Commerce Capital Group ("CCG") is a private investment banking firm specializing in mergers and acquisitions ("M&A") advisory and capital raising services, primarily for small and middle-market companies with revenues between $25 million and $500 million, throughout the United States. Focused on the Infrastructure Services segment of the Engineering and Construction (“E&C”) industry, CCG leverages a combination of transaction experience, proprietary research, industry intelligence, and extensive network of financial and strategic contacts to provide value-added services to its clients.
Montgomery & Co. is a leading investment banking firm that provides a wide range of services to growth companies worldwide.As one of the west coast's premier investment banking firms, Montgomery & Co. has become the bank of choice for growth companies by offering its clients in-depth industry knowledge, financial expertise, access to key relationships and a high degree of customer service.Our dedication to growth companies, combined with our extensive network of business relationships and proven execution capabilities, makes us a trusted advisor to our corporate clients and a valued resource…
JMP Group is a full-service investment banking and asset management firm that provides investment banking, sales and trading, and equity research services to corporate and institutional clients as well as alternative asset management products and services to institutional and high-net-worth investors.
Aquilo Partners is a life science investment bank specializing in mergers & acquisitions, licensing/partnership transactions and private placements. On each transaction, we devote a senior team of bankers committed to a transparent, thoughtful approach to success. Our collective life science banking experience includes:-Advising on more than $15 billion in M&A and partnering transactions; raising over $8 billion in capital-Maintaining top-tier relationships throughout the global life science industry-Biotechnology, big pharma, specialty pharma, medical devices, research tools and diagnostics
LRG Capital Group is a global investment, banking and advisory boutique that focuses on public and private companies in the technology, life sciences, hospitality, real estate and entertainment sectors. The firm invests capital via private equity, commercial loans and structured debt financing, and advises and guides clients on mergers and acquisitions, corporate finance advice and other strategic alternatives. Headquartered in San Francisco with offices in New York, LRG Capital Group excels at relationship-focused guidance and financing.
Catalina Capital Advisors, Inc. is an investment-banking firm that provides financial advisory services focusing on small to medium size companies. The firm offers mergers and acquisitions, growth and expansion, management buyouts, financing alternatives, and strategic advice. Catalina Capital Advisors is based in Fountain Valley, California.
Investment Banking and Financial Advisory for Middle-Market Companies
Barnard/Montague is a boutique investment bank founded by Bailey “Biff” Barnard and Jeanne Montague, two of the most respected and experienced middle-market focused investment bankers in Northern California.
Headquartered in San Francisco, the firm works with privately owned, middle-market companies throughout the Western U.S. in a wide range of industries. Barnard/Montague provides an exceptional level of client service in three primary practice areas:
Mergers and acquisitions
Private placements of debt and…
ECHELON Partners is a Los Angeles-based investment bank and consulting firm focused exclusively on the wealth and investment management industries. Over the past 20 years, the firm's principals have completed more M&A advisory assignments, valuations, and strategic consulting engagements for its two target industries than any other investment bank. In that time, hundreds of executive teams and boards have chosen ECHELON Partners to help them envision, initiate, and execute a diversity of complex business strategies and transactions. ECHELON serves as a trusted advisor to the following types…
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…
Ascendiant Capital Markets provides advisory services for Mergers & Acquisitions in both a sell-side and buy-side capacity. Ascendiant's experienced investment banking team has initiated and closed more than 300 M&A transactions over the last 20 years in a broad range of industries. Most of these transactions have been in the lower middle market - $10 million to $200 million size - ranging from small technology businesses with fewer than 50 employees to multi-national companies having more than 1,500 employees. Types of clients served include service, distribution and manufacturing…
Harbor Ridge Capital (HRC) is a leading boutique mergers and acquisitions advisory firm, working with lower middle market growth companies to advise on strategic initiatives such as securing institutional investment capital, acquiring a business, or being acquired. HRC focuses primarily on established, growing, technology companies within industries such as internet infrastructure (hosting, data centers, managed IT services), internet marketing and software-as-a-service. Understanding that business owners would like to stay focused on running their businesses while pursuing such…
ATALYST is a trusted investment banking and mortgage banking firm. Our advisory services are all centered on devising strategies to meet our client’s goals then leveraging our experience and relationships to optimize deal execution. We have earned our reputation of excellence by providing clients with peerless advice and senior level attention.We serve a broad base of customers including developers, entrepreneurs, business owners and mid-cap companies.Investment Banking• Corporate advisory (M&A, debt & equity financing)• Restructuring advisoryMortgage Banking• Institutional loan…
Wells Fargo Advisors Financial Network offers you the best of both worlds – unsurpassed full service firm support and the freedom to operate your business and handle client relationships the way that’s right for you.In addition to the legendary brand strength and stability we offer through our affiliation with Wells Fargo & Company, you enjoy the independence, flexibility and control to leverage as many, or as few, of the firm’s resources as you prefer.
Financial AdvisoryThe NMS team can provide added value to clients seeking a merger, acquisition, full or partial sale of a business as this can be key in enhancing a company’s success and advancing its objectives. NMS assists clients with the following needs:Mergers and AcquisitionsLBOs and MBOsGoing Private TransactionsBalance Sheet and Corporate StructuringFairness and Solvency OpinionsValuationsAsset Divestitures
Comprehensive transaction advisory services for cross-border M&A and strategic partnerships. Takenaka Partners is a key member of the World Services Group (WSG), a global network whose members are among the top providers of professional business services. WSG members include more than 130 legal, accounting and financial advisory firms located in over 115 countries and throughout the United States.
Agra Capital Partners is a Los Angeles-based private investment firm servicing small and middle market clients on a wide range of corporate finance transactions.We have considerable experience in a number of industries, specifically the entire range of health care, fintech, specialty & lender Finance, technology, energy, digital media and intellectual property - IP Patent financing. SERVICES:Private Equity PlacementsPrivate Debt / Mezzanine PlacementsCollateralized Patent fundingDivestituresDirect Investment / Merchant BankingRecapitalizations & RefinancingsAgra Capital has…
As an advisory firm focused on Software-as-a-Service (SaaS) and Web-enabled businesses, we bring a specific knowledge-base and network to our clients. We do not concentrate on a certain industry, but are business model focused. Specifically, we concentrate on recurring revenue businesses with subscription or transaction based pricing models. We leverage our deep industry domain insight, positioning expertise and execution prowess to deliver superior results for our clients. Collectively, Arrowroot Advisors leverages its industry, network and deal expertise to advise entrepreneurs and…
Torrey Capital Group is an alternative investment marketing firm and provider of capital markets solutions to leading asset management companies. We partner with our clients to achieve their capital raising goals. Our approach is flexible and our services include identifying the appropriate target investor base, assisting in due diligence, structuring offering terms, executing the marketing plan, and introduction of strategic relationships. We typically are compensated solely by our investment managers based on success in their capital raising endeavors. We have a broad array of investor…
Objective Capital Partners, LLC is a leading investment banking firm offering M&A Advisory, Valuation Advisory, and Corporate Development Services for privately held and public companies with enterprise values up to $250 million. Founded in 2006, Objective’s seasoned professionals have collectively executed over 500 M&A and advisory engagements within its five industries of focus: Business Services, Consumer, Healthcare, Life Sciences, and Technology. Objective Capital is relentlessly committed to providing world-class, industry-specific advisory services aligned with its clients’…
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…
