Top Health Care Technology Investment Banks

FCL Capital Partners

6 Total Closed Deals

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FCL Capital Partners is a nationally focused investment banking firm serving private companies seeking to sell their business, acquire another company, or secure additional capital for growth, buyout, restructuring, and recapitalization. Our principals have extensive Investment Banking and Restructuring experience at bulge-bracket investment banks and hedge funds advising public and private companies in various industries including consumer & retail, business services, transportation & logistics, and manufacturing. FCL's founder, Rafael De Paoli, has been a trusted…

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• Nov 2024 Advised Stonemark Construction Management in its sale to Mark G. Anderson Consultants, Inc.
• Sep 2024 Advised Confidential Company in its sale to Confidential Company
• Jan 2024 Advised A&B Tropical Produce in its sale to Confidential Company
• Oct 2023 Advised PA China Farm in its sale to GrubMarket

Clear Capital Advisors

6 Total Closed Deals

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CLEAR CAPITAL ADVISORS is a Los Angeles-based financial advisory firm focused exclusively on the needs of management and shareholders. We provide the full spectrum of merger, acquisition, capital raising, and strategic advisory services to middle market and emerging growth companies. We work closely with our clients to understand all facets of their business as well as their objectives. We use our substantial transaction experience and market insight to design a specific plan of action to achieve our client's strategic and financial goals. We have an outstanding record of delivering…

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• Sep 2013 Advised PRO-TEK in its sale to LAC Group
• Jul 2013 Advised inSleep Technologies, LLC on an investment from Series A financing from a group of investors including Windham Ventures
• Jul 2013 Advised Bel Air Internet (BAI) on an investment from Pacific Western Bank
• Apr 2013 Advised HYFN in its sale to LIN Media

Lockebridge, LLC

6 Total Closed Deals

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LockeBridge is a Boston based investment banking advisory firm offering seasoned domestic and international representation to owners of lower-middle market companies. Our successful transaction experience includes seasoned representation in the sale, recapitalization, merger and acquisition of businesses to and for strategic buyers, financial partners, private investment groups, and publicly traded companies from around the world.

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• Dec 2025 Advised TDF Metal Finishing in its sale to Confidential Company
• Jan 2025 Advised Davis Industries in its sale to Smith Industries
• Dec 2020 Advised Excel Recycling on an investment from Syndicated Investors
• Dec 2019 Advised Middleboro Recycling in its sale to Spiegel South Shore Scrap Metal

The Chicago Corporation

6 Total Closed Deals

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The Chicago Corporation is an independent Chicago-based investment banking firm focused on providing middle-market companies with a range of financial and corporate advisory services including merger and acquisitions, institutional debt and equity capital raising, and financial restructuring. The Chicago Corporation leverages the broad experience of its team to evaluate and implement financial strategies designed to maximize the value of a client's business. The firm is committed to a "client-first" approach, which ensures that its professionals work together to find the best market-based…

Recent Transactions

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• Jul 2017 Advised Benefit Administrative Systems, LLC in its sale to HealthComp Holdings
• Feb 2016 Advised Holton Food Products Company in its sale to Mantrose-Haeuser Co., Inc
• Jun 2015 Advised Bridgeview Bancorp, Inc. on an investment from Various Investors
• May 2014 Advised Go Packaging, LLC in its sale to Welch Packaging Group

Peter A Sokoloff & Co

6 Total Closed Deals

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Peter A. Sokoloff Co.primarily advises on corporate mergers and acquisitions within specific industries in which the firm has deep knowledge and relationships. Founded in 1997, the firm has achieved international standing by covering the vital industries of Security and Telecommunications.Within Telecommunications our firm specializes in MA of the vendors who provide software and services to carriers and enteprrises. Our Security practice includes hardware, software and services businesses who provide physical and logical security products and services to protect Homeland Security,…

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• May 2017 Advised Apollo Video Technology in its sale to Luminator Group/Audax Private Equity
• Dec 2015 Advised Cortel in its sale to Ridgemont Equity Partners
• Jul 2014 Advised Tarshan in its sale to Enabil
• Jun 2013 Advised Card Scanning Solutions in its sale to Red Oak Growth Partners, Insight Ventures Partners, Egis Capital

Merritt Healthcare Advisors

6 Total Closed Deals

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Merritt Healthcare Advisors (MHA) is focused exclusively on representing owners of surgical facilities, healthcare practices and other healthcare related sub-sectors that are considering strategic options, whether it is selling an interest in their organization, creating a new partnership or growing through acquisition. MHA is unique in that we are the only firm that combines an investment banking background* with actual “owners” experience that comes from developing and managing our own healthcare facilities. We have used this experience to successfully complete more than $4 billion in…

Recent Transactions

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• Jan 2024 Advised St. Louis Heart & Vascular in its sale to Heart & Vascular Partners
• Sep 2023 Advised Elite Clinical Network in its sale to Surge Private Equity
• Apr 2023 Advised Confidential Company on an investment from Confidential Company
• Jan 2023 Advised Confidential Company on an investment from Confidential Company

