Top Financial Services Investment Banks with Recent Private M&A Activity

284

Active Firms

325

TTM Deal Flow

$3M-$27M

Core Revenue Range

$500K-$5M

Core EBITDA Range

Top States by Activity

California 14%

Florida 10%

New York 7%

Texas 6%

Illinois 5%

Key Attributes

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

Mid-America Growth & Capital

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Mid-America Growth & Capital guides business owners and management teams through the process of buying, selling or capitalizing a business. Our team has committed themselves to creating opportunities for business owners and management teams to grow and bring about change in their businesses. Having helped many businesses gain an informed perspective on mergers and acquisitions, divestitures and funding/capitalizations,Mid-America Growth & Capital makes very valuable resources accessible to proactive management teams. Our team has also worked in Turnaround, Distressed and Recapitalization…

Recent Transactions

This member has no reported closed transactions.

Mercury Asset Management

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Boutique investment bank, specialising in oil and gas transactions, mining deals, and technology private equity. Excellent contacts throughout North America and Europe.

Recent Transactions

This member has no reported closed transactions.

Third Seven Capital

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Third Seven Capital (TSC) is a privately owned, boutique investment bank and advisory firm which specializes in providing intellectual and equity capital to early-stage companies not yet ready to approach the institutional market.

Recent Transactions

This member has no reported closed transactions.

BCC Capital Partners

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BCC Capital Partners is a full-service investment banking, commercial real estate advisory, and management consulting firm that specializes in providing customized solutions to companies and investors: Financial Advisory Services*: • Mergers & Acquisitions • Debt & Equity Financing • Employee Stock Ownership Plans (ESOPs) Commercial Real Estate: • Capital Raising • Acquisition Financing • Land Development / Acquisition • Seller / Buyer Representation Management Consulting Services: • Strategic Planning • Process Improvement • Growth Initiatives • Brand Development BCC is…

Recent Transactions

This member has no reported closed transactions.

Alhambra Circle Partners

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Alhambra Circle Partners, LLC (“ACP”) provides private investment banking and advisory services with a particular emphasis within the specialty finance and financial payments sectors. The company provides a thoughtful and methodical approach to each client’s individual circumstances. Our unique experience combining banking, operating and investing within specialty finance and commercial banking, allows us to best carry out a rational and pragmatic approach to capital raising and M&A.

Recent Transactions

This member has no reported closed transactions.

AGI Corporate Finance Ltd.

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AGI Corporate Finance Limited ("AGI" or "the company") was founded in 1997 by Robert Hamburger and Jane Foster as a corporate finance advisory firm that specializes in Mergers and Acquisitions and in the raising of Venture and Development Capital. AGI undertakes financial advisory assignments, usually on an exclusive basis. that are designed to meet the clients' specific requirements. AGI is headquartered in London and works throughout Europe and North America. In today's competitive, global business environment, companies and investors need an adviser with an international presence. AGI has…

Recent Transactions

This member has no reported closed transactions.

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Ansher Capital

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Ansher Capital, an investment banking arm of Ansher has been attracting investments into the securities and property markets of the countires along the Great Silk Road for more than 12 years. The firm has a license of approved by the Center for Coordination of the Securities Market of the Republic of Uzbekistan, to render investment advisory services.

Recent Transactions

This member has no reported closed transactions.

Kuhns Brothers

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Kuhns Brothers is an investment firm providing its clients with investment banking, brokerage and portfolio management services. Kuhns Brothers or its affiliates are a licensed broker/dealer and a member of FINRA/SIPC. Kuhns Brothers is the offspring of one of the oldest continually operating investment firms in the United States. Today, we specialize in raising capital for companies in the electric power and power technology industries, as well as corporate issuers in such foreign countries as the People's Republic of China.

Recent Transactions

This member has no reported closed transactions.

Carrollton Capital Partners

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Carrollton Capital Partners is an investment bank and broker dealer (member FINRA/SIPC). CCP provides M&A and private placement advisory services to companies. CCP's bankers are highly experienced in various sectors, including Technology, Media, Telecommunications, Life Sciences, Medical Devices, Energy, Water, Financial Services, Oil & Gas, Manufacturing, Consumer Products and Hospitality.

Recent Transactions

This member has no reported closed transactions.

Blue Bridge Financial

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Personalized financing solutions for business owners, vendors and brokers.Founded in 2009 to fill a gap in the lending marketMore than $120 million in loans to dateFunded over 2,000 businesses in 30+ industries

Recent Transactions

This member has no reported closed transactions.

Spectre Advisory

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Recent Transactions

This member has no reported closed transactions.

