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.
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…
Most Recent Transactions
Advisor
Jun 2019
PG Dental Holdings, LLC
secured investment from
TriSpan Opportunities Fund LP
Advisor
Apr 2019
Canadian Subsidiary of CPI Card Group Inc. (Nasdaq: PMTS; TSX: PMTS)
RA Capital Advisors is a leading private investment bank specializing in mergers and acquisitions, private financings, shareholder matters, restructurings and crisis situations for clients ranging from middle market companies to the Fortune 500. Founded in 1988, the firm has served as financial advisor on some of the most significant and complex transactions in U.S. corporate history. RA Capital Advisors is a private investment bank. TRUSTED ADVISORS Since inception, RA Capital Advisors has consummated transactions on behalf of our advisory clients with an aggregate value in excess of $60…
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.
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…
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…
4Front Capital Partners is a boutique investment & merchant bank that focuses on raising capital for midsize Canadian and U.S companies. We screen deals for quality and help real capital meet real investment return opportunities. General StatsAmount raised in past 24 months: $200MMNumber of raises: 5Average size of raises: $40MM Total number of investments: 7
Marber Capital assists private companies from post-seed to middle market to prepare for capital raising (debt and equity), execute the raise, and then implements or enhances finance infrastructure and risk management procedures to grow the business. Mr. Berman has over 25 years’ experience in finance, first as an equity analyst covering manufacturers in Japan, then on the buy side with the Rockefeller family office doing deep-dive fundamental analysis, valuation and modeling for potential investment. His management experience began in the securities industry where he first led a small team…
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…
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.
CLA is the 8th largest accounting firm in the United States and provides a range of professional services to over 70,000 business clients. Our firm has over 125 offices across the country and we have deep expertise in a number of industry verticals. Our Transaction Services group works with businesses looking to transition ownership through investment banking and related services.
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…
Sagewood Advisors is a boutique strategic advisory firm focused on exit strategy, business succession, and strategic mergers & acquisitions transactions.
Colliers Securities is a full-service investment bank and registered securities broker-dealer offering a wide array of products and services nationwide to meet the needs of corporate clients, institutional investors, and individuals.
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…
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.
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…
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.
Watercress Capital was formed with the goal of connecting Family Offices and Private Equity Groups with lower to middle-market deal flow across the United States, with a focus in the Southeast.
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