Top Charlotte Investment Banks with Recent Private M&A Activity

1 Closed Deal via Axial

45 Total Closed Deals

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Victory Partners is unique, unlike any other financial advisory and private equity firm serving the middle market you will find. If you walk our halls, you will not find anyone who talks with a locked jaw or wears an ascot. None of us were sitting on the fortunes of our forefathers when we set out to build a world class firm. We have earned our reputation the old fashioned way, through hard work, perseverance, and truly understanding the tenets of entrepreneurialism. Everything we have built over the last 10 years has been around celebrating the entrepreneur. Our great economy…

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Oct 2022 Advised Signature Landscape Contractors, LLC in its sale to Appalachian Capital
Jan 2015 Invested in U.S. Organic Peroxides Division
Jan 2015 Advised Phoenix Radiology in its sale to PSS World Medical Inc.
Jan 2015 Advised Jolly Chef Express on an investment from Confidential

Bundy Group

8 Total Closed Deals

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Bundy Group provides investment banking and transaction advisory services to clients across numerous markets, including healthcare and life sciences. The highly experienced team within Bundy Group includes transaction and operating professionals with a combined 100 years of experience in investment banking and corporate finance. As a 31 year-old boutique firm, the senior team leverages its specialized focus on our core markets to guide clients through the entire process of selling their company, raising capital, and pursuing acquisitions for growth.

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Sep 2020 Advised Catawba Research on an investment from St Cloud Capital
Dec 2017 Advised Trimite Powers Inc. in its sale to Protech / Oxyplast Group
Mar 2017 Advised Appalachian Railcar Services, Inc. in its sale to GenNx360 Capital Partners
Jul 2016 Advised Marketing Associates, Inc. in its sale to RPM International

DecisionPoint

4 Total Closed Deals

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DecisionPoint is a premier M&A Advisory firm located in Charlotte, NC, the second largest banking center in the US. Our firm has a solid track record of completing successful transactions for technology companies. The partners have completed more than 150 transactions worldwide since DecisionPoint’s inception in 1998.We work in close partnership with our clients to consistently help them realize their objectives through a combination of transaction and operational experience, domain expertise, and personal commitment to the success of our clients and their shareholders.

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Apr 2021 Advised Software Development Europe in its sale to 3Pillar
Nov 2020 Advised Infolinx in its sale to Gimmal LLC
Sep 2020 Advised IFS in its sale to iPipeline
Jan 2017 Advised Tridea Partners in its sale to Columbus

Carnegie Point M&A

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Carnegie Point is a custom M&A advisory firm with more than 70 closed deals totaling $3+billion. We are dedicated to maximizing the value of middle-market sales through senior-partner led M&A teams that offer deep expertise and an extensive network of highly interested buyers.

Recent Transactions

This member has no reported closed transactions.

Philpott Ball & Werner

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Philpott Ball & Werner provides complete merger and acquisition services. We help our clients formulate and implement acquisition objectives and strategies. Our experience, disciplined approach, research capability and extensive industry knowledge enable us to quickly locate and communicate with a wide variety of potential acquisition targets.PB&W assists clients with the purchase of companies, subsidiaries and divisions with transaction values that range between $10 million to $500 million. As a result of our industry, corporate and private equity relationships throughout North America and…

Recent Transactions

This member has no reported closed transactions.

Robertson & Foley

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Since 1989, Robertson & Foley has acted as Financial Engineers to middle market companies. As such, the firm raises substantial amounts of private capital; advises on the spectrum of private transfers; and issues certified private valuation opinions. Rob Slee, firm president, has likely authored more books and articles on the private capital markets than anyone else in the world.

Recent Transactions

This member has no reported closed transactions.

