Top Forest Products Investment Banks

Pallas Partners

10 Total Closed Deals

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Pallas Partners is a boutique advisory firm focused on M&A Advisory, Strategic Advisory, and Capital Advisory for lower middle-market, privately held companies. Founded in 2007 with offices in Louisville, KY, and Nashville, TN, our senior team has experience leading companies through growth, transition, and exit.We serve:Founders and family-owned businesses seeking to maximize exit valuePrivate equity and family offices looking to divest, expand, or enhance portfolio performanceStrategic buyers and institutional investors pursuing targeted acquisition…

Recent Transactions

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• Sep 2024 Advised Huncilman Sheet Metal Fabrication in its sale to NIX
• Apr 2020 Advised Oliva Torras in its sale to Bracket Systems, Inc
• Dec 2018 Advised Kentuckiana Allergy in its sale to Family Allergy & Asthma
• May 2017 Advised Malone Workforce Solutions in its sale to Allstaff

Genesis Capital, LLC

10 Total Closed Deals

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Genesis Capital is an independent investment and merchant banking firm dedicated to working with family-owned and entrepreneur-led businesses, public corporations, and institutional investors to achieve their most important strategic initiatives."Focus on Need vs. Size"Our mission is to best serve clients through our "Focus on Need vs. Size". Genesis Capital has worked with clients in excess of $30 billion to under $25 million of enterprise value and has completed transactions ranging from over $1 billion to under $10 million. Our clients include leading public corporations, private…

Recent Transactions

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• Dec 2022 Advised Rusty Taco in its sale to Gala Capital Partners
• Sep 2022 Advised Kwalu in its sale to Dunes Point Capital, LLC
• Sep 2022 Advised Network Controls in its sale to Abacus Investments
• Jun 2022 Advised Construction Implements Depot in its sale to LFM Capital

Bayfield Partners

10 Total Closed Deals

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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…

Recent Transactions

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• Jul 2023 Assisted The BlackStone Group in securing debt financing from Oxbow Carbon & Minerals
• Jul 2023 Advised Core Metal Group in its sale to Ospraie
• Jul 2023 Advised Mexico Metals in its sale to Marco International
• Jul 2023 Advised The Academic Palm Beaches in its sale to Palm Beach Day School

Legacy Capital Advisors

7 Total Closed Deals

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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…

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• 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

Reynolds Advisory Partners, LLC

5 Total Closed Deals

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Reynolds Advisory Partners is a boutique investment bank specializing in mergers and acquisitions, capital raising and related financial advisory services focused on middle market clients nationwide. We provide differentiated, value added advice and services to clients facing complex strategic decisions and transactions. We believe that clients are best served by the most experienced and skilled professional bankers available who also share in our "client-first" philosophy. The senior bankers at Reynolds Advisory Partners average over 25 years of experience, have collectively completed over…

Recent Transactions

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• Jan 2014 Advised Reaction Design in its sale to Ansys
• Nov 2013 Advised Solid Gold Health Products for Pets in its sale to VMG Capital
• Dec 2012 Advised Jims Formal Wear in its sale to Armory Capital
• Jun 2011 Advised Chemical Lab Products in its sale to KIK Custom Products

Orion Capital Group

5 Total Closed Deals

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Superior Execution We assist companies with annual revenues between $2 million and $100 million sell to buyers that are most likely to understand and pay for the value our clients have spent years building. Experience From Both Sides of the Table Collectively, our team has many decades of operational and mergers and acquisition experience including starting, growing, acquiring and selling successful businesses both as principals and advisors. Not only is our team stocked with successful entrepreneurs, but our principals have superior marketing, negotiation and strategy skills to keep you one…

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• Dec 2013 Advised Piedmont Pacific Corporation in its sale to H2O Innovation Inc. (TSXV:HEO)
• Apr 2013 Advised St. Francis School of Law in its sale to Baker College
• Jul 2012 Advised Bricsnet FM in its sale to Manhattan Software
• Jul 2011 Advised Applied Robotics/Torchmate in its sale to Lincoln Electric Holdings Inc.

