The Investment Banking Group at Trust Advisory Group offers a wealth of Wall Street experience through our seasoned professionals to the underserved small cap company sector and start-up companies as well. We have successfully funded both public and private companies. We offer equity and debt financing to help further the growth of companies that are often overlooked by the larger investment banking firms. Structured finance vehicles have also been used to achieve the needs of larger companies, while creating specific advantages that enhance their balance sheets.
Source Capital Group, Inc. is a boutique investment bank that specializes in raising capital (debt and equity) for middle market transactions worldwide. The bank manages IPOs, Secondary Equity Offerings, Exclusive Sales/M&A, Debt Capital Markets Issues, Senior and Mezzanine Debt Financings and Preferred Equity Financings.
Most Recent Transactions
Advisor
Jul 2014
HII Tech
secured investment from
Source Capital Group
Advisor
Jul 2014
Sequoia Healthcare Management, LLC
secured investment from
Source Capital Group
Advisor
Oct 2013
Passaic Healthcare Services LLC D/B/A Allcare Medical
WELCOME TO STEPHENSFounded in 1933, Stephens is a privately-held, independent financial services firm focused on building value for companies, state and local governments, institutions and high-net-worth investors.A UNIQUE PERSPECTIVEAs investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership.
Granite Tower Capital is an Advisory firm that specialises in arranging M&A, Debt Financing and the Raising of Equity for privately held Companies. We deal across Canada and in all Industries. Our mission is to help our clients succeed in all of their endeavours. At Granite Tower 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.
Founded in 2000, Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth companies. The firm's principals each have more than a decade of experience advising public and private clients across a broad range of industries and transaction structures. This collective experience represents a proven track record of more than 250 completed transactions totaling over $15 billion in value. A core element of our operating philosophy is to provide the highest level of expertise and client…
JCF Capital Markets LLCJCF Capital Markets LLC is a combination capital advisory, management consulting, and mergers and acquisitions firm with an international network of angel capital, family office, venture capital, private equity, and other institutional investors. Our accredited investor reach extends to over 900 angel capital groups, 20,000 angel investors, 750 family offices with $150B of assets under management, and over 4,300 venture capital and private equity firms.Our advisory services and investor network enables our clients to optimize the likelihood of funding a particular deal…
We're dedicated to serving the middle market, providing modern, customized solutions, always with a future focus that goes beyond the deal. As an affiliate of Kaufman Rossin, we integrate investment banking with estate, tax, advisory and wealth management expertise to maximize value for business owners.
Strategic. Operational. Creative. Centennial Peaks Capital is a Denver-based boutique investment banking firm that leverages the deep strategic and transactional experience of its partners to provide highly specialized and objective transaction advice and services. The partners have considerable experience and direct operational responsibility inside corporate environments, resulting in a deeper understanding of what your organization is going through and how others will view your business. The team possesses decades of demonstrated success evaluating, structuring, managing, and executing…
Most Recent Transactions
Advisor
Jun 2019
PG Dental Holdings, LLC
secured investment from
TriSpan Opportunities Fund LP
Advisor
Apr 2019
Canadian Subsidiary of CPI Card Group Inc. (Nasdaq: PMTS; TSX: PMTS)
RA Capital Advisors is a leading private investment bank specializing in mergers and acquisitions, private financings, shareholder matters, restructurings and crisis situations for clients ranging from middle market companies to the Fortune 500. Founded in 1988, the firm has served as financial advisor on some of the most significant and complex transactions in U.S. corporate history. RA Capital Advisors is a private investment bank. TRUSTED ADVISORS Since inception, RA Capital Advisors has consummated transactions on behalf of our advisory clients with an aggregate value in excess of $60…
Boustead's bankers offer a wide range of capital market transactions -Raise equity for late-stage private or small cap public companies -Arrange senior or junior debt for US or international operations -Complete M&A projects efficiently and at best values -Assist with stock buybacks, M&A defense reviews, exchange offers, etc.
