Top Investment Banks in Florida - Axial

We have been in the M & A sector for over 30 years with experience as investment bankers and as the Managing Director of P-Squared Management Enterprises, a Dalio family office funded lower-middle marked PE firm. At Roy Street Advisors we represent business owners, prospective buyers, and family offices in their quest to exit or acquire businesses with EBITDA of $1.0+ million.

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…

Maximizing Value for Small Companies At Littlebanc Advisors, a merchant and investment banking firm, we have perfected the art of raising smaller tranches of capital for high-quality small to mid-market growth companies. Littlebanc Advisors acts as agent and advisor in traditional investment banking transactions that we conduct on behalf of our clients. LB Merchant, via separate merchant banking transactions, invests the firm's own capital along with capital from select Limited Partners, in innovative companies with compelling growth opportunities. Littlebanc's clients include: Closely held…

Vesta Partners is an investment banking and strategic services firm that serves the hospitality, healthcare, sports, real estate, financial services and financial technology industries. The firm specializes in mergers & acquisitions, capital raising, financial restructuring, and strategic initiative support. The firm's principals have led or advised on some of the more significant transactions and strategic initiatives in the industries they serve. Additionally, the firm has considerable cross-border transaction experience that can be leveraged by clients with international capital raising or…

Bayfield Partners is a boutique investment bank serving private middle market and emerging growth companies. The firm provides M&A and capital raising services to entrepreneur and family owned companies that prefer an extra level of personal attention. Advisory services include buy-side and sell-side M&A, as well as general strategic advisory. Capital raising includes venture capital, growth equity, private equity, bank debt, private senior debt and mezzanine debt. Bayfield serves clients in all industries, including industrial, energy, gaming, healthcare, business services, consumer and…

Inlet Capital Group provides strategy consulting, transaction advisory, and capital investments exclusively to aggregates and construction materials companies, with a focus on Florida, the Southeast, the Mid-Atlantic, and other sunbelt regions. We offer: Strategy ConsultingSell-Side AdvisoryBuy-Side AdvisoryCapital Investments   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,…

Legacy Capital Advisors, LLC provides a very sophisticated level of Merger and Acquisition advisory services exclusively to closely-held, middle market companies. We utilize proven, unique, innovative processes to help our clients attain maximum value from Merger & Acquisition transactions while maintaining confidentiality and minimizing business disruption.Our principals have worked together as a team for over 20 years providing our clients with over $2 billion of liquidity. We have represented and advised business owners across a wide variety of industries with a core focus on…

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…

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

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,…

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.

ONEtoONE Corporate Finance provides advisory services to small and mid-cap companies. We help find, attract and close deals with the buyer or investor who can pay the most, maximizing the value of your company. ONEtoONE also advises buyers of companies to find the best target and we help you throughout the whole process in order to obtain the best deal possible. Today we have hundreds of Merger&Acquisition (M&A) advisors, sector consultants and researchers working in our teams all around the world. Each of our experts is highly qualified through years of study and real experience as M&A…

Triad Capital, LLC is a boutique investment banking and consulting firm headquartered in Lakewood Ranch, Florida. The firm provides advisory services for private companies that are financing /capital raises both Equity and debt and conducts security transactions through it Broker Dealer Stillpoint Capital LLC The management of Triad has extensive domestic and international experience in corporate operations and governance, mergers and acquisitions both buy and sell side representation , as well as structuring and facilitating the funding of both private and public companies in the technology…

EURO Financial Network, Inc. is a global financial services firm comprised of a team of experienced financial professionals operating in Africa, the Americas, Asia Pacific, Europe and the Middle East with offices in the United States, Europe and Asia. We focus on helping entrepreneurs build companies. As our name suggests, we are dedicated to providing service to clients on a global basis. If we do not have the resources to help you, we will find them. We can advise an entrepreneur or a company from start up through acquisition or IPO and beyond. We can assist with investment banking or…

Atlantic American Partners (Atlantic American) is a diversified investment and advisory firm providing small to middle-market public and private clients with highly personalized and strategic investment & merchant banking, private equity, and institutional placement services. Our goal is to serve our clients confidentially, with professionalism, care, excellence, the highest level of integrity and dedication.We offer a unique blend of value-added services, resources and capabilities that very few firms can provide. Our success is attributed to the strong investment banking, private equity,…

Farlie Turner was formed to provide sophisticated, high quality advisory and financing services to middle market companies. We are committed to exceeding client expectations by delivering value-added advice and excellence in execution.Our service proposition is founded on the following core principles:Client Focus and Integrity We are 100% focused on our clients and dedicated to building lasting, long-term relationships. We operate with the highest level of integrity, understanding that our reputations are on the line with each transaction.Experience With a combination of merger and…

StillPoint Capital has a unique business model that built the niche in our industry for remote supervision. We are a leading Broker-Dealer providing compliance services to established Investment Bankers conducting M&A and Private Placement transactions in the middle market. We encourage our registered Investment Bankers to keep their own independent brand, their relationships with their clients, and their own internal processes. We design our compliance requirements to be as hands off as possible with the goal to be integrated seamlessly.​We pride ourselves on our human approach to…

M Barc Investment Group, Inc. helps connect innovative companies to our network of accredited investors. We are a SEC registered broker dealer specializing in Reg D 506 (b) and newly enacted 506 (c) offerings. Through our crowd funding process, companies benefit from reaching investment funds, family offices and high net worth investors, helping to fuel growth. Investors benefit from venture capital-like investment opportunities and diversification, potentially offering high risk-reward scenarios.