Top Biotechnology Investment Banks

Forbes Partners

72 Total Closed Deals

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Forbes Partners, founded in 2004, with offices in Denver, CO, Salt Lake City, UT, and Charlotte, NC, is an award-winning investment bank with expertise in mergers and acquisitions, raising capital, and financial restructuring within the middle market. Senior advisors at Forbes Partners have 300+ years and $85+ billion of combined transaction experience across a wide variety of industries and around the globe. Our team works with a select few clients each year to tell their unique stories, advocate fiercely on their behalf, and drive maximum value for their company. Our experienced bankers…

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• Oct 2024 Assisted All Copy Products in securing debt financing from Confidential Company
• Nov 2023 Advised Orion Space Solutions in its sale to Arcfield
• Oct 2023 Advised Colony Gums in its sale to Brenntag
• Oct 2023 Advised Confidential Company in its sale to Confidential Company

Dresner Partners

50 Total Closed Deals

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Dresner Partners is a middle market investment bank specializing in mergers & acquisition advisory, financial restructuring and corporate turnarounds, institutional private placements of debt and equity, valuation and strategic consulting. Our clients are middle market companies operating both in the U.S. and internationally. We are deeply committed to exceeding client expectations and maintaining the highest levels of integrity. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients. The Firm's…

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• May 2023 Advised Vic West Importers d/b/a Grandpa Gus' in its sale to VCM Products
• Mar 2015 Advised Damian Services Corp on an investment from Sterling Bancorp
• Jul 2014 Advised Guardian Industries on an investment from Altra Industrial
• Mar 2014 Advised G2 Partners in its sale to Excellere Partners

Cassel Salpeter & Co.

47 Total Closed Deals

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Cassel Salpeter & Co. LLC is an independent investment banking firm that provides advice to middle market and emerging growth companies in the U.S. and worldwide. Together, the firm’s professionals have more than 100 years of experience providing private and public companies with a broad spectrum of investment banking and financial advisory services, including: mergers and acquisitions; equity and debt capital raises; fairness and solvency opinions; valuations; and restructurings, such as 363 sales and plans of reorganization. Cofounded by James Cassel and Scott Salpeter, the firm provides…

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• May 2024 Advised Intergalactic in its sale to Aldevron LLC
• Apr 2024 Advised Bird in its sale to Third Lane Mobility Inc.
• Dec 2023 Assisted Healthly LLC in securing debt financing from Corbel Capital Partners
• Feb 2021 Assisted Plantation Boat Mart & Marina, Inc. in securing debt financing from Capital Provider

The McLean Group, LLC

44 Total Closed Deals

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The McLean Group is an investment bank providing mergers and acquisitions (M&A), capital formation, market intelligence, business valuation, litigation support and exit planning services to middle market businesses. Headquartered in Washington, DC's technology, communications and government contracting corridor, we are among the largest independent middle market investment banks in the nation. The McLean Group has a presence in more than 30 cities in the US and Canada, serving domestic and international clients with a broad resume of successfully consummated financial transactions. Our…

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• Jun 2019 Advised CDM Fitness Holding in its sale to Spanos Barber Jesse & Co
• Jun 2019 Advised KeyLogic in its sale to IIA Technologies
• Apr 2019 Advised Trowbridge & Trowbridge, LLC in its sale to Enlightenment Capital
• Mar 2019 Advised Phacil in its sale to ByLight

XLCS Partners

42 Total Closed Deals

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XLCS Partners, Inc. is an independent investment banking firm that provides M&A advisory, capital raising and debt advisory for select clients globally. Middle market companies and private equity funds rely on our creative solutions, thoughtful insight and truthful advice when considering exiting their companies, making strategic acquisitions, partnering with private equity sponsors and raising debt or equity capital.and raising debt or equity capital..

