Top Food, Beverage & Tobacco Investment Banks with Recent Private M&A Activity

268

Active Firms

456

TTM Deal Flow

$3M-$27M

Core Revenue Range

$500K-$4M

Core EBITDA Range

Top States by Activity

California 12%

Florida 8%

Texas 8%

New York 6%

Illinois 5%

Key Attributes

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

Heritage Capital Group

3 Total Closed Deals

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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.

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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

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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.

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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

Centennial Peaks Capital

3 Total Closed Deals

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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…

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Jun 2019 Advised PG Dental Holdings, LLC on an investment from TriSpan Opportunities Fund LP
Apr 2019 Advised Canadian Subsidiary of CPI Card Group Inc. (Nasdaq: PMTS; TSX: PMTS) in its sale to Allcard Limited
Nov 2018 Advised Sola Salon Studios on an investment from PNC Riverarch Capital

Chiron Financial LLC

2 Total Closed Deals

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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.

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Mar 2020 Assisted Confidential Company in securing debt financing from Confidential Company
Mar 2019 Advised Confidential Company in its sale to Confidential Company

Oliver Investment Banking

2 Total Closed Deals

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OIB is a firm focused on the needs of lower and middle-market businesses. We begin by understanding your business and personal goals, without an agenda. We are FINRA licensed and dedicated to professionalism, integrity, and confidentiality. Our services include assisting in the purchase or sale of a business, sourcing financing, and transaction planning and preparation. We know you have a busy schedule and we are willing to meet you or talk at your convenience, before or after business hours. Work with Oliver Investment Banking - Your local investment bank serving Colorado Springs, Denver…

Recent Transactions

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Oct 2023 Advised Confidential Company on an investment from Confidential Company
Apr 2022 Advised Confidential Company on an investment from Confidential Company

Valinvest

2 Total Closed Deals

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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…

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Aug 2007 Advised Consorcio Forestal Amazonico in its sale to Fondo de Inversión Stella
Aug 1999 Invested in Pedregal S.A.

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Schwartz Heslin Group, Inc.

1 Total Closed Deal

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SHG is an independent investment banking and strategic advisory firm located in the United States, Europe and internationally. We advise our clients in the areas of mergers, acquisitions, capital raising, business valuation, divestitures, recapitalizations, restructurings, and other strategic and corporate finance matters. We operate with the understanding that management consultants typically have limited knowledge of capital markets and investment banking. Likewise, investment bankers are typically transaction oriented and are seldom adept at advising companies on strategic or operational…

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Jan 2016 Advised Ushers Machine & Tool Company in its sale to Aalberts Industries

Performance Capital Advisors

1 Total Closed Deal

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We provide investment banking services to predominantly small cap and early stage companies. In business since 2010, Performance Capital has focused on providing its clients with merger and acquisition, private placement, financial restructuring, and general corporate financial advisory services.

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Mar 2014 Advised AbexCo Inc. on an investment from Private individual

Belstone Capital

1 Total Closed Deal

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Belstone Capital LLC is an independent advisory firm and merchant bank established to provide the owners and management of dynamic businesses with the same transaction capabilities typically reserved for multibillion-dollar deals. Our team is comprised of veterans from the top global private equity and investment banking institutions, and we use our creativity and best-in-class execution to deliver quality, integrity and performance in everything we do. We provide expertise in four areas of finance: Mergers & Acquisitions: Buy-side financial advisory including complex deal structuring, target…

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May 2014 Advised AccessData in its sale to OmniVere

The Capital Corporation

1 Total Closed Deal

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Over the last 20 years, The Capital Corporation has established itself as one of the premier, lower middle market investment banking firms in the country.We specialize in navigating our clients through the complicated and time intensive processes of selling their businesses, acquiring other businesses, and/or securing capital. Our niche is to represent "lower middle market" companies that have revenues between $10 million and $100 million. Over the last two decades, we have continuously refined our networks, approach, and skill-sets needed in order to successfully close transactions with…

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Oct 2014 Advised LOI on an investment from to be announced

Sagewood Advisors

1 Total Closed Deal

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Sagewood Advisors is a boutique strategic advisory firm focused on exit strategy, business succession, and strategic mergers & acquisitions transactions.

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Jan 2023 Advised a privately owned rural hospital in its sale to a PE-backed national healthcare group

Daybreak Capital Partners

1 Total Closed Deal

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Specialty investment banking firm focused on advanced industrials, software, technology, business services, consumer and retail sectors.

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May 2014 Advised V3 Systems, Inc. in its sale to Sphere 3D Corporation

Wellfleet Investments, LLC.