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Carl Marks Advisors

5 Total Closed Deals

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Carl Marks Advisors is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.At Carl Marks Advisors, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to…

Recent Transactions

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• Jun 2024 Advised JDC Power Systems in its sale to Madison River Capital
• Mar 2023 Advised Roane Metals Group in its sale to Commercial Metals Company
• Jul 2021 Advised WE Transport in its sale to Beacon Mobility
• Feb 2021 Advised Hawkins Point Partners in its sale to Lightview Capital

EOT Advisors

5 Total Closed Deals

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EOT Advisors is the first investment banking and financial advisory firm in the country dedicated to assisting business owners in selling to an Employee Ownership Trust (EOT). We work in all 50 states and internationally. Our aim is to provide a one-stop shop for EOTs. We assist with company structuring, transaction design, valuation, debt financing, capital raising, fiduciary services, and legal forms, as well as with creditors and the commercial real estate aspect of transactions.

Recent Transactions

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• Mar 2020 Advised Optimax Systems, Inc. in its sale to Optimax Systems, Inc. Perpetual Purpose Trust
• Oct 2019 Advised Paras and Associates in its sale to Paras and Associates Employee Ownership Trust
• Apr 2016 Advised Equity Atlas Inc in its sale to Equity Atlas Inc Employee Ownership Trust
• Feb 2016 Advised Metis Construction, Inc in its sale to Metis Construction, Inc Employee Ownership Trust

Novelty Hill Capital

5 Total Closed Deals

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Novelty Hill Capital is a leading middle market investment bank and financial advisory firm in Seattle, WA with expertise in mergers and acquisitions, raising capital, and evaluating strategic alternatives. Our team possesses decades of combined experience leading successful M&A and investment processes for prominent privately held companies and industry pioneers throughout the entire consumer, industrial and technology value chains.

Recent Transactions

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• Apr 2026 Advised Garlic King in its sale to I Love Produce
• Oct 2025 Advised Sound Glass in its sale to LLM Ventures
• Oct 2025 Advised Merlino Foods in its sale to Erickson Family
• Apr 2024 Advised Firehook Bakery in its sale to Forward Consumer Partners

The Wilcox Group, LLC

4 Total Closed Deals

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Boutique Investment Bank Focused on Commercial & Industrial ClientsOver 75 transactions with aggregate value in excess of $4.0 billionWilcox Investment Bankers is a boutique specializing in providing merger & acquisition and capital raising advisory services to private, family and founder owned commercial and industrial businesses with revenue of $20-250 million.‍Clients hire us because we are a trusted advisor, providing high quality advice, individualized professional service, transaction experience, rigorous deal execution and industry knowledge. We value trust, honesty and…

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• Jan 2020 Advised Wagner Supply on an investment from Imperial Dade
• Oct 2018 Advised RK Pump & Supply on an investment from Clavis Capital Partners
• Aug 2018 Advised Energy Sales on an investment from Smith-Cooper International
• May 2018 Advised PetroSmith on an investment from Blue Wolf Capital Partners

Source Capital Group, Inc.

4 Total Closed Deals

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Source Capital Group, Inc. is a boutique investment bank that specializes in raising capital (debt and equity) for middle market transactions worldwide. The bank manages IPOs, Secondary Equity Offerings, Exclusive Sales/M&A, Debt Capital Markets Issues, Senior and Mezzanine Debt Financings and Preferred Equity Financings.

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• Jul 2014 Advised HII Tech on an investment from Source Capital Group
• Jul 2014 Advised Sequoia Healthcare Management, LLC on an investment from Source Capital Group
• Oct 2013 Advised Passaic Healthcare Services LLC D/B/A Allcare Medical on an investment from Source Capital Group
• Jan 2013 Advised Buccaneer Energy Limited on an investment from Source Capital Group

Claiborne Advisors, Inc.

