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Top Diversified Banks Investment Banks

Explore 116 Diversified Banks Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Diversified Banks Investment Banks

116

Active Firms

145

TTM Deal Flow

$4M-$30M

Core Revenue Range

$500K-$5M

Core EBITDA Range


Florida 14%
California 10%
Texas 8%
New York 6%
Massachusetts 5%

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

Showing 21-40 of 116 Investment Banks

Sorted by recent activity

Employing the unparalleled collective experience and relationships of its 45+ managing directors, Brock Capital Group offers investment banking advisory and consulting services to clients on a broad variety of matters at the most senior level. Brock partners include former heads of investment banking groups at global Wall Street firms as well as C-level executives and directors of Fortune 500 companies. No other firm brings the same level of expertise to middle market clients. Services include advising and leading private company sales, corporate spin-outs, management buy-outs, private…

Recent Transactions

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  • Dec 2014 Advised WesTest Engineering Corporation in its sale to Rantec Power Systems
  • Nov 2014 Assisted Aerofleet in securing debt financing from Board Advisory
  • Mar 2014 Advised Exosome Diagnostics on an investment from Qiagen
  • Jan 2014 Advised Chrysler Group LLC in its sale to Fiat North America LLC
POWERED BY KNOWLEDGEBerkery Noyes is an independent investment bank providing mergers and acquisitions (M&A) advisory and financial consulting services to middle-market leaders in the global information, software, and technology industries.Our senior investment bankers, by focusing on transactions within specific vertical markets, bring deep knowledge to every assignment. The firm also has extensive experience working on behalf of healthcare, financial services, and education companies.Since its founding by Joseph W. Berkery in 1983, Berkery Noyes has assisted corporate clients in their…

Recent Transactions

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  • Jul 2023 Advised protocols.io in its sale to Springer Nature
  • Jul 2023 Advised Modus Engagement, Inc. in its sale to Bigtincan Holdings Limited
  • Apr 2023 Advised Scribendi in its sale to Edanz Inc.
  • Mar 2023 Advised Courtroom Connect in its sale to Greybull Stewardship

LCG Advisors

20 Total Closed Deals
LCG is a leading transaction advisory services firm specializing in investment banking, loan and investment due diligence, business valuations, restructuring & consulting, and other select advisory services. Our passion for finance and creativity drives us at LCG and we welcome challenges that most would shy away from. We meet the most complex client needs with energy, commitment, and innovative thinking.Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. LCG's team of more than 70…

Recent Transactions

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  • Jun 2020 Advised Anistar Technologies in its sale to NSC Technologies, a portfolio company of White Wolf Capital
  • Jun 2020 Advised PE Science on an investment from Kirtland Capital Partners
  • Jan 2020 Advised SiteReady in its sale to CBRE
  • Nov 2019 Advised Total Restoration in its sale to Kustom US
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…

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  • Dec 2017 Advised Pluto Corporation in its sale to Derby Supply Chain Solutions
  • Oct 2017 Advised StaffMasters, Inc. in its sale to Hire Dynamics
  • Aug 2017 Advised Kay Manufacturing in its sale to SRS Ventures
  • May 2017 Advised Grandview Gallery in its sale to CID Capital

BlackTorch Capital

12 Total Closed Deals
BlackTorch Capital is a results-driven investment banking firm providing strategic and financial solutions customized to meet the needs of public and private middle-market companies and their capital providers. SINGULAR SOLUTIONS No two companies are exactly alike. Their circumstances and challenges always differ. That’s why, before recommending any specific strategy, we always invest the time necessary to understand your issues, your business model and your objectives. Remaining flexible and focused allows us to create singular, innovative solutions. PROVEN EXPERIENCE Our senior investment…

Recent Transactions

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  • Aug 2014 Advised CloudCover in its sale to Not Disclosed
  • Jul 2014 Advised Dane Technologies on an investment from Not Disclosed
  • Jul 2014 Advised Comforts of Home in its sale to Not Disclosed
  • Jul 2014 Advised Boundary Medical in its sale to IMI Health

Quazar

12 Total Closed Deals
Quazar Capital Corporation, founded in 1990, is a private Investment Banking firm specializing in Merger and Acquisition (M&A) services including:Sell-Side AdvisoryBusiness Planning & Exit PlanningGrowth Planning & Buy-Side Advisory, andFinancing & Deblt PlacementQuazar typically works with private and closely-held businesses with sales between $5 Million and $100 Million. There is no substitute for experience and integrity when you retain merger and acquisition professionals to help you buy or sell a company. With Quazar’s 30-plus years of successfully working with numerous companies,…

