Florida Investment Banks

There are 51 Florida Investment Banks included in Axial's lower middle market Directory. The Axial Directory can help you identify Florida Investment Banks and other participants active in the lower middle market M&A economy today. Access more detailed information about lower middle market Florida Investment Banks by joining Axial as a member. Whether you’re looking to sell a business, raise capital, or find your next investment opportunity, Axial can help connect you with the right deal partner at the right time.

Members (51 results)

Falls River Group, LLC

Investment Bank
  • 2 Closed Deals via Axial
  • 9 Total Closed Deals
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…
Most Recent Transactions
Advisor
Nov 2021
was acquired by
Advisor
Dec 2018
was acquired by
Advisor
Aug 2017
was acquired by
Advisor
Apr 2017
was acquired by

CEA Group

Investment Bank
  • 1 Closed Deal via Axial
  • 7 Total Closed Deals
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…
Most Recent Transactions
Advisor
Nov 2017
was acquired by
Advisor
Feb 2016
secured investment from
Advisor
Dec 2015
secured debt financing from
Advisor
Jun 2015
was acquired by

Davidson Capital Group LLC

Investment Bank
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
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…
Most Recent Transactions
Advisor
Jul 2018
was acquired by

Cassel Salpeter & Co.

Investment Bank
  • 44 Total Closed Deals
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…
Most Recent Transactions
Advisor
Feb 2021
secured debt financing from
Advisor
Jan 2021
was acquired by
Advisor
Oct 2020
was acquired by
Advisor
Oct 2020
was acquired by

PCE Investment Bankers

Investment Bank
  • 35 Total Closed Deals
PCE is a leading financial services firm for middle market companies, offering clients a full range of investment banking, valuation and advisory services. PCE delivers M&A, ESOP, management buy outs (MBOs), bankruptcy, restructuring, and fairness and solvency opinion advisory services.…
Most Recent Transactions
Advisor
Dec 2022
was acquired by
Advisor
Nov 2022
was acquired by
Advisor
Nov 2022
was acquired by
Advisor
Oct 2022
was acquired by

Hyde Park Capital Advisors, LLC

Investment Bank
  • 26 Total Closed Deals
Hyde Park Capital is an institutionally focused investment banking firm serving the corporate finance needs of companies typically located in Florida and the Southeastern United States. Our principals have extensive investment banking experience executing merger & acquisition engagements, including…
Most Recent Transactions
Advisor
Sep 2015
was acquired by
Advisor
Jul 2015
was acquired by
Advisor
Jul 2015
was acquired by
Advisor
Jun 2015
secured investment from

Capital Strategies Group

Investment Bank
  • 11 Total Closed Deals
Capital Strategies Group ("CSG") was established in 1993. CSG works with Florida based clients delivering practical and valuable advice in a wide variety of financial engagements. We offer a wide range of investment banking services including:Private placements/Capital RaisingCompany sale or M&A…
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by

Fortis Capital Management Group

Investment Bank
  • 11 Total Closed Deals
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…
Most Recent Transactions
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
secured investment from

Momentum Advisory Partners

Investment Bank
  • 11 Total Closed Deals
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,…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
secured investment from

The Bloom Organization, LLC

Investment Bank
  • 10 Total Closed Deals
A leading investment bank specializing in healthcare mergers and acquisitions. With closed transactions representing more than $5 Billion in market capitalization, our leadership team of professionals has developed unmatched relationships with healthcare providers and industry professionals. We…
Most Recent Transactions
Advisor
Oct 2023
secured investment from
Advisor
Aug 2023
secured investment from
Advisor
Jul 2023
secured investment from
Advisor
May 2023
secured investment from

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