Top Investment Banks in Charlotte - Axial

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…

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. 

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.

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…

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…

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…

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…

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.

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.

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…

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…

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.