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Members (122 results)

CB Capital Partners

Investment Bank

    This member has no reported closed transactions.

CB Capital Partners is a specialized investment banking firm, which focuses on creating value through customized financial advisory assignments including capital raises, debt placements, strategic and financial partnerships, and mergers and acquisitions transactions. CB Capital Partners' experienced professionals help clients analyze financial alternatives, identify strategic and financial sources of capital, and structure and negotiate terms, which meet their objectives. CB Capital Partners was founded in 2001 in order to bring innovative and value-added solutions to our clientele through a…

Ackrell Capital

Investment Bank

    This member has no reported closed transactions.

Founded in 2003, Ackrell Capital is a leading independent investment bank focused on providing financial advisory services to global middle-market and emerging growth companies in key industries. Ackrell Capital's team of seasoned professionals is committed to our clients and their long term success by providing unbiased advice, deep industry insights and uncommon access. Today, we serve a diverse set of clients and investors comprised of leading corporations, institutional investors and financial sponsors and high net worth individuals. As an independent investment bank, we are able to…

Inverness Advisors, LLC

Investment Bank

    This member has no reported closed transactions.

Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media and enterprise services sectors. Inverness represents clients in M&A, financing and other strategic transactions. Our partners have extensive experience, having run investment banking groups at firms including Hambrecht & Quist, Montgomery & Company, Cowen and Lehman Brothers. The Inverness team has a strong track-record of success in closing transactions with the leading strategic and private equity buyers in the industry.INDEPENDENT ADVICE.  EXCEPTIONAL RESULTS.  20+…

Metro Equity Capital

Investment Bank

    This member has no reported closed transactions.

Metro provides assistance in Buying or Selling Businesses and also provides Financial Advisory and strategic Investment Banking services. Metro’s Investment Banking services includes debt financing, institutional equity, merger, acquisition and divestiture for small to medium-sized private and public companies (those between $10 million and $500 million in revenue). Our capital market team is managed by licensed Investment Bankers with extensive experience in institutional equity, debt financing, and mezzanine finance for small to medium-sized private and public companies. As seasoned…

Destined

Investment Bank

    This member has no reported closed transactions.

We are a partnership of former business owners and operating executives. Our founders developed the Destined service offering after 20 years of experience building their own companies. We have a deep understanding of how middle market businesses operate. The goal in creating Destined was to combine extensive transaction experience with an analytical and quantitative framework in order to transfer our knowledge to business owners. Our unique service offering blends the organizational transformation elements of consulting with the strategic elements of finance. Our team is focused on the…

IDL Global Technology Banking

Investment Bank

    This member has no reported closed transactions.

IDL Global specializes in corporate finance, m&a, technology licensing, IP management, joint ventures and strategic alliances. We have been in business for over 25 years. IDL enjoys the confidence and professional standing as a well-established company within the global marketplace.

FocalPoint Partners, LLC

Investment Bank

    This member has no reported closed transactions.

FocalPoint is a leading independent full-service Investment Bank. With a diverse range of M&A, capital raising, and restructuring advisory services, we are ideally positioned to meet the needs of middle market companies in all stages of the corporate life cycle. We pride ourselves on providing objective advice and "outside the box" thinking in order to come up with the right solutions for our clients without the conflicts experienced by many of our competitors. The following are some of the ways we differentiate from other middle market investment banks: - Not a One-Trick Pony: Our diverse…

Premiere Lender

Investment Bank

    This member has no reported closed transactions.

EasierLoan.com is an Online Business Loan Generation Company - For Sale.It consists of a portfolio of business loan sites and financial domains names, established online in 2006, with the most popular business loan keywords. The sites bring around 500,000 in free financial traffic. All the sites have different valuable URL's like ProjectsFunding.com, LenderHouse.com, PremiereLender.com and ProjectsFinance.com.This network of 10 financial web sites established for 15 years in all major search engines provides a powerful and very valuable advertising space for any financial company to promote…

USAREG

Investment Bank

    This member has no reported closed transactions.

USAREG is an innovative capital & strategy advisory firm based in San Francisco bay area. We provide capital & strategy advisory services for corporate investment, financing and M&A needs.Our analysis and access to over 65,000 M&A activities across a wide range of industries and geographies will be your strong foundation on M&A and investment planning. We work on both buy/sell side and provide services on acquisition strategy, deal sourcing, deal thesis, business valuation, deal structuring, due diligence, integration planning & execution, etc.

Inertia Advisors

Investment Bank

    This member has no reported closed transactions.

Inertia Advisors provides strategic and financial advice to emerging and established technology leaders globally. Our mission is to serve our clients needs throughout the growth lifecycle as a force for positive momentum. Inertia provides an array of strategic advisory solutions including capital raising, mergers, acquisitions, capital structure optimization, recapitalizations and consulting. Our partners have an extensive network of relationships with deep industry knowledge and transaction expertise to deliver a superior level of service for clients who value judgment, candor and insight.…

KAL Capital

Investment Bank

    This member has no reported closed transactions.

Our firm has a clear mission: to empower companies and their owners with a comprehensive suite of M&A advisory and capital-raising services. We achieve this by staying laser-focused on aerospace & defense and providing unbiased, long-term advice that always prioritizes our clients’ best interests.At KAL Capital, we pride ourselves on being honest, nimble and adaptable, ensuring that our services align perfectly with our clients’ unique needs and objectives.

