Top Digital & Social Media Investment Banks

Osprey Capital Partners

11 Total Closed Deals

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OUR STORYOsprey Capital Partners is a leading Mid-Market Investment Bank. Operating since 1998, we have consistently provided Canadian companies and their stakeholders with best in class M&A and Financial Advisory services. With thousands of capital sources and strategic relationships, and a proven proprietary process, we work to provide our clients with the best possible outcome, whether they Sell a Business, Buy a Business, or Finance a Business.Welcome to Osprey Capital.OUR SERVICESOur success in servicing our clients’ M&A, financing and strategic requirements is a…

Recent Transactions

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• Sep 2024 Advised Comsense in its sale to Advantive
• Sep 2023 Advised A.O. Wilson in its sale to Massey Capital
• Mar 2023 Assisted Ciscom Corp in securing debt financing from HSBC
• Nov 2022 Advised Tayco in its sale to BRC Group of Companies

SSG Capital Advisors, LLC

11 Total Closed Deals

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SSG Capital Advisors is an independent boutique investment bank that assists middle-market companies and their stakeholders. We provide our clients with comprehensive investment banking services in the areas of mergers and acquisitions, private placements, financial restructurings, valuations, litigation and strategic advisory. SSG has a proven track record of closing over 350 transactions in North America and Europe and is a leader in the industry.

Recent Transactions

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• Mar 2024 Advised Renters Warehouse in its sale to GA Technologies
• Jan 2024 Advised Infinity Pharmaceuticals, Inc. in its sale to Anonymous Company
• Jan 2024 Advised Christmas by Krebs Corporation in its sale to The Gerson Companies
• Nov 2023 Advised EFS Parlin Holdings, LLC in its sale to TigerGenCo

TrueNorth Capital Partners, LLC

10 Total Closed Deals

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TrueNorth was founded with a clear sense of purpose and direction: provide exceptional, unfiltered and unbiased merger and acquisition and restructuring advice to middle market companies. Our firm understands those issues unique to this market and works within a structure that guarantees senior level execution. The TrueNorth team has the integrity and foresight to forego short term gain in favor of creating lasting relationships borne of trust. The founding members of TrueNorth have built their careers and reputations serving this market and understanding its intricacies. They have evidenced…

Recent Transactions

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• Aug 2023 Advised Alaniz and Sons in its sale to Private Equity Capital
• Aug 2023 Advised Bicron Electronics Company in its sale to iNRCORE, LLC
• Aug 2023 Advised Cap Street in its sale to American Packing and Gasket
• Aug 2023 Advised Analytic Stress in its sale to Capstreet

Genesis Capital, LLC

10 Total Closed Deals

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Genesis Capital is an independent investment and merchant banking firm dedicated to working with family-owned and entrepreneur-led businesses, public corporations, and institutional investors to achieve their most important strategic initiatives."Focus on Need vs. Size"Our mission is to best serve clients through our "Focus on Need vs. Size". Genesis Capital has worked with clients in excess of $30 billion to under $25 million of enterprise value and has completed transactions ranging from over $1 billion to under $10 million. Our clients include leading public corporations, private…

Recent Transactions

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• Dec 2022 Advised Rusty Taco in its sale to Gala Capital Partners
• Sep 2022 Advised Kwalu in its sale to Dunes Point Capital, LLC
• Sep 2022 Advised Network Controls in its sale to Abacus Investments
• Jun 2022 Advised Construction Implements Depot in its sale to LFM Capital

Bayfield Partners

10 Total Closed Deals

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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…

Recent Transactions

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• Jul 2023 Assisted The BlackStone Group in securing debt financing from Oxbow Carbon & Minerals
• Jul 2023 Advised Core Metal Group in its sale to Ospraie
• Jul 2023 Advised Mexico Metals in its sale to Marco International
• Jul 2023 Advised The Academic Palm Beaches in its sale to Palm Beach Day School

Carl Marks Advisors

5 Total Closed Deals

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Carl Marks Advisors is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.At Carl Marks Advisors, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to…

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• Jun 2024 Advised JDC Power Systems in its sale to Madison River Capital
• Mar 2023 Advised Roane Metals Group in its sale to Commercial Metals Company
• Jul 2021 Advised WE Transport in its sale to Beacon Mobility
• Feb 2021 Advised Hawkins Point Partners in its sale to Lightview Capital

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EOT Advisors

5 Total Closed Deals

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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.

