The Courtney Group, LLC provides investment banking services to middle market companies in consumer, chemical, healthcare, distribution, manufacturing, and technology industries. We are a boutique firm that is responsive and has an entrepreneurial West Coast spirit. We have offices in Newport…
41 North is a fully licensed Investment Bank which provides mergers & acquisition and growth capital advice to companies looking for high touch, professional, and experienced principal to principal service.Each of our Managing Directors has over 25 years of working experience in both domestic and…
At Global Capital Markets we specialize in middle market transactions. We take a no-nonsense approach to achieving results in virtually all situations. This approach has made us a leading West Coast financial services provider. For over fifteen years, our team has offered companies a unique blend…
Broadstream Capital Partners, LLC is a Los Angeles-based merchant bank founded in 2001. We focus on providing advisory services to and making investments in companies in the lower middle market.
Our Southern California practice has an exceptional track record as well as the breadth of knowledge and international experience needed to serve this dynamic and diverse region. Our team has owned and run companies in the Technology, Transport/Logistics, Business Services and Banking Sectors both…
Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies. Our other services cover the full range of strategic transactions including buy-side M&A advisory, private placements, carve outs, and…
NewCap Partners is a 30 year old investment bank serving the lower middle market. We work with business owners, boards, shareholders and management teams to develop and execute on financial transactions and implement strategies to maximize shareholder value. Our senior investment bankers have…
Trinity Capital LLC is an independent FINRA regulated investment banking boutique. As a trusted advisor, we navigate complicated transactions for family run businesses, large corporations and industry focused investors. Our advisory services include buying and selling private businesses, raising…
Most Recent Transactions
Advisor
Apr 2014
Paradise Foods, Inc.
raised capital from
Advisor
Apr 2014
closed recapitalization financing with
Confidential / Undisclosed
Advisor
Apr 2014
Tacala, LLC and Boom Foods, LLC
was acquired by
Advisor
Apr 2014
Tromble & Company, Inc., Tromble and Company Operations, Inc., and Tromble and Company East, Inc.
Arbor Advisors is a Silicon Valley based investment bank focused exclusively on growing technology & technology enabled companies. Founded by technology owners and operators, Arbor is the investment bank for entrepreneurs - executing M&A transactions and private capital raises for mid-market…
ROTH is an investment banking firm dedicated to the small-cap public market. Since its inception in 1984, ROTH has been an innovator in this market. Headquartered in Newport Beach, CA, ROTH has regional offices in San Diego, Los Angeles, Seattle and New York as well as Hong Kong Limited…
