Top Florida Investment Banks with Recent Private M&A Activity

Active Firms

TTM Deal Flow

$5M-$31M

Core Revenue Range

$1M-$6M

Core EBITDA Range

Top Sectors by Activity

Industrials 39%

Healthcare 14%

Energy & Renewables 12%

Financial Services 8%

Transportation 8%

Key Attributes

Best For: Complex Transactions | Typical Fee: Retainer & Success fee | Coverage: Dedicated, Sector-Focused Deal Teams

Schwendel-Van Deusen

1 Total Closed Deal

View Full Profile

Our investment banking services are crafted to empower businesses and investors to achieve their financial aspirations. We offer an array of financial services, including capital sourcing, mergers and acquisitions, debt and equity financing, and other intricate financial transactions. Our team of seasoned professionals possesses a profound comprehension of the global financial markets and collaborates closely with clients to devise bespoke solutions that cater to their unique needs. Whether you're a burgeoning start-up seeking to raise capital or a well-established corporation aiming to…

Recent Transactions

View All

Apr 2026 Advised EpiVax in its sale to SV Health Investors

Aurus Advisors

View Full Profile

Aurus is a unique, next generation investment banking firm that provides superior service that is keenly focused on achieving our client's financial objectives. To accomplish this, we have assembled a team of seasoned bankers that have proven experience in the full range of financial products, strategies, and services that can be applied in a variety of industries. In addition to offering valuable advice based on deep knowledge in their respective areas of practice, our bankers have access to the firm's extensive relationship network which includes corporate, private equity and venture…

Recent Transactions

This member has no reported closed transactions.

Crown Peak Advisors

View Full Profile

Crown Peak Advisors is a strategic M&A advisory and investment banking firm focused exclusively on technology services and adjacent sectors. With deep roots in the managed service provider (MSP) and IT services sector, we advise founder-owned businesses, private equity firms and strategic acquirors on mergers & acquisitions, capital raises and other strategic transactions.Built by founders, operators, M&A advisors and investors, we bring a unique combination of industry expertise, transaction experience and strategic insight to every engagement. Our experience as operators,…

Recent Transactions

This member has no reported closed transactions.

Farlie Turner & Co

View Full Profile

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…

Recent Transactions

This member has no reported closed transactions.

The Inman Company

View Full Profile

For forty five years, the consultants at The Inman Company have served as advisors to the owners of family businesses and private companies. We have create shareholder value through merger, sale, leaseback, acquisition, restructuring, refinancing, or recapitalization. We have closed hundreds of transactions across N America totaling $3 Billion in value. We provide an unprecedented combination of experience, expertise, independence, and commitmentOur clients include some of N Americas most prominent family businesses in a number of industries including manufacturing, distribution, healthcare,…

Recent Transactions

This member has no reported closed transactions.

League Advisors LLC

View Full Profile

League Advisors is an independent investment bank providing broad-based advisory services to middle-market companies and investors in the US and globally. Our expert team consists of veterans of some of the most prominent Wall Street investment banks.We have experience as operators and business owners ourselves. We advise companies on transactions across multiple industries and at all stages of a company’s lifecycle. We specialize in mergers and acquisitions (M&A), capital solutions and restructuring, and corporate advisory services. We have an extensive global network of relationships…

Recent Transactions

This member has no reported closed transactions.

Stop Browsing. Start Transacting.

Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.

Get Started Today

Excel Capital Advisors

View Full Profile

Excel Capital Advisors is a Florida based financial advisory firm with our focus on the lower middlemarket, specializing in mergers and acquisitions and capital raising for family, founder owned businesses. Our senior bankers have extensive investment banking experience including mergers & acquisitions, growth capital, recapitalizations and restructuring, and valuation advisory services. Excel Capital Advisors has extensive deal experience developed over many years with a specialized focus within the telecommunication industry as well as more broadly across multiple industries including…

Recent Transactions

This member has no reported closed transactions.

Roy Street Advisors

View Full Profile

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.

Recent Transactions

This member has no reported closed transactions.

Victorem Group

View Full Profile

Victorem Group provides strategic advisory in the execution of mergers, sales, acquisitions, joint ventures, spin-offs, divestitures, and other restructurings. Our global M&A experience allows us to provide our clients' transaction opportunities all around the globe. Our network of contacts provides Victorem a competitive advantage over firms outside the region.STRATEGIC FINANCIAL PLANNING & ANALYSISVictorem’s extensive experience with global industries allows us to implement the best practices in order to assist our clients in the architecture of their short- and long-term…

Recent Transactions

This member has no reported closed transactions.