Recent Transactions

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• Mar 2020 Advised Optimax Systems, Inc. in its sale to Optimax Systems, Inc. Perpetual Purpose Trust
• Oct 2019 Advised Paras and Associates in its sale to Paras and Associates Employee Ownership Trust
• Apr 2016 Advised Equity Atlas Inc in its sale to Equity Atlas Inc Employee Ownership Trust
• Feb 2016 Advised Metis Construction, Inc in its sale to Metis Construction, Inc Employee Ownership Trust

Stang Capital Advisory LLC

5 Total Closed Deals

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Stang Capital Advisory LLC assists companies in raising new and incremental capital and improves the relationship between companies and their financing partners.Through our 25+ years of financial industry experience, we combine our knowledge of the capital providers that are interested in financing middle market and recurring revenue businesses with our ability to best present the corporate strategic plan and key financial metrics to smoothly facilitate the financing.“Securities transactions conducted through TCC Securities, LLC, an affiliated company, registered Broker/Dealer and Member of…

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• Aug 2018 Advised Fabulous Floors, Inc. in its sale to Tightrope Capital Partners
• May 2018 Assisted Proguard Protection Services, Inc. in securing debt financing from Leading U.S. Bank
• Feb 2018 Assisted Boyd & Associates in securing debt financing from Leading U.S. Bank
• Jun 2016 Assisted Safe Home Security in securing debt financing from A syndicate of U.S. banks

Source Capital Group, Inc.

4 Total Closed Deals

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Source Capital Group, Inc. is a boutique investment bank that specializes in raising capital (debt and equity) for middle market transactions worldwide. The bank manages IPOs, Secondary Equity Offerings, Exclusive Sales/M&A, Debt Capital Markets Issues, Senior and Mezzanine Debt Financings and Preferred Equity Financings.

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• Jul 2014 Advised HII Tech on an investment from Source Capital Group
• Jul 2014 Advised Sequoia Healthcare Management, LLC on an investment from Source Capital Group
• Oct 2013 Advised Passaic Healthcare Services LLC D/B/A Allcare Medical on an investment from Source Capital Group
• Jan 2013 Advised Buccaneer Energy Limited on an investment from Source Capital Group

Granite Tower Capital

3 Total Closed Deals

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Granite Tower Capital is an Advisory firm that specialises in arranging M&A, Debt Financing and the Raising of Equity for privately held Companies. We deal across Canada and in all Industries. Our mission is to help our clients succeed in all of their endeavours. At Granite Tower Capital, every customer is important. And our reputation hinges on the fact that we treat even our smallest clients with the same respect and diligence we would treat our largest clients. We earn the trust of our clients and our lenders by our actions every single day.

Recent Transactions

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• Aug 2013 Advised Peel Graphics in its sale to Advertek Printing
• Dec 2012 Advised National Risk Assesments on an investment from Accord Financial
• Aug 2011 Advised Advertek Printing on an investment from Bank of Montreal

Mary Street Capital

3 Total Closed Deals

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We're dedicated to serving the middle market, providing modern, customized solutions, always with a future focus that goes beyond the deal. As an affiliate of Kaufman Rossin, we integrate investment banking with estate, tax, advisory and wealth management expertise to maximize value for business owners.

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• Jun 2024 Advised Confidential Company on an investment from Confidential Company
• Jun 2023 Advised Bar Maid Corporation in its sale to Winco (The Foodware Group)
• Jun 2023 Assisted Confidential Company in securing debt financing from Truist Bank

Technology Square Partners

2 Total Closed Deals

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Technology Square Partners, LLC is a boutique advisory primarily to family offices and investment funds. The firm provides investment advisory, due diligence, strategy, and we often participate as an investor in our transactions. We are focused on introducing capital sources to late-stage venture capital, mezzanine, and middle-market companies. In many cases we take part in assisting operational management and board level advisory on an ongoing basis. We cater primarily to energy infrastructure, greentech/cleantech, media, telecommunications, Internet, healthcare, and biotechnology sectors,…

