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Health Care Technology Investment Banks - Axial

Members (337 results)

Cascadia Capital LLC

Investment Bank
  • 58 Total Closed Deals
We are an independent investment bank founded in 2000, positioned nationally and internationally, and organized into a number of industry practice areas:Business ServicesConsumer & RetailEnergy & Applied TechnologiesFood, Beverage & AgribusinessHealthcareIndustrialsRobotics, Automation & Artificial IntelligenceTechnologyWe work with private and public companies throughout their life cycle – from growth equity financing and later-stage capital raises, including PIPE financings and private debt, to mergers, acquisitions and restructurings. We offer the following investment banking…
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Mar 2022
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Feb 2022
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Feb 2022
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Feb 2022
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Provident Healthcare Partners

Investment Bank
  • 53 Total Closed Deals
Provident is one of the most dynamic and rapidly growing boutique investment banking firms in the country for one basic reason: our focus, both on the healthcare industry and on our clients. Many investment banks try to be all things to all people, but that's not the Provident way. We succeed for our clients because we are highly specialized and industry-focused. Through years of dedication to the healthcare industry, Provident has developed a vast network of high-level, senior industry contacts, a thorough knowledge of market niches and specialties, and unsurpassed insight into the…
Most Recent Transactions
Advisor
Apr 2017
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Mar 2017
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Feb 2017
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Jan 2017
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Carter Morse & Goodrich

Investment Bank
  • 53 Total Closed Deals
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…
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May 2023
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Feb 2023
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Feb 2023
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Jan 2023
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The McLean Group, LLC

Investment Bank
  • 44 Total Closed Deals
The McLean Group is an investment bank providing mergers and acquisitions (M&A), capital formation, market intelligence, business valuation, litigation support and exit planning services to middle market businesses. Headquartered in Washington, DC's technology, communications and government contracting corridor, we are among the largest independent middle market investment banks in the nation. The McLean Group has a presence in more than 30 cities in the US and Canada, serving domestic and international clients with a broad resume of successfully consummated financial transactions. Our…
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Jun 2019
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Jun 2019
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Apr 2019
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Mar 2019
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XLCS Partners

Investment Bank
  • 42 Total Closed Deals
XLCS Partners, Inc. is an independent investment banking firm that provides M&A advisory, capital raising and debt advisory for select clients globally. Middle market companies and private equity funds rely on our creative solutions, thoughtful insight and truthful advice when considering exiting their companies, making strategic acquisitions, partnering with private equity sponsors and raising debt or equity capital.and raising debt or equity capital..
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Advisor
Apr 2017
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Dec 2016
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Nov 2016
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Nov 2016
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MHT Partners

Investment Bank
  • 42 Total Closed Deals
As owners of our firm, we think like entrepreneurs, bringing unparalleled level of passion and intensity to every transaction.MHT Partners is committed to delivering a higher level of service, combined with exceptional execution, for our clients. We have deep industry knowledge in the sectors we serve and, with offices coast to coast, employ a network of professionals who know the players, the market and how to position, negotiate and close the deal.We advise leaders of niche markets who are selling a company, buying a company or raising capital for growth.MHT Partners serves a variety of…
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Sep 2017
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Aug 2017
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Jul 2017
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Jul 2017
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Arbor Advisors

Investment Bank
  • 42 Total Closed Deals
Arbor Advisors is a Silicon Valley based investment bank focused exclusively on growing technology & technology enabled companies. Founded by technology owners and operators, Arbor is the investment bank for entrepreneurs - executing M&A transactions and private capital raises for mid-market technology companies. Our clients are generally profitable, growing companies with $10 to $100 million in annual revenue.
Most Recent Transactions
Advisor
Jan 2015
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Jan 2015
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Jan 2014
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Jan 2014
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AMB Wealth

Investment Bank
  • 37 Total Closed Deals
BackgroundOur investment banking group focuses solely on healthcare advisory and combines a wide array of services and capabilities with the passion, responsiveness and precision of a boutique firm. Our diverse professional experience allows us to be a leading advisor to growth-oriented and middle-market healthcare organizations as they undertake integral, strategic initiatives at key inflection points in their life cycle.Our Investment Banking CapabilitiesSell-Side AdvisoryOur services include advising on appropriate exit strategies, preparing company information, identifying and contacting…
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Aug 2023
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Jul 2023
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Jul 2023
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Sep 2022
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Berman Capital

Investment Bank
  • 37 Total Closed Deals
Berman Capital is dedicated to helping company owners and shareholders sell their business or raise capital for the highest possible price and the best possible fit for their employees, company, themselves and their families.Our experience proves this out: Since 1971 the principals at Berman Capital have completed over 70 multi-million-dollar merger & acquisition transactions working almost exclusively with private, entrepreneur driven companies. At Berman Capital, we pride ourselves on being a small, boutique FINRA regulated firm:- We focus on assisting mid-market companies (generating an…
Most Recent Transactions
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Jun 2015
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Nov 2012
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Feb 2011
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Jun 2010
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CoveView Advisors

Investment Bank
  • 37 Total Closed Deals
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…
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Advisor
May 2018
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May 2018
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Mar 2018
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Feb 2018
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Commerce Street Capital, LLC

Investment Bank
  • 36 Total Closed Deals
Commerce Street Capital, LLC, Member FINRA/SIPC, is a premier investment banking firm serving financial institutions and middle-market companies. We value collaboration with our client partners and enjoy building long term relationships established on a foundation of mutual respect, common goals, and uncommon integrity. Led by veterans of the financial industry, Commerce Street Capital’s practice includes: - Mergers & Acquisitions - Recapitalizations - Private Placement of Debt & Equity - Regulatory Advisory - Valuations & Fairness Opinions - Community Bank Capital Markets Services - SBIC…
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Advisor
Sep 2015
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Jul 2015
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Jul 2015
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Jul 2015
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Carriage Hill Inc.

