Top Florida Investment Banks

Falls River Group, LLC

2 Closed Deals via Axial 9 Total Closed Deals

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Falls River Group, LLC is a global Mergers and Acquisitions advisory firm based in Naples, FL. We differentiate ourselves from other investment banking firms through unique international capabilities and by achieving results that exceed our clients’ expectations. Our sell-side clients typically have annual revenues of $20MM to $250MM. They include both privately held companies and divestitures of publicly traded companies. Buyers range from private family wealth funds and private equity groups to Global 1000 companies. Extensive participation as a partner in IMAP provides our firm with…

Recent Transactions

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• Nov 2021 Advised Alphacord in its sale to CCS Growth Partners
• Dec 2018 Advised Undisclosed in its sale to Clavis Capital Partners
• Aug 2017 Advised Azimuth Technology, LLC in its sale to LongueVue Capital, Clavis Capital, Independent Bankers Capital Funds
• Apr 2017 Advised Harry Barker, Inc. in its sale to Mission Pets, Inc.

The Bloom Organization, LLC

1 Closed Deal via Axial 22 Total Closed Deals

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A leading investment bank specializing in healthcare mergers and acquisitions. With closed transactions representing more than $10 Billion in market capitalization, our leadership team of professionals has developed unmatched relationships with healthcare providers and industry professionals. We understand that healthcare, more than any other industry, requires a deep understanding of the strategic value of both buyer and seller.

Recent Transactions

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• Aug 2026 Advised Fargo Center for Dermatology in its sale to Tareen Dermatology
• Jul 2026 Advised Southeast Neurology and Pain Management in its sale to Summit Spine
• Jul 2026 Advised Apex Vascular in its sale to Confidential Company
• Jan 2026 Advised Confidential Company in its sale to Confidential Company

Car Wash Advisory

1 Closed Deal via Axial 13 Total Closed Deals

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Industry leading car wash advisors and brokers. Whether looking to buy, either as an experienced operator looking to expand or a first time owner looking to enter the space, we can assist you through your entire purchase process. If you are looking to sell, let us utilize our far reaching personal and professional network to get you the price you deserve.

Recent Transactions

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• Feb 2025 Advised Zax Auto Wash in its sale to AEP
• Oct 2024 Advised Clean View Auto Wash in its sale to TRP Capital
• Feb 2023 Advised Clean Machine Magic Car Wash in its sale to Sutherland Wash LLC
• Jan 2023 Advised Auto Spa of Wyomissing in its sale to State Hill Realty LLC

Skyway Capital Markets

1 Closed Deal via Axial 7 Total Closed Deals

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Skyway Capital is a leading middle-market investment bank specializing in mergers & acquisitions, capital markets, and private capital advisory services.

Recent Transactions

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• Dec 2024 Advised American Aluminum Accessories, LLC. in its sale to Gamber Johnson
• Sep 2024 Advised REDCON Solutions Group in its sale to Sciath Security, LLC
• Jul 2024 Advised UCPM Environmental Insurance on an investment from Bregal Sagemount
• Jun 2024 Advised Aqua ChemPacs, LLC in its sale to Solenis

CEA Group

1 Closed Deal via Axial 7 Total Closed Deals

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Founded in 1973, CEA has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. CEA has advised on over 900 transactions in approximately 60 countries. Our clients rely on us as their trusted advisor and we take that responsibility very seriously. Every business is a derivative of something, and when you’ve been around as long as CEA, you’ve had experience in many different circumstances. In considering Business Development, Financial Advisory Services, Investment Banking or Strategic Advisory Services, CEA believes…

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• Nov 2017 Advised Undisclosed in its sale to SouthWorth Capital
• Feb 2016 Advised Hygea Healthcare on an investment from Macquarie Group
• Dec 2015 Assisted DSM in securing debt financing from BBVA Compass
• Jun 2015 Advised United Country Real Estate in its sale to McCarthy Capital

Davidson Capital Group LLC

1 Closed Deal via Axial 1 Total Closed Deal

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DCG is a specialized consulting, advisory and capital-raising group. We provide focused, immediate attention to the needs of a select group of clients in several key areas including Strategic Alliances, Marketing and Distribution Arrangements, Mergers and Acquisitions, and Capital Raising. Our past and current clients include a diverse group of mostly private growth companies. DCG works in many varied industry areas. DCG's particular specialty is providing advisory and consulting services and capital formation services to its clients, including with respect to growth and diversification…