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Mid-States Advisors, Inc

5 Total Closed Deals

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Mid-States Advisors is a family-owned boutique financial and business advisory firm that focuses on middle-market businesses looking for assistance with Mergers & Acquisitions, Debt Placement, and Fractional CFO services.Mid-States Capital, our predecessor entity, was founded in 1995 by Joe Alam Sr. after a successful career as a CPA and turnaround specialist. Mid-States Capital’s services focused on debt placement solutions for middle-market businesses dealing with unique or difficult issues, including workouts, highly-leveraged transactions, and high-growth situations.​In 2015,…

Recent Transactions

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• Apr 2025 Advised HMS Products in its sale to AIDA Engineering
• Jan 2025 Advised Confidential Company in its sale to Confidential Company
• Jan 2025 Advised RBR Machine in its sale to Confidential Company
• Sep 2013 Advised Forging Company in its sale to Partner Buyout

SW

Salomon Whitney LLC

5 Total Closed Deals

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Our investment banking products are tailored to various client needs. Developing a thorough understanding of our client’s specific goals and evaluating the market dynamics of various industry sectors, we strive to provide unbiased finance solutions.​Our ability to analyze all aspects of our client companies and assess the feasibility of all corporate finance options, allows us to recommend a solution tailored specifically for our clients. Building strong relationships with major institutional, strategic and corporate investors are powerful resources used to implement our corporate…

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• Jan 2019 Invested in LYFT
• Jan 2019 Invested in Palantir Usa Inc.
• Jan 2019 Invested in Airbnb
• Jan 2019 Invested in Pinterest

Green Circle Capital Partners LLC

5 Total Closed Deals

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Green Circle is an investment bank that focuses on serving companies within the world of Health & Wellness (with a particular emphasis on natural products). Our clients typically generate between $5MM to $100MM in revenues. In the fashion of a true boutique, our team of experienced Managing Directors personally handle every step of a client engagement. Green Circle professionals provide sophistication and transaction experience to small and mid-sized companies that are often family-owned or led by entrepreneurs.The firm is run by seasoned professionals with experience in investment…

Recent Transactions

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• Dec 2019 Advised Explore Cuisine on an investment from Un-named Leading Strategic Food Company
• Nov 2018 Advised Gloe Brands, Inc on an investment from Coca-Cola VEB
• Jun 2018 Advised Genesis Today in its sale to Un-named Strategic Acquirer
• Jun 2017 Advised Marley Beverage Company in its sale to New Age Beverages

Primary Capital Inc

4 Total Closed Deals

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Primary Capital LLC (PC) is a full service investment banking firm registered with the Securities and Exchange Commission (SEC), and a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We provide a broad range of banking and advisory services with a focus on the needs of small to midsized public companies and late stage private companies. We provide direction, capital, and strategic relationships to companies that meet our criteria. Our range of services also includes providing fairness opinions in connection with…

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• Mar 2013 Advised Jiangxi Kaiyuan Anfu Ham Co., Ltd on an investment from PE Fund in China
• Oct 2012 Advised Net Element on an investment from Cazador Acquisition Corporation (SPAC)
• Sep 2011 Advised Fujian Feichi Machinery Co., Ltd. on an investment from China Renaissance Capital Investment
• May 2008 Advised SinoHub on an investment from China PE Fund

Xnergy Financial

4 Total Closed Deals

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Xnergy Financial, Member FINRA/ SIPC, is an international investment banking firm providing debt and equity and merger and acquisition services to emerging growth and middle market companies. Our extensive expertise in a broad range of industries enables us to deliver prompt, creative finance solutions to our clients regardless of complexity. Our sector specific team of professionals continuously tailors the finance solutions we provide to respond to the changing opportunities of our clients. Our services include debt and equity corporate finance, merger, acquisition, and disposition…

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• Dec 2013 Advised Interpreters Unlimited on an investment from Bank of Southern California
• Dec 2013 Advised Interpreters Unlimited on an investment from Bank of Southern California
• Nov 2013 Advised EMX on an investment from Peterson Partners
• Aug 2013 Advised Middlefork Development in its sale to MaxGo

RHK Capital

4 Total Closed Deals

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The Investment Banking Group at Trust Advisory Group offers a wealth of Wall Street experience through our seasoned professionals to the underserved small cap company sector and start-up companies as well. We have successfully funded both public and private companies. We offer equity and debt financing to help further the growth of companies that are often overlooked by the larger investment banking firms. Structured finance vehicles have also been used to achieve the needs of larger companies, while creating specific advantages that enhance their balance sheets.

