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Top Data Processing & Outsourced Services Investment Banks

Explore 244 Data Processing & Outsourced Services Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Data Processing & Outsourced Services Investment Banks

244

Active Firms

476

TTM Deal Flow

$3M-$25M

Core Revenue Range

$500K-$4M

Core EBITDA Range


California 12%
Florida 10%
Texas 8%
New York 8%
New Jersey 5%

Best For: Complex Transactions | Typical Fee: Retainer & Success fee | Coverage: Dedicated, Sector-Focused Deal Teams

Showing 41-60 of 244 Investment Banks

Sorted by recent activity

PCE Investment Bankers

107 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…

Recent Transactions

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  • Dec 2025 Advised JF Lomma in its sale to Bay Crane Services
  • Jun 2025 Advised The Appliance Barn in its sale to Grand Appliance
  • May 2025 Advised American Door Products Inc. in its sale to Riverbend Industries Inc.
  • Apr 2025 Advised Confidential Company in its sale to Confidential Company

NewCap Partners Inc.

88 Total Closed Deals
NewCap Partners is a 30 year old investment bank serving the lower middle market. We work with business owners, boards, shareholders and management teams to develop and execute on financial transactions and implement strategies to maximize shareholder value. Our senior investment bankers have experience dealing with both public and private companies in a variety of industries. The industry expertise of our bankers is complemented by independent industry consultants who provide us with contacts and insights into a variety of industries.Over the last 30 years, we have completed a variety of…

Recent Transactions

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  • Oct 2023 Advised I3D MFG in its sale to BTX Precision
  • Dec 2021 Advised Eagle Engineered Solutions in its sale to Beehive3D
  • Apr 2021 Advised Morf3D in its sale to Nikon
  • Aug 2020 Advised Altivon in its sale to ConvergeOne

The DAK Group

73 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

Recent Transactions

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  • Sep 2025 Advised Coastal Properties in its sale to Howard Hanna Allen Tate Real Estate
  • May 2025 Advised Couranto in its sale to Prenax
  • Apr 2025 Advised Trademark Roofing LLC in its sale to Unified Service Partners
  • Mar 2025 Advised Drape Kings in its sale to Quest Events
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…

Recent Transactions

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  • May 2023 Advised Warren Electric in its sale to The Nudyne Group
  • Feb 2023 Advised GEM Manufacturing on an investment from CORE Industrial Partners
  • Feb 2023 Advised Confidential Company in its sale to Confidential Company
  • Jan 2023 Advised Williams Distributing in its sale to Daikin Comfort Technologies, Inc.

VRA Partners, LLC

51 Total Closed Deals
VRA Partners is an independent investment banking firm that focuses on providing merger and acquisition advisory services to leading middle-market companies and private equity groups located throughout the U.S. VRA Partners also assists companies with raising capital for growth, acquisitions, recapitalization, going-private and management buy-out transactions, as well as provides fairness opinions, valuations and strategic advisory services. The professionals of VRA Partners have completed more than 550 transactions with aggregate transaction value in excess of $40 billion across a broad…

Recent Transactions

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  • Aug 2023 Advised Advanced Practice Education Associates, Inc. in its sale to Assessment Technologies Institute, LLC
  • May 2023 Advised SquareMouth in its sale to Specialty Program Group, LLC
  • Apr 2023 Advised Modus eDiscovery Inc. in its sale to Repario
  • Sep 2022 Advised Business Intelligence Associates in its sale to HaystackID

Dresner Partners

50 Total Closed Deals
Dresner Partners is a middle market investment bank specializing in mergers & acquisition advisory, financial restructuring and corporate turnarounds, institutional private placements of debt and equity, valuation and strategic consulting. Our clients are middle market companies operating both in the U.S. and internationally. We are deeply committed to exceeding client expectations and maintaining the highest levels of integrity. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients. The Firm's…

Recent Transactions

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  • May 2023 Advised Vic West Importers d/b/a Grandpa Gus' in its sale to VCM Products
  • Mar 2015 Advised Damian Services Corp on an investment from Sterling Bancorp
  • Jul 2014 Advised Guardian Industries on an investment from Altra Industrial
  • Mar 2014 Advised G2 Partners in its sale to Excellere Partners

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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…

