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Consumer Finance Investment Banks - Axial

Members (115 results)

Commerce Street Capital, LLC

Investment Bank
  • 36 Total Closed Deals
Commerce Street Capital, LLC, Member FINRA/SIPC, is a premier investment banking firm serving financial institutions and middle-market companies. We value collaboration with our client partners and enjoy building long term relationships established on a foundation of mutual respect, common goals, and uncommon integrity. Led by veterans of the financial industry, Commerce Street Capital’s practice includes: - Mergers & Acquisitions - Recapitalizations - Private Placement of Debt & Equity - Regulatory Advisory - Valuations & Fairness Opinions - Community Bank Capital Markets Services - SBIC…
Most Recent Transactions
Advisor
Sep 2015
was acquired by
Advisor
Jul 2015
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Advisor
Jul 2015
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Advisor
Jul 2015
was acquired by

Carriage Hill Inc.

Investment Bank
  • 32 Total Closed Deals
Carriage Hill is an investment bank that specializes in privately negotiated transactions between private middle market companies and high quality private equity groups. This is accomplished without the use of traditional books and the auction process. We have a prominent record and respected reputation for successfully helping shareholders of privately held middle market companies navigate the challenges of reorganizing assets, accelerating growth through acquisitions, finding hidden value, resolving shareholder disputes, planning generational transitions and planning exit strategies.…
Most Recent Transactions
Advisor
Dec 2016
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Nov 2016
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Advisor
Aug 2016
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Aug 2016
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Vista Point Advisors, LLC

Investment Bank
  • 22 Total Closed Deals
Vista Point Advisors is a leading boutique investment bank focused on providing merger & acquisition and capital raising advisory services to founder-led middle-market companies in the Technology, Internet & Consumer Services, Software, SaaS and Cloud-Enabled Services, Mobile, Consumer Retail and Healthcare industries. The Company was founded on the principle that founder-led companies in the emerging and middle markets are unique and require specialized attention and advice when considering investment and exit opportunities. Vista Point works predominately as a sell-side advisor, which…
Most Recent Transactions
Advisor
Aug 2014
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Advisor
Apr 2014
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Advisor
Mar 2014
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Advisor
Nov 2013
was acquired by

Bryant Park Capital

Investment Bank
  • 21 Total Closed Deals
Founded in 1991, Bryant Park Capital is a boutique investment bank, which excels in helping both public and private companies meet their strategic objectives through Mergers and Acquisitions, Capital Raising, and Strategic Advisory. The partners have completed over 300 deals, representing over $36 billion in transaction value.
Most Recent Transactions
Advisor
Aug 2021
was acquired by
Advisor
Jul 2021
secured debt financing from
Advisor
Apr 2021
was acquired by
Advisor
Mar 2021
secured investment from

Houlihan Capital

Investment Bank
  • 19 Total Closed Deals
Houlihan Capital is a leading, solutions-driven valuation, financial advisory and boutique investment banking firm committed to delivering superior client value. We pride ourselves on being thought leaders in an ever-changing landscape. Houlihan Capital is a FINRA and SIPC member, committed to the highest levels of professional ethics and standards. Investment Banking Services We provide sell side and buy side M&A advisory services, institutional private placement and capital raises. Valuation and Financial Advisory We provide an array of services that range from portfolio valuation,…
Most Recent Transactions
Advisor
Aug 2023
secured debt financing from
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Investor
Aug 2023
acquired

Baird Business Owner Solutions

Investment Bank
  • 17 Total Closed Deals
We advise buyers and sellers on business sales, mergers, acquisitions, ESOPs and other similar transactions. Our Business Owner Solutions team will deliver the strategic advice and practical guidance to help you achieve the optimal outcome in your business transition. Our credentialed, experienced business valuation team understands both the art and science of business valuation. We tailor each project to the client's unique situation and needs. The ongoing M&A experience of our Business Owner Solutions team is a critical factor grounding our valuations in the real world.When you're ready to…
Most Recent Transactions
Advisor
Dec 2017
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Advisor
Oct 2017
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Advisor
Aug 2017
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Advisor
May 2017
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Business Capital