Technology Square Partners, LLC is a boutique advisory primarily to family offices and investment funds. The firm provides investment advisory, due diligence, strategy, and we often participate as an investor in our transactions. We are focused on introducing capital sources to late-stage venture capital, mezzanine, and middle-market companies. In many cases we take part in assisting operational management and board level advisory on an ongoing basis. We cater primarily to energy infrastructure, greentech/cleantech, media, telecommunications, Internet, healthcare, and biotechnology sectors,…
Chiron Financial LLC is an investment banking firm that arranges private placements of debt and equity capital as well as mergers, acquisitions and sales for middle market companies. We raise start-up capital and growth capital and also assist with refinancing, financial restructuring, and other special situations. Our clients have included companies in oil and gas, oil service and equipment, midstream and downstream energy, power, building products, basic materials, health care, real estate, retailing, light and heavy manufacturing, and non-profits.
Valinvest is devoted to asset management and business consulting, attended in each case by its companies Valinvest and Sonnenfeld.Valinvest Group characterises by being focused on creating value and wealth based in the principles of corporate ethics, with a strong commitement with the enrichment of people and family values. We guide or practices by the CFA Code of Ethics and Standard of Professional Conduct.Sonnenfeld is the Peruvian branch of Grupo Sonnnfeld, a Barcelona based business consulting company that operates on several other countries, that builds an strategic joint venture with…
Catapult Growth Partners is a leading North American Consultancy and Investment Bank focused on the business services sector. Over the past decade Catapult has helped clients Accelerate Profitable Growth through effective Strategy Development, Practical Execution Support, Talent Acquisition and Management. Catapult has an outstanding track record enabling firms to grow, and position for exit. With offices in Denver, Los Angeles, New York and Toronto, Catapult Growth Partners is your trusted advisor for helping companies achieve their goals.We help our clients:• Accelerate Profitable Growth:…
Army Veteran and pharma consulting background, I regularly encountered businesses seeking debt or equity for expansion. Recognizing the constant and ongoing need middle market companies and high net worth individuals had, my wife and I started Narrow Gate Funding. We now orchestrate debt and/or equity funding for businesses and high net worth individuals through our network of Family Offices, Private Equity, VC and Private Banking firms through investments that satisfy their funding criteria or investment niche(s). Company types span Early Stage, disruptive start ups to established middle…
4Front Capital Partners is a boutique investment & merchant bank that focuses on raising capital for midsize Canadian and U.S companies. We screen deals for quality and help real capital meet real investment return opportunities. General StatsAmount raised in past 24 months: $200MMNumber of raises: 5Average size of raises: $40MM Total number of investments: 7
Marber Capital assists private companies from post-seed to middle market to prepare for capital raising (debt and equity), execute the raise, and then implements or enhances finance infrastructure and risk management procedures to grow the business. Mr. Berman has over 25 years’ experience in finance, first as an equity analyst covering manufacturers in Japan, then on the buy side with the Rockefeller family office doing deep-dive fundamental analysis, valuation and modeling for potential investment. His management experience began in the securities industry where he first led a small team…
Vaquero Capital advises technology companies on mergers and acquisitions and capital raising transactions. Vaquero is focused on serving entrepreneurs and investors in fast growing businesses in SaaS, Internet, mobile, and data. Our mission is to provide superior positioning, process management, and transaction execution for capital raising and mergers and acquisitions. We seek to combine superior execution with extensive industry knowledge and strong relationships with investors, buyers, and innovative companies in our core vertical sectors.
Infinity Capital Partners serves middle-market business owners seeking to exit, grow or recapitalize their business. Founded in 2016, our team of consulting and investment banking professionals is committed to serving the unique needs of privately-owned, middle-market businesses. We work hand-in-hand with business owners to maximize the value of their objectives, either through strategic exits or capital raising activities.
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