Merit Investment Bank is a leading boutique investment bank focused on middle market companies. We are experts in M&A transaction execution and closing. We combine decades of experience with technical expertise, tenacity, creativity, and dedication to ensure not only that a transaction is closed, but that it is closed in our client’s best interest. We deliver market-leading outcomes by applying the integrity, intelligence, insight, instinct, and intensity of a trusted advisor, with no conflicts. We provide end-to-end M&A advisory services, utilizing our…
Most Recent Transactions
Advisor
Mar 2018
Undisclosed
was acquired by
Traverse Pointe Partners
Advisor
Oct 2016
STONEFIRE Grill, Inc.
was acquired by
Goode Partners
Advisor
Nov 2015
Pro-Vac LLC
was acquired by
Peninsula Capital Partners LLC and Silver Peak Partners
Salient Finance is a corporate advisory firm providing consulting services covering business strategy, corporate development, mergers and acquisition, turn arounds, financial structuring and capital procurement services to established small and medium-sized companies based in North America. Our head office is located in Toronto, Ontario.
Investment Banking Janney's Investment Banking practice is integrated into the Firm's expanding Capital Markets' foundation, creating a comprehensive platform that delivers superior transaction execution, sustained follow through and long-term client support. We work with clients on a highly-personalized basis, providing exceptional service, commitment and senior level attention. Best Practices Through Best People Central to our growth is the hiring and retention of the best people. Janney's strong foundation of talented professionals is client-focused and results-oriented, delivering…
Hyde Park Capital is a leading investment banking firm in Florida and the Southeast, specializing in middle-market mergers and acquisitions and capital raising for public and private companies. Renowned for our expertise in representing family and founder-owned businesses, we help clients achieve their strategic goals by delivering tailored financial solutions.With over 20 years of experience, Hyde Park Capital has earned a stellar reputation for integrity, professionalism, and results. Our senior bankers bring deep expertise in executing mergers and acquisitions, recapitalizations, financial…
Most Recent Transactions
Advisor
Aug 2025
Commercial Residential Aluminum
was acquired by
Garden City Equity
Advisor
Mar 2025
Infiniti Medical
was acquired by
CIMA Animal Health, a Portfolio Company of Incline Equity Partners
PCE is a leading investment bank that delivers M&A, ESOP, valuation, and advisory services to middle-market business owners across the U.S. With decades of experience, sector depth, and a people-first mindset, we help entrepreneurs and their advisors navigate complex transitions with clarity and confidence.From growth planning to exit strategy, we’re more than dealmakers — we’re long-term partners committed to maximizing value and preserving legacy. Headquartered in Orlando, with offices in Atlanta, Chicago, Denver, and New Jersey, our national footprint ensures local insight and…
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…
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…
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…
FourBridges Capital is an investment banking firm that serves business owners across the Southeast. We act as the interface between our clients and the capital markets, helping them to identify potential investors or acquisition targets and successfully complete transactions. Our senior professionals draw on both expertise in investment banking and experience as C-level executives, and they have spent most of their careers serving the middle market. For information regarding our past deals, please visit: fourbridgescapital.com/transactions
Palm Tree is the modern M&A advisor. Our integrated investment banking, transaction support, and strategic finance services power the strategic events that drive businesses forward.We guide clients through high-stakes processes. Our analytical intelligence accelerates decisions, enabling them to better prepare for and execute on transactions, transitions, and transformations.Investors engage with us to help them highlight opportunities, mitigate risks, and reduce deal friction so they can act decisively and focus on realizing investment objectives. Entrepreneurs and management teams…
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,…
Kreshmore Group® (KG), started operations in 2009 through its predecessors and has grown to become Chicago’s preeminent restructuring and M&A advisory company. The firm serves myriad niche industries while focusing on lower-middle & mid-market companies within the continental United States. KG assists clients in restructures/turnarounds, workouts, recapitalizations, M&A, real estate capital markets & real estate asset management, sell prep, senior and subordinated debt structuring, diligence services, c-suite advisory, outsourced analytics and modeling, and solving complex financial…
Scott-Macon Group, Inc. (nka SMG Securities, Inc.) is one of the oldest independent investment banks in the United States focused on middle market transactions in the range of $10 million to $500 million. Founded in 1973 by Alfred L. Scott, the firm is comprised of senior professionals who have had extensive transaction experience in the areas of mergers and acquisitions, debt and equity financing, valuations and fairness opinions and general corporate financial consulting.
Balmoral Advisors is an independent, specialty investment bank dedicated to providing mergers & acquisitions, corporate finance, and financial restructuring advisory services involving mid-sized transactions. We specialize in helping clients sell their businesses, find and complete acquisitions, and raise or refinance capital. We work with business owners, corporations and financial investors worldwide involving early stage growth companies, successful mature businesses, corporate divestitures, distressed and special situations.
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…
R.L. Hulett is a middle-market investment banking firm providing business owners, executives and private equity firms with M&A advisory services designed to deliver optimal outcomes. We have a deep commitment to the success of our clients and have a 40+ year track record with lead advisory roles in hundreds of transactions. What sets us apart is our passionate approach and our ability to deliver exceptional results through an unwavering commitment to client service.Since our founding in 1981, thousands of clients have trusted R.L. Hulett as their M&A advisors to help them achieve their goals.…
League Park is a boutique investment bank that professionally and ethically advises clients on strategies aimed to maximize shareholder value. We assist middle market companies with transactions that generate value through mergers and acquisitions, recapitalizations, capital raising, structured finance, and outsourced corporate development.Our deep industry expertise spans business services, healthcare, industrial, retail and consumer products, specialty distribution, technology and transportation and logistics. With a unique blend of investment banking, corporate development, private…
Founded in 2015, Peakview Partners was established to provide focused and dedicated Partner-level advisory services for M&A and Financing transactions. Tim Dailey and Warren Henson, both with 30+ years of investment banking experience, came together with the vision of creating a boutique firm large enough to leverage a breadth of diverse experience while small enough for the Partners to deliver expertise and tailored support across the entire process directly to each client.Warren and Tim met nearly 20 years ago, and they worked on numerous transactions together when Warren was with Green…
Arlington Capital Advisors is a boutique consumer-focused investment bank with a strong track record of helping clients in food & beverage, restaurants/hospitaliy, multi-unit franchies, and cannabis. Our financial professionals provide unbiased, strategic, qualified and technically sound advice to middle-market business owners on mergers, acquisitions, recapitalizations, raising capital and other corporate finance matters. As former owners and operators of brands, we understand how to create win-win outcomes that increase the likelihood of success.Track record: We provide…
Company OverviewOR Capital Group, Inc. is a full-service investment bank focused on lower middle-market businesses. We advise on M&A, capital raises, and restructurings across industries including Media & Entertainment, Consumer & Retail, Food & Beverage, Technology, Business Services, Healthcare, and Aerospace & Defense.Mission & ValuesWe are driven by a commitment to excellence, integrity, and client success. Our values emphasize purpose-driven collaboration, continuous improvement, respect, and forward-thinking solutions in an evolving market. We truly believe when…
