Top Boston Investment Banks with Recent Private M&A Activity

2 Closed Deals via Axial

17 Total Closed Deals

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Since 1985 Beacon Equity Advisors has worked with business owners seeking to grow or divest closely held businesses. Our team of advisors is made of up of entrepreneurs who understand business operations, business culture and business owner objectives. We strive help our sellers understand the value of the enterprise then put together transactions to meet their objectives. See http:https://beaconequityadvisors.com/success-stories/ to see some our recent deals

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Jan 2026 Advised Spectrum Thermal Processing in its sale to Bodycote
May 2024 Advised Neutra-Safe in its sale to Confidential Company
Oct 2023 Advised High Output, Inc. in its sale to Willistown Capital
Sep 2023 Advised Vacuum Boxes in its sale to Confidential Company

Stanton Park Advisors

1 Closed Deal via Axial

2 Total Closed Deals

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Stanton Park Advisors is an investment banking firm providing best-in-class business valuation, capital raising, and merger & acquisition advisory services to growth-oriented businesses worldwide.Stanton Park is led by Jon Taylor, an investment banking professional whose career has spanned Wall Street and Capitol Hill for more than 20 years. Jon has more than a decade of merger and acquisition, strategic advisory, and business valuation experience and has successfully advised clients across a broad range of industries, including government services, aerospace & defense, business services,…

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Jul 2018 Advised Undisclosed on an investment from Excelsior Capital Partners
Jul 2015 Advised Extra Express in its sale to Dicom Transportation Group / Wind Point Partners

Tully & Holland, Inc.

47 Total Closed Deals

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Tully & Holland is a boutique investment banking firm founded in 1992 that provides financial advisory services to the consumer sector. Tully & Holland consistently ranks among the nation's most active investment banks in the Food & Beverage, Direct Marketing and Retail sectors. The firm offers merger and acquisition advisory, management buyouts, private placements and valuation services. The firm focuses on the middle market and typically handles transactions between $10 million and $200 million.

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Jul 2024 Advised Indie Lee in its sale to American Exchange Group
Jun 2024 Advised Venus Wafers, Inc. in its sale to Circumspect Capital
Jul 2023 Advised Nikon in its sale to Avonix Imaging
Mar 2021 Advised Vermont Coffee Company in its sale to Stonewall Kitchen

Mirus Capital Advisors, Inc.

10 Total Closed Deals

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Successful business owners have turned to Mirus Capital Advisors for more than 30 years to help them realize their ultimate accomplishment – the sale of their business. Mirus is a leading New England based firm with over 300 closed transactions focused on providing exceptional investment banking services to our middle-market clients. As a middle-market investment bank focused on mergers and acquisitions, Mirus drives successful deals for companies in the consumer, industrial, business services, healthcare and technology industries. Mirus has proven time and again that its deep industry…

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Apr 2024 Advised ONSET in its sale to LI-COR
Apr 2024 Advised LidoChem in its sale to Valudor Products, LLC
Mar 2024 Advised BradFord in its sale to Prince
Dec 2023 Advised Applied Biomath in its sale to Certara

Lockebridge, LLC

6 Total Closed Deals

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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.

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Dec 2025 Advised TDF Metal Finishing in its sale to Confidential Company
Jan 2025 Advised Davis Industries in its sale to Smith Industries
Dec 2020 Advised Excel Recycling on an investment from Syndicated Investors
Dec 2019 Advised Middleboro Recycling in its sale to Spiegel South Shore Scrap Metal

Lexbridge International

5 Total Closed Deals

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Investment Banking Services for Privately Held Businesses Focusing on privately held companies, Lexbridge International Mergers and Acquisitions Group (Lexbridge) offers comprehensive, global investment banking services for mergers and acquisitions; corporate finance, including private placement of debt and equity; and strategic partnerships and joint ventures. Services We successfully fill the gap between larger international investment banking companies who are not able to economically provide services to smaller and mid-sized businesses, and local intermediaries who can give clients only…

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Jul 2016 Advised All Pump & Equipment CO. in its sale to Industrial Service Solutions
Jun 2016 Advised TLC Home, LLC in its sale to Connected Home Care, LLC
Apr 2016 Advised Ingenious, Inc. in its sale to Wood Group
Apr 2014 Advised Tri Con Works, L.P. in its sale to Aperion Management LLC

