Our Southern California practice has an exceptional track record as well as the breadth of knowledge and international experience needed to serve this dynamic and diverse region. Our team has owned and run companies in the Technology, Transport/Logistics, Business Services and Banking Sectors both in the US and internationally. In our collective 60 years of M&A and Corporate Finance experience, we have completed many transactions in these sectors as well as in Consumer Goods, Healthcare, and a broad array of manufacturing sectors and are all industries we have served with distinction. Across…
Salient Finance is a corporate advisory firm providing consulting services covering business strategy, corporate development, mergers and acquisition, turn arounds, financial structuring and capital procurement services to established small and medium-sized companies based in North America. Our head office is located in Toronto, Ontario.
DCG is a specialized consulting, advisory and capital-raising group. We provide focused, immediate attention to the needs of a select group of clients in several key areas including Strategic Alliances, Marketing and Distribution Arrangements, Mergers and Acquisitions, and Capital Raising. Our past and current clients include a diverse group of mostly private growth companies. DCG works in many varied industry areas. DCG's particular specialty is providing advisory and consulting services and capital formation services to its clients, including with respect to growth and diversification…
Westbury Group LLC is a FINRA-registered boutique investment bank with national and international reach, dedicated to providing superior financial and strategic advisory services for mid-market firms, on transactions ranging from $20 million to $900 million and above. Our financial professionals have a wealth of experience in a broad range of industries, including Technology, Healthcare, Aerospace/Government/Defense, Advanced Manufacturing and Energy. Drawing on this experience and using our specialized capabilities, our teams assist clients with mergers and acquisitions, raising debt and…
Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint is a tenacious, creative and results-oriented boutique investment bank focused on impact and value creation for the companies we serve. We provide confidential, independent and unconflicted solutions and strategic advice. We have an unequivocal focus on our clients and their prosperity. We measure our performance by the long-term success of our clients.Together, Bridgepoint principals have more than…
Hyde Park Capital is one of the most active boutique investment banking firms in the United States, advising middle-market public and private companies across a wide range of industries. For more than 25 years, we have delivered trusted advisory services in mergers and acquisitions, capital raising, infrastructure and project finance, fairness opinions, and strategic financial advisory engagements.Our senior bankers bring decades of experience advising founder and family-owned businesses as well as private equity backed and publicly traded companies. We are widely recognized for our expertise…
PCE is a leading investment bank that delivers M&A, ESOP, valuation, and advisory services to middle-market business owners across the U.S. With decades of experience, sector depth, and a people-first mindset, we help entrepreneurs and their advisors navigate complex transitions with clarity and confidence.From growth planning to exit strategy, we’re more than dealmakers — we’re long-term partners committed to maximizing value and preserving legacy. Headquartered in Orlando, with offices in Atlanta, Chicago, Denver, and New Jersey, our national footprint ensures local insight and…
NewCap Partners is a 30 year old investment bank serving the lower middle market. We work with business owners, boards, shareholders and management teams to develop and execute on financial transactions and implement strategies to maximize shareholder value. Our senior investment bankers have experience dealing with both public and private companies in a variety of industries. The industry expertise of our bankers is complemented by independent industry consultants who provide us with contacts and insights into a variety of industries.Over the last 30 years, we have completed a variety of…
Forbes Partners, founded in 2004, with offices in Denver, CO, Salt Lake City, UT, and Charlotte, NC, is an award-winning investment bank with expertise in mergers and acquisitions, raising capital, and financial restructuring within the middle market. Senior advisors at Forbes Partners have 300+ years and $85+ billion of combined transaction experience across a wide variety of industries and around the globe. Our team works with a select few clients each year to tell their unique stories, advocate fiercely on their behalf, and drive maximum value for their company. Our experienced bankers…
M&A Expertise for Families and FoundersLocated in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing closely-held and family businesses valued between $25 million and $250 million. CMG specializes in helping owners of leading companies in unique and niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. We fully understand and appreciate the unique dynamics of closely-held and family businesses and the importance of their legacies.While CMG provides a full range of investment…
