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Members (219 results)

Dougherty & Company LLC

Investment Bank
  • 1 Total Closed Deal
Colliers Securities is a full-service investment bank and registered securities broker-dealer offering a wide array of products and services nationwide to meet the needs of corporate clients, institutional investors, and individuals.
Most Recent Transactions
Advisor
Aug 2019
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

Dragonfly Capital

Investment Bank
  • 1 Total Closed Deal
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…
Most Recent Transactions
Advisor
Jan 2021
secured investment from

Planned Exits

Investment Bank
  • 1 Total Closed Deal
Scott is a lifetime entrepreneur turned Exit Planner and M&A Advisor. Mr. Garrison has exited six companies in which he owned 10-35% and has served as the VP of Sales & Marketing for 2 companies that made the INC 5000 list a total of 10 times.
Most Recent Transactions
Advisor
Nov 2025
was acquired by

Watercress Capital

Investment Bank
  • 1 Total Closed Deal
Watercress Capital was formed with the goal of connecting Family Offices and Private Equity Groups with lower to middle-market deal flow across the United States, with a focus in the Southeast.
Most Recent Transactions
Advisor
Jan 2023
secured investment from

Regent Financial

Investment Bank
  • 1 Total Closed Deal
We are a client-focused boutique investment bank. With a management team of 16 Managing Directors, 250+ years of combined experience, and $2.8B+ of successfully completed transactions, our mission is to add value to client businesses via a suite of bespoke financial services to support accelerated growth. These include corporate finance analysis, enterprise valuation, structured finance, Mergers & Acquisitions (M&A) advisory, post-merger integration support, debt/equity capital raise, external financial audit, project rating, credit analysis, risk management advisory, leveraged buyout…
Most Recent Transactions
Advisor
Mar 2022
secured debt financing from

Jane Capital Partners, LLC

Investment Bank
  • 1 Total Closed Deal
Jane Capital investment platform opportunity TrustComm www.trustcomm.net From Local to State to Federal agencies and the military, TrustComm provides various secure and reliable communications solutions for our government customersTrustComm uniquely combine extensive satellite access and expansive terrestrial capacity with highly effective applications to deliver best‐fit, custom end-to-end solutions. For government customers requiring instant, robust and easily deployable connectivity, our solutions provide maximum reliability across a wide range of applications, including broadband…
Most Recent Transactions
Advisor
Feb 2010
secured investment from

MobileSolve Group

Investment Bank
  • 1 Total Closed Deal
The principals of MobileSolve Group provide investment banking services to growth companies in the wireless industry, including mergers and acquisitions, equity and debt financings and corporate finance advice.Clients choose MobileSolve Group because of our long experience and commitment to the wireless industry, senior level professionals each with decades of experience, global network of industry relationships, and the attentiveness of a boutique that accepts a limited number of engagements.*Securities-related services are provided by Steve Gaynor, who is licensed with M&A Securities Group…
Most Recent Transactions
Advisor
Nov 2011
was acquired by

HamptonRock Partners

Investment Bank

    This member has no reported closed transactions.

HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory & CFO services.HamptonRock provides differentiated strategic and tactical advice as well as unparalleled execution to both private companies and investors. The leadership team has significant experience representing business leaders across a broad range of industry sectors. We deliver candid, thoughtful advice to ensure our clients achieve their desired outcomes.

WestPark Capital

Investment Bank

    This member has no reported closed transactions.

WestPark Capital, Inc. is a full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors. We are committed to forging lasting partnerships with emerging growth companies and the investors who back them. Our simple approach is to provide customized financial solutions for virtually any need. A complete range of investment banking and brokerage services are available to our valued corporate and individual clients. Our Capabilities: Our corporate finance professionals have…

BVFR & Associates LLC

Investment Bank

    This member has no reported closed transactions.

BVFR LOAN SERVICESCash Flow Loan ProgramWe provide small businesses with the capital they need to grow.We judge the health of your business based on your cash flow not just credit scores. Our in depth understanding of small businesses means that we can provide capital in as fast as 2 business days.USDA Business and Industry (B&I) Guaranteed LoanA USDA Business and Industry (B & I) Guaranteed Loan offers advantages to both borrowers (even those who financially qualify for conventional loans) and lenders.Small Business Administration (SBA) 7(A) Guaranteed LoanThe SBA 7(A) Guaranteed Loan…

BRG Capital Advisors

Investment Bank

    This member has no reported closed transactions.