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Consilium Partners LLC

3 Total Closed Deals

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Founded in 2000, Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth companies. The firm's principals each have more than a decade of experience advising public and private clients across a broad range of industries and transaction structures. This collective experience represents a proven track record of more than 250 completed transactions totaling over $15 billion in value. A core element of our operating philosophy is to provide the highest level of expertise and client…

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Mar 2015 Advised Brand Aromatics in its sale to Mccormick & Company Inc
Jan 2014 Advised Bankers Advisory in its sale to CliftonLarsonAllen
Jun 2013 Advised Vertical Performance Partners, Inc. in its sale to Mobiquity

Capstone Partners

1 Total Closed Deal

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Capstone Partners is one of the largest independently owned investment banking firms in the United States. For over 20 years, the firm has been a trusted advisor to leading middle market companies, offering a fully integrated range of expert investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors though each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions and financial advisory services. Headquartered in…

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Sep 2012 Advised undisclosed in its sale to undisclosed

Detwiler Fenton & Co.

1 Total Closed Deal

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Detwiler Fenton's investment banking practice uses value-added insights and long-standing industry relationships much like our leading capital markets franchise. The firm's senior advisory team provides the capabilities to guide our clients through acquisitions, sales, divestitures and other corporate restructurings as well as equity raises and debt offerings. Furthermore, our industry expertise makes us uniquely suited as a financial advisor in special situations. We leverage deep relationships within the Technology, Telecom, Media, Consumer and Clean Tech sectors. Equally critical, we…

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Mar 2016 Assisted Prairie Creek Beverages, LLC in securing debt financing from Private Debt Provider

Dunn Rush & Co., LLC

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Dunn Rush & Co. was founded in 2009 to provide high quality mergers and acquisition advisory services to middle market companies valued between $20 million and $200 million. The Firm specializes in working with the owners of private companies who are looking to sell their business.Dunn Rush & Co. has significant expertise in the following industry sectors: Business Services; Consumer & Healthy Living; Defense & Security; Healthcare & Life Sciences; Industrial & Manufacturing; and Technology & Media. The Firm is a registered Broker-Dealer and is headquartered at 225 Franklin Street, Boston MA…

Recent Transactions

This member has no reported closed transactions.

Newbury, Piret & Co., Inc.

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Founded in 1981, Newbury Piret Company is a leading middle market investment bank providing corporate finance services including mergers and acquisitions, equity and debt financings, fairness opinions, valuations, and financial and strategic alternatives advice. Our professionals bring judgment and expertise to company sales, acquisitions, and divestitures, and to financings including buy-outs, growth investments, project financings, special situations and recapitalizations. Through our accredited professionals, Newbury Piret provides independent valuations for financial accounting and…

Recent Transactions

This member has no reported closed transactions.

Bellmark Partners, LLC

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BellMark Partners, LLC is a boutique investment banking firm that provides advisory and investment banking services to middle market and lower middle market companies in the following industries: consumer, industrial, business services, and healthcare. We advise family businesses, entrepreneurial or closely-held companies, private equity-owned companies, and small-cap public companies. Our services include: M&A advisory, strategic alternative reviews, restructuring assignments, and valuations & fairness opinions.

Recent Transactions

This member has no reported closed transactions.

Provident Healthcare Partners

53 Total Closed Deals

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Provident is one of the most dynamic and rapidly growing boutique investment banking firms in the country for one basic reason: our focus, both on the healthcare industry and on our clients. Many investment banks try to be all things to all people, but that's not the Provident way. We succeed for our clients because we are highly specialized and industry-focused. Through years of dedication to the healthcare industry, Provident has developed a vast network of high-level, senior industry contacts, a thorough knowledge of market niches and specialties, and unsurpassed insight into the…

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Apr 2017 Advised Southeastern Spine Institute, LLC on an investment from Candescent Partners
Mar 2017 Advised Women’s Health Care Group of PA on an investment from Audax Private Equity
Feb 2017 Advised Air Medical, LLC in its sale to AirMed International
Jan 2017 Advised Minnesota Eye Consultants, PA on an investment from Waud Capital

Outcome Capital

28 Total Closed Deals

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Outcome Capital is a unique investment banking firm that provides middle-market growth companies in the technology and life sciences markets with strategic value-added, client-centric approach to merger, acquisition and corporate finance advisory services.The firm utilizes its proven approach to value enhancement by assisting boards and management teams in navigating both the financial and strategic markets and in implementing the best path for success. Outcome Capital’s strength stems from its unique ability to draw on its wide range of operational, strategic and transaction experience,…