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• Apr 2017 Advised SSP Innovations on an investment from Warren Equity Partners
• Dec 2016 Advised Broken Arrow Communications in its sale to Blue Sage Capital and Private Equity Capital Corporation
• Nov 2016 Advised The Industrial Graphics Division of GSI Technologies in its sale to Cypress MultiGraphics
• Nov 2016 Advised White Distribution & Supply in its sale to Slate Capital Group

Cypress Associates LLC

39 Total Closed Deals

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Cypress Associates LLC is a nationally-recognized investment banking firm established in 2001. The firm provides companies and institutional investors with advisory services in mergers and acquisitions, fairness opinions and valuations, private placements of debt and equity, restructuring and reorganization and litigation consulting. Cypress operates internationally from its offices in New York, San Francisco, Austin & Washington D.C.

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• Jul 2025 Advised Geo-Flo Corporation in its sale to Aalberts
• Jul 2023 Advised Psych Atlanta in its sale to Hightop Health
• Feb 2022 Advised Autem Medical on an investment from Zentynel
• Dec 2021 Advised Designed Precision Castings Inc. in its sale to Omni-Lite Industries

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Oaklyn Consulting

38 Total Closed Deals

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Oaklyn Consulting is a different kind of investment banking advisor for small to mid-sized organizations. We help clients negotiate mergers, acquisitions, capital raises, recapitalizations and joint ventures.We serve founder-owned and investor-backed businesses as well as nonprofits, co-ops, and professional services firms.We have earned the trust of referral partners, who are investment bankers, investors, lenders, lawyers, wealth advisors and similar professionals.Working as consultants, or "hourly investment bankers," we help where traditional investment banking advisors cannot.Since 2016,…

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• Jun 2026 Advised 911 Custom in its sale to LEHR Upfitters Holdings
• Apr 2026 Advised Calmont Beverage in its sale to Baker Distributing
• Nov 2025 Advised Confidential Company in its sale to Confidential Company
• Nov 2025 Advised Shotflow in its sale to Creative Force

Carriage Hill Inc.

32 Total Closed Deals

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Carriage Hill is an investment bank that specializes in privately negotiated transactions between private middle market companies and high quality private equity groups. This is accomplished without the use of traditional books and the auction process. We have a prominent record and respected reputation for successfully helping shareholders of privately held middle market companies navigate the challenges of reorganizing assets, accelerating growth through acquisitions, finding hidden value, resolving shareholder disputes, planning generational transitions and planning exit strategies.…

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• Dec 2016 Advised Bright Life in its sale to BDC Management LLC
• Nov 2016 Advised Interview Stream/Brazos in its sale to RIVS
• Aug 2016 Advised The Orthodontic Store, Inc. in its sale to Young Innovations
• Aug 2016 Advised Prestige Cosmetics in its sale to Caret Corporation

Pickwick Capital Partners

29 Total Closed Deals

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Pickwick Capital Partners, LLC assists middle-market companies and alternative investment firms achieve their strategic, financing and M&A objectives. We do this through a focused and collaborative process driven by the talent of our advisors, who bring a wealth of experience from leading investment banks such as Morgan Stanley, Jefferies & Company, Deutsche Bank, Merrill Lynch, and others.Our team is comprised of energetic, hands-on solution providers. We focus on quality, and each and every transaction is important to us. Pickwick clients can be assured their advisors are true partners with…

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• Apr 2023 Advised Harmony Energy Technology in its sale to Zircon Corporation
• Feb 2023 Advised Telegia Communications in its sale to One Ring Networks
• Dec 2022 Advised Topo Athletic in its sale to Designer Brands
• Jul 2022 Advised Desert iNET in its sale to BAM Broadband

Focus Strategies Investment Banking

28 Total Closed Deals

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Based in Austin Texas, Focus Strategies has earned a reputation as a premier middle-market investment bank focused on serving the unique needs of privately held businesses seeking capital or ownership transition. Built on an impeccable reputation for high integrity, we help companies and their owners flourish by applying broad experience, industry expertise, hands-on guidance and local knowledge to maximize shareholder value. Focus Strategies specializes in merger and acquisition advisory, raising capital and providing strategic advisory services for founder-owned middle market companies. We…

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• Oct 2024 Advised Lamar Technical Services, Inc. in its sale to Think Power Solutions
• Oct 2023 Assisted Milk + Honey in securing debt financing from Confidential Company
• May 2023 Advised Trace Analytics LLC in its sale to Ingersoll Rand
• Feb 2023 Advised MSB School Services in its sale to Craftsman Capital

