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Catalog Retail Investment Banks - Axial

Members (128 results)

Oaklyn Consulting

Investment Bank
  • 27 Total Closed Deals
Oaklyn Consulting is a different kind of investment banking firm for privately-held companies. We help clients with navigate mergers, acquisitions, joint ventures and other strategic transactions; arrange financing; plan succession; and manage investor relationships. By working as consultants, not brokers, we help in situations where other investment bankers cannot. Our clients appreciate that we help them even when "no deal" is an option they want to preserve. Since our founding 2016, we have served nearly 100 satisfied clients, and only a small fraction of these assignments resulted in an…
Most Recent Transactions
Advisor
Apr 2024
was acquired by
Advisor
Nov 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
May 2023
was acquired by

League Park Advisors

Investment Bank
  • 23 Total Closed Deals
​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…
Most Recent Transactions
Advisor
Apr 2024
was acquired by
Advisor
Apr 2024
was acquired by
Advisor
Apr 2024
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Advisor
Apr 2024
was acquired by

Mann, Armistead & Epperson, Ltd.

Investment Bank
  • 19 Total Closed Deals
Mann, Armistead & Epperson, Ltd. is a privately owned investment banking and corporate advisory firm. Based in Richmond, Virginia, our firm assists public and private companies in maximizing shareholder and corporate wealth. We bring value to our clients by assisting them to initiate, structure and execute a diverse range of innovative corporate financial and shareholder-related transactions. Our clients deal directly with the founding partners, who bring to the table over 100 years of aggregate investment banking experience. Our track record is undeniably strong - the result of having faced…
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
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Advisor
Oct 2021
was acquired by

Tower Partners

Investment Bank
  • 18 Total Closed Deals
Tower Partners is a leading Private Investment Bank and Advisory Firm providing premier service to the middle market. Our team of industry veterans have advised sell-side and buy-side engagements with over $15 billion in value for entrepreneurs, family-run businesses and financial sponsors.​We are a national firm with a global reach, supporting clients throughout the United States with headquarters in Columbia, MD and offices in Baltimore, MD, Denver, CO, and New York, NY.​Our entrepreneurial roots and years of experience have solidified our will to charge forward when others might…
Most Recent Transactions
Advisor
Apr 2024
was acquired by
Advisor
Oct 2023
was acquired by
Advisor
Jul 2023
secured debt financing from
Advisor
Jul 2023
was acquired by

UHY Advisors Corporate Finance, LLC

Investment Bank
  • 12 Total Closed Deals
Our firm's National Transaction Services Group is comprised of seasoned, multi-disciplined professionals that bring a different aspect and perspective to bear in the transaction process, providing a uniquely integrated services approach to client service and product delivery. We do not believe that “one size fits all”; as each transaction is distinct. We offer services tailored for each transaction and seek opportunities for our clients to maximize their return on investment, while minimizing risks.
Most Recent Transactions
Advisor
Oct 2014
was acquired by
Advisor
Oct 2014
was acquired by
Advisor
Oct 2014
was acquired by
Advisor
Oct 2014
was acquired by

India Brook Partners

Investment Bank
  • 11 Total Closed Deals
India Brook Partners, LLC is an independent investment banking firm providing the highest level of value added advice and services to corporations and institutional investors, specializing in the food and beverage industry. We work with many management and family owned middle market companies and investors, focusing on mergers and acquisitions and financing transactions. We offer clients market access, specialized industry knowledge, valuation expertise and effective transaction management to achieve highly competitive results. The firm's website is at http://www.indiabrook.com.
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
May 2017
was acquired by

Exitwise, LLC

Investment Bank
  • 11 Total Closed Deals
Our clients recommend us to their friends because we help sell companies faster and for more money ... and the proof is in the data.By leveraging our global network of industry specialized, M&A experts, we create the best teams of M&A experts for each of our clients to create optimal outcomes.The right team of industry specialized, M&A experts will know your buyer pool better than anyone. This means your M&A team can create the right amount of buyer competition to help you maximize the sale of your business.
Most Recent Transactions
Advisor
Mar 2024
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
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Advisor
Jul 2023
was acquired by

CCC Investment Banking

Investment Bank
  • 10 Total Closed Deals
CCC Investment Banking is one of Canada's leading independent mid-market investment banks. Our focus is serving the successful owners of private businesses, but our clients also include small and mid-cap public companies as well as divisions of larger companies. We are known for developing innovative solutions that create value. Our entrepreneurial spirit and never-quit attitude distinguish us from others. The result is a 35-year track record of successfully completing transactions. CCC provides expert advisory services in the following areas: Mergers and acquisitions, including management…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jun 2023
was acquired by

Osprey Capital Partners

Investment Bank
  • 10 Total Closed Deals
OUR STORYOsprey Capital Partners is a leading Mid-Market Investment Bank. Operating since 1998, we have consistently provided Canadian companies and their stakeholders with best in class M&A and Financial Advisory services. With thousands of capital sources and strategic relationships, and a proven proprietary process, we work to provide our clients with the best possible outcome, whether they Sell a Business, Buy a Business, or Finance a Business.Welcome to Osprey Capital.OUR SERVICESOur success in servicing our clients’ M&A, financing and strategic requirements is a…
Most Recent Transactions
Advisor
Sep 2023
was acquired by
Advisor
Mar 2023
secured debt financing from
Advisor
Nov 2022
was acquired by
Advisor
May 2022
was acquired by