BRG Capital Advisors, LLC is a US-registered broker dealer and member of FINRA and SIPC. Our professionals provide strategic advisory services that help our clients achieve long term success.  We provide a full service M&A, balance sheet restructuring / recapitalization, growth equity, and debt placements.BRG Capital Advisors, LLC is the broker dealer affiliate of Berkeley Research Group (www.thinkbrg.com).  Founded in 2010, BRG is a global consulting firm with more than 1,100 professionals in 43 offices around the world.Collectively, BRG professionals have experience working across all…

Joseph Stone Capital

Investment Bank

    This member has no reported closed transactions.

Joseph Stone Capital is a full-service boutique investment banking firm committed to providing clients with outstanding personal attention in a wide range of financial services. We recognize that each individual client has a separate and unique set of investment goals. It’s critical that our goals and objectives are totally aligned with those of the clients. We invest a substantial amount of time understanding the objectives of our clients and assessing our ability to meet those objectives prior to our engagement. We are dedicated to providing value for our clients by devising the most…

Aurus Advisors

Investment Bank

    This member has no reported closed transactions.

Aurus is a unique, next generation investment banking firm that provides superior service that is keenly focused on achieving our client's financial objectives. To accomplish this, we have assembled a team of seasoned bankers that have proven experience in the full range of financial products, strategies, and services that can be applied in a variety of industries. In addition to offering valuable advice based on deep knowledge in their respective areas of practice, our bankers have access to the firm's extensive relationship network which includes corporate, private equity and venture…

Reinvention Capital Advisors Co.

Investment Bank

    This member has no reported closed transactions.

IntroductionReinvention Capital Advisors Co. is a specialized investment bank that focuses on businesses and projects in the alternative & renewable energy and industrial technology sectors. Often times our clients are in a transitional period or are experiencing financial or operating challenges.We develop creative and innovative solutions for clients in these Special Situations.Investment Banking ServicesReinvention Capital Advisors Co. is a creative and fully independent investment bank that advises private and public companies on mergers and acquisitions, project finance, financial…

Simple Commercial Capital

Investment Bank

    This member has no reported closed transactions.

Simple Commercial Capital is a boutique capital advisory firm founded in NYC, now headquartered in Raleigh, NC. We provide bespoke M&A and lending solutions to lower middle-market businesses and commercial real estate owners nationwide. Our decades of experience and extensive relationships in capital markets allow us to structure out-of-the-box solutions for our clients. With the perfect balance of technology and personal touch, we simplify the lending process. 

Hayfield Financial

Investment Bank

    This member has no reported closed transactions.

Paul Ryan is the Managing Partner of Hayfield Financial. Mr. Ryan has broad financial services and operating company experience. Mr. Ryan started his career at Barclays Bank/Barclays deZoete Wedd, where he specialized in credit analysis. Mr. Ryan later worked at Fletcher International, a leading hedge fund specializing in innovative financial structuring and analysis. Mr. Ryan has played a leading role in several start-up companies in real estate and high technology. Mr. Ryan served as COO of LightGuide, CFO of Voyager, and Managing Partner of PMG Land Associates, CIO of Convergence…

Kenmar Securities

Investment Bank

    This member has no reported closed transactions.

Kenmar Securities, LLC, formed in 2005, is a global business with clients in Asia, Middle East, Europe, North, South and Latin America. With over 350 years of combined experience in financial markets, our team assists clients with private equity, debt, restructurings and M&A transactions. Our clients are public/private businesses as well as private investors, asset management companies, pensions and foundations. We are a broker-dealer registered with the Securities and Exchange Commission (SEC), supervised by the Financial Industry Regulatory Authority (FINRA) and is a…

Incognito Ventures

Investment Bank

    This member has no reported closed transactions.

Venture Advisory + FundingWe are experienced entrepreneurs, storytellers, and investors who understand all aspects of starting, growing and executing a vision. We primarily engage with opportunities in the media, entertainment, and technology sector.AdvisoryWe help emerging entrepreneurs driving great opportunities to raise money, so they can operate from a place of abundance. We help entrepreneurs craft a compelling story that highlights the true value of their opportunities. We identify and match the right investment partners from our global network of investors so that the…

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