Brock Capital Group, LLC

20 Total Closed Deals

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Employing the unparalleled collective experience and relationships of its 45+ managing directors, Brock Capital Group offers investment banking advisory and consulting services to clients on a broad variety of matters at the most senior level. Brock partners include former heads of investment banking groups at global Wall Street firms as well as C-level executives and directors of Fortune 500 companies. No other firm brings the same level of expertise to middle market clients. Services include advising and leading private company sales, corporate spin-outs, management buy-outs, private…

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• Dec 2014 Advised WesTest Engineering Corporation in its sale to Rantec Power Systems
• Nov 2014 Assisted Aerofleet in securing debt financing from Board Advisory
• Mar 2014 Advised Exosome Diagnostics on an investment from Qiagen
• Jan 2014 Advised Chrysler Group LLC in its sale to Fiat North America LLC

LCG Advisors

20 Total Closed Deals

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LCG is a leading transaction advisory services firm specializing in investment banking, loan and investment due diligence, business valuations, restructuring & consulting, and other select advisory services. Our passion for finance and creativity drives us at LCG and we welcome challenges that most would shy away from. We meet the most complex client needs with energy, commitment, and innovative thinking.Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. LCG's team of more than 70…

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• Jun 2020 Advised Anistar Technologies in its sale to NSC Technologies, a portfolio company of White Wolf Capital
• Jun 2020 Advised PE Science on an investment from Kirtland Capital Partners
• Jan 2020 Advised SiteReady in its sale to CBRE
• Nov 2019 Advised Total Restoration in its sale to Kustom US

Kinsella Group, Inc.

16 Total Closed Deals

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Kinsella Group is a middle-market boutique investment bank and business advisory firm representing sellers, buyers and companies seeking capital to grow. Our professionals hold SEC securities licenses as Broker/Dealer representatives. We focus today in the healthcare sector helping clients grow, generate liquidity and enhance financial and operational strength. Our Firm’s origins are in turnaround consulting and financial restructuring in the industrial space. Our principals have all held senior positions in operating companies having personal experience with issues business owners face…

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• Sep 2019 Advised Jade Precision Medical Components in its sale to Arch Global Precision
• Sep 2019 Advised Jade Equipment Corp. in its sale to Arch Global Precision
• Aug 2019 Advised Undisclosed in its sale to Undisclosed
• Jun 2019 Advised Advantage Manufacturing Technologies in its sale to Medin Technologies

Business Capital

14 Total Closed Deals

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Business Capital is a leading commercial finance and debt restructuring firm specializing in arranging customized debt based solutions for rapidly growing as well as distressed small and middle market companies nationwide who require a unique, timely and tailored financing structure to address their particular needs. In situations where conventional capital sources are not an option, Business Capital has repeatedly delivered financial solutions to a broad assortment of private and public companies seeking additional liquidity.

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• Jun 2015 Assisted Ice Cream Manufacturer in securing debt financing from Confidential
• May 2015 Advised Hortau on an investment from Confidential Capital Provider
• Mar 2015 Assisted General Engineering Contractor in securing debt financing from Confidential
• Feb 2015 Assisted Frozen Treats Mfgr. in securing debt financing from Confidential

Szymon Zephan Capital

13 Total Closed Deals

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Our mission is to help our clients succeed in all of their endeavours. At Szymon Zephan 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. An independent financial advisory firm serving clients with sound advice and effective solutions to strategic and financial matters. We operate in a global network of relationships with key decision-makers in corporations, governments and…

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• Sep 2022 Assisted Confidential Company in securing debt financing from Confidential Company
• Jun 2022 Advised Confidential Company on an investment from Confidential Company
• Jun 2022 Advised Confidential Company on an investment from Confidential Company
• Jun 2022 Advised Confidential Company on an investment from Confidential Company

