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Members (241 results)

The DVS Group

Investment Bank
  • 1 Closed Deal via Axial
  • 61 Total Closed Deals
The DVS Group is a boutique mergers and acquisitions firm. We're deal people - who deal with people. We find and combine the right people, the right capital, and the company. Money matters - it's just not the only thing that matters. Our client's definition of success drives our engagement.
Most Recent Transactions
Advisor
Jan 2024
was acquired by
Advisor
Jan 2018
was acquired by
Advisor
Nov 2017
was acquired by
Advisor
Sep 2017
was acquired by

Victory Partners, LLC

Investment Bank
  • 1 Closed Deal via Axial
  • 45 Total Closed Deals
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…
Most Recent Transactions
Advisor
Oct 2022
was acquired by
Investor
Jan 2015
invested in
Advisor
Jan 2015
was acquired by
Advisor
Jan 2015
secured investment from

Skyway Capital Markets

Investment Bank
  • 1 Closed Deal via Axial
  • 7 Total Closed Deals
Skyway Capital is a leading middle-market investment bank specializing in mergers & acquisitions, capital markets, and private capital advisory services.
Most Recent Transactions
Advisor
Dec 2024
was acquired by
Advisor
Sep 2024
was acquired by
Advisor
Jul 2024
secured investment from
Advisor
Jun 2024
was acquired by

CEA Group

Investment Bank
  • 1 Closed Deal via Axial
  • 7 Total Closed Deals
Founded in 1973, CEA has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. CEA has advised on over 900 transactions in approximately 60 countries. Our clients rely on us as their trusted advisor and we take that responsibility very seriously. Every business is a derivative of something, and when you’ve been around as long as CEA, you’ve had experience in many different circumstances. In considering Business Development, Financial Advisory Services, Investment Banking or Strategic Advisory Services, CEA believes…
Most Recent Transactions
Advisor
Nov 2017
was acquired by
Advisor
Feb 2016
secured investment from
Advisor
Dec 2015
secured debt financing from
Advisor
Jun 2015
was acquired by

Merit Investment Bank

Investment Bank
  • 1 Closed Deal via Axial
  • 6 Total Closed Deals
Merit Investment Bank is a leading boutique investment bank focused on middle market companies. We are experts in M&A transaction execution and closing. We combine decades of experience with technical expertise, tenacity, creativity, and dedication to ensure not only that a transaction is closed, but that it is closed in our client’s best interest. We deliver market-leading outcomes by applying the integrity, intelligence, insight, instinct, and intensity of a trusted advisor, with no conflicts. We provide end-to-end M&A advisory services, utilizing our…
Most Recent Transactions
Advisor
Mar 2018
was acquired by
Advisor
Oct 2016
was acquired by
Advisor
Nov 2015
was acquired by
Advisor
Jul 2015
secured investment from

Group M

Investment Bank
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Salient Finance is a corporate advisory firm providing consulting services covering business strategy, corporate development, mergers and acquisition, turn arounds, financial structuring and capital procurement services to established small and medium-sized companies based in North America. Our head office is located in Toronto, Ontario.
Most Recent Transactions
Advisor
Sep 2020
was acquired by

Janney

Investment Bank
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Investment Banking Janney's Investment Banking practice is integrated into the Firm's expanding Capital Markets' foundation, creating a comprehensive platform that delivers superior transaction execution, sustained follow through and long-term client support. We work with clients on a highly-personalized basis, providing exceptional service, commitment and senior level attention. Best Practices Through Best People Central to our growth is the hiring and retention of the best people. Janney's strong foundation of talented professionals is client-focused and results-oriented, delivering…
Most Recent Transactions
Advisor
Apr 2021
was acquired by

Bridgepoint Investment Banking

Investment Bank
  • 146 Total Closed Deals
Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint is a tenacious, creative and results-oriented boutique investment bank focused on impact and value creation for the companies we serve. We provide confidential, independent and unconflicted solutions and strategic advice. We have an unequivocal focus on our clients and their prosperity. We measure our performance by the long-term success of our clients.Together, Bridgepoint principals have more than…
Most Recent Transactions
Advisor
Mar 2025
secured investment from
Advisor
Jul 2024
secured investment from
Advisor
Mar 2024
was acquired by
Advisor
Jul 2023
secured investment from