Investment Bank
  • 14 Total Closed Deals
Business Capital is a leading commercial finance and debt restructuring firm specializing in arranging customized debt based solutions for rapidly growing as well as distressed small and middle market companies nationwide who require a unique, timely and tailored financing structure to address their particular needs. In situations where conventional capital sources are not an option, Business Capital has repeatedly delivered financial solutions to a broad assortment of private and public companies seeking additional liquidity.
Most Recent Transactions
Advisor
Jun 2015
secured debt financing from
Advisor
May 2015
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Advisor
Mar 2015
secured debt financing from
Advisor
Feb 2015
secured debt financing from

Vesta Partners

Investment Bank
  • 12 Total Closed Deals
Vesta Partners is an investment banking and strategic services firm that serves the hospitality, healthcare, sports, real estate, financial services and financial technology industries. The firm specializes in mergers & acquisitions, capital raising, financial restructuring, and strategic initiative support. The firm's principals have led or advised on some of the more significant transactions and strategic initiatives in the industries they serve. Additionally, the firm has considerable cross-border transaction experience that can be leveraged by clients with international capital raising or…
Most Recent Transactions
Advisor
Sep 2010
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Advisor
Sep 2010
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Advisor
Dec 2008
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Advisor
Jun 2007
was acquired by

Westlake Securities

Investment Bank
  • 10 Total Closed Deals
Westlake Securities provides a full range of investment banking to established privately-held and publicly-traded middle market companies.We work closely with management teams and investor groups on capital related assignments including mergers and acquisitions, private equity recapitalizations, equity capital raises, debt placements, and institutional sales and trading.Westlake delivers superior execution and results to its clients with our deep transactional experience, comprehensive technical analysis, and hands-on involvement of our senior professionals.OUR SERVICES INCLUDE:FRACTIONAL…
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
was acquired by

Bayfield Partners

Investment Bank
  • 10 Total Closed Deals
Bayfield Partners is a boutique investment bank serving private middle market and emerging growth companies. The firm provides M&A and capital raising services to entrepreneur and family owned companies that prefer an extra level of personal attention. Advisory services include buy-side and sell-side M&A, as well as general strategic advisory. Capital raising includes venture capital, growth equity, private equity, bank debt, private senior debt and mezzanine debt. Bayfield serves clients in all industries, including industrial, energy, gaming, healthcare, business services, consumer and…
Most Recent Transactions
Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
was acquired by

CriticalPoint Partners

Investment Bank
  • 8 Total Closed Deals
CriticalPoint Partners (CPP) is an M&A Advisory Firm and Investment Bank, headquartered in Los Angeles. Focused on sourcing, negotiating and executing a range of transactions for our clients, we strive to enhance shareholder value through acquisitions, or to maximize proceeds in a business sale. We take a long-term view with respect to our clients and build partnerships that span the course of multiple transactions. CPP was founded upon the core principle of providing world-class strategic advice to lower middle market companies. As experienced principal investors, we bring decades of deal…
Most Recent Transactions
Advisor
Nov 2014
was acquired by
Advisor
May 2014
was acquired by
Investor
Mar 2014
acquired
Advisor
Nov 2013
was acquired by

Syed Brokerage & Capital Co.

Investment Bank
  • 6 Total Closed Deals
Investment Bank , Accredited and Certified Merger & Acquisitions Advisor, Business and Commercial Investments Intermediary/Broker Expert, Investment Advisor, Consultant, 30+ Years Exp. of Verifiable Business Accomplishments, Steering Growth, Assets Wealth Expansion, Profit Generation Demonstration Proven Success in Delivering High Profits Attainment Through Targeted Innovative Business, and Investments Strategies.
Most Recent Transactions
Advisor
Dec 2016
secured investment from
Advisor
Oct 2016
secured debt financing from
Advisor
May 2015
secured investment from
Advisor
Jan 2015
was acquired by

MS Capital Advisors

Investment Bank
  • 6 Total Closed Deals
MS Capital Advisors Ltd. is a private investment banking and corporate financial advisory firm committed to providing discreet, trusted advice and transactional services across a broad range of industries and situations. Mark Stafford founded MSCA in 2006, intending to impart high quality, "Big Firm" execution and services to small and middle market companies. Although Mr. Stafford has worked on both large and small transactions during his investment banking years at Bankers Trust, The Bank of New York and Fieldstone Private Capital Group, he has enjoyed and had more of an overall impact…
Most Recent Transactions
Advisor
Apr 2015
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Advisor
Oct 2014
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Advisor
Jun 2014
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Advisor
Oct 2011
secured investment from

