Financial Services Investment Banks - Axial

SHG is an independent investment banking and strategic advisory firm located in the United States, Europe and internationally. We advise our clients in the areas of mergers, acquisitions, capital raising, business valuation, divestitures, recapitalizations, restructurings, and other strategic and corporate finance matters. We operate with the understanding that management consultants typically have limited knowledge of capital markets and investment banking. Likewise, investment bankers are typically transaction oriented and are seldom adept at advising companies on strategic or operational…

RedShift Advisors is a lower middle market investment bank. It provides merger, acquisition, and capital raising services to owners and investors.

IBC is the leading provider of M&A advisory services to the clinical research industry. We focus exclusively on providing representation to clinical research sites, CROs and other service providers to the industry, as well as assisting entrepreneurs and investments groups in finding acquisition targets.Our vast experience includes completing numerous clinical research mergers and acquisitions, raising capital, conducting scores of industry consulting projects and providing business valuation opinions. In addition to our transaction and consulting experience, our principals have direct…

Services include:* Business Valuations (using analysis of adjusted assets & liabilities, capitalized earnings, discounted cash flow, comparable public companies and comparable transactions)* Deal Structuring (acquisitions, mergers, divestitures, company sales, joint ventures, and financing using equity, mezzanine or debt)* Deal Negotiations (business sales, acquisitions, financing transactions)* Financial Models (for acquisitions, private equity, venture capital or debt financing)* Business Plans / Investor Presentations / Private Placement Memorandums (PPM), Investor Memorandums,…

Sagewood Advisors is a boutique strategic advisory firm focused on exit strategy, business succession, and strategic mergers & acquisitions transactions.

HarborLight Capital Markets, LLC provides Investment Banking and capital-raising services to dynamic, well-led companies, utilizing both the institutional and retail distribution channels. Typical transaction size is $25M -$75M.

Vaupen Financial Advisors, LLC is a boutique investment banking & advisory firm headquartered in Miami, Florida. We provide corporate finance and advisory services to lower middle-market clients in the United States and Latin America. Our typical client is a private company seeking a capital or advisory transaction of a minimum of $5 million, up to $75 Million. Services include raising Capital; Structured financings; Sell – side Mergers & Acquisitions Advisory services; as well as Debt Restructuring, & Loan Workout Advisory services and execution. We have…

DealSource Partners is dedicated to providing the highest quality M&A, Corporate Finance, and Strategic Advisory services to middle market companies nationwide – both private and public. Comprised of some of the most experienced, senior-level transaction experts in the country, we join as strategic partners with our clients to provide unparalleled transaction expertise. Whether you are raising capital to reach the next level, recapitalizing to diversify your personal portfolio, or preparing to exit, our team will work with you to craft a strategy and plan to meet your goals and…

Spark-Binder Capital LLC is a licensed investment banker with a focus on raising capital on all levels of the capital stack. Engagements are in a myriad of industries both US and foreign with raises from five to two hundred million.

True North Business Navigation Professionals help you chart the course and implement successful corporate growth plans and exit strategies.True North services specializes in Business Loan Sourcing, CFO Services, Employee Stock Option Plans, Exit Strategies, and Business Sale Intermediary Services to guide business owners on the path of success.

We are a client-focused boutique investment bank. With a management team of 16 Managing Directors, 250+ years of combined experience, and $2.8B+ of successfully completed transactions, our mission is to add value to client businesses via a suite of bespoke financial services to support accelerated growth. These include corporate finance analysis, enterprise valuation, structured finance, Mergers & Acquisitions (M&A) advisory, post-merger integration support, debt/equity capital raise, external financial audit, project rating, credit analysis, risk management advisory, leveraged buyout…

Our team of professionals has over 75 years of combined experience in investment banking with both domestic and international clients.Advantages to our lending solutions: While banks must adhere to strict lending criteria—eliminating their ability to think or act outside of the box—we have no such limitations. We operate with greater flexibility and less red tape, analyzing transactions as a whole and seeing beyond traditional formulas. Increased cash flow to invest in and expand your business, Long repayment terms, reducing monthly payments.

Dara Lane Capital is a financing advisory firm headquartered in Clovis, California. Dara Lane Capital advises firms on raising private capital and acts as a placement agent for debts and equity in all types of private placement offerings. Additionally, this firm supports clients, especially technology startups and early-stage companies from seed to Pre-IPO. This firm also advises on project finance. Dara Lane Capital caters to industries including finance and insurance; real estate; agricultural and food; technology; healthcare; power and energy; mining; aviation; and CPG.ital.​

About Rosenblatt SecuritiesRosenblatt Securities is a boutique tech research firm, investment bank, and independent institutional brokerage founded in 1979 and headquartered in New York. The firm represents clients on an agency-only basis on its cutting-edge program trading desk and on the floor of the New York Stock Exchange, where it the largest broker by volume. The firm also provides industry-leading execution analytics, market-structure analysis, consulting and investment-banking services to a wide variety of clients globally, including institutional investors, exchanges, government…

Choice Capital Advisors Private Limited is a multi disciplinary advisory firm. Established in the year 1993, Choice was founded with a vision to create new benchmarks in the financial services industry. Choice offers Investment Banking, Stock Trading, Management Consulting and E Commerce services to its clients.

STORMHARBOUR – HOSPITALITY INVESTMENT BANKINGStormHarbour is a global boutique investment bank founded on the core values of integrity, trust, and global expertise. A team of almost 200 professionals across offices in New York, London, Lisbon, Madrid, Hong Kong, Tokyo, and Dubai focuses on sales & trading, structuring & advisory, and capital markets activities.Inaugurated in 2018, StormHarbour’s hospitality investment banking platform provides debt, equity, loan sales, and advisory services for project and corporate level investments, acquisitions, and dispositions.StormHarbour was…

Quaestor Capital Markets (hereafter referred to as “QCM” or “Quaestor”) is a division of Arena Financial Services, LLC (“AFS”), which is registered with FINRA / SIPC and the US Securities and Exchange Commission; AFS is an affiliate of Arena Investors LP. (“Arena”), and other entities conducting various activities within financial services and investment management. QCM conceives alternatives around the unlocking of capital and / or value for clients. We advise the lower middle market; typically, transactions worth between $5M to $1B. QCM raises capital from counter-parties…

Commercial Mortgage Banking and Business Capital Consulting related to Corporate Finance with a focus on term assets (real estate and equipment). Collaboration with private equity firms, hedge funds, commercial banks, law firms, accounting firms, investment bankers, commercial finance companies (ABL and Structured Finance lenders), and turnaround/management consultants.Distressed Debt focus helping developers salvage residential and mixed-use development projects. Arranging Discounted Payoffs (DPO's) and repricing of developmental projects through institutional funds.Specialties: Construction…

Tellurium Capital Group is an Orange County based private equity firm raising capital for start up, buyout and growth investments in the U.S., targeted at the insurance/financial services industry. The firm seeks out opportunities that benefit from our broad operating experience and deep industry expertise to drive growth and operational efficiency thereby building great companies and unlocking value. Tellurium Capital Group principals have formed, managed, acquired and sold entities including insurance companies, managing general agencies and retail agencies with over $625 million in…

HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory & CFO services.HamptonRock provides differentiated strategic and tactical advice as well as unparalleled execution to both private companies and investors. The leadership team has significant experience representing business leaders across a broad range of industry sectors. We deliver candid, thoughtful advice to ensure our clients achieve their desired outcomes.