisory firm in the country dedicated to assisting business owners in selling to an Employee Ownership Trust (EOT). We work in all 50 states and internationally. Our aim is to provide a one-stop shop for EOTs. We assist with company structuring, transaction design, valuation, debt financing, capital raising, fiduciary services, and legal forms, as well as with creditors and the commercial real estate aspect of transactions.
We partner with middle market companies to provide them with Business Advisory and Investment Banking services. Our goal is to assist our partner companies in the evolution of their business as a trusted advisor for many years to come.Ultimately...we want to give you tour time back as a business owner. We are pleased to have the ability through established networks to provide capital sourcing services for our clients. We feel that the ability for you to utilize a professional in your capital sourcing process can be one that will pay dividends both in the present and future. Value creation can…
Granite Tower Capital is an Advisory firm that specialises in arranging M&A, Debt Financing and the Raising of Equity for privately held Companies. We deal across Canada and in all Industries. Our mission is to help our clients succeed in all of their endeavours. At Granite Tower Capital, every customer is important. And our reputation hinges on the fact that we treat even our smallest clients with the same respect and diligence we would treat our largest clients. We earn the trust of our clients and our lenders by our actions every single day.
BB&T Capital Markets is a premier middle-market integrated provider of investment banking and capital markets services. Our Investment Banking specialists provide a full range of capital raising and advisory services to publicly traded and private companies, governments, and nonprofits. Our Investment Bankers work in close partnership with other capital markets specialists and senior corporate bankers, supporting each client with industry-focused strategic advisory services.
Most Recent Transactions
Advisor
Oct 2013
Holley a portfolio company of MONOMOY Capital Partners
Heritage Capital Group is an investment banking and advisory firm with local presence and global reach via Oaklins. We provide decades of transaction and advisory experience across key industries for companies valued between $10 million and $200 million. Our clients benefit from the hands-on leadership of our senior advisors.
We're dedicated to serving the middle market, providing modern, customized solutions, always with a future focus that goes beyond the deal. As an affiliate of Kaufman Rossin, we integrate investment banking with estate, tax, advisory and wealth management expertise to maximize value for business owners.
Strategic. Operational. Creative. Centennial Peaks Capital is a Denver-based boutique investment banking firm that leverages the deep strategic and transactional experience of its partners to provide highly specialized and objective transaction advice and services. The partners have considerable experience and direct operational responsibility inside corporate environments, resulting in a deeper understanding of what your organization is going through and how others will view your business. The team possesses decades of demonstrated success evaluating, structuring, managing, and executing…
Most Recent Transactions
Advisor
Jun 2019
PG Dental Holdings, LLC
secured investment from
TriSpan Opportunities Fund LP
Advisor
Apr 2019
Canadian Subsidiary of CPI Card Group Inc. (Nasdaq: PMTS; TSX: PMTS)
Chiron Financial LLC is an investment banking firm that arranges private placements of debt and equity capital as well as mergers, acquisitions and sales for middle market companies. We raise start-up capital and growth capital and also assist with refinancing, financial restructuring, and other special situations. Our clients have included companies in oil and gas, oil service and equipment, midstream and downstream energy, power, building products, basic materials, health care, real estate, retailing, light and heavy manufacturing, and non-profits.
OIB is a firm focused on the needs of lower and middle-market businesses. We begin by understanding your business and personal goals, without an agenda. We are FINRA licensed and dedicated to professionalism, integrity, and confidentiality. Our services include assisting in the purchase or sale of a business, sourcing financing, and transaction planning and preparation. We know you have a busy schedule and we are willing to meet you or talk at your convenience, before or after business hours. Work with Oliver Investment Banking - Your local investment bank serving Colorado Springs, Denver…
SHG is an independent investment banking and strategic advisory firm located in the United States, Europe and internationally. We advise our clients in the areas of mergers, acquisitions, capital raising, business valuation, divestitures, recapitalizations, restructurings, and other strategic and corporate finance matters. We operate with the understanding that management consultants typically have limited knowledge of capital markets and investment banking. Likewise, investment bankers are typically transaction oriented and are seldom adept at advising companies on strategic or operational…
CLA is the 8th largest accounting firm in the United States and provides a range of professional services to over 70,000 business clients. Our firm has over 125 offices across the country and we have deep expertise in a number of industry verticals. Our Transaction Services group works with businesses looking to transition ownership through investment banking and related services.
Belstone Capital LLC is an independent advisory firm and merchant bank established to provide the owners and management of dynamic businesses with the same transaction capabilities typically reserved for multibillion-dollar deals. Our team is comprised of veterans from the top global private equity and investment banking institutions, and we use our creativity and best-in-class execution to deliver quality, integrity and performance in everything we do. We provide expertise in four areas of finance: Mergers & Acquisitions: Buy-side financial advisory including complex deal structuring, target…
Sagewood Advisors is a boutique strategic advisory firm focused on exit strategy, business succession, and strategic mergers & acquisitions transactions.
Wellfleet Investment LLC (“Wellfleet”) is a boutique financial services and consulting firm principally located in Great Neck, New York. It was founded in 1986 and since then has been engaged in a wide range of investment and merchant banking, venture capital, financial, strategic consulting and wealth management services. Wellfleet, through its principal, also sponsored several private equity investments.
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