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• Jul 2014 Advised HII Technologies, Inc. on an investment from Source Capital Group
• Jul 2014 Advised Sequoia Healthcare Managment, LLC on an investment from Source Capital Group - Credit Suisse
• Oct 2013 Advised ALLCARE Medical on an investment from Various
• Jan 2013 Advised Buccaneer Energy on an investment from Various

AllianceOne Enterprises

4 Total Closed Deals

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AllianceOne Enterprises (“AllianceOne Enterprises” or “AOE”) is a boutique investment banking and financial advisory firm providing a specific range of services primarily to lower to middle market companies (enterprise values ranging from $5 million to $50 million). Since 1983, the professionals of AllianceOne Enterprises have worked with smaller companies of select sectors throughout the United States by evaluating and effecting both capital market and strategic transactions (mergers/acquisitions/divestitures).    AOE’s principals have a unique and complementary set of…

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• Feb 2026 Advised Confidential Company in its sale to Confidential Company
• Sep 2025 Advised Confidential Company in its sale to Confidential Company
• Sep 2020 Advised Confidential Company in its sale to Confidential Company
• Aug 2020 Advised Confidential E-Commerce Apparel Company in its sale to Confidential Strategic

DecisionPoint

4 Total Closed Deals

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DecisionPoint is a premier M&A Advisory firm located in Charlotte, NC, the second largest banking center in the US. Our firm has a solid track record of completing successful transactions for technology companies. The partners have completed more than 150 transactions worldwide since DecisionPoint’s inception in 1998.We work in close partnership with our clients to consistently help them realize their objectives through a combination of transaction and operational experience, domain expertise, and personal commitment to the success of our clients and their shareholders.

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• Apr 2021 Advised Software Development Europe in its sale to 3Pillar
• Nov 2020 Advised Infolinx in its sale to Gimmal LLC
• Sep 2020 Advised IFS in its sale to iPipeline
• Jan 2017 Advised Tridea Partners in its sale to Columbus

Stephens, Inc.

3 Total Closed Deals

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WELCOME TO STEPHENSFounded in 1933, Stephens is a privately-held, independent financial services firm focused on building value for companies, state and local governments, institutions and high-net-worth investors.A UNIQUE PERSPECTIVEAs investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership.

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• Dec 2021 Advised Confidential Company on an investment from Confidential Company
• Dec 2021 Advised Confidential Company on an investment from Confidential Company
• Dec 2021 Advised Confidential Company on an investment from Confidential Company

Landmark Pegasus Inc.

3 Total Closed Deals

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Premier corporate finance advisory and strategy consulting firm specializing in the life sciences and healthcare industries.

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• Dec 2013 Advised Medical Australia Limited on an investment from Walker Group Holdings
• Aug 2012 Advised no on an investment from n/a
• Jul 2012 Advised Cachet on an investment from venture capital firm

Bruderman Brothers

3 Total Closed Deals

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Bruderman Brothers is a multi-generational family business that provides investment banking services to closely-held companies and family businesses. We are not only intimately familiar with the objectives and challenges associated with transactions involving such businesses, but we understand the more subtle nuances as well. We know that the personal, estate, and familial impact of these transactions can be more important than anything else.Bruderman Brothers is about family. Our family has historically advised some of the world's most powerful and wealthy families, therefore it is only…

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• Oct 2019 Advised Superior Office Systems (SOS) on an investment from Rockwood Equity Partners
• Aug 2019 Advised J.Kings Food Service Professionals in its sale to Sysco Corporation
• Jan 2018 Advised Health Solutions Plus in its sale to Conduent

Consilium Partners LLC

3 Total Closed Deals

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Founded in 2000, Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth companies. The firm's principals each have more than a decade of experience advising public and private clients across a broad range of industries and transaction structures. This collective experience represents a proven track record of more than 250 completed transactions totaling over $15 billion in value. A core element of our operating philosophy is to provide the highest level of expertise and client…

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• Mar 2015 Advised Brand Aromatics in its sale to Mccormick & Company Inc
• Jan 2014 Advised Bankers Advisory in its sale to CliftonLarsonAllen
• Jun 2013 Advised Vertical Performance Partners, Inc. in its sale to Mobiquity

Adaptive Capital Partners

3 Total Closed Deals

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Adaptive Capital Partners is a boutique investment bank advising privately held businesses on sell-side M&A, capital raises, and strategic transactions. The firm was founded to address the need for more personalized, strategic advisory services within the middle market. Built on a commitment to integrity, excellence, and long-term partnership, the firm has quickly developed a reputation as a trusted advisor focused on delivering optimal outcomes for its clients. Our deep expertise and experience form the foundation for the comprehensive strategic services we provide today. Visit…

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• Mar 2026 Advised CFO Hub, LLC in its sale to Carr, Riggs & Ingram
• Jun 2025 Advised Kinco in its sale to Mechanix Wear
• Jan 2025 Advised enTrust Wealth Advisors in its sale to AlphaCore Wealth Advisory

RA Capital Advisors

2 Total Closed Deals

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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…

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• Aug 2011 Advised Mosaic, Inc. in its sale to Linquest Corporation
• Aug 2011 Advised Gerber Scientific in its sale to Vector Capital for $283,000,000