Wiss Capital Advisors is the specialized investment banking division of Wiss & Company, a Top 100 accounting firm with over 50 years of experience. We concentrate on providing expert sell-side M&A advisory services tailored to lower-middle market companies. Our mission is to empower business owners to navigate the complexities of mergers and acquisitions with confidence and precision.Mission: To empower lower-middle market companies with strategic sell-side M&A advisory services that maximize value and ensure successful transactions.Services:Sell-side M&A…
Over the last 20 years, The Capital Corporation has established itself as one of the premier, lower middle market investment banking firms in the country.We specialize in navigating our clients through the complicated and time intensive processes of selling their businesses, acquiring other businesses, and/or securing capital. Our niche is to represent "lower middle market" companies that have revenues between $10 million and $100 million. Over the last two decades, we have continuously refined our networks, approach, and skill-sets needed in order to successfully close transactions with…
Early stage capital formationSenior secured debt placementConvertible debt/equity placementsMunicipal FinancePublic Private PartnershipsExit PlanningTurnarounds and RestructuringsMiddle Market M & A – buy or sell sideBoard advisoryInterim Executive Engagements
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.
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…
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.
§ We are a U.S. based boutique Investment Bank with a global reach, that specializes in providing tailored financial solutions to North America and Asia-Pacific based organizations§ We raise money for mid-market firms from the most high-quality class of investors/lenders and we will partner with your firm to find the best capital structure that delivers the most beneficial value for you§ We think "outside the box" and have an innovative vision to aid in building long-term value for our clients§ We work with you to outline your long-term financial strategy and break it down into…
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…
Unlike traditional brokers, the firm prioritizes strategic buyer alignment over volume-driven processes. Gideon Liberty develops comprehensive valuation narratives that showcase growth trajectory, competitive positioning, and long-term value drivers — enabling owners to attract premium offers.The firm is distinguished by its transparency and confidentiality standards, providing owners with clear visibility into buyer outreach, inquiry engagement, and executed NDAs before any sensitive information is disclosed.
Our investment banking services are crafted to empower businesses and investors to achieve their financial aspirations. We offer an array of financial services, including capital sourcing, mergers and acquisitions, debt and equity financing, and other intricate financial transactions. Our team of seasoned professionals possesses a profound comprehension of the global financial markets and collaborates closely with clients to devise bespoke solutions that cater to their unique needs. Whether you're a burgeoning start-up seeking to raise capital or a well-established corporation aiming to…
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…
Jahani and Associates (J&A) is a privately held investment bank headquartered in New York City. J&A specializes in the intangible assets of the healthcare and technology verticals. The firm provides capital advisory, mergers and acquisitions (M&A) advisory, and management consulting services to clients all over the globe.
First Liberties strives to build long-term relationships as trusted advisers to our clients. We align our interests with those of our clients by seeking to enhance shareholder value as we guide clients through the process of setting and achieving their unique requirements and goals.Our area of focus is on providing the highest quality financial and strategic assistance to public and private middle-market companies that typically have annual sales of between $25 and $250 million dollars. We have extensive experience in identifying, structuring, and executing the most complex corporate…
Royal Blue Capital, LLC is a highly specialized investment bank that provides M & A and investment advisory services to companies active in the transportation & logistics and food & agribusiness industries, as well as with companies across all industries throughout the Midwest.
Quaestor Capital Markets (hereafter referred to as “QCM” or “Quaestor”) is a division of Arena Financial Services, LLC (“AFS”), which is registered with FINRA / SIPC and the US Securities and Exchange Commission; AFS is an affiliate of Arena Investors LP. (“Arena”), and other entities conducting various activities within financial services and investment management. QCM conceives alternatives around the unlocking of capital and / or value for clients. We advise the lower middle market; typically, transactions worth between $5M to $1B. QCM raises capital from counter-parties…
Commercial Mortgage Banking and Business Capital Consulting related to Corporate Finance with a focus on term assets (real estate and equipment). Collaboration with private equity firms, hedge funds, commercial banks, law firms, accounting firms, investment bankers, commercial finance companies (ABL and Structured Finance lenders), and turnaround/management consultants.Distressed Debt focus helping developers salvage residential and mixed-use development projects. Arranging Discounted Payoffs (DPO's) and repricing of developmental projects through institutional funds.Specialties: Construction…
Planner Securities, LLC is a member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). In conjunction with its Brazilian group member, Planner Corretora de Valores, Planner Securities bridges the cultural and other gaps between developed and developing markets, and offers investments and related services in emerging markets.
Moody Capital provides capital raising, merger and acquisition services and other investment banking services. We service both publicly-listed and privately held small/micro-cap companies. Moody Capital's senior bankers have extensive experience in community banking, healthcare, life sciences, alternative energy, electronics manufacturing and technology. Our experience includes capital raises directly with the public and using our extensive relationships with leading institutional investors including; private equity firms, venture capital firms, hedge funds and other alternative funding…
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…
Clear Growth Capital™ is an investment bank that provides Private Placement and Mergers & Acquisition advisory services to owners and CEO's of small and mid-sized companies. We help our clients position their company to a wide variety of capital options. We help fund transactions from $3 million to $75 million for growth, recapitalization, corporate spin-off, merger, acquisition or outright sale. Transactions are structured as minority equity, control sale, senior debt and/or mezzanine depending on the specific needs.
Rather than a one-off introduction to company, work with an Axial Exit Consultant to find the best options from our network of 2,500 M&A advisors — at no cost to you.
Companies sold using Axial Advisor Finder:
Get Introduced to the Right Advisors
"*" indicates required fields
This service is complimentary and all information is confidential. Looking to learn more? Complete the form above.
By providing telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt of further messaging.
You’re All Set
We’ve received your request. An Axial Exit Consultant will reach out shortly to coordinate next steps.
