We focus on proprietary lower- and middle-market opportunities, involving private companies and its stakeholders whom are seeking financing via private placements or strategic investments, as well as liquidity via the secondary market, buyouts or M&A. Our unique and robust network of institutional and strategic investors have capabilities of combining timely execution of transactions, creative deal structuring, complex negotiations, perceptive market insight and in-depth qualitative and quantitative analyses. As a trusted partner, we adhere to high standards, place strong emphasis on…
FCL Capital Partners is a nationally focused investment banking firm serving private companies seeking to sell their business, acquire another company, or secure additional capital for growth, buyout, restructuring, and recapitalization. Our principals have extensive Investment Banking and Restructuring experience at bulge-bracket investment banks and hedge funds advising public and private companies in various industries including consumer & retail, business services, transportation & logistics, and manufacturing. FCL's founder, Rafael De Paoli, has been a trusted…
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.
Paulson Capital Corporation (NASDAQ: PLCC) is the parent company to Paulson Investment Company, Inc., the Northwest's largest independent brokerage firm and a national leader in public offerings of small and emerging growth companies, headquartered in Portland, Oregon. For nearly 40 years, our clients and staff have invested in, and benefited from, the synergy of success. Please Note: Paulson Investment Company, Inc. is in no way affiliated with the New York based hedge fund Paulson Co., nor its founder and president, John Alfred Paulson. Paulson Investment Company, Inc., a full service…
We are a leading, diversified financial services provider. We are a collection of experts with the in-house capabilities to serve any financial need at every stage of the business life cycle. Our team of seasoned experts takes a non-traditional, oftentimes contrarian approach to opportunities, where firm resources and cross collaboration are well bestowed while always putting our clients first. What truly sets us apart from the competition is that, in addition to serving clients and investors, we actively utilize our balance sheet and have the operational prowess and foresight to recognize…
SafeWater Capital, LLC (”SWC”) is a middle-market, special situations advisory firm that offers the entire spectrum of special situations, corporate finance, turnaround and restructuring services to privately-held companies.The SWC team has been carefully drafted from a wide variety of specialty backgrounds, including: investment banking, commercial banking, big four accounting, consulting, and the legal profession. Our professionals have experience in practically every aspect of middle market problem solving, including: Capital Raising, M&A, Financial Restructuring,…
CLA is the 8th largest accounting firm in the United States and provides a range of professional services to over 70,000 business clients. Our firm has over 125 offices across the country and we have deep expertise in a number of industry verticals. Our Transaction Services group works with businesses looking to transition ownership through investment banking and related services.
Capstone Partners is one of the largest independently owned investment banking firms in the United States. For over 20 years, the firm has been a trusted advisor to leading middle market companies, offering a fully integrated range of expert investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors though each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions and financial advisory services. Headquartered in…
Gar Wood Securities Private Capital Group extends the firm’s capital raising efforts to US middle market private companies seeking early stage funding, growth capital, recapitalization or funding for special situations. Via a network of institutional investors, family offices and investment advisors the placement team at Gar Wood is able to provide cost-effective access to capital solutions in an underserved segment of the industry.Industry FocusOur investor base is diverse and therefore enables Gar Wood Private Capital Group to engage clients across many sectors: alternative energy,…
Watercress Capital was formed with the goal of connecting Family Offices and Private Equity Groups with lower to middle-market deal flow across the United States, with a focus in the Southeast.
Mentor Securities is a preeminent middle market investment bank dedicated to providing the highest quality, step by step advice to help you maximize value and successfully complete a transaction. Our services provide clients with invaluable knowledge and advice about conducting board presentations, making court testimonies, managing leveraged buyouts and much more. Meeting with one of our professionals can provide you with the strategic alternative analysis you need.Our team has extensive experience in sellside and buyside mergers and acquisition advisory, from the sale of private and family…
AllianceOne Enterprises (“AllianceOne Enterprises” or “AOE”) is a boutique investment banking and financial advisory firm providing a specific range of services primarily to lower to middle market companies (enterprise values ranging from $5 million to $50 million). Since 1983, the professionals of AllianceOne Enterprises have worked with smaller companies of select sectors throughout the United States by evaluating and effecting both capital market and strategic transactions (mergers/acquisitions/divestitures). AOE’s principals have a unique and complementary set of…
GVC Advisory Services Ltd (GVC) assists its clients by providing a thorough, independent evaluation and analysis of current operations, operating results, strategic planning, and the development of effective growth strategies. Our services are designed to provide improvements in cash flows, liquidity, and return on capital. Our mission statement is to maximize our clients' operational efficiencies and, in many cases, to prepare them for funding from the capital markets.GVC is composed of two principals and two executives possessing over 40 years of relevant business, advisory and investment…
Jahani and Associates (J&A) is a privately held investment bank headquartered in New York City. J&A specializes in the intangible assets of the healthcare and technology verticals. The firm provides capital advisory, mergers and acquisitions (M&A) advisory, and management consulting services to clients all over the globe.
First Liberties strives to build long-term relationships as trusted advisers to our clients. We align our interests with those of our clients by seeking to enhance shareholder value as we guide clients through the process of setting and achieving their unique requirements and goals.Our area of focus is on providing the highest quality financial and strategic assistance to public and private middle-market companies that typically have annual sales of between $25 and $250 million dollars. We have extensive experience in identifying, structuring, and executing the most complex corporate…
Goldmark Advisors is an investment banking firm providing conventional, specialty, and dedicated financial services to a broad client base of both private and public growth companies. Our management team is well seasoned with several decades of experience in the fundamentals of Investment Banking, Private Equity Funding, Specialty Financing, in addition to owning, operating, and managing public and private businesses. Our business approach to investments is based on sound and successful fundamentals of business: strong management, operational and financial success, and a proven long-term…
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.
Wiss Capital Advisors is the specialized investment banking division of Wiss & Company, a Top 100 accounting firm with over 50 years of experience. We concentrate on providing expert sell-side M&A advisory services tailored to lower-middle market companies. Our mission is to empower business owners to navigate the complexities of mergers and acquisitions with confidence and precision.Mission: To empower lower-middle market companies with strategic sell-side M&A advisory services that maximize value and ensure successful transactions.Services:Sell-side M&A…
Metro provides assistance in Buying or Selling Businesses and also provides Financial Advisory and strategic Investment Banking services. Metro’s Investment Banking services includes debt financing, institutional equity, merger, acquisition and divestiture for small to medium-sized private and public companies (those between $10 million and $500 million in revenue). Our capital market team is managed by licensed Investment Bankers with extensive experience in institutional equity, debt financing, and mezzanine finance for small to medium-sized private and public companies. As seasoned…
IDL Global specializes in corporate finance, m&a, technology licensing, IP management, joint ventures and strategic alliances. We have been in business for over 25 years. IDL enjoys the confidence and professional standing as a well-established company within the global marketplace.