Hyde Park Capital Advisors, LLC

Investment Bank
  • 143 Total Closed Deals
Hyde Park Capital is a leading investment banking firm in Florida and the Southeast, specializing in middle-market mergers and acquisitions and capital raising for public and private companies. Renowned for our expertise in representing family and founder-owned businesses, we help clients achieve their strategic goals by delivering tailored financial solutions.With over 20 years of experience, Hyde Park Capital has earned a stellar reputation for integrity, professionalism, and results. Our senior bankers bring deep expertise in executing mergers and acquisitions, recapitalizations, financial…
Most Recent Transactions
Advisor
Mar 2025
was acquired by
Advisor
Mar 2025
was acquired by
Advisor
Jan 2025
was acquired by
Advisor
Jan 2025
was acquired by

PCE Investment Bankers

Investment Bank
  • 105 Total Closed Deals
PCE is a leading investment bank that delivers M&A, ESOP, valuation, and advisory services to middle-market business owners across the U.S. With decades of experience, sector depth, and a people-first mindset, we help entrepreneurs and their advisors navigate complex transitions with clarity and confidence.From growth planning to exit strategy, we’re more than dealmakers — we’re long-term partners committed to maximizing value and preserving legacy. Headquartered in Orlando, with offices in Atlanta, Chicago, Denver, and New Jersey, our national footprint ensures local insight and…
Most Recent Transactions
Advisor
Jun 2025
was acquired by
Advisor
May 2025
was acquired by
Advisor
Apr 2025
was acquired by
Advisor
Mar 2025
was acquired by

The DAK Group

Investment Bank
  • 67 Total Closed Deals
The DAK Group. is an established middle market investment bank providing advisory and execution of exit strategies, divestitures, mergers, acquisitions, financing and restructuring solutions. Committed to optimizing value for the business owner and stakeholders, The DAK Group applies a hallmark approach characterized by a deep understanding of the strategic value of a business. Since its founding in 1984, The DAK Group has successfully closed hundreds of transactions involving public and privately-held corporations, cross-border transactions, family businesses and financial sponsors. T
Most Recent Transactions
Advisor
Aug 2024
was acquired by
Advisor
Aug 2024
secured investment from
Advisor
Aug 2024
was acquired by
Advisor
Apr 2024
was acquired by

MelCap Partners

Investment Bank
  • 62 Total Closed Deals
MelCap Partners, LLC is an independent, private investment-banking firm providing financial advisory services to middle market companies, including sell-side and buy-side advisory services, the private placement of debt & equity capital, and general advisory services. MelCap focuses on middle market transactions between $10 million and $250 million. Please see our website for additional information (www.melcap.com).
Most Recent Transactions
Advisor
Feb 2025
was acquired by
Advisor
Feb 2024
was acquired by
Advisor
Nov 2023
was acquired by
Advisor
Nov 2023
was acquired by

Carter Morse & Goodrich

Investment Bank
  • 53 Total Closed Deals
M&A Expertise for Families and FoundersLocated in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing closely-held and family businesses valued between $25 million and $250 million. CMG specializes in helping owners of leading companies in unique and niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. We fully understand and appreciate the unique dynamics of closely-held and family businesses and the importance of their legacies.While CMG provides a full range of investment…
Most Recent Transactions
Advisor
May 2023
was acquired by
Advisor
Feb 2023
was acquired by
Advisor
Feb 2023
secured investment from
Advisor
Jan 2023
was acquired by

Cassel Salpeter & Co.

Investment Bank
  • 47 Total Closed Deals
Cassel Salpeter & Co. LLC is an independent investment banking firm that provides advice to middle market and emerging growth companies in the U.S. and worldwide. Together, the firm’s professionals have more than 100 years of experience providing private and public companies with a broad spectrum of investment banking and financial advisory services, including: mergers and acquisitions; equity and debt capital raises; fairness and solvency opinions; valuations; and restructurings, such as 363 sales and plans of reorganization. Cofounded by James Cassel and Scott Salpeter, the firm provides…
Most Recent Transactions
Advisor
May 2024
was acquired by
Advisor
Apr 2024
was acquired by
Advisor
Dec 2023
secured debt financing from
Advisor
Feb 2021
secured debt financing from