3 Total Closed Deals

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Claiborne Advisors, Inc. brings Wall Street partner-level experience and expertise to companies that need to merge/sell in a transaction too small for the major investment banks.David Duval takes on only a few, select clients each year in the Southwest. Clients are usually founder-owners or spinoffs from public companies. Mr. Duval closely and productively aligns with each, focusing on maximizing valuations before going to market.Securities offered through Burch & Company, Inc., member FINRA/SiPC. Burch and Claiborne are not affiliated entities.

Recent Transactions

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• Oct 2019 Advised Dudley Kebow, Inc. in its sale to Progressive International Corp.
• Oct 2014 Advised The Oceanscience Group Ltd. in its sale to Teledyne Technologies, Inc.
• Dec 2004 Advised Titan Scan technolog in its sale to BeamOne

Granite Tower Capital

3 Total Closed Deals

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Granite Tower Capital is an Advisory firm that specialises in arranging M&A, Debt Financing and the Raising of Equity for privately held Companies. We deal across Canada and in all Industries. Our mission is to help our clients succeed in all of their endeavours. At Granite Tower Capital, every customer is important. And our reputation hinges on the fact that we treat even our smallest clients with the same respect and diligence we would treat our largest clients. We earn the trust of our clients and our lenders by our actions every single day.

Recent Transactions

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• Aug 2013 Advised Peel Graphics in its sale to Advertek Printing
• Dec 2012 Advised National Risk Assesments on an investment from Accord Financial
• Aug 2011 Advised Advertek Printing on an investment from Bank of Montreal

BB&T Capital Markets

3 Total Closed Deals

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BB&T Capital Markets is a premier middle-market integrated provider of investment banking and capital markets services. Our Investment Banking specialists provide a full range of capital raising and advisory services to publicly traded and private companies, governments, and nonprofits. Our Investment Bankers work in close partnership with other capital markets specialists and senior corporate bankers, supporting each client with industry-focused strategic advisory services.

Recent Transactions

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• Oct 2013 Advised Holley a portfolio company of MONOMOY Capital Partners in its sale to Lincolnshire
• Oct 2013 Advised SMB Machinery in its sale to Highroad Capital Partners
• Sep 2013 Advised SCT a portfolio company of Tillery Capital in its sale to Global Enviornment Fund

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.

Recent Transactions

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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

Providence Advisors LLC

2 Total Closed Deals

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Providence Advisors, LLC, is a boutique investment bank providing mergers and acquisitions advisory services to lower middle market companies, private equity investors and management teams. We primarily advise on the sellside of transactions.  Our transactions range from $10 million to $100 million (total enterprise value) with an average exceeding $50 million over the last three years.  We have 30 years of experience in investment banking, have been in business for 20 years and operate nationwide. We have extensive experience in the packaging and containers, plastics and related…

Recent Transactions

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• Dec 2021 Advised Custom Golf Car Supply in its sale to Arrowhead Engineered Products
• Jul 2021 Advised Brave Quest Corp. dba eLogHomes in its sale to Salt Creek Capital

RedShift Advisors

1 Total Closed Deal

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RedShift Advisors is a lower middle market investment bank. It provides merger, acquisition, and capital raising services to owners and investors.

Recent Transactions

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• Apr 2023 Advised Confidential Company on an investment from Confidential Company

LC

Lexis Consulting Private Limited

1 Total Closed Deal

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Services include:* Business Valuations (using analysis of adjusted assets & liabilities, capitalized earnings, discounted cash flow, comparable public companies and comparable transactions)* Deal Structuring (acquisitions, mergers, divestitures, company sales, joint ventures, and financing using equity, mezzanine or debt)* Deal Negotiations (business sales, acquisitions, financing transactions)* Financial Models (for acquisitions, private equity, venture capital or debt financing)* Business Plans / Investor Presentations / Private Placement Memorandums (PPM), Investor Memorandums,…

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• Apr 2012 Advised Confidential in its sale to Confidential

Clifton Larson Allen

1 Total Closed Deal

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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.

Recent Transactions

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• Dec 2024 Advised Garven Holdings, LLC in its sale to Card Factory

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.

Recent Transactions

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