Artesia Capital, LLC

Investment Bank
  • 9 Total Closed Deals
Artesia Capital is a boutique investment bank and M&A advisory firm focused on securing debt and equity for middle-market and upper-middle-market companies. Artesia also offers advisory and investor relations services. We specialize in Consumer Products, Food and Beverages, Distilleries, Wineries, Retail, eCommerce, Packaging, Cannabis and CBD, Health Care, Packaging, SaaS, FinTech, Digital Media, Real Estate, Advertising, and Industrials.
Most Recent Transactions
Advisor
Jun 2023
secured debt financing from
Advisor
May 2023
was acquired by
Advisor
Mar 2023
secured debt financing from
Advisor
Dec 2022
secured debt financing from

Hunter Baron

Investment Bank
  • 5 Total Closed Deals
Hunter Baron is a global Investment Bank with a Middle Market focus, offering services in equity & debt capital raising, buy-side and sell-side M&A, and enterprise valuation analysis.
Most Recent Transactions
Advisor
Feb 2020
secured investment from
Advisor
Oct 2019
secured investment from
Advisor
Jul 2019
secured investment from
Advisor
Mar 2019
secured investment from

Carl Marks Advisors

Investment Bank
  • 4 Total Closed Deals
Carl Marks Advisors is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.At Carl Marks Advisors, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to…
Most Recent Transactions
Advisor
Mar 2023
was acquired by
Advisor
Jul 2021
was acquired by
Advisor
Feb 2021
was acquired by
Advisor
Aug 2020
was acquired by

Mid-States Advisors, Inc

Investment Bank
  • 2 Total Closed Deals
Mid-States Advisors is a family-owned boutique financial and business advisory firm that focuses on middle-market businesses looking for assistance with Mergers & Acquisitions, Debt Placement, and Fractional CFO services.Mid-States Capital, our predecessor entity, was founded in 1995 by Joe Alam Sr. after a successful career as a CPA and turnaround specialist. Mid-States Capital’s services focused on debt placement solutions for middle-market businesses dealing with unique or difficult issues, including workouts, highly-leveraged transactions, and high-growth situations.​In 2015,…
Most Recent Transactions
Advisor
Sep 2013
was acquired by
Advisor
Mar 2010
secured investment from

4Front Capital Partners

Investment Bank
  • 2 Total Closed Deals
4Front Capital Partners is a boutique investment & merchant bank that focuses on raising capital for midsize Canadian and U.S companies. We screen deals for quality and help real capital meet real investment return opportunities. General StatsAmount raised in past 24 months: $200MMNumber of raises: 5Average size of raises: $40MM Total number of investments: 7
Most Recent Transactions
Advisor
Sep 2017
secured investment from
Advisor
Jan 2017
secured debt financing from

Vaupen Financial Advisors, LLC

Investment Bank
  • 1 Total Closed Deal
Vaupen Financial Advisors, LLC is a boutique investment banking & advisory firm headquartered in Miami, Florida. We provide corporate finance and advisory services to lower middle-market clients in the United States and Latin America. Our typical client is a private company seeking a capital or advisory transaction of a minimum of $5 million, up to $75 Million. Services include raising Capital; Structured financings; Sell – side Mergers & Acquisitions Advisory services; as well as Debt Restructuring, & Loan Workout Advisory services and execution. We have…
Most Recent Transactions
Advisor
Dec 2020
secured investment from

Stout Capital, LLC

Investment Bank
  • 1 Total Closed Deal
Stout is a global investment bank and advisory firm specializing in corporate finance, valuation, financial disputes, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters.Investment BankingOur industry-focused bankers specialize in mergers and acquisitions, private capital raising, and other financial advisory services for privately held businesses, portfolio companies of private…
Most Recent Transactions
Advisor
Jan 2024
was acquired by

GVC Financial Services, LLC

Investment Bank
  • 1 Total Closed Deal
GVC Advisory Services Ltd (GVC) assists its clients by providing a thorough, independent evaluation and analysis of current operations, operating results, strategic planning, and the development of effective growth strategies. Our services are designed to provide improvements in cash flows, liquidity, and return on capital. Our mission statement is to maximize our clients' operational efficiencies and, in many cases, to prepare them for funding from the capital markets.GVC is composed of two principals and two executives possessing over 40 years of relevant business, advisory and investment…
Most Recent Transactions
Advisor
Sep 2014
was acquired by

Spark-Binder Capital

Investment Bank
  • 1 Total Closed Deal
Spark-Binder Capital LLC is a licensed investment banker with a focus on raising capital on all levels of the capital stack. Engagements are in a myriad of industries both US and foreign with raises from five to two hundred million.
Most Recent Transactions
Advisor
Jun 2023
secured investment from

Victorem Group

Investment Bank

    This member has no reported closed transactions.

Victorem Group provides strategic advisory in the execution of mergers, sales, acquisitions, joint ventures, spin-offs, divestitures, and other restructurings. Our global M&A experience allows us to provide our clients' transaction opportunities all around the globe. Our network of contacts provides Victorem a competitive advantage over firms outside the region.STRATEGIC FINANCIAL PLANNING & ANALYSISVictorem’s extensive experience with global industries allows us to implement the best practices in order to assist our clients in the architecture of their short- and long-term…

Roy Street Advisors

Investment Bank

    This member has no reported closed transactions.

We have been in the M & A sector for over 30 years with experience as investment bankers and as the Managing Director of P-Squared Management Enterprises, a Dalio family office funded lower-middle marked PE firm. At Roy Street Advisors we represent business owners, prospective buyers, and family offices in their quest to exit or acquire businesses with EBITDA of $1.0+ million.

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