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  • May 2024 Advised Brainier Solutions in its sale to ClearCompany
  • Apr 2024 Advised SET Environmental in its sale to Foothills Environmental
  • Apr 2024 Advised Versa-Lok Family of Companies in its sale to CC Companies and Rock Hard Landscape Supply
  • May 2023 Advised Gentle Transitions of California in its sale to Corporate Relocation International

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Fortis Capital is a young innovative investment banking firm headquartered in the Palm Beaches, servicing the U.S., Canada and the Caribbean. Fortis has a pragmatic approach to every project with the ambition to be bold & audacious. The firm draws from a broad base of partner firms specializing in equity and/or debt, giving way to opportunistic private placement.The firm’s investment strategy is centered on identifying market inefficiencies and partnering with financial institutions & investment firms that recapitalize or reposition capital assets to assist in the growth of…

Recent Transactions

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  • Aug 2023 Advised Custom Engineered Window & Door Company on an investment from Anonymous Company
  • Aug 2023 Advised Agricultural Business on an investment from Anonymous Company
  • Aug 2023 Advised Medical Device on an investment from Anonymous Company
  • Aug 2023 Advised Fiber Recycling Company in its sale to Anonymous Company
Successful business owners have turned to Mirus Capital Advisors for more than 30 years to help them realize their ultimate accomplishment – the sale of their business. Mirus is a leading New England based firm with over 300 closed transactions focused on providing exceptional investment banking services to our middle-market clients. As a middle-market investment bank focused on mergers and acquisitions, Mirus drives successful deals for companies in the consumer, industrial, business services, healthcare and technology industries. Mirus has proven time and again that its deep industry…

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  • Apr 2024 Advised ONSET in its sale to LI-COR
  • Apr 2024 Advised LidoChem in its sale to Valudor Products, LLC
  • Mar 2024 Advised BradFord in its sale to Prince
  • Dec 2023 Advised Applied Biomath in its sale to Certara

FTI Capital Advisors

10 Total Closed Deals
The Corporate Finance/Restructuring practice at FTI Consulting focuses on strategic, operational, financial and capital needs of businesses. We address the full spectrum of financial and transactional challenges faced by companies, boards, private equity sponsors, creditor constituencies and other stakeholders. Our success depends upon achieving optimal results for our clients.

Recent Transactions

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  • Sep 2023 Advised Socialyte in its sale to Dolphin Entertainment
  • Aug 2023 Advised Seafolly and JETS in its sale to Strategic Buyer
  • Aug 2023 Advised Finscore in its sale to CTOS Digital
  • May 2023 Advised Beehive in its sale to e&
Founded on decades of trusted advisory experience, Turnstone Investment Banking is a leading independent investment banking firm serving family and founder owned businesses across the Midwest and throughout the United States. Headquartered in Kansas City, the firm combines senior-level attention, deep transactional expertise, and a relationship-driven approach to guide clients through complex and transformative business decisions.Turnstone is a FINRA-registered investment banking firm, and the team brings more than a century of combined experience across mergers and acquisitions, capital…

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  • Oct 2025 Advised Circle C Paving in its sale to Pavement Preservation Group
  • Mar 2025 Advised Allied Materials & Equipment in its sale to Maple Hill Capital
  • Nov 2024 Advised Vance Brothers in its sale to Pavement Preservation Group
  • Jun 2023 Advised Chance Rides Manufacturing Inc. in its sale to Permanent Equity

Westlake Securities

10 Total Closed Deals
Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired.

Recent Transactions

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  • Aug 2023 Advised Little Woodrow's on an investment from PGIM Private Capital
  • Aug 2023 Advised McDonald Welding Supply in its sale to John Sales & Services
  • Aug 2023 Advised Rollin Greens on an investment from AMEDEO
  • Aug 2023 Advised Applied Natural Gas Fuels Inc. on an investment from PIMCO
FCL Capital Partners is a nationally focused investment banking firm serving private companies seeking to sell their business, acquire another company, or secure additional capital for growth, buyout, restructuring, and recapitalization. Our principals have extensive Investment Banking and Restructuring experience at bulge-bracket investment banks and hedge funds advising public and private companies in various industries including consumer & retail, business services, transportation & logistics, and manufacturing. FCL's founder, Rafael De Paoli, has been a trusted…

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  • Nov 2024 Advised Stonemark Construction Management in its sale to Mark G. Anderson Consultants, Inc.
  • Sep 2024 Advised Confidential Company in its sale to Confidential Company
  • Jan 2024 Advised A&B Tropical Produce in its sale to Confidential Company
  • Oct 2023 Advised PA China Farm in its sale to GrubMarket
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…

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  • Jul 2017 Advised Benefit Administrative Systems, LLC in its sale to HealthComp Holdings
  • Feb 2016 Advised Holton Food Products Company in its sale to Mantrose-Haeuser Co., Inc
  • Jun 2015 Advised Bridgeview Bancorp, Inc. on an investment from Various Investors
  • May 2014 Advised Go Packaging, LLC in its sale to Welch Packaging Group
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.