VRA Partners is an independent investment banking firm that focuses on providing merger and acquisition advisory services to leading middle-market companies and private equity groups located throughout the U.S. VRA Partners also assists companies with raising capital for growth, acquisitions, recapitalization, going-private and management buy-out transactions, as well as provides fairness opinions, valuations and strategic advisory services. The professionals of VRA Partners have completed more than 550 transactions with aggregate transaction value in excess of $40 billion across a broad…
Dresner Partners is a middle market investment bank specializing in mergers & acquisition advisory, financial restructuring and corporate turnarounds, institutional private placements of debt and equity, valuation and strategic consulting. Our clients are middle market companies operating both in the U.S. and internationally. We are deeply committed to exceeding client expectations and maintaining the highest levels of integrity. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients. The Firm's…
FourBridges Capital is an investment banking firm that serves business owners across the Southeast. We act as the interface between our clients and the capital markets, helping them to identify potential investors or acquisition targets and successfully complete transactions. Our senior professionals draw on both expertise in investment banking and experience as C-level executives, and they have spent most of their careers serving the middle market. For information regarding our past deals, please visit: fourbridgescapital.com/transactions
HighBank was formed in 2009 by its founding partner Stephen Gaines. HighBank is a mid market investment bank and financial advisory firm headquartered in Denton, Maryland. HighBank provides a wide range of m&a, capital raising and restructuring consulting services to meet the needs of our clients. We provide thorough, objective and conflict-free advice and innovative ideas and solutions to both middle and emerging market companies. Our firm was formed on a mission that our clients deserve to have their highest expectations met and to receive higher value for their investments of money and…
Sterling Point Advisors is a boutique mergers and acquisitions advisory firm serving family-owned and privately-held businesses. We help business owners navigate the strategic challenges of growing or exiting their businesses.
CoveView is an Independent advisory firm, providing corporate finance services to corporations, private equity firms and financial institutions. Our partners average more than 25 years of experience in mergers and acquisitions, capital markets, private equity, leveraged finance, and restructuring.We bring continuous senior-level attention to every engagement with a focus on delivering unbiased strategic advice without the burden of institutional constraints or conflicts of interest. We have perspective from both middle market and big company experience that we bring to every client…
Palm Tree is the modern M&A advisor. Our integrated investment banking, transaction support, and strategic finance services power the strategic events that drive businesses forward.We guide clients through high-stakes processes. Our analytical intelligence accelerates decisions, enabling them to better prepare for and execute on transactions, transitions, and transformations.Investors engage with us to help them highlight opportunities, mitigate risks, and reduce deal friction so they can act decisively and focus on realizing investment objectives. Entrepreneurs and management teams…
Oaklyn Consulting is a different kind of investment banking advisor for small to mid-sized organizations. We help clients negotiate mergers, acquisitions, capital raises, recapitalizations and joint ventures.We serve founder-owned and investor-backed businesses as well as nonprofits, co-ops, and professional services firms.We have earned the trust of referral partners, who are investment bankers, investors, lenders, lawyers, wealth advisors and similar professionals.Working as consultants, or "hourly investment bankers," we help where traditional investment banking advisors cannot.Since 2016,…
NewPoint Capital Partners Inc. is an independent, mid-market investment banking firm. We advise on mergers and acquisitions, divestitures, private financings, capital restructurings and management buyouts. Established over 25 years ago on the principles of trust and integrity, we are dedicated to providing quality financial services to companies, management groups, shareholders and other stakeholders. NewPoint is the Canadian partner of Clairfield International. Clairfield is an international corporate finance firm that provides advisory services, mainly in crossborder mergers and…
Most Recent Transactions
Advisor
Jun 2024
Management and Third Party Advisors
was acquired by
Setpoint Building Automation
Advisor
Sep 2016
ISN
was acquired by
Investigative Reserach Group
Advisor
Jul 2016
Great Lakes Food Company, a portfolio company of Covington Capital Corporation
was acquired by
White Owl Family Office
Advisor
Mar 2016
Camus Hydronics Ltd.
was acquired by
Cleaver-Brooks (portfolio company of Harbour Group)
Pickwick Capital Partners, LLC assists middle-market companies and alternative investment firms achieve their strategic, financing and M&A objectives. We do this through a focused and collaborative process driven by the talent of our advisors, who bring a wealth of experience from leading investment banks such as Morgan Stanley, Jefferies & Company, Deutsche Bank, Merrill Lynch, and others.Our team is comprised of energetic, hands-on solution providers. We focus on quality, and each and every transaction is important to us. Pickwick clients can be assured their advisors are true partners with…
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