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…
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.
EBIT Associates is a leading intermediary and investment-banking firm advising private and corporate clients on lower middle market transactions. EBIT provides sophisticated solutions in merger and acquisitions, valuation opinions, private placement, financial restructuring, fold-ins, IPO’s, project consulting and machinery and equipment appraisals. We use a customized marketing strategy and state-of-the-art resources, allowing us to close transactions over three times the industry average. Headquartered in the greater Chicago area with offices throughout the USA and other continents, our…
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…
Vesticor Advisors was founded on the principle that owner-operated companies in the lower middle market are unique and require specialized attention and advice when considering strategic investment and exit opportunities. Vesticor Advisors provides M&A and capital raising advisory services exclusively to founder and owner-operated companies. We support clients with the expertise needed to build their business through growth acquisitions, optimize value in an exit or sale, transition ownership to family or management, divest non-core assets, or raise capital. After founding, building and…
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,…
FIRM SUMMARY Founded in 2000, we provide comprehensive investment banking services including capital raise, transition preparation and sale transactions for privately-owned companies. We work carefully with owners to evaluate their options and create an exit plan that is best for them and the company. As a trusted advisor to the owner, we maximize the transaction value and complete the deal allowing the owner to focus on the business at hand knowing their interests are being fully represented. PROFESSIONAL SUMMARY As part of the management team of Valleylab Inc, a $300.0M subsidiary of…
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
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…
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…
Dara Lane Capital is a financing advisory firm headquartered in Clovis, California. Dara Lane Capital advises firms on raising private capital and acts as a placement agent for debts and equity in all types of private placement offerings. Additionally, this firm supports clients, especially technology startups and early-stage companies from seed to Pre-IPO. This firm also advises on project finance. Dara Lane Capital caters to industries including finance and insurance; real estate; agricultural and food; technology; healthcare; power and energy; mining; aviation; and CPG.ital.
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.
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.
SafeWater Capital, LLC (”SWC”) is a middle-market, special situations advisory firm that offers the entire spectrum of special situations, corporate finance, turnaround and restructuring services to privately-held companies.The SWC team has been carefully drafted from a wide variety of specialty backgrounds, including: investment banking, commercial banking, big four accounting, consulting, and the legal profession. Our professionals have experience in practically every aspect of middle market problem solving, including: Capital Raising, M&A, Financial Restructuring,…
Metro provides assistance in Buying or Selling Businesses and also provides Financial Advisory and strategic Investment Banking services. Metro’s Investment Banking services includes debt financing, institutional equity, merger, acquisition and divestiture for small to medium-sized private and public companies (those between $10 million and $500 million in revenue). Our capital market team is managed by licensed Investment Bankers with extensive experience in institutional equity, debt financing, and mezzanine finance for small to medium-sized private and public companies. As seasoned…
Goldmark Advisors is an investment banking firm providing conventional, specialty, and dedicated financial services to a broad client base of both private and public growth companies. Our management team is well seasoned with several decades of experience in the fundamentals of Investment Banking, Private Equity Funding, Specialty Financing, in addition to owning, operating, and managing public and private businesses. Our business approach to investments is based on sound and successful fundamentals of business: strong management, operational and financial success, and a proven long-term…
Aaron, Bell International (ABI), founded in 1989, is an independent investment bank focused on middle market private sector transactions.For over 30 years, ABI has been dedicated to delivering strategic fit transactions that maximize value and enable clients to achieve their strategic objectives.ABI has provided over 200 clients with mergers, acquisitions, recapitalizations, wealth diversification planning, and market valuation services in the U.S. and abroad. ABI clients are typically companies with EBITDA of $1 million to $25 million and enterprise values of $5 million to $250 million. ABI…
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…
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 strategic…
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.