ProFinance® Associates, Inc., established in 1985, has been a U. S. broker-dealer firm since 1990. Since inception, its professional staff has provided financial and industry specific advisory and investment banking services across an array of industries with special concentration in high gross margin, repetitive income service industries, the electronic security field, and the maritime industry (particularly maritime technology firms).
NewOak Capital LLC is a boutique financial services firm founded in 2008. Since that time, the firm has grown to a 40+ team of professionals from top firms including J.P. Morgan, Goldman Sachs, Blackrock, Citigroup, CSFB, UBS and others. The firm's 10+ Managing Directors possess on average over 20 years of experience.NewOak Specializes in three primary businesses:Investment bankingAsset managementSolutions consulting for financial institutions
Corporate Finance Associates (CFA) is one of North America's oldest investment banking firms serving middle-market companies. In its over 50 year history, CFA has recorded thousands of successful transactions by working diligently on the client's behalf. Our global footprint and pool of over 50 seasoned professionals make CFA uniquely qualified to help you realize your business goals.What We Do CFA is a mid-market mergers, acquisitions and capital resources investment banking firm dedicated to working exclusively for the benefit of its clients. We are dedicated to serving the needs of owners…
We are a partnership of former business owners and operating executives. Our founders developed the Destined service offering after 20 years of experience building their own companies. We have a deep understanding of how middle market businesses operate. The goal in creating Destined was to combine extensive transaction experience with an analytical and quantitative framework in order to transfer our knowledge to business owners. Our unique service offering blends the organizational transformation elements of consulting with the strategic elements of finance. Our team is focused on the…
EA Markets is an independent investment bank focused on arranging capital. EA has raised over $100 billion dollars in debt and equity financing for corporations andprivate equity portfolio companies. Our corporate finance professionals are highly experienced in executing syndicated loans, direct placements and securities underwriting transactions. We are steadfast advocates for our clients.
Intrepid Investment Bankers LLC is a corporate finance advisory firm focused on the middle market. Intrepid's services include M&A advisory, equity and debt capital raising and providing strategic advice in complex securities transactions. Collectively, the senior banker team at Intrepid brings over 150 years of mergers and acquisitions advisory experience and has advised on over 350 transactions spanning a broad range of industries including Business Services, Consumer Products, Financial Institutions, Food & Beverage, Healthcare, and Industrial Products & Distribution.
Sarowdin Partners is a nationally oriented investment banking firm providing senior level, Wall Street quality expertise to companies at the lower end of the middle market.
Dinan & Company, LLC was founded with the singular purpose of providing the highest standards of professionalism, sophistication and execution expertise in Merger and Acquisition transactions to middle-market companies comparable to that afforded to the Fortune 500 at full-service Wall Street investment banks. We are an established, middle-market investment bank that specializes in providing merger & acquisition, valuation and fairness opinions, and merchant banking advisory services.Throughout our 27 year history, we have been dedicated to building the firm by delivering top-quality…
StillPoint Capital has a unique business model that built the niche in our industry for remote supervision. We are a leading Broker-Dealer providing compliance services to established Investment Bankers conducting M&A and Private Placement transactions in the middle market. We encourage our registered Investment Bankers to keep their own independent brand, their relationships with their clients, and their own internal processes. We design our compliance requirements to be as hands off as possible with the goal to be integrated seamlessly.We pride ourselves on our human approach to…
Farlie Turner was formed to provide sophisticated, high quality advisory and financing services to middle market companies. We are committed to exceeding client expectations by delivering value-added advice and excellence in execution.Our service proposition is founded on the following core principles:Client Focus and Integrity We are 100% focused on our clients and dedicated to building lasting, long-term relationships. We operate with the highest level of integrity, understanding that our reputations are on the line with each transaction.Experience With a combination of merger and…
Fairmount Partners is one of the largest independent investment banking firms in the Mid-Atlantic region, focused exclusively on middle-market and emerging growth companies. We provide a range of investment banking and capital advisory services, including merger and acquisition advisory, private debt and equity placements, fairness opinions, valuations, and strategic advisory. The firm focuses its activities on companies in the Healthcare, Industrial & Consumer, IT & Business Services, and Technology industries. Our team has closed hundreds of mergers and acquisitions and capital formation…
Astor Group is an independent investment bank and strategic advisory firm. We partner with compelling companies to develop strategy, identify and execute mergers and acquisitions, raise capital, and solve financial and operational challenges.We carefully select our clients and only accept an engagement when we have passion for the brand, the people and the vision. We attribute much of our success to putting our hearts into every engagement and working exclusively with clients whom we believe in and whom we believe we can help better than anyone else. Unfettered by corporate hierarchy or…
Since 1991, Zachary Scott & Co. has assisted owners of privately-held businesses in the greater Pacific Northwest to plan and execute major business or ownership transitions through three service lines: Sell-side M&A Acquisition and Investment Advice; and Direct Investing
Crosbie is an independent, employee owned Canadian investment banking firm that provides a wide array of financial advisory services to private and public companies, their boards, shareholders and other key stakeholders.With a reputation and expertise built through advising on hundreds of successful M&A, financing and restructuring transactions over 25 years, we are able to mobilize quickly to provide advice and complete transactions that add significant value for our clients.Areas of expertise include advising on the sale of companies, mergers and acquisitions, providing valuations and…
UDIS Capital Partners encompasses three distinct yet complimentary business lines. Global Capital Introduction. Alternative Offshore Banking Solutions.Select Deal Sourcing.We focus on connecting quality investors to first-class investment opportunities whilst utilizing cross border and foreign exchange expertise. This enables UDIS to assist investors, investment managers and their portfolio companies, to easily and efficiently move capital overseas at low risk and reasonable cost.Leveraging a vast network of partners and our affiliation with the Third Seven Group, UDIS sees and has access…
Billow Butler & Company, L.L.C. ("BBC") is an investment bank dedicated to advising middle market business owners on the sale of their companies. With backgrounds at the nation's top law firms, commercial banks, investment banks and financial consulting firms, our professionals bring a level of expertise, integrity and professionalism to the middle market that is traditionally only available to owners of larger companies. Our efforts are focused on working on behalf of our clients to ensure the best possible results in a sale transaction.
Established in Wayzata, Minnesota in 1995, Bayview Capital Group exclusively represents smaller middle market businesses for sale. Our clients typically have sales between $10 million and $150 million. Bayview's principals are highly seasoned and have completed over 80 sell-side and 20 buy-side assignments in the last 20 years.Bayview's Market Niche:Traditional Service & Manufacturing CompaniesSales between $10 million and $150 millionEBITDA from $2 million to $15 millionTransaction Values between $10 million - $150 million
Focused on Middle-Market CompaniesElmcore Securities LLC is a member FINRA/SIPC broker-dealer headquartered in Las Vegas, Nevada. Focused on middle-market companies with under $200 million in annual revenue, Elmcore Securities provides investment banking and strategic advisory services to companies with a worldwide footprint.Operational ExperienceElmcore Securities has an extensive professional network and depth of expertise in corporate finance and executive management. In addition to on-the-ground experience in international markets among various types of cross-border investment-related…
FocalPoint is a leading independent full-service Investment Bank. With a diverse range of M&A, capital raising, and restructuring advisory services, we are ideally positioned to meet the needs of middle market companies in all stages of the corporate life cycle. We pride ourselves on providing objective advice and "outside the box" thinking in order to come up with the right solutions for our clients without the conflicts experienced by many of our competitors. The following are some of the ways we differentiate from other middle market investment banks: - Not a One-Trick Pony: Our diverse…