Clear Capital Advisors

Investment Bank
  • 6 Total Closed Deals
CLEAR CAPITAL ADVISORS is a Los Angeles-based financial advisory firm focused exclusively on the needs of management and shareholders. We provide the full spectrum of merger, acquisition, capital raising, and strategic advisory services to middle market and emerging growth companies. We work closely with our clients to understand all facets of their business as well as their objectives. We use our substantial transaction experience and market insight to design a specific plan of action to achieve our client's strategic and financial goals. We have an outstanding record of delivering…
Most Recent Transactions
Advisor
Sep 2013
was acquired by
Advisor
Jul 2013
secured investment from
Advisor
Jul 2013
secured investment from
Advisor
Apr 2013
was acquired by

The Chicago Corporation

Investment Bank
  • 6 Total Closed Deals
The Chicago Corporation is an independent Chicago-based investment banking firm focused on providing middle-market companies with a range of financial and corporate advisory services including merger and acquisitions, institutional debt and equity capital raising, and financial restructuring. The Chicago Corporation leverages the broad experience of its team to evaluate and implement financial strategies designed to maximize the value of a client's business. The firm is committed to a "client-first" approach, which ensures that its professionals work together to find the best market-based…
Most Recent Transactions
Advisor
Jul 2017
was acquired by
Advisor
Feb 2016
was acquired by
Advisor
Jun 2015
secured investment from
Advisor
May 2014
was acquired by

EOT Advisors

Investment Bank
  • 5 Total Closed Deals
EOT Advisors is the first investment banking and financial advisory firm in the country dedicated to assisting business owners in selling to an Employee Ownership Trust (EOT). We work in all 50 states and internationally. Our aim is to provide a one-stop shop for EOTs. We assist with company structuring, transaction design, valuation, debt financing, capital raising, fiduciary services, and legal forms, as well as with creditors and the commercial real estate aspect of transactions.
Most Recent Transactions
Advisor
Mar 2020
was acquired by
Advisor
Oct 2019
was acquired by
Advisor
Apr 2016
was acquired by
Advisor
Feb 2016
was acquired by

Salomon Whitney LLC

Investment Bank
  • 5 Total Closed Deals
Our investment banking products are tailored to various client needs. Developing a thorough understanding of our client’s specific goals and evaluating the market dynamics of various industry sectors, we strive to provide unbiased finance solutions.​Our ability to analyze all aspects of our client companies and assess the feasibility of all corporate finance options, allows us to recommend a solution tailored specifically for our clients. Building strong relationships with major institutional, strategic and corporate investors are powerful resources used to implement our corporate…
Most Recent Transactions
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Jan 2019
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Jan 2019
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Jan 2019
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Jan 2019
invested in

Sequence Financial Specialists

Investment Bank
  • 4 Total Closed Deals
Working with small and middle market companies, we assist our client's pursuit of their financial goals by building trusting relationships and utilizing our expertise in the transactional process while providing individually tailored services and solutions.
Most Recent Transactions
Advisor
Dec 2013
was acquired by
Advisor
Oct 2013
secured investment from
Advisor
Jul 2012
secured investment from
Advisor
Jun 2010
was acquired by

BB&T Capital Markets

Investment Bank
  • 3 Total Closed Deals
BB&T Capital Markets is a premier middle-market integrated provider of investment banking and capital markets services. Our Investment Banking specialists provide a full range of capital raising and advisory services to publicly traded and private companies, governments, and nonprofits. Our Investment Bankers work in close partnership with other capital markets specialists and senior corporate bankers, supporting each client with industry-focused strategic advisory services.
Most Recent Transactions
Advisor
Oct 2013
was acquired by
Advisor
Oct 2013
was acquired by
Advisor
Sep 2013
was acquired by

Centennial Peaks Capital

Investment Bank
  • 3 Total Closed Deals
Strategic. Operational. Creative. Centennial Peaks Capital is a Denver-based boutique investment banking firm that leverages the deep strategic and transactional experience of its partners to provide highly specialized and objective transaction advice and services. The partners have considerable experience and direct operational responsibility inside corporate environments, resulting in a deeper understanding of what your organization is going through and how others will view your business. The team possesses decades of demonstrated success evaluating, structuring, managing, and executing…
Most Recent Transactions
Advisor
Jun 2019
secured investment from
Advisor
Apr 2019
was acquired by
Advisor
Nov 2018
secured investment from

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