Recent Transactions

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  • May 2024 Advised Intergalactic in its sale to Aldevron LLC
  • Apr 2024 Advised Bird in its sale to Third Lane Mobility Inc.
  • Dec 2023 Assisted Healthly LLC in securing debt financing from Corbel Capital Partners
  • Feb 2021 Assisted Plantation Boat Mart & Marina, Inc. in securing debt financing from Capital Provider
The McLean Group is an investment bank providing mergers and acquisitions (M&A), capital formation, market intelligence, business valuation, litigation support and exit planning services to middle market businesses. Headquartered in Washington, DC's technology, communications and government contracting corridor, we are among the largest independent middle market investment banks in the nation. The McLean Group has a presence in more than 30 cities in the US and Canada, serving domestic and international clients with a broad resume of successfully consummated financial transactions. Our…

Recent Transactions

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  • Jun 2019 Advised CDM Fitness Holding in its sale to Spanos Barber Jesse & Co
  • Jun 2019 Advised KeyLogic in its sale to IIA Technologies
  • Apr 2019 Advised Trowbridge & Trowbridge, LLC in its sale to Enlightenment Capital
  • Mar 2019 Advised Phacil in its sale to ByLight

XLCS Partners

42 Total Closed Deals
XLCS Partners, Inc. is an independent investment banking firm that provides M&A advisory, capital raising and debt advisory for select clients globally. Middle market companies and private equity funds rely on our creative solutions, thoughtful insight and truthful advice when considering exiting their companies, making strategic acquisitions, partnering with private equity sponsors and raising debt or equity capital.and raising debt or equity capital..

Recent Transactions

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  • Apr 2017 Advised SSP Innovations on an investment from Warren Equity Partners
  • Dec 2016 Advised Broken Arrow Communications in its sale to Blue Sage Capital and Private Equity Capital Corporation
  • Nov 2016 Advised The Industrial Graphics Division of GSI Technologies in its sale to Cypress MultiGraphics
  • Nov 2016 Advised White Distribution & Supply in its sale to Slate Capital Group
ROTH is an investment banking firm dedicated to the small-cap public market. Since its inception in 1984, ROTH has been an innovator in this market. Headquartered in Newport Beach, CA, ROTH has regional offices in San Diego, Los Angeles, Seattle and New York as well as Hong Kong Limited international office. ROTH is a privately owned firm that has built a culture of success and innovation. Our approach is driven by our current principals, who are not only the owners of the business but most of whom have been with us for more than 10 years. Our goal has always been to service the needs of…

Recent Transactions

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  • Oct 2017 Advised Coban Technologies in its sale to Safe Fleet
  • Sep 2017 Advised Renesola on an investment from Renesola
  • May 2016 Advised Joolz on an investment from Gimv
  • May 2016 Advised Eureka on an investment from KarpReilly Ltd.
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

Recent Transactions

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  • Jul 2025 Advised Metro Plumbing Heating and Air in its sale to USA Hometown Experts
  • Apr 2025 Advised Confidential Company in its sale to Confidential Company
  • May 2024 Advised Available Plastics Inc. in its sale to Confidential Company
  • Jan 2024 Advised Southeast Lineman Training Center in its sale to Warren Equity Partners

HighBank Advisors

39 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…

Recent Transactions

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  • Aug 2025 Advised Bethke Landscaping in its sale to Landscape Workshop
  • Aug 2024 Advised ThinkStack in its sale to Confidential Company
  • Mar 2022 Advised Confidential Company in its sale to Confidential Company
  • Sep 2017 Advised Unit Solutions LLC on an investment from Undisclosed
Cypress Associates LLC is a nationally-recognized investment banking firm established in 2001. The firm provides companies and institutional investors with advisory services in mergers and acquisitions, fairness opinions and valuations, private placements of debt and equity, restructuring and reorganization and litigation consulting. Cypress operates internationally from its offices in New York, San Francisco, Austin & Washington D.C.

Recent Transactions

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  • Jul 2025 Advised Geo-Flo Corporation in its sale to Aalberts
  • Jul 2023 Advised Psych Atlanta in its sale to Hightop Health
  • Feb 2022 Advised Autem Medical on an investment from Zentynel
  • Dec 2021 Advised Designed Precision Castings Inc. in its sale to Omni-Lite Industries

Oaklyn Consulting

38 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,…

Recent Transactions

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  • Jun 2026 Advised 911 Custom in its sale to LEHR Upfitters Holdings
  • Apr 2026 Advised Calmont Beverage in its sale to Baker Distributing
  • Nov 2025 Advised Confidential Company in its sale to Confidential Company
  • Nov 2025 Advised Shotflow in its sale to Creative Force
Sterling Point Advisors is a boutique mergers and acquisitions advisory firm serving family-owned and privately-held businesses. We help business owners navigate the strategic challenges of growing or exiting their businesses. 