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  • Dec 2016 Advised Schiller Plaza Commons on an investment from A1 Schiller Plaza LLC
  • Oct 2016 Assisted Midwest Gas Inc. in securing debt financing from Syed Brokerage & Capital Co.
  • May 2015 Advised Vishna Inc. on an investment from Syed Brokerage & Capital Co.
  • Jan 2015 Advised Lewis Ave Food Inc. in its sale to Investor

Salomon Whitney LLC

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…

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  • Jan 2019 Invested in LYFT
  • Jan 2019 Invested in Palantir Usa Inc.
  • Jan 2019 Invested in Airbnb
  • Jan 2019 Invested in Pinterest
Adaptive Capital Partners is a boutique investment bank advising privately held businesses on sell-side M&A, capital raises, and strategic transactions. The firm was founded to address the need for more personalized, strategic advisory services within the middle market. Built on a commitment to integrity, excellence, and long-term partnership, the firm has quickly developed a reputation as a trusted advisor focused on delivering optimal outcomes for its clients. Our deep expertise and experience form the foundation for the comprehensive strategic services we provide today. Visit…

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  • Mar 2026 Advised CFO Hub, LLC in its sale to Carr, Riggs & Ingram
  • Jun 2025 Advised Kinco in its sale to Mechanix Wear
  • Jan 2025 Advised enTrust Wealth Advisors in its sale to AlphaCore Wealth Advisory
At M&S Fairway Capital Partners we provide business owners, managers, and entrepreneurs proven and effective corporate financial advice, transaction management and capital raising capabilities dedicated to building shareholder value. Our typical clients have annual sales ranging from $10 million to $100 million and need assistance in accessing private debt and equity capital markets for internal growth or the acquisition of another business. Capital is sourced from a wide range of U.S. and foreign institutional sources. The principals of the firm focus on raising capital for individual client…

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  • Mar 2015 Advised Sale of Real Estate Management Company on an investment from Industry Buyer
  • Sep 2014 Advised Subsea Engineering and Manufacturing Company on an investment from Private Equity Fund
  • Aug 2014 Advised Oil Services Company on an investment from Family Office

RA Capital Advisors

2 Total Closed Deals
RA Capital Advisors is a leading private investment bank specializing in mergers and acquisitions, private financings, shareholder matters, restructurings and crisis situations for clients ranging from middle market companies to the Fortune 500. Founded in 1988, the firm has served as financial advisor on some of the most significant and complex transactions in U.S. corporate history. RA Capital Advisors is a private investment bank. TRUSTED ADVISORS Since inception, RA Capital Advisors has consummated transactions on behalf of our advisory clients with an aggregate value in excess of $60…

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  • Aug 2011 Advised Mosaic, Inc. in its sale to Linquest Corporation
  • Aug 2011 Advised Gerber Scientific in its sale to Vector Capital for $283,000,000
Army Veteran and pharma consulting background, I regularly encountered businesses seeking debt or equity for expansion. Recognizing the constant and ongoing need middle market companies and high net worth individuals had, my wife and I started Narrow Gate Funding. We now orchestrate debt and/or equity funding for businesses and high net worth individuals through our network of Family Offices, Private Equity, VC and Private Banking firms through investments that satisfy their funding criteria or investment niche(s). Company types span Early Stage, disruptive start ups to established middle…

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  • Jul 2018 Advised Oil Company on an investment from Private Party
  • Jun 2018 Advised Not Disclosed at This Time on an investment from Private Party
4Front Capital Partners is a boutique investment & merchant bank that focuses on raising capital for midsize Canadian and U.S companies. We screen deals for quality and help real capital meet real investment return opportunities. General StatsAmount raised in past 24 months: $200MMNumber of raises: 5Average size of raises: $40MM Total number of investments: 7

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  • Sep 2017 Advised MJardin Holding Corp. on an investment from -
  • Jan 2017 Assisted - in securing debt financing from -

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the Diversified Banks 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 Diversified Banks Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for Diversified Banks Investment Banks is $4M-$30M, with a core EBITDA range of $500K-$5M. 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 Financial Services experience when evaluating Investment Banks?

Relevant Financial 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 116 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

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

Not necessarily. Many firms are active across multiple industries, so inclusion in the Diversified Banks Investment Banks directory reflects relevant experience or activity in Financial 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 Financial Services?

When comparing Investment Banks with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 116 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Diversified Banks 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 Diversified Banks Investment Banks directory, you can request information here.


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