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• Jul 2018 Advised Undisclosed in its sale to Dane Manufacturing Company

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Hyde Park Capital Advisors, LLC

147 Total Closed Deals

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Hyde Park Capital is one of the most active boutique investment banking firms in the United States, advising middle-market public and private companies across a wide range of industries. For more than 25 years, we have delivered trusted advisory services in mergers and acquisitions, capital raising, infrastructure and project finance, fairness opinions, and strategic financial advisory engagements.Our senior bankers bring decades of experience advising founder and family-owned businesses as well as private equity backed and publicly traded companies. We are widely recognized for our expertise…

Recent Transactions

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• Jun 2026 Advised GOHUNT in its sale to Brandt Information Services
• Jun 2026 Advised Procare Ambulance on an investment from Prodos Capital and Manolin Investment Group
• Jan 2026 Advised Syracuse Orthopedic Specialists and Affiliates in its sale to Evolve Orthopedic Partners
• Aug 2025 Advised Commercial Residential Aluminum in its sale to Garden City Equity

PCE Investment Bankers

107 Total Closed Deals

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PCE is a leading investment bank that delivers M&A, ESOP, valuation, and advisory services to middle-market business owners across the U.S. With decades of experience, sector depth, and a people-first mindset, we help entrepreneurs and their advisors navigate complex transitions with clarity and confidence.From growth planning to exit strategy, we’re more than dealmakers — we’re long-term partners committed to maximizing value and preserving legacy. Headquartered in Orlando, with offices in Atlanta, Chicago, Denver, and New Jersey, our national footprint ensures local insight and…

Recent Transactions

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• Dec 2025 Advised JF Lomma in its sale to Bay Crane Services
• Jun 2025 Advised The Appliance Barn in its sale to Grand Appliance
• May 2025 Advised American Door Products Inc. in its sale to Riverbend Industries Inc.
• Apr 2025 Advised Confidential Company in its sale to Confidential Company

Cassel Salpeter & Co.

47 Total Closed Deals

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Cassel Salpeter & Co. LLC is an independent investment banking firm that provides advice to middle market and emerging growth companies in the U.S. and worldwide. Together, the firm’s professionals have more than 100 years of experience providing private and public companies with a broad spectrum of investment banking and financial advisory services, including: mergers and acquisitions; equity and debt capital raises; fairness and solvency opinions; valuations; and restructurings, such as 363 sales and plans of reorganization. Cofounded by James Cassel and Scott Salpeter, the firm provides…

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• May 2024 Advised Intergalactic in its sale to Aldevron LLC
• Apr 2024 Advised Bird in its sale to Third Lane Mobility Inc.
• Dec 2023 Assisted Healthly LLC in securing debt financing from Corbel Capital Partners
• Feb 2021 Assisted Plantation Boat Mart & Marina, Inc. in securing debt financing from Capital Provider

LCG Advisors

20 Total Closed Deals

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LCG is a leading transaction advisory services firm specializing in investment banking, loan and investment due diligence, business valuations, restructuring & consulting, and other select advisory services. Our passion for finance and creativity drives us at LCG and we welcome challenges that most would shy away from. We meet the most complex client needs with energy, commitment, and innovative thinking.Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. LCG's team of more than 70…

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• Jun 2020 Advised Anistar Technologies in its sale to NSC Technologies, a portfolio company of White Wolf Capital
• Jun 2020 Advised PE Science on an investment from Kirtland Capital Partners
• Jan 2020 Advised SiteReady in its sale to CBRE
• Nov 2019 Advised Total Restoration in its sale to Kustom US

Fortis Capital Management Group

11 Total Closed Deals

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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…

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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

Momentum Advisory Partners

11 Total Closed Deals

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Momentum Advisory Partners is an M&A Advisory firm focused exclusively on the staffing and workforce solutions industry. The company brings over a decade of experience working with clients in evaluating some of their most strategic and complex decisions. Momentum provides independent, uncompromised advice which makes it uniquely suited to offer a broad range of advisory services to its clients. Advisory services include mergers, acquisitions and divestitures, across the Staffing and Workforce Solutions, Technology and Healthcare sectors. Momentum’s experienced professionals have an…

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• Aug 2023 Advised New Elevations in its sale to TurnBerry Solutions
• Aug 2023 Advised Dako in its sale to Artech
• Jul 2023 Advised Net Polarity on an investment from Saicon
• Jul 2023 Advised Collab Infotech in its sale to Aequor

Three Sixty Seven Advisors

10 Total Closed Deals

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Three Sixty Seven Advisors is a full-service M&A advisory firm serving the needs of mid-sized companies. We offer all the expertise and resources of our larger competitors, but our boutique approach and middle-market focus allow us to offer personalized guidance and one-on-one attention to help solve your company’s unique challenges.

