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Top Energy Equipment & Services Investment Banks

Explore 206 Energy Equipment & Services Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Energy Equipment & Services Investment Banks

206

Active Firms

242

TTM Deal Flow

$4M-$27M

Core Revenue Range

$500K-$4M

Core EBITDA Range


California 13%
Texas 10%
Florida 10%
New York 5%
Colorado 5%

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

Showing 41-60 of 206 Investment Banks

Sorted by recent activity

Peakview Partners

24 Total Closed Deals
Founded in 2015, Peakview Partners was established to provide focused and dedicated Partner-level advisory services for M&A and Financing transactions. Tim Dailey and Warren Henson, both with 30+ years of investment banking experience, came together with the vision of creating a boutique firm large enough to leverage a breadth of diverse experience while small enough for the Partners to deliver expertise and tailored support across the entire process directly to each client.Warren and Tim met nearly 20 years ago, and they worked on numerous transactions together when Warren was with Green…

Recent Transactions

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  • Nov 2025 Advised Confidential Company in its sale to Confidential Company
  • Oct 2024 Advised Confidential Company in its sale to Confidential Company
  • Oct 2024 Advised Confidential Company in its sale to Confidential Company
  • Sep 2024 Advised Access Mediquip in its sale to Water Street

Footprint Capital

20 Total Closed Deals
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…

Recent Transactions

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  • Dec 2023 Advised Advanced Services in its sale to Eco
  • Dec 2023 Advised MRCS in its sale to Beacon Specialized Living
  • Dec 2023 Advised The Basement Doctor in its sale to Tecum Equity
  • Dec 2023 Advised Columbia Corrugated Box in its sale to SupplyOne
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

Houlihan Capital

19 Total Closed Deals
Houlihan Capital is a leading, solutions-driven valuation, financial advisory and boutique investment banking firm committed to delivering superior client value. We pride ourselves on being thought leaders in an ever-changing landscape. Houlihan Capital is a FINRA and SIPC member, committed to the highest levels of professional ethics and standards. Investment Banking Services We provide sell side and buy side M&A advisory services, institutional private placement and capital raises. Valuation and Financial Advisory We provide an array of services that range from portfolio valuation,…

Recent Transactions

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  • Aug 2023 Advised AMI in its sale to Israel Aerospace Industries Inc.
  • Aug 2023 Acquired Aero-Mark LLC
  • Aug 2023 Assisted Bond Medical in securing debt financing from Bank of America
  • Aug 2023 Advised Clay Petroleum Group in its sale to HESS
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…

Recent Transactions

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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

CoView Capital, Inc.

16 Total Closed Deals
CoView Capital, Inc. is an investment banking and advisory firm founded by senior professionals with extensive domestic and international experience. The firm was established to provide an innovative approach to traditional and complex financial issues facing both growing and mature companies. CoView's advisory and investment banking activities encompass a wide range of services including mergers and acquisitions,valuations, consulting and strategic planning, capital raising for expansion and acquisitions, leveraged recapitalizations, fairness opinions, due diligence reviews, and advising…

Recent Transactions

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  • Nov 2023 Advised Surge Private Equity in its sale to Coastal Amusement Inc.
  • Nov 2023 Advised Benchmark in its sale to Tiger Supplies
  • Jul 2023 Advised Respect Manufacturing in its sale to MYKU Biosciences LLC
  • Jul 2023 Advised Alliance Entertainment in its sale to Mecca Electronics

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Business Capital

14 Total Closed Deals
Business Capital is a leading commercial finance and debt restructuring firm specializing in arranging customized debt based solutions for rapidly growing as well as distressed small and middle market companies nationwide who require a unique, timely and tailored financing structure to address their particular needs. In situations where conventional capital sources are not an option, Business Capital has repeatedly delivered financial solutions to a broad assortment of private and public companies seeking additional liquidity.

Recent Transactions

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  • Jun 2015 Assisted Ice Cream Manufacturer in securing debt financing from Confidential
  • May 2015 Advised Hortau on an investment from Confidential Capital Provider
  • Mar 2015 Assisted General Engineering Contractor in securing debt financing from Confidential
  • Feb 2015 Assisted Frozen Treats Mfgr. in securing debt financing from Confidential

Transitus Capital

14 Total Closed Deals
Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries. We offer clients a strategic approach to Merger & Acquisition advisory and Capital Raising Solutions. Our singular focus on the middle market allows us the opportunity to work closely with clients to provide top tier guidance throughout the transaction.

Recent Transactions

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  • Jul 2023 Advised Connectrac in its sale to LeGrand
  • Jul 2023 Advised Elite in its sale to LKQ
  • Jul 2023 Advised Made Ya Smile Dental in its sale to Dental Care Alliance
  • Jul 2023 Advised Standard Pump Parts in its sale to Hicks Equity Partners
Chaffe & Associates, Inc. was founded in 1982 by D.B.H. Chaffe III to provide specialized investment banking services to financial and business interests. Its clients include publicly held companies, family-owned businesses, banks and other financial institutions. Chaffe has earned a strong reputation as a valued resource for a broad base of clients that includes companies in numerous industries.