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Nov 2023 Advised Astellas in its sale to Propella
Oct 2023 Advised Health Catalyst in its sale to ERS
Jul 2023 Advised Fortune 500 in its sale to Innara Health
Dec 2020 Advised Sunstone Partners in its sale to Evergreen

Whipstitch Capital

10 Total Closed Deals

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We make the right deals happen at the right time. For our clients, we:Sell all or a majority of your company so shareholders can monetize their ownership;Assist larger companies and investors with acquisitions; andRaise capital from the right investor at the best-possible terms.Our comprehensive expertise covers all aspects of M&A and capital raising, including:Financial, strategic and operational transaction preparation;Due diligence;Deal structuring and negotiation; andDocumentationWe’re about the true consumer product and retail innovators who fight the good fight, take risks, and change…

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Aug 2023 Advised Purely Elizabeth in its sale to SEMCAP
Aug 2023 Advised Rocco & Roxie Supply in its sale to Pet IQ
Aug 2023 Advised Brothers International Ingredients in its sale to BCP
Aug 2023 Advised Keystone Natural in its sale to House Foods

North River Capital Advisors

4 Total Closed Deals

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North River Capital Advisors provides comprehensive investment banking, financial and strategic advisory services in the Energy Transition + Sustainability sector. We have a long history in executing successful M&A and capital-raising transactions, and providing strategic advisory services for middle market companies, their owners and their management teams. We have completed over 130 transactions for our clients in the Energy Transition + Sustainability sector over 25+ years.We have unparalleled expertise and perspective in Energy Transition + Sustainability, a broad sector that encompasses…

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Sep 2023 Advised Confidential Company on an investment from Confidential Company
Sep 2023 Advised Confidential Company on an investment from Confidential Company
Sep 2023 Advised Confidential Company on an investment from Confidential Company
May 2018 Advised Confidential Company on an investment from Confidential Company

Brixton Partners LLC

1 Total Closed Deal

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Brixton Partners LLC is a boutique investment bank specializing in business sales, mergers and acquisitions advisory services for privately held lower middle market companies seeking to harvest maximum value. We are headquartered in Boson MA. We work on behalf of business owners well before the actual exit to insure that they get the best total value when ultimately selling a business. Typically these clients are profitable businesses with revenues from $2 million to $100 million. Most are privately owned businesses. We specialize in structuring a sale to realize the maximum post-tax result…

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Jan 2021 Advised Confidential Company on an investment from Confidential Company

New England Company

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The New England Company (NEC) is a subsidiary of The Arthur W. Wood Company, Inc. and is the investment boutique arm of the firm designed to meet the varied needs of institutional, corporate and individual clients in today’s highly volatile capital markets. Our firm offers a unique opportunity for its clients. Members of the management team have decades of experience with financial advisory services, including the structuring of capital transactions. NEC bankers focus their activities on private companies and companies who would be characterized as Small and Micro-Cap public companies. We…

Recent Transactions

This member has no reported closed transactions.

First Line Advisors LLC

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First Line Advisors LLC (member of First Line Strategy LLC) focuses on the optimal financing and capital solutions to achieve our client's growth objectives. We partner with our clients to raise the capital needed for either their companies or their funds (private equity, venture capital, real estate). In conjunction with First Line Strategy, we can fully cultivate both end-users and prospective investors. Our team is made of brand management-trained and SEC/FINRA-licensed professionals who understand your customer and capital needs. After a diagnostic review, we provide clients with a…

Recent Transactions

This member has no reported closed transactions.

AGC Partners

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From its commitment to global leadership in boutique technology banking, to its affinity for entrepreneurial achievement, AGC Partners is a company that exemplifies high creative energy and competitive drive. Our continued passion is to discover and work with exciting entrepreneurs and growth companies, helping them to achieve their lifelong work and corporate vision.

Recent Transactions

This member has no reported closed transactions.

Firms in the Boston Investment Banks directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Boston may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Not necessarily. A firm’s location does not always define its geographic reach. Many Investment Banks based in Boston are active across multiple regions, while firms based elsewhere may also participate in the Boston market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Investment Banks in Boston, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 20 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Boston Investment Banks directory, you can request information here.

Top Boston Investment Banks

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