EAG Americas Corp

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EAG Amercas Corp (aka EAGAcorp and EAGAnet) helps grow and improve performance of privately held companies with gross revenues from $1MM to $500MM. EAG Americas Corp facilitates: 1) BUYING -- 30% of all US businesses change ownership annually through mergers and acquisitions, a strategy that offers dramatic growth and the potential of greater market influence to the resulting enterprise. EAGA can help you formulate criteria, craft a philosophy, research candidates, discretely screen and acquire small-to-medium sized privately held businesses with optimal leverage and synergy to maximize…

Recent Transactions

This member has no reported closed transactions.

Bluebox Capital Pte Ltd

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Dealmakers. Dedicated to Emerging MarketsBluebox is an emerging markets focused investment banking and cross border advisory group. We operate in several diversified verticals across many geographies around the world with a focus on development related projects and inclusion focused endeavours. We believe that development is good business.While our business spans several verticals and geographies, doing business in "complex" and emerging markets require very similar skills and know-how. People from developed nations will often face a plethora of challenges and aggravation when trying to…

Recent Transactions

This member has no reported closed transactions.

Greenberg Advisors

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Greenberg Advisors, LLC provides trusted M&A and strategic advice within the financial services and business services sectors worldwide. We are best known for our expertise in Revenue Cycle Management (RCM) and Healthcare IT (HCIT), Accounts Receivable Management (ARM), and Business Process Outsourcing (BPO).Our roots in these interrelated sectors go back to 1996, and provide us with a comprehensive, yet highly specialized perspective from which to advise clients. Over the years, we’ve completed over 125 merger & acquisition (M&A), capital raising, valuation, and related strategic advisory…

Recent Transactions

This member has no reported closed transactions.

Decosimo Corporate Finance, LLC

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Decosimo Corporate Finance, LLC (DCF), member FINRA, SIPC, provides sell-side and buy-side advisory services, debt and equity capital sourcing, and fairness opinions. We provide these services to a wide range of industries across the nation. We strive to build client relationships based on trust, our years of experience, and our wealth of connections. Sell-side and Buy-side advisory, sourcing debt and equity financing, fairness opinions, and business valuation. DCF is licensed broker/dealer.

Recent Transactions

This member has no reported closed transactions.

Prairie Capital Advisors

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Prairie Capital Advisors, Inc. serves closely held, private firms located throughout the U.S. As transactions are being considered, Prairie Capital Advisors assists by providing decision-making analysis that objectively compares the impacts of various alternative strategies and structures, ranging from fractional intra-family gifts to sales of entire enterprises. Different transaction forms can have widely divergent consequences with respect to execution timeline, taxes, risk assumed and other factors. Thus, intelligent and thorough analysis is critical because it presents the impacts of…

Recent Transactions

This member has no reported closed transactions.

Echelon Partners

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ECHELON Partners is a Los Angeles-based investment bank and consulting firm focused exclusively on the wealth and investment management industries. Over the past 20 years, the firm's principals have completed more M&A advisory assignments, valuations, and strategic consulting engagements for its two target industries than any other investment bank. In that time, hundreds of executive teams and boards have chosen ECHELON Partners to help them envision, initiate, and execute a diversity of complex business strategies and transactions. ECHELON serves as a trusted advisor to the following types…

Recent Transactions

This member has no reported closed transactions.

Lambridge Capital Partners

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LCP commence business in 1990, as an Edmonton, Alberta based, investment banking advisory firm. LCP provides clients with services in areas of commercial debt and equity financing, divestitures, mergers and acquisitions. The almost twenty five year LCP history has provided it with a broad and diverse North American network of Financing Sources, Investors, and Purchasers. If you are considering financing to accommodate corporate growth or alternatively have a financial restructuring need, or if you wish to examine divestiture or acquisition opportunities and options, call LCP for an initial…

Recent Transactions

This member has no reported closed transactions.

EA Markets

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EA Markets is an independent investment bank focused on arranging capital. EA has raised over $100 billion dollars in debt and equity financing for corporations andprivate equity portfolio companies. Our corporate finance professionals are highly experienced in executing syndicated loans, direct placements and securities underwriting transactions. We are steadfast advocates for our clients.

Recent Transactions

This member has no reported closed transactions.

CenterCap Group

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The CenterCap Group provides investment banking services for public and private corporates, owners, operators and investment managers in the real estate sector.-Buyside advisory-Divestures, spin-offs and dispositions-Sellside advisory-Independent / Special Committee Board Advice-Recapitalizations-OpCo / PropCo Recapitalizations-Asset portfolio transactions-Joint ventures-Fairness opinions-Valuation opinionsOur team has deep experience across the most complex public and private transactions in the real estate sector. Our professionals are committed to providing independent unbiased strategic…

Recent Transactions

This member has no reported closed transactions.

Firms in the Financial 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.

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.

Based on activity on Axial’s M&A platform, the core revenue range for Financial Services 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.

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

Not necessarily. Many firms are active across multiple industries, so inclusion in the Financial Services 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.

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 284 firms included in the directory and can help identify firms that align with your needs.

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 Financial Services Investment Banks directory, you can request information here.

Top Financial Services Investment Banks

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