Roadmap Advisors

13 Total Closed Deals

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Roadmap Advisors is a boutique investment banking firm providing acquisition search, sell-side and advisory services:For buyers, we execute proactive, thesis-driven acquisition searches to uncover, evaluate and close acquisitionsFor sellers, we leverage our intimate understanding of the buy-side perspective to extract full value in the sale of our clients’ companiesOur corporate advisory service helps clients identify pockets of opportunity and create significant value within their operationsWe have participated in tens of thousands of transaction opportunities throughout our…

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• Oct 2024 Advised Aggregates Company in its sale to Aggregates Company
• May 2024 Assisted Foodservice Company in securing debt financing from Specialty Finance Co.
• Mar 2024 Advised Tank Cleaning Contractor in its sale to Family Office
• Aug 2023 Advised Majestic Collision & Frame Repair in its sale to Merx Truck & Trailer

MaximForte

12 Total Closed Deals

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MaximForte is a dedicated Investment Banking & Sell Side M&A advisory firm focused on founder-led and family-owned lower mid-market growth-oriented companies (EBITDA $2m - $50m). Our services include M&A Advisory, Capital Advisory (Debt and Equity) and Business Consulting. We represent companies based out of United States and Canada. MaximForte LLC offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.

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• May 2026 Assisted Private Healthcare Group in securing debt financing from Confidential Company
• May 2026 Assisted Villa St Luc in securing debt financing from Confidential Company
• May 2026 Assisted Centre D'Accueil Mon Chez Nous in securing debt financing from Confidential Company
• Apr 2026 Advised Sahar Hospice in its sale to Confidential Company

Avalon Net Worth

12 Total Closed Deals

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Avalon Net Worth confidentially provides clients the quality and technical expertise of a major investment bank while maintaining the personal service and efficiency of a boutique firm. Since 1992, Avalon has worked with high caliber, committed business owners, senior executives and entrepreneurs as they have expanded businesses, re-capitalized or re-organized firms, sold or purchased companies, and gained liquidity for themselves and their shareholders. Our clients have ranged from mid-market private companies to Fortune 500 companies to early stage firms. Avalon Net Worth and Avalon…

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• Aug 2023 Advised EC Outlook in its sale to Chem Connect
• Aug 2023 Assisted Quad Logic in securing debt financing from Entrepreneur Growth Capital
• Aug 2023 Advised Logistics Express Inc. in its sale to Private Equity Funds
• Aug 2023 Advised AMIEE LYNN in its sale to Steve Madden Inc.

Quazar

12 Total Closed Deals

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Quazar Capital Corporation, founded in 1990, is a private Investment Banking firm specializing in Merger and Acquisition (M&A) services including:Sell-Side AdvisoryBusiness Planning & Exit PlanningGrowth Planning & Buy-Side Advisory, andFinancing & Deblt PlacementQuazar typically works with private and closely-held businesses with sales between $5 Million and $100 Million. There is no substitute for experience and integrity when you retain merger and acquisition professionals to help you buy or sell a company. With Quazar’s 30-plus years of successfully working with numerous companies,…

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• May 2024 Advised Brainier Solutions in its sale to ClearCompany
• Apr 2024 Advised SET Environmental in its sale to Foothills Environmental
• Apr 2024 Advised Versa-Lok Family of Companies in its sale to CC Companies and Rock Hard Landscape Supply
• May 2023 Advised Gentle Transitions of California in its sale to Corporate Relocation International

Fortis Capital Management Group

11 Total Closed Deals

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Fortis Capital is a young innovative investment banking firm headquartered in the Palm Beaches, servicing the U.S., Canada and the Caribbean. Fortis has a pragmatic approach to every project with the ambition to be bold & audacious. The firm draws from a broad base of partner firms specializing in equity and/or debt, giving way to opportunistic private placement.The firm’s investment strategy is centered on identifying market inefficiencies and partnering with financial institutions & investment firms that recapitalize or reposition capital assets to assist in the growth of…

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• Aug 2023 Advised Custom Engineered Window & Door Company on an investment from Anonymous Company
• Aug 2023 Advised Agricultural Business on an investment from Anonymous Company
• Aug 2023 Advised Medical Device on an investment from Anonymous Company
• Aug 2023 Advised Fiber Recycling Company in its sale to Anonymous Company