1 Total Closed Deal

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Wellfleet Investment LLC (“Wellfleet”) is a boutique financial services and consulting firm principally located in Great Neck, New York. It was founded in 1986 and since then has been engaged in a wide range of investment and merchant banking, venture capital, financial, strategic consulting and wealth management services. Wellfleet, through its principal, also sponsored several private equity investments.

Recent Transactions

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Jun 2020 Assisted Confidential Company in securing debt financing from Confidential Company

Dragonfly Capital

1 Total Closed Deal

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Dragonfly Capital is an investment banking firm headquartered in Charlotte, North Carolina.We focus on the specific needs of management and owners of small and middle-market companies primarily in North America. Dragonfly Capital is an independent advisory boutique dedicated to offering unbiased advice and assistance to our clients regarding private capital placements, mergers and acquisitions, and other financial assignments.Dragonfly Capital works with companies in emerging industries (such as alternative energy, life sciences, communications, and information technology) and traditional…

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Jan 2021 Advised Amp Energy on an investment from The Carlyle Group

Spark-Binder Capital

1 Total Closed Deal

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Spark-Binder Capital LLC is a licensed investment banker with a focus on raising capital on all levels of the capital stack. Engagements are in a myriad of industries both US and foreign with raises from five to two hundred million.

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Jun 2023 Advised Witheld on an investment from Witheld

Mentor Securities

1 Total Closed Deal

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Mentor Securities is a preeminent middle market investment bank dedicated to providing the highest quality, step by step advice to help you maximize value and successfully complete a transaction. Our services provide clients with invaluable knowledge and advice about conducting board presentations, making court testimonies, managing leveraged buyouts and much more. Meeting with one of our professionals can provide you with the strategic alternative analysis you need.Our team has extensive experience in sellside and buyside mergers and acquisition advisory, from the sale of private and family…

Recent Transactions

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Aug 2022 Advised Confidential Company on an investment from Confidential Company

Dara Lane Capital

1 Total Closed Deal

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Dara Lane Capital is a financing advisory firm headquartered in Clovis, California. Dara Lane Capital advises firms on raising private capital and acts as a placement agent for debts and equity in all types of private placement offerings. Additionally, this firm supports clients, especially technology startups and early-stage companies from seed to Pre-IPO. This firm also advises on project finance. Dara Lane Capital caters to industries including finance and insurance; real estate; agricultural and food; technology; healthcare; power and energy; mining; aviation; and CPG.ital.

Recent Transactions

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Jan 2022 Advised Darnell Development llc on an investment from Private Investor

HamptonRock Partners

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HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory & CFO services.HamptonRock provides differentiated strategic and tactical advice as well as unparalleled execution to both private companies and investors. The leadership team has significant experience representing business leaders across a broad range of industry sectors. We deliver candid, thoughtful advice to ensure our clients achieve their desired outcomes.

Recent Transactions

This member has no reported closed transactions.

WestPark Capital

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WestPark Capital, Inc. is a full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors. We are committed to forging lasting partnerships with emerging growth companies and the investors who back them. Our simple approach is to provide customized financial solutions for virtually any need. A complete range of investment banking and brokerage services are available to our valued corporate and individual clients. Our Capabilities: Our corporate finance professionals have…

Recent Transactions

This member has no reported closed transactions.

BVFR & Associates LLC

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BVFR LOAN SERVICESCash Flow Loan ProgramWe provide small businesses with the capital they need to grow.We judge the health of your business based on your cash flow not just credit scores. Our in depth understanding of small businesses means that we can provide capital in as fast as 2 business days.USDA Business and Industry (B&I) Guaranteed LoanA USDA Business and Industry (B & I) Guaranteed Loan offers advantages to both borrowers (even those who financially qualify for conventional loans) and lenders.Small Business Administration (SBA) 7(A) Guaranteed LoanThe SBA 7(A) Guaranteed Loan…

Recent Transactions

This member has no reported closed transactions.

Firms in the Food, Beverage & Tobacco 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 Food, Beverage & Tobacco Investment Banks is $3M-$27M, with a core EBITDA range of $500K-$4M. 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.

Relevant Food, Beverage & Tobacco experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 268 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Food, Beverage & Tobacco.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Food, Beverage & Tobacco Investment Banks directory reflects relevant experience or activity in Food, Beverage & Tobacco, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing Investment Banks with experience in Food, Beverage & Tobacco, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 268 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 Food, Beverage & Tobacco Investment Banks directory, you can request information here.

Top Food, Beverage & Tobacco Investment Banks

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