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• Aug 2023 Advised Sonoran in its sale to Kleen-Tech
• Aug 2023 Advised Signature Building Maintenance in its sale to Kleen-Tech
• Aug 2023 Advised ForCare Medical Center in its sale to Dermatology Medical Partners
• Aug 2023 Advised Capitol City Janitorial in its sale to Pritchard Industries

Noble Capital Markets

10 Total Closed Deals

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Noble Capital Markets is a full-service, research-driven investment bank focused on capital raising for middle market and emerging growth companies across a wide array of high-growth industries. With offices in New York, Boston, St Louis and Boca Raton Noble has a nationwide presence and an extensive network of corporate clients and institutional investors.

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• May 2023 Advised Eledon Pharmaceuticals on an investment from Noble Capital Markets
• Feb 2023 Assisted Cumulus Media in securing debt financing from Noble Capital Markets
• Dec 2022 Advised Better World Acquisition Corp. on an investment from Noble Capital Markets
• Dec 2022 Advised SeaChange on an investment from Noble Capital Markets

Inlet Capital

9 Total Closed Deals

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Inlet Capital Group provides strategy consulting and transaction advisory exclusively to the aggregates and construction materials industry, with a focus on Florida, the Southeast, the Mid-Atlantic, and other sunbelt regions. We help our clients make informed decisions, implement strategies that improve competitive position, and execute transactions that enhance value. Our clients include large publicly traded companies, privately held businesses, private equity groups, family offices, and other financial institutions.

Recent Transactions

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• Dec 2023 Advised Lake Point Restoration in its sale to Arcosa Aggregates
• May 2019 Advised AC Magnum Coral Rock in its sale to Smyrna Ready Mix
• Dec 2018 Advised All Star Materials in its sale to Smyrna Ready Mix
• Dec 2017 Advised Magnum Asphalt in its sale to Ranger Construction

Spencer Clarke

7 Total Closed Deals

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Founded in 1997 in New York City, Spencer Clarke LLC is a full service brokerage and investment banking firm. The strength of our investment banking department is its ability to assist both public and private companies with a wide range of corporate finance related activities. As part of the process, we analyze all aspects of our client's operations and develop solutions that are specifically tailored to each client's needs.

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• Jun 2026 Advised Capacity on an investment from Confidential Company
• Oct 2025 Advised Dubset on an investment from Confidential Company
• Mar 2024 Advised Serendipity Frozen on an investment from Confidential Company
• Feb 2017 Advised Dubset Media Holdings on an investment from Syndication

FCL Capital Partners

6 Total Closed Deals

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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…

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• Nov 2024 Advised Stonemark Construction Management in its sale to Mark G. Anderson Consultants, Inc.
• Sep 2024 Advised Confidential Company in its sale to Confidential Company
• Jan 2024 Advised A&B Tropical Produce in its sale to Confidential Company
• Oct 2023 Advised PA China Farm in its sale to GrubMarket

Aspenwood Capital, a division of Halen Capital Management

5 Total Closed Deals

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Aspenwood Capital specializes in private placements for small-cap public and select private companies, structuring financing for private companies interested in going public, and other forms of creative financing. Aspenwood Capital specializes in raising capital for small-cap public companies and lower middle-market private businesses that are demonstrating strong revenue growth and exceptional potential. Its principals and key associates are experts in identifying the proper structure and capital sources relative to current market conditions. Whether you are looking to sell minority or…

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• Mar 2014 Advised TonZof, Inc. on an investment from Various
• Jan 2014 Advised Social Reality Inc on an investment from Various
• Oct 2013 Advised AtlasBanc on an investment from Various
• Jan 2012 Advised PRE Resources on an investment from Various

Landmark Pegasus Inc.

3 Total Closed Deals

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Premier corporate finance advisory and strategy consulting firm specializing in the life sciences and healthcare industries.

Recent Transactions

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• Dec 2013 Advised Medical Australia Limited on an investment from Walker Group Holdings
• Aug 2012 Advised no on an investment from n/a
• Jul 2012 Advised Cachet on an investment from venture capital firm

Vaupen Financial Advisors, LLC

1 Total Closed Deal

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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…

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• Dec 2020 Advised Confidential Company on an investment from Confidential Company