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• Jul 2016 Invested in TotalHousehold Inc
• Jun 2014 Advised Ma Nian China E-Commerce SPV, L.P. on an investment from Undisclosed

Valinvest

2 Total Closed Deals

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Valinvest is devoted to asset management and business consulting, attended in each case by its companies Valinvest and Sonnenfeld.Valinvest Group characterises by being focused on creating value and wealth based in the principles of corporate ethics, with a strong commitement with the enrichment of people and family values. We guide or practices by the CFA Code of Ethics and Standard of Professional Conduct.Sonnenfeld is the Peruvian branch of Grupo Sonnnfeld, a Barcelona based business consulting company that operates on several other countries, that builds an strategic joint venture with…

Recent Transactions

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• Aug 2007 Advised Consorcio Forestal Amazonico in its sale to Fondo de Inversión Stella
• Aug 1999 Invested in Pedregal S.A.

CG

Catapult Growth Partners

2 Total Closed Deals

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Catapult Growth Partners is a leading North American Consultancy and Investment Bank focused on the business services sector. Over the past decade Catapult has helped clients Accelerate Profitable Growth through effective Strategy Development, Practical Execution Support, Talent Acquisition and Management. Catapult has an outstanding track record enabling firms to grow, and position for exit. With offices in Denver, Los Angeles, New York and Toronto, Catapult Growth Partners is your trusted advisor for helping companies achieve their goals.We help our clients:• Accelerate Profitable Growth:…

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• Aug 2018 Advised RO Innovation in its sale to Upland Softward
• Jun 2016 Invested in Boulder Logic

Sword, Rowe & Company

2 Total Closed Deals

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Sword Rowe is a boutique merchant bank that provides strategic, financial, and transaction advisory services to clients in the music and entertainment industry.With an expertise in creative-focused businesses, Sword Rowe has been a strategic and financial advisor to a notable list of music-rights companies including SOCAN, Audible Magic, Atlas Music Publishing, Songspace and MixCloud. Music & Entertainment ContentMusic PublishingMusic RightsMusic MarketingStreaming & Digital DistributionRecorded MusicFilm & Television Production & DistributionMedia & ConsumerMedia…

Recent Transactions

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• Oct 2013 Advised Atlas Music Publishing on an investment from Virgo Investment Group and a consortium of strategic individuals
• Sep 2013 Advised AS Roma S.P.V. on an investment from Capital Provider

RedShift Advisors

1 Total Closed Deal

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RedShift Advisors is a lower middle market investment bank. It provides merger, acquisition, and capital raising services to owners and investors.

Recent Transactions

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• Apr 2023 Advised Confidential Company on an investment from Confidential Company

Performance Capital Advisors

1 Total Closed Deal

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We provide investment banking services to predominantly small cap and early stage companies. In business since 2010, Performance Capital has focused on providing its clients with merger and acquisition, private placement, financial restructuring, and general corporate financial advisory services.

Recent Transactions

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• Mar 2014 Advised AbexCo Inc. on an investment from Private individual

Sagewood Advisors

1 Total Closed Deal

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Sagewood Advisors is a boutique strategic advisory firm focused on exit strategy, business succession, and strategic mergers & acquisitions transactions.

Recent Transactions

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• Jan 2023 Advised a privately owned rural hospital in its sale to a PE-backed national healthcare group

Dragonfly Capital

1 Total Closed Deal

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Dragonfly Capital is an investment banking firm headquartered in Charlotte, North Carolina.We focus on the specific needs of management and owners of small and middle-market companies primarily in North America. Dragonfly Capital is an independent advisory boutique dedicated to offering unbiased advice and assistance to our clients regarding private capital placements, mergers and acquisitions, and other financial assignments.Dragonfly Capital works with companies in emerging industries (such as alternative energy, life sciences, communications, and information technology) and traditional…

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• Jan 2021 Advised Amp Energy on an investment from The Carlyle Group

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Spark-Binder Capital

1 Total Closed Deal

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Spark-Binder Capital LLC is a licensed investment banker with a focus on raising capital on all levels of the capital stack. Engagements are in a myriad of industries both US and foreign with raises from five to two hundred million.

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• Jun 2023 Advised Witheld on an investment from Witheld