FourBridges Capital Advisors

Investment Bank
  • 39 Total Closed Deals
FourBridges Capital is an investment banking firm that serves business owners across the Southeast. We act as the interface between our clients and the capital markets, helping them to identify potential investors or acquisition targets and successfully complete transactions. Our senior professionals draw on both expertise in investment banking and experience as C-level executives, and they have spent most of their careers serving the middle market. For information regarding our past deals, please visit: fourbridgescapital.com/transactions
Most Recent Transactions
Advisor
Jul 2025
was acquired by
Advisor
Apr 2025
was acquired by
Advisor
May 2024
was acquired by
Advisor
Jan 2024
was acquired by

HighBank Advisors

Investment Bank
  • 38 Total Closed Deals
HighBank was formed in 2009 by its founding partner Stephen Gaines. HighBank is a mid market investment bank and financial advisory firm headquartered in Denton, Maryland. HighBank provides a wide range of m&a, capital raising and restructuring consulting services to meet the needs of our clients. We provide thorough, objective and conflict-free advice and innovative ideas and solutions to both middle and emerging market companies. Our firm was formed on a mission that our clients deserve to have their highest expectations met and to receive higher value for their investments of money and…
Most Recent Transactions
Advisor
Aug 2024
was acquired by
Advisor
Mar 2022
was acquired by
Advisor
Sep 2017
secured investment from
Advisor
Aug 2017
secured investment from

Palm Tree

Investment Bank
  • 32 Total Closed Deals
Palm Tree is the modern M&A advisor. Our integrated investment banking, transaction support, and strategic finance services power the strategic events that drive businesses forward.We guide clients through high-stakes processes. Our analytical intelligence accelerates decisions, enabling them to better prepare for and execute on transactions, transitions, and transformations.Investors engage with us to help them highlight opportunities, mitigate risks, and reduce deal friction so they can act decisively and focus on realizing investment objectives. Entrepreneurs and management teams…
Most Recent Transactions
Advisor
Dec 2023
was acquired by
Advisor
Dec 2023
was acquired by
Advisor
Dec 2023
secured investment from
Advisor
Dec 2023
was acquired by

Oaklyn Consulting

Investment Bank
  • 31 Total Closed Deals
Oaklyn Consulting is a different kind of investment banking advisor for small to mid-sized organizations. We help clients negotiate mergers, acquisitions, capital raises, recapitalizations and joint ventures.We serve founder-owned and investor-backed businesses as well as nonprofits, co-ops, and professional services firms.We have earned the trust of referral partners, who are investment bankers, investors, lenders, lawyers, wealth advisors and similar professionals.Working as consultants, or "hourly investment bankers," we help where traditional investment banking advisors cannot.Since 2016,…
Most Recent Transactions
Advisor
Oct 2024
was acquired by
Advisor
Aug 2024
was acquired by
Advisor
Jun 2024
was acquired by
Advisor
Apr 2024
was acquired by

Scott-Macon Group, Inc

Investment Bank
  • 29 Total Closed Deals
Scott-Macon Group, Inc. (nka SMG Securities, Inc.) is one of the oldest independent investment banks in the United States focused on middle market transactions in the range of $10 million to $500 million. Founded in 1973 by Alfred L. Scott, the firm is comprised of senior professionals who have had extensive transaction experience in the areas of mergers and acquisitions, debt and equity financing, valuations and fairness opinions and general corporate financial consulting.
Most Recent Transactions
Advisor
Jan 2013
was acquired by
Advisor
Jan 2013
was acquired by
Advisor
Jan 2013
was acquired by
Advisor
Jan 2013
was acquired by

R.L. Hulett

Investment Bank
  • 26 Total Closed Deals
R.L. Hulett is a middle-market investment banking firm providing business owners, executives and private equity firms with M&A advisory services designed to deliver optimal outcomes. We have a deep commitment to the success of our clients and have a 40+ year track record with lead advisory roles in hundreds of transactions. What sets us apart is our passionate approach and our ability to deliver exceptional results through an unwavering commitment to client service.Since our founding in 1981, thousands of clients have trusted R.L. Hulett as their M&A advisors to help them achieve their goals.…
Most Recent Transactions
Advisor
Aug 2025
was acquired by
Advisor
Apr 2025
was acquired by
Advisor
Nov 2024
was acquired by
Advisor
Jul 2023
was acquired by

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