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Tobin & Company Investment Banking Group

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Tobin & Company Investment Banking Group provides a range of investment banking services tailored to the needs of lower-middle market businesses and their executives.Our firm provides a range of investment banking services tailored to the needs of middle market businesses, their investors and their executives. Tobin & Company is dedicated to providing successful solutions in each of its engagements. We are able to effectively assess market conditions and impart our knowledge of strategy, innovative business models, and technology to maximize our clients' return.The Tobin & Company team holds…

Recent Transactions

This member has no reported closed transactions.

Providence Advisors LLC

2 Total Closed Deals

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Providence Advisors, LLC, is a boutique investment bank providing mergers and acquisitions advisory services to lower middle market companies, private equity investors and management teams. We primarily advise on the sellside of transactions. Our transactions range from $10 million to $100 million (total enterprise value) with an average exceeding $50 million over the last three years. We have 30 years of experience in investment banking, have been in business for 20 years and operate nationwide. We have extensive experience in the packaging and containers, plastics and related…

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Dec 2021 Advised Custom Golf Car Supply in its sale to Arrowhead Engineered Products
Jul 2021 Advised Brave Quest Corp. dba eLogHomes in its sale to Salt Creek Capital

7 Mile Advisors

2 Total Closed Deals

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What We Do:7MA provides Industry-Focused Investment Banking & Advisory Services globally. We advise on M&A and private capital transactions, and provide market insights. As a close knit team with a long history together and a laser focus on our target markets, we help our clients sell their companies, raise capital, grow through acquisitions, and evaluate new markets. Why Clients choose us:+ A senior-level advisor with deep industry experience manages each step of our assignments.+ We are protective of our clients’ business and confidentiality.+ Our financial, operational and industry…

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Apr 2021 Advised Confidential Company on an investment from Confidential Company
Sep 2018 Advised Confidential Company on an investment from Confidential Company

Dragonfly Capital

1 Total Closed Deal

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Dragonfly Capital is an investment banking firm headquartered in Charlotte, North Carolina.We focus on the specific needs of management and owners of small and middle-market companies primarily in North America. Dragonfly Capital is an independent advisory boutique dedicated to offering unbiased advice and assistance to our clients regarding private capital placements, mergers and acquisitions, and other financial assignments.Dragonfly Capital works with companies in emerging industries (such as alternative energy, life sciences, communications, and information technology) and traditional…

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Jan 2021 Advised Amp Energy on an investment from The Carlyle Group

Drive Equity Advisors

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Drive Equity Advisors provides buy-side and growth advisory services for strategic acquirers and institutional investors, in addition to sourcing and leading co-investment opportunities in niche growth sectors.

Recent Transactions

This member has no reported closed transactions.

S&P Capital

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Focusing on privately-held companies, S&P Capital offers investment banking services for mergers and acquisitions. We take pride in our ability to deliver highly sophisticated corporate finance services to businesses that are not large enough to be served by Wall Street. We understand the unique challenges that business owners face in transactions ranging from $1 Million to $50 Million. The professionals at S&P Capital successfully fill the gap between Main Street America business brokerage firms who have limited access to M&A and capital markets and the larger investment banking companies…

Recent Transactions

This member has no reported closed transactions.

River Capital Partners LLC

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Capital raising for small and middle market firms/projects. Transaction size $2mm to $300mm. Debt, mezzanine debt, junior capital, private equity, JVs, etc. Capital raising for -- Oil & gas producers, services, technology, minerals, etc.Food and beverages, nutrition. Software/technology. Manufacturing. Distribution/logistics. Business services. Communications. Retail. E-commerce. Distressed & turnarounds. Fast food. Convenience stores. Clothing/apparel manufacturing. Transportation.

Recent Transactions

This member has no reported closed transactions.

Firms in the Charlotte Investment Banks directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Charlotte may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Not necessarily. A firm’s location does not always define its geographic reach. Many Investment Banks based in Charlotte are active across multiple regions, while firms based elsewhere may also participate in the Charlotte market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Investment Banks in Charlotte, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 13 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Charlotte Investment Banks directory, you can request information here.

Top Charlotte Investment Banks

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