Recent Transactions

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  • Oct 2015 Advised Maritime International in its sale to Trelleborg AB
  • Oct 2015 Advised Mosquito Control Services in its sale to Scott Capital Partners
  • Aug 2012 Advised Petrex in its sale to NOV
  • Mar 2012 Advised The Standard Companies, Inc in its sale to DS Waters of America, Inc.
Our mission is to help our clients succeed in all of their endeavours. At Szymon Zephan 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. An independent financial advisory firm serving clients with sound advice and effective solutions to strategic and financial matters. We operate in a global network of relationships with key decision-makers in corporations, governments and…

Recent Transactions

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  • Sep 2022 Assisted Confidential Company in securing debt financing from Confidential Company
  • Jun 2022 Advised Confidential Company on an investment from Confidential Company
  • Jun 2022 Advised Confidential Company on an investment from Confidential Company
  • Jun 2022 Advised Confidential Company on an investment from Confidential Company

MaximForte

12 Total Closed Deals
MaximForte is a dedicated Investment Banking & Sell Side M&A advisory firm focused on founder-led and family-owned lower mid-market growth-oriented companies (EBITDA $2m - $50m). Our services include M&A Advisory, Capital Advisory (Debt and Equity) and Business Consulting. We represent companies based out of United States and Canada. MaximForte LLC offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.

Recent Transactions

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  • May 2026 Assisted Private Healthcare Group in securing debt financing from Confidential Company
  • May 2026 Assisted Villa St Luc in securing debt financing from Confidential Company
  • May 2026 Assisted Centre D'Accueil Mon Chez Nous in securing debt financing from Confidential Company
  • Apr 2026 Advised Sahar Hospice in its sale to Confidential Company

Avalon Net Worth

12 Total Closed Deals
Avalon Net Worth confidentially provides clients the quality and technical expertise of a major investment bank while maintaining the personal service and efficiency of a boutique firm. Since 1992, Avalon has worked with high caliber, committed business owners, senior executives and entrepreneurs as they have expanded businesses, re-capitalized or re-organized firms, sold or purchased companies, and gained liquidity for themselves and their shareholders. Our clients have ranged from mid-market private companies to Fortune 500 companies to early stage firms. Avalon Net Worth and Avalon…

Recent Transactions

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  • Aug 2023 Advised EC Outlook in its sale to Chem Connect
  • Aug 2023 Assisted Quad Logic in securing debt financing from Entrepreneur Growth Capital
  • Aug 2023 Advised Logistics Express Inc. in its sale to Private Equity Funds
  • Aug 2023 Advised AMIEE LYNN in its sale to Steve Madden Inc.

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,…

Recent Transactions

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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

Clarke Advisors LLC

12 Total Closed Deals
Clarke Advisors LLC is a specialized Financial Advisory and Merchant Banking Firm, providing the highest quality Investment Banking services including institutional financing, merger, acquisition and divestiture for small to medium-sized private and public companies. Clarke's Industry Focus is Transportation, Logistics and Technology. Members of Clarke are FINRA Licensed Series 7, 79 and 63 . Based in the Phoenix metropolitan area, Clarke's services include: Sell-Side, Buy-Side and Capital Market placements including; venture capital, private equity and debt recapitalization's Clarke's…

Recent Transactions

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  • Jun 2024 Advised Confidential Company in its sale to Confidential Company
  • Aug 2023 Advised Midstate Mechanical in its sale to Bain Capital
  • Aug 2023 Advised AG Express Line Inc. in its sale to Caymus Capital
  • Aug 2023 Advised Proserv Logistics in its sale to Action Heavy Haul LLC
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

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…

Recent Transactions

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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

NextGen Capital LLC

8 Total Closed Deals
NextGen Capital is a privately held investment bank, multi-family office, and private capital investment firm headquartered in Atlanta, Georgia, and with regional offices in Boston, Massachusetts, and Orange County, California. We offer independent, unbiased financial counsel focused on the unique needs of entrepreneurs and majority shareholders – offering our clients a wide range of services and access to global investment opportunities, capital markets, tax, operating expertise, philanthropy, estate planning and cash management. We are a trusted financial advisor for a select group of…

Recent Transactions

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  • Jul 2025 Advised Elmer Candy Corporation in its sale to The Hoffmann Family of Companies
  • Jan 2025 Advised Statewide Roofing, Inc. in its sale to Point 41 Capital Partners LLC
  • Dec 2024 Advised Brake Supply, Inc. in its sale to H-E Parts International
  • Dec 2023 Advised The Wonder Project, Inc. on an investment from Confidential Company

Bundy Group

8 Total Closed Deals
Bundy Group provides investment banking and transaction advisory services to clients across numerous markets, including healthcare and life sciences. The highly experienced team within Bundy Group includes transaction and operating professionals with a combined 100 years of experience in investment banking and corporate finance. As a 31 year-old boutique firm, the senior team leverages its specialized focus on our core markets to guide clients through the entire process of selling their company, raising capital, and pursuing acquisitions for growth. 

Recent Transactions

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  • Sep 2020 Advised Catawba Research on an investment from St Cloud Capital
  • Dec 2017 Advised Trimite Powers Inc. in its sale to Protech / Oxyplast Group
  • Mar 2017 Advised Appalachian Railcar Services, Inc. in its sale to GenNx360 Capital Partners
  • Jul 2016 Advised Marketing Associates, Inc. in its sale to RPM International

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the Energy Equipment & 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 Energy Equipment & Services Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for Energy Equipment & Services Investment Banks is $4M-$27M, 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 Energy Equipment & Services experience when evaluating Investment Banks?

Relevant Energy Equipment & 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 206 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Energy Equipment & Services.

Do all Investment Banks in this directory focus exclusively on Energy Equipment & Services?

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

When comparing Investment Banks with experience in Energy Equipment & Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 206 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Energy Equipment & 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 Energy Equipment & Services Investment Banks directory, you can request information here.


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