As one of the premier firms specializing in real estate investment banking, Hotel Financial Strategies (HFS) offers exceptional industry expertise, unparalleled personal service and in-depth industry relationships to provide strategic solutions that result in successfully meeting your capital needs. We work exclusively in the hospitality industry providing a wide range of financial options across the entire capital spectrum including construction, bridge, permanent, mezzanine and equity financing. Our work is based on the following key concepts:IntegrityComprehensive AnalysisTactical…
Capital 42 Advisors is an independent investment bank that provides merger and acquisition advisory, growth capital and valuation services exclusively for lower middle market private companies.Our philosophy is straightforward: exceptional outcomes are not accidental. They result from rigorous preparation, strategic alignment, and thoughtful execution. We operate with discretion, discipline, and a commitment to quality over volume.Securities administered through Hamilton Grant LLC, Member FINRA and SIPC. Capital 42 Advisors and Hamilton Grant are not affiliated
Software Equity Group (SEG) is a leading sell-side M&A advisory firm exclusively focused on helping B2B software companies with $5M to $100M in ARR and located in the United States, Australia, Canada, Israel, New Zealand, and United Kingdom. SEG’s creative, honest, and no BS approach to majority exit and capital raise events help software operators optimize market timing and maximize company valuation. Today, SEG leads the industry in US PropTech M&A deals with over 40 transactions and has deep expertise in five additional verticals: EdTech, Energy, GovTech, HealthTech,…
Founded in 1990, Eaton Capital has served as investment banker or advisor for over 35 transactions in a variety of projects involving Construction Materials, Industrial Minerals, Corporate Real Estate, and Capital Equipment. Beginning in 1996, Eaton Capital narrowed its investment banking focus to the Construction Materials and Industrial Minerals industries and specializes in representing the owners of construction materials companies and industrial minerals companies.
Our professionals have expertise across the media and technology sectors. Our network of relationships throughout the finance world is exceptional. Regardless of sector or niche, we remain fully engaged in all critical trends, challenges and opportunities, and factors in valuation. We know the right people in the right places to finance a transaction or find buyers or sellers. This deep understanding of the media industry allows us to be the ideal advisors to clients, helping define long term financial and operating strategies.Venture Stage: We work with a range of venture-stage companies,…
Starlight Investments, LLC is a boutique investment bank, founded in 1999, providing a comprehensive range of capital raising services encompassing equity, project finance, fund placement and debt structuring, as well as mergers and acquisitions, and business development consulting services. Capital raising engagements typically range from $5-100MM per round with a targeted institutional investment base of strategic and financial investors.
ProFinance® Associates, Inc., established in 1985, has been a U. S. broker-dealer firm since 1990. Since inception, its professional staff has provided financial and industry specific advisory and investment banking services across an array of industries with special concentration in high gross margin, repetitive income service industries, the electronic security field, and the maritime industry (particularly maritime technology firms).
Steelhead Advisors provides financial advisory and investment banking services to emerging technology companies in the areas of communications, networking, software and semiconductors. The firm has extensive experience working with private companies at various stages of their development and in dynamic economic conditions.Steelhead is a business partner for board members and management teams looking to develop a long-term advisory relationship and receive proactive and insightful guidance from a team of professionals dedicated to client service.The Steelhead Team has extensive experience…
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…
Houlihan Lokey (NYSE: HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation, and strategic consulting. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of our commitment to client success across our advisory services. Houlihan Lokey is ranked as the No. 1 M&A advisor for all U.S. transactions, the No. 1 global restructuring advisor, and the No. 1 global M&A fairness…
Intrepid Investment Bankers LLC is a corporate finance advisory firm focused on the middle market. Intrepid's services include M&A advisory, equity and debt capital raising and providing strategic advice in complex securities transactions. Collectively, the senior banker team at Intrepid brings over 150 years of mergers and acquisitions advisory experience and has advised on over 350 transactions spanning a broad range of industries including Business Services, Consumer Products, Financial Institutions, Food & Beverage, Healthcare, and Industrial Products & Distribution.
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…
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.
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.
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
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.
FMV is one of the nation’s preeminent firms offering a broad range of financial advisory services to private and public companies, and their advisors.For almost two decades, the firm has served its clients by providing intricate and highly specialized financial opinions, property appraisals, complex litigation support, tax and business valuations, as well as investment banking services focused on mergers, acquisitions and divestitures.
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…
Vrolyk Capital Partners ("VCP"), founded in 2012, is a private investment banking firm serving emerging growth and middle market companies and follows in the footsteps of its predecessor, Vrolyk & Company that operated in San Francisco for over 20 years. Focusing on private companies and their distinct financing, merger and other advisory needs, VCP has built its business by providing clients with creative solutions, sound advice, and most importantly successful transactions.Based in San Francisco, VCP provides a depth of experience in mergers and acquisitions, private equity and debt…
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