Recent Transactions

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  • Jan 2025 Advised Confidential Company in its sale to Confidential Company
  • Jan 2025 Advised Fire Safety Products in its sale to PE backed company
  • Apr 2024 Advised Confidential Company in its sale to Confidential Company
  • Feb 2024 Advised Scale Systems Inc. (B&D Industrial) in its sale to System Scale Corporation

CoveView Advisors

37 Total Closed Deals
CoveView is an Independent advisory firm, providing corporate finance services to corporations, private equity firms and financial institutions. Our partners average more than 25 years of experience in mergers and acquisitions, capital markets, private equity, leveraged finance, and restructuring.We bring continuous senior-level attention to every engagement with a focus on delivering unbiased strategic advice without the burden of institutional constraints or conflicts of interest. We have perspective from both middle market and big company experience that we bring to every client…

Recent Transactions

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  • May 2018 Assisted Long's in securing debt financing from Confidential Company
  • May 2018 Assisted Abode in securing debt financing from Confidential Company
  • Mar 2018 Advised Beaulieu Group in its sale to Engineered Floors, LLC
  • Feb 2018 Advised Bedrock Manufacturing Co. on an investment from Multiple Investors

Palm Tree

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…

Recent Transactions

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  • Dec 2023 Advised Hicuity Health in its sale to Concord Health Partners
  • Dec 2023 Advised Essex Specialized Surgerical Institute in its sale to NMS Capital
  • Dec 2023 Advised Lifescan Diabetes Institute on an investment from Confidential Company
  • Dec 2023 Advised ImageTrend in its sale to WCAS

Carriage Hill Inc.

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.…

Recent Transactions

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  • Dec 2016 Advised Bright Life in its sale to BDC Management LLC
  • Nov 2016 Advised Interview Stream/Brazos in its sale to RIVS
  • Aug 2016 Advised The Orthodontic Store, Inc. in its sale to Young Innovations
  • Aug 2016 Advised Prestige Cosmetics in its sale to Caret Corporation

Scura Partners

30 Total Closed Deals
Scura Paley and Company is an independent investment banking firm centrally located in Manhattan in New York City. We provide financial advisory and capital raising services to middle market companies and invest our own capital in selective situations. SP's partners have an average of twenty-five years of experience in a broad array of industries providing nearly every investment banking product and service to our clients. The hallmarks of our approach are: Senior attention Broad access Analytical rigor Tailored solutions Unbiased advice Unparalleled client support. SP's partners have been…

Recent Transactions

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  • Apr 2021 Advised Big Man Washes in its sale to National Carwash Solutions (NCS)
  • Jan 2021 Advised Innovative Control Systems (ICS) in its sale to Dover Corporation
  • Feb 2020 Advised Polished Metals Limited Inc. in its sale to Sky Island Capital
  • Oct 2019 Advised Karma Agency in its sale to Tailwind Capital
Pickwick Capital Partners, LLC assists middle-market companies and alternative investment firms achieve their strategic, financing and M&A objectives. We do this through a focused and collaborative process driven by the talent of our advisors, who bring a wealth of experience from leading investment banks such as Morgan Stanley, Jefferies & Company, Deutsche Bank, Merrill Lynch, and others.Our team is comprised of energetic, hands-on solution providers. We focus on quality, and each and every transaction is important to us. Pickwick clients can be assured their advisors are true partners with…

Recent Transactions

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  • Apr 2023 Advised Harmony Energy Technology in its sale to Zircon Corporation
  • Feb 2023 Advised Telegia Communications in its sale to One Ring Networks
  • Dec 2022 Advised Topo Athletic in its sale to Designer Brands
  • Jul 2022 Advised Desert iNET in its sale to BAM Broadband

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the Data Processing & Outsourced Services Investment Banks directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each Investment Bank profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for Data Processing & Outsourced Services Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for Data Processing & Outsourced Services Investment Banks is $3M-$25M, with a core EBITDA range of $500K-$4M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is Business Services experience when evaluating Investment Banks?

Relevant Business Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 244 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Business Services.

Do all Investment Banks in this directory focus exclusively on Business Services?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Data Processing & Outsourced Services Investment Banks directory reflects relevant experience or activity in Business Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare Investment Banks with experience in Business Services?

When comparing Investment Banks with experience in Business Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 244 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Data Processing & Outsourced Services Investment Banks?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Data Processing & Outsourced Services Investment Banks directory, you can request information here.


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