Charlotte Investment Banks

Members (9 results)

Bundy Group Investment Bank

  • 8 Total Closed Deals
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…
Most Recent Transactions
Advisor
Sep 2020
closed recapitalization financing with
Advisor
Dec 2017
was acquired by
Advisor
Mar 2017
was acquired by
Advisor
Jul 2016
was acquired by

Robertson & Foley Investment Bank

    This member has no reported closed transactions.

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…

Dragonfly Capital Investment Bank

    This member has no reported closed transactions.

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…

Tobin & Company Investment Banking Group Investment Bank

    This member has no reported closed transactions.

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…

S&P Capital Investment Bank

    This member has no reported closed transactions.

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…

7 Mile Advisors Investment Bank

    This member has no reported closed transactions.

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…

Philpott Ball & Werner Investment Bank

    This member has no reported closed transactions.

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…

DecisionPoint Investment Bank

  • 1 Total Closed Deal
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…
Most Recent Transactions
Advisor
Jan 2017
was acquired by

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