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Top Diversified Financials Investment Banks

Explore 232 Diversified Financials Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

Diversified Financials Investment Banks

232

Active Firms

282

TTM Deal Flow

$3M-$27M

Core Revenue Range

$500K-$5M

Core EBITDA Range

Top States by Activity

California 12%
Florida 11%
New York 7%
Texas 6%
Illinois 5%

Key Attributes

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

Showing 221-232 of 232 Investment Banks

Sorted by recent activity

BH Capital Ltd.

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BH Capital Ltd. is a professional consortium of Investment Bankers, Merchant Bankers and Finance Consultants. BH Capital Ltd. has provided pro active structured capitalization into commercial real estate, agriculture, transportation, retail, multi media and manufacturing & distribution for 30 years. We have extensive connectivity to capital markets, along with the expertise to the complex formation of capital to assist you in funding your business growth. We have a micro program that starts at $200k - $1 million, as well as our full program from $1 million to $100 million (or more if viable).…

Recent Transactions

This member has no reported closed transactions.

Torrey Capital Group

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Torrey Capital Group is an alternative investment marketing firm and provider of capital markets solutions to leading asset management companies. We partner with our clients to achieve their capital raising goals. Our approach is flexible and our services include identifying the appropriate target investor base, assisting in due diligence, structuring offering terms, executing the marketing plan, and introduction of strategic relationships. We typically are compensated solely by our investment managers based on success in their capital raising endeavors. We have a broad array of investor…

Recent Transactions

This member has no reported closed transactions.

AFII Corporate Advisors

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Founded in 1996, AFII offers a network of over 20 associates in M&A advisory and investment banking firms operating in 16 countries. Based on its cooperative partnerships and substantial network, both domestically and internationally, AFII is well-positioned to provide access to a global pool of business opportunities, especially to midcap and larger-scale companies. Our members advise primarily middle-market companies on acquisitions, divestitures, fundraising, JV partnerships, Mezz Finance and fairness opinions.

Recent Transactions

This member has no reported closed transactions.

Baker Tilly Capital, LLC

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Baker Tilly Capital, led by investment bankers and corporate finance specialists, has tactical experience creating acquisition strategies, identifying cost-effective financing alternatives, developing operational improvements, and harvesting invested capital through our sell-side services. Our goal is to form a critical and objective view of our clients and take the necessary steps to maximize value.With additional insight from wealth management, estate planning, and industry tax specialists, we can help you identify and prepare for a transaction; negotiate, structure, and close the deal; and…

Recent Transactions

This member has no reported closed transactions.

River Capital Partners LLC

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Capital raising for small and middle market firms/projects. Transaction size $2mm to $300mm. Debt, mezzanine debt, junior capital, private equity, JVs, etc. Capital raising for -- Oil & gas producers, services, technology, minerals, etc.Food and beverages, nutrition. Software/technology. Manufacturing. Distribution/logistics. Business services. Communications. Retail. E-commerce. Distressed & turnarounds. Fast food. Convenience stores. Clothing/apparel manufacturing. Transportation.

Recent Transactions

This member has no reported closed transactions.

Bank of America-Merrill Lynch

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Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients achieve the lives they want. With a deep commitment to placing their clients’ interests first, Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients’ needs in all areas of their financial lives. The solutions our financial advisors…

Recent Transactions

This member has no reported closed transactions.

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AGRA Capital Advisors LLC

Actively Sourcing Deals
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Agra Capital Partners is a Los Angeles-based private investment firm servicing small and middle market clients on a wide range of corporate finance transactions.We have considerable experience in a number of industries, specifically the entire range of health care, fintech, specialty & lender Finance, technology, energy, digital media and intellectual property - IP Patent financing. SERVICES:Private Equity PlacementsPrivate Debt / Mezzanine PlacementsCollateralized Patent fundingDivestituresDirect Investment / Merchant BankingRecapitalizations & RefinancingsAgra Capital has…

Recent Transactions

This member has no reported closed transactions.

North Capital

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North Capital Private Securities Corporation is a registered broker-dealer, member FINRA and SIPC, focused on the placement of private funds and the debt and equity securities of private offerings. North Capital Private Securities (NCPS) is a pioneer in the application of technology to facilitate the origination and distribution of private placement securities. NCPS is based in San Francisco, California.

Recent Transactions

This member has no reported closed transactions.

GB Capital Markets, Inc.

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GB Capital Markets Inc. is an investment banking firm that primarily arranges financing (debt, equity and digital assets) on behalf of its crypto and non-crypto clients, and provides mergers and acquisitions (M&A) services.Our ServicesInvestment BankingArranging, structuring and negotiating financing, including debt, equity, hybrid structure and digital assetsStructuring services for token sales, including token launches and security token offeringsPlacement agent services for issuers of equity securities and digital tokens, including token launches and security token offeringsAssist in…

Recent Transactions

This member has no reported closed transactions.

VTB Capital

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VTB Capital is a pre-eminent investment bank in Russia and CIS, topping the M&A advisory, ECM and DCM league tables in 2011-2014, with a strong global franchise, having completed a number of transactions in Africa, India and Europe and looking for business in all geographies.VTB Capital offers a full range of investment banking products and services to Russian and international clients, focusing on arranging operations in the debt, equity, global commodities markets, developing investment and asset management, advising clients on M&A and ECM deals in Russia and abroad.

Recent Transactions

This member has no reported closed transactions.

Morrison Park Advisors

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Morrison Park Advisors is an independent investment bank providing financial and strategic advisory services for clients requiring specialized investment banking expertise.

Recent Transactions

This member has no reported closed transactions.

Wells Fargo FINET

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Wells Fargo Advisors Financial Network offers you the best of both worlds – unsurpassed full service firm support and the freedom to operate your business and handle client relationships the way that’s right for you.In addition to the legendary brand strength and stability we offer through our affiliation with Wells Fargo & Company, you enjoy the independence, flexibility and control to leverage as many, or as few, of the firm’s resources as you prefer.

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the Diversified Financials 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 Financials Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for Diversified Financials Investment Banks is $3M-$27M, 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 Diversified Financials experience when evaluating Investment Banks?

Relevant Diversified Financials 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 232 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Diversified Financials.

Do all Investment Banks in this directory focus exclusively on Diversified Financials?

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

When comparing Investment Banks with experience in Diversified Financials, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 232 firms included in the directory and can help identify firms that align with your needs.

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

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