Littlebanc Advisors

15 Total Closed Deals

View Full Profile

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…

Recent Transactions

View All

Jan 2014 Advised HiConversion on an investment from Littlebanc Advisors
Nov 2013 Advised PF Management Services, LLC ("The Premier Group") on an investment from LB Merchant, LLC
Feb 2013 Advised PSM Holdings, Inc. (OTCBB:PSMH) on an investment from Littlebanc Merchant PSMH-1, LLC
Aug 2012 Advised HiConversion on an investment from LB Merchant HC-2, LLC

Vesta Partners

12 Total Closed Deals

View Full Profile

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…

Recent Transactions

View All

Sep 2010 Advised Naked Pizza International Franchise Company, LLC on an investment from KBO International Pizza Holdings, LLC
Sep 2010 Advised KBO Mid Atlantic Pizza Holding Company, LLC on an investment from Private Investors
Dec 2008 Advised Joint-Venture With Chip Eng Seng Corporation Ltd. to Develop CityVista Residences, Singapore on an investment from Lehman Brothers Real Estate Partners II
Jun 2007 Advised Novotel Hotel at Clarke Quay, Singapore in its sale to Accor, S.A.-led Investment Group

Capital Strategies Group

11 Total Closed Deals

View Full Profile

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 assistanceBuy-side supportCorporate FinanceBridge and mezzanine financingBalance sheet restructuringStrategic partneringStrategic ConsultingCSG is relationship-oriented and works to provide creative and value-enhancing solutions to meet the expectations of our clients. Our team of professionals…

Recent Transactions

View All

Jul 2023 Advised Pfingsten Partners LLC in its sale to Industrial Lighting Products
Jul 2023 Advised Preferred Voice, Inc. in its sale to ClearSky Technologies
Jul 2023 Advised Class Valuation in its sale to Accusured Management
Jul 2023 Advised Encompass in its sale to CyberTest

Legacy Capital Advisors

7 Total Closed Deals

View Full Profile

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…

Recent Transactions

View All

Jan 2013 Advised APCI Systems, LLC on an investment from Stupp Bros., Inc.
Dec 2012 Advised Big Tex Trailer Manufacturing on an investment from H.I.G.
Sep 2011 Advised Peoplelink Staffing Solutions, LLC in its sale to Groupe CRIT SA
Oct 2010 Advised TurtleWax Auto Appearance Centers on an investment from Various Entities

Heritage Capital Group

3 Total Closed Deals

View Full Profile

Heritage Capital Group is an investment banking and advisory firm with local presence and global reach via Oaklins. We provide decades of transaction and advisory experience across key industries for companies valued between $10 million and $200 million. Our clients benefit from the hands-on leadership of our senior advisors.

Recent Transactions

View All

Oct 2015 Advised Ellis & Associates, Inc. in its sale to Engineering Consulting Services
Sep 2014 Assisted Alhambra Theatre & Dining in securing debt financing from BB&T
Jun 2014 Advised Survival Straps on an investment from Not Disclosed

Mary Street Capital

3 Total Closed Deals

View Full Profile

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.

Recent Transactions

View All

Jun 2024 Advised Confidential Company on an investment from Confidential Company
Jun 2023 Advised Bar Maid Corporation in its sale to Winco (The Foodware Group)
Jun 2023 Assisted Confidential Company in securing debt financing from Truist Bank

Technology Square Partners

2 Total Closed Deals

View Full Profile

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,…

Recent Transactions

View All

Jul 2016 Invested in TotalHousehold Inc
Jun 2014 Advised Ma Nian China E-Commerce SPV, L.P. on an investment from Undisclosed

Crosstree Capital Partners, Inc.

2 Total Closed Deals

View Full Profile

Crosstree Capital Partners, Inc. is a specialty advisory firm with a dedicated focus on select subsectors of the life sciences and healthcare industries, including pharmaceutical outsourcing, diagnostic products and services, life sciences tools, medical technology, and healthcare information technology. Within these subsectors, Crosstree assists clients with corporate finance activities, including mergers and acquisitions advisory and growth capital financings. Crosstree's deep sector coverage offers clients unique industry insights, well-established strategic relationships across the globe…

Recent Transactions

View All

Oct 2017 Advised ResearchPoint Global in its sale to WuXi AppTec
Sep 2017 Advised Trevigen in its sale to Bio-Techne

HarborLight Capital Markets, LLC

1 Total Closed Deal

View Full Profile

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.

Recent Transactions

View All

May 2011 Advised Romark Labs on an investment from LP's

Bremen Capital Group, Inc.

View Full Profile

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…

Recent Transactions

This member has no reported closed transactions.

Transcendent Investment Management

View Full Profile

Transcendent Investment Management is a diversified private equity firm specializing in distressed residential real estate, multi-family investment and hotel development. The firm was established in 2008 to capitalize on the historic opportunities created by the unique situation of contemporary U.S. real estate markets.Transcendent Investment Management has total assets under management of $415 million. Through proprietary strategies, the firm evaluates, acquires, renovates, leases and manages assets, while offering investors concentrated exposure to residential real estate investment through…

Recent Transactions

This member has no reported closed transactions.

Firms in the Florida Investment Banks directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Based on activity on Axial’s M&A platform, the core revenue range for Florida Investment Banks is $5M-$31M, with a core EBITDA range of $1M-$6M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Florida may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Not necessarily. A firm’s location does not always define its geographic reach. Many Investment Banks based in Florida are active across multiple regions, while firms based elsewhere may also participate in the Florida market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Investment Banks in Florida, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 59 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Florida Investment Banks directory, you can request information here.

Top Florida Investment Banks

Axial Insights

Stop Browsing. Start Transacting.

Frequently Asked Questions

Let us curate Relevant Introductions.

Companies sold using Axial Advisor Finder:

Get Introduced to the Right Advisors

You’re All Set

We've Received Your Request