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…
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…
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..
Most Recent Transactions
Advisor
Apr 2017
SSP Innovations
secured investment from
Warren Equity Partners
Advisor
Dec 2016
Broken Arrow Communications
was acquired by
Blue Sage Capital and Private Equity Capital Corporation
Advisor
Nov 2016
The Industrial Graphics Division of GSI Technologies
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.
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…
Founded in 1991, Bryant Park Capital is a boutique investment bank, which excels in helping both public and private companies meet their strategic objectives through Mergers and Acquisitions, Capital Raising, and Strategic Advisory. The partners have completed over 400 deals, representing over $30 billion in transaction value.
Kreshmore Group (KG) started operations in 2009 and has grown to become a leading restructuring and M&A advisory firm serving clients nationwide. The firm serves myriad niche industries while focusing on lower-middle & mid-market companies within the continental United States. Headquartered in Lemont, Illinois, with offices in Chicago, Illinois and Naples, Florida, KG assists clients in restructures/turnarounds, workouts, recapitalizations, M&A, real estate capital markets and real estate asset management, business sale prep, senior and subordinated debt structuring, diligence…
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,…
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…
Based in Austin Texas, Focus Strategies has earned a reputation as a premier middle-market investment bank focused on serving the unique needs of privately held businesses seeking capital or ownership transition. Built on an impeccable reputation for high integrity, we help companies and their owners flourish by applying broad experience, industry expertise, hands-on guidance and local knowledge to maximize shareholder value. Focus Strategies specializes in merger and acquisition advisory, raising capital and providing strategic advisory services for founder-owned middle market companies. We…
•Founded in 2015, Republic Capital Group (“Republic”) is an independent investment bank that provides advisory services to the financial services industry, including wealth & asset management and accounting firms•Republic has emerged as one of the most prolific investment banks in the industry (with ~$150 billion of client assets transacted since 2022) and was awarded "Boutique Investment Banking Firm of the Year" by The M&A Advisor in 2023•We strive for innate partnership values that prove people are more important than any monetary or transactional situation, and we…
Golden Circle is an investment bank with a unique and unwavering commitment to exclusively serving the lower middle market. With a strategic focus on this often underserved segment of the business landscape, GCA brings a tailored approach to meet the distinct needs of small and mid-sized enterprises. As a dedicated partner, the firm leverages its broad network of funder relationships and comprehensive suite of financial solutions to empower businesses within the lower middle market. Through a blend of high-touch personalized service, utilization of cutting-edge technology data platforms and…
In our opinion, critical elements to providing sound advice come from experiences, a willingness to learn, and diversity. Each member of our team has followed a distinct path, giving us a view into mergers and acquisitions from all angles. These varying business perspectives include those of acquisition advisors, company owners, lenders, investors, internal strategists, accountants, and from within Fortune 500 companies. We have seen what works in successful engagements and how to predict and prevent problems in transactions. Such expertise means we can put ourselves in a client’s shoes and…
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…
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…
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…
Most Recent Transactions
Advisor
Jun 2020
Anistar Technologies
was acquired by
NSC Technologies, a portfolio company of White Wolf Capital
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…
Aurum Capital Connect is a Denver- and Dallas-based investment bank and strategic advisory group that specializes in M&A and capital formation for middle market companies. We firmly believe active involvement with our client companies is key to success; we work closely with management teams to develop and execute strategy, open doors to capital, and create meaningful exits.
Roadmap Advisors is a boutique investment banking firm providing acquisition search, sell-side and advisory services:For buyers, we execute proactive, thesis-driven acquisition searches to uncover, evaluate and close acquisitionsFor sellers, we leverage our intimate understanding of the buy-side perspective to extract full value in the sale of our clients’ companiesOur corporate advisory service helps clients identify pockets of opportunity and create significant value within their operationsWe have participated in tens of thousands of transaction opportunities throughout our…
Vesta Partners is an investment banking and strategic services firm that serves the hospitality, healthcare, sports, real estate, financial services and financial technology industries. The firm specializes in mergers & acquisitions, capital raising, financial restructuring, and strategic initiative support. The firm's principals have led or advised on some of the more significant transactions and strategic initiatives in the industries they serve. Additionally, the firm has considerable cross-border transaction experience that can be leveraged by clients with international capital raising or…
Most Recent Transactions
Advisor
Sep 2010
Naked Pizza International Franchise Company, LLC
secured investment from
KBO International Pizza Holdings, LLC
Advisor
Sep 2010
KBO Mid Atlantic Pizza Holding Company, LLC
secured investment from
Private Investors
Advisor
Dec 2008
Joint-Venture With Chip Eng Seng Corporation Ltd. to Develop CityVista Residences, Singapore
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