Armory Securities, LLC

Investment Bank

    This member has no reported closed transactions.

Armory Securities is one of the leading investment banks dedicated solely to helping middle market companies and their constituents through the myriad of complex problems that confront them. Whether it’s mergers and acquisitions, debt or equity financings, restructuring or workouts, or general strategic advisory or consulting, our team of professionals brings a level of expertise that is uncommon in our marketplace.Since the original formation of our team in 2008, we have been involved in over $8 billion of financial transactions involving 32 diverse engagements. Our team has been…

Corporate Finance Associates - San Francisco

Investment Bank

    This member has no reported closed transactions.

Corporate Finance Associates (CFA) is one of North America's oldest and most prominent investment banking firms serving middle-market companies. In its over 60 year history, CFA has recorded thousands of successful transactions by working diligently on the client’s behalf. Our global footprint and network of over 50 experienced professionals make CFA uniquely qualified to help you realize your business goals.Our mission is to provide services that give your company an edge in the M & A market place. The CFA team has the investment banking track record and exceptional…

Objective Capital Partners

Investment Bank

    This member has no reported closed transactions.

Objective, Investment Banking & Valuation (“Objective”) is a leading investment banking and valuation firm that services middle market companies within our industry practices: Business Services, Consumer, Healthcare Tech & Services, Life Sciences Services & Tech, Manufacturing & Distribution, and Technology. Within our industry practices we offer an investment banking group providing sell-side advisory, and a full-service valuation group providing tax compliance, financial reporting, transaction opinion, and…

E. Coonrod & Co.

Investment Bank

    This member has no reported closed transactions.

E. Coonrod & Co., LLC was founded on the belief that investment banking and corporate finance do not need to be a zero-sum game. We don’t believe that one side of the equation needs to lose for the other side to gain. That’s why we provide honest, practical, and sound financial and operational advice for our global clients, delivering service with respect and integrity.We have a firm understanding of the unique characteristics and needs of business leaders within our core focus industries. Our specialists apply up-to-date information on creating custom-tailored solutions that work to…

Anomalie Group

Investment Bank

    This member has no reported closed transactions.

WE'RE TAKING INVESTMENT BANKING SOMEWHERE DIFFERENT.As a middle market company, you have a choice. You could choose to go the traditional route and likely find yourself lost in the layers of a big investment bank. Or you could veer off in a completely new direction. At Anomalie, you’ll find the agility & personal attention of a boutique firm and the resources and connections of a larger one.LIKE OUR NAME IMPLIES, WE’RE NOT YOUR TYPICAL INVESTMENT BANKING FIRM.We’re a diverse group of atypical individuals who don’t think or act like investment bankers. But we all have a proven…

Trinity Capital LLC

Investment Bank
  • 69 Total Closed Deals
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 equity and debt capital, restructuring troubled companies, consulting and generating business valuation opinions. Since we began in 2000, Trinity has closed in excess of 500 transactions exceeding $10 billion. The firm was formed with the specific purpose of providing clients with unparalleled…
Most Recent Transactions
Advisor
Apr 2014
secured investment from
Advisor
Apr 2014
secured investment from
Advisor
Apr 2014
was acquired by
Advisor
Apr 2014
was acquired by

Berman Capital

Investment Bank
  • 37 Total Closed Deals
Berman Capital is dedicated to helping company owners and shareholders sell their business or raise capital for the highest possible price and the best possible fit for their employees, company, themselves and their families.Our experience proves this out: Since 1971 the principals at Berman Capital have completed over 70 multi-million-dollar merger & acquisition transactions working almost exclusively with private, entrepreneur driven companies. At Berman Capital, we pride ourselves on being a small, boutique FINRA regulated firm:- We focus on assisting mid-market companies (generating an…
Most Recent Transactions
Advisor
Jun 2015
was acquired by
Advisor
Nov 2012
was acquired by
Advisor
Feb 2011
was acquired by
Advisor
Jun 2010
was acquired by

Vista Point Advisors, LLC

Investment Bank
  • 22 Total Closed Deals
Vista Point Advisors is a leading boutique investment bank focused on providing merger & acquisition and capital raising advisory services to founder-led middle-market companies in the Technology, Internet & Consumer Services, Software, SaaS and Cloud-Enabled Services, Mobile, Consumer Retail and Healthcare industries. The Company was founded on the principle that founder-led companies in the emerging and middle markets are unique and require specialized attention and advice when considering investment and exit opportunities. Vista Point works predominately as a sell-side advisor, which…
Most Recent Transactions
Advisor
Aug 2014
was acquired by
Advisor
Apr 2014
was acquired by
Advisor
Mar 2014
was acquired by
Advisor
Nov 2013
was acquired by

Westcove Partners

Investment Bank
  • 17 Total Closed Deals
The Westcove team brings decades of experience advising middle market healthcare organizations through the merger and acquisition process. We focus exclusively on middle-market advisory service and often the first liquidity event for our client organization. We find the best strategic fit for each client to maximize transaction value, and secure their legacy and future prosperity.
Most Recent Transactions
Advisor
Jun 2023
secured investment from
Advisor
Apr 2023
secured investment from
Advisor
Feb 2023
secured investment from
Advisor
Jan 2023
was acquired by

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