Investment Bank
  • 32 Total Closed Deals
Carriage Hill is an investment bank that specializes in privately negotiated transactions between private middle market companies and high quality private equity groups. This is accomplished without the use of traditional books and the auction process. We have a prominent record and respected reputation for successfully helping shareholders of privately held middle market companies navigate the challenges of reorganizing assets, accelerating growth through acquisitions, finding hidden value, resolving shareholder disputes, planning generational transitions and planning exit strategies.…
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Advisor
Dec 2016
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Nov 2016
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Aug 2016
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Aug 2016
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Statesman Business Advisors, LLC

Investment Bank
  • 29 Total Closed Deals
Statesman Business Advisors, LLC ("Statesman") is a unique financial advisory and services firm dedicated to serving the corporate finance needs of privately held companies and financial institutions operating in the middle-market. Since our founding in 1995, Statesman has developed an exceptional reputation for adding value to the transaction process and getting deals done the right way. We offer more than just transactional experience and market knowledge – we employ innovative strategies, creative solutions, and the special problem solving skills necessary to achieve superior results for…
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Advisor
Jun 2017
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May 2017
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Mar 2017
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Oct 2016
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Vista Point Advisors, LLC

Investment Bank
  • 22 Total Closed Deals
Vista Point Advisors is a leading boutique investment bank focused on providing merger & acquisition and capital raising advisory services to founder-led middle-market companies in the Technology, Internet & Consumer Services, Software, SaaS and Cloud-Enabled Services, Mobile, Consumer Retail and Healthcare industries. The Company was founded on the principle that founder-led companies in the emerging and middle markets are unique and require specialized attention and advice when considering investment and exit opportunities. Vista Point works predominately as a sell-side advisor, which…
Most Recent Transactions
Advisor
Aug 2014
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Apr 2014
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Mar 2014
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Nov 2013
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Daroth Capital Advisors

Investment Bank
  • 22 Total Closed Deals
Daroth Capital Advisors LLC, a New York-based investment bank, provides a full array of financial advisory services to companies, financial sponsors and institutional investors. We work with our clients to identify, structure and execute diverse and innovative transactions. Daroth is registered as a broker dealer with the SEC and is a member of the Financial Industry Regulatory Authority "FINRA" (www.finra.org), the largest non-governmental regulator for all securities firms doing business in the United States, and SIPC. Significant experience advising on middle market M&A transactions…
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Advisor
Jan 2014
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Jan 2014
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Jan 2014
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Jan 2014
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Bryant Park Capital

Investment Bank
  • 21 Total Closed Deals
Founded in 1991, Bryant Park Capital is a boutique investment bank, which excels in helping both public and private companies meet their strategic objectives through Mergers and Acquisitions, Capital Raising, and Strategic Advisory. The partners have completed over 300 deals, representing over $36 billion in transaction value.
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Advisor
Aug 2021
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Jul 2021
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Apr 2021
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Mar 2021
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LCG Advisors

Investment Bank
  • 20 Total Closed Deals
LCG is a leading transaction advisory services firm specializing in investment banking, loan and investment due diligence, business valuations, restructuring & consulting, and other select advisory services. Our passion for finance and creativity drives us at LCG and we welcome challenges that most would shy away from. We meet the most complex client needs with energy, commitment, and innovative thinking.Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. LCG's team of more than 70…
Most Recent Transactions
Advisor
Jun 2020
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Jun 2020
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Advisor
Jan 2020
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Advisor
Nov 2019
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Brock Capital Group, LLC

Investment Bank
  • 20 Total Closed Deals
Employing the unparalleled collective experience and relationships of its 45+ managing directors, Brock Capital Group offers investment banking advisory and consulting services to clients on a broad variety of matters at the most senior level. Brock partners include former heads of investment banking groups at global Wall Street firms as well as C-level executives and directors of Fortune 500 companies. No other firm brings the same level of expertise to middle market clients. Services include advising and leading private company sales, corporate spin-outs, management buy-outs, private…
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Advisor
Dec 2014
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Advisor
Nov 2014
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Mar 2014
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Jan 2014
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Baird Business Owner Solutions

Investment Bank
  • 17 Total Closed Deals
We advise buyers and sellers on business sales, mergers, acquisitions, ESOPs and other similar transactions. Our Business Owner Solutions team will deliver the strategic advice and practical guidance to help you achieve the optimal outcome in your business transition. Our credentialed, experienced business valuation team understands both the art and science of business valuation. We tailor each project to the client's unique situation and needs. The ongoing M&A experience of our Business Owner Solutions team is a critical factor grounding our valuations in the real world.When you're ready to…
Most Recent Transactions
Advisor
Dec 2017
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Oct 2017
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Aug 2017
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May 2017
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Quadriga Partners LLC

Investment Bank
  • 17 Total Closed Deals
Quadriga Partners is an investment bank that works with public and private companies exclusively in the healthcare industry. We actively provide the full range of M&A and capital raising advisory services. Our offices are located in Atlanta, GA and Denver, CO.
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Advisor
Nov 2016
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Nov 2016
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Jul 2016
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May 2016
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