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.
Capital Alliance Corporation is a Dallas-based private investment banking firm. Industries: Manufacturing Energy Technology Transportation & Logistics Business Services Healthcare Construction & Engineering
WestPark Capital, Inc. is a full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors. We are committed to forging lasting partnerships with emerging growth companies and the investors who back them. Our simple approach is to provide customized financial solutions for virtually any need. A complete range of investment banking and brokerage services are available to our valued corporate and individual clients. Our Capabilities: Our corporate finance professionals have…
FocalPoint is a leading independent full-service Investment Bank. With a diverse range of M&A, capital raising, and restructuring advisory services, we are ideally positioned to meet the needs of middle market companies in all stages of the corporate life cycle. We pride ourselves on providing objective advice and "outside the box" thinking in order to come up with the right solutions for our clients without the conflicts experienced by many of our competitors. The following are some of the ways we differentiate from other middle market investment banks: - Not a One-Trick Pony: Our diverse…
BVFR LOAN SERVICESCash Flow Loan ProgramWe provide small businesses with the capital they need to grow.We judge the health of your business based on your cash flow not just credit scores. Our in depth understanding of small businesses means that we can provide capital in as fast as 2 business days.USDA Business and Industry (B&I) Guaranteed LoanA USDA Business and Industry (B & I) Guaranteed Loan offers advantages to both borrowers (even those who financially qualify for conventional loans) and lenders.Small Business Administration (SBA) 7(A) Guaranteed LoanThe SBA 7(A) Guaranteed Loan…
IntroductionReinvention Capital Advisors Co. is a specialized investment bank that focuses on businesses and projects in the alternative & renewable energy and industrial technology sectors. Often times our clients are in a transitional period or are experiencing financial or operating challenges.We develop creative and innovative solutions for clients in these Special Situations.Investment Banking ServicesReinvention Capital Advisors Co. is a creative and fully independent investment bank that advises private and public companies on mergers and acquisitions, project finance, financial…
Sagewood Advisors is a boutique strategic advisory firm focused on exit strategy, business succession, and strategic mergers & acquisitions transactions.
Dunn Rush & Co. was founded in 2009 to provide high quality mergers and acquisition advisory services to middle market companies valued between $20 million and $200 million. The Firm specializes in working with the owners of private companies who are looking to sell their business.Dunn Rush & Co. has significant expertise in the following industry sectors: Business Services; Consumer & Healthy Living; Defense & Security; Healthcare & Life Sciences; Industrial & Manufacturing; and Technology & Media. The Firm is a registered Broker-Dealer and is headquartered at 225 Franklin Street, Boston MA…
NewOak Capital LLC is a boutique financial services firm founded in 2008. Since that time, the firm has grown to a 40+ team of professionals from top firms including J.P. Morgan, Goldman Sachs, Blackrock, Citigroup, CSFB, UBS and others. The firm's 10+ Managing Directors possess on average over 20 years of experience.NewOak Specializes in three primary businesses:Investment bankingAsset managementSolutions consulting for financial institutions
Watts Capital, LLC is an investment bank focused on lower middle market and early stage companies in the Technology/Media/Telecom, Cleantech, Energy, and Real Estate sectors. We also provide placement services for top performing hedge fund, private equity and real estate managers.Our investment adviser affiliate provides wealth management services to high net worth families, as well as manages long-only and alternative investment strategies.
Novahill Partners, LLC is a private investment banking firm which provides senior level, independent, corporate finance advisory services to both public and private companies, as well as private equity clients, for mid-market sized transactions. Novahill's primary focus is on providing financial advisory services including merger and acquisition advice for both healthy and underperforming situations, plus we assist clients in the raising of debt or equity capital from institutional investors. In addition, Novahill provides consulting services on restructuring and corporate strategy…
We are a partnership of former business owners and operating executives. Our founders developed the Destined service offering after 20 years of experience building their own companies. We have a deep understanding of how middle market businesses operate. The goal in creating Destined was to combine extensive transaction experience with an analytical and quantitative framework in order to transfer our knowledge to business owners. Our unique service offering blends the organizational transformation elements of consulting with the strategic elements of finance. Our team is focused on the…
Corporate Finance Associates provides clients with financial advisory services and access to capital resources to help companies successfully sell, buy or finance a business. As one of North America’s largest investment banking firms serving middle-market businesses, we are a respected advisor to private corporate clients, as well as public companies.CFA is known for superior M&A advisory skills and capital raising expertise that have resulted in the facilitation of thousands of transactions over the last five decades. Our investment banking professionals provide a broad range of services…
Accurent is a global advisory, real estate, financial services and venture capital conglomerate headquartered in New York City and London. Our firm has a long track record of publicly listing and funding companies via our $3.5billion fund partnership; advising leading private equity and venture-backed businesses, micro to large-cap public companies; as well as co-investing alongside family offices and UHNW individuals. The firm’s specialties span capital raising or direct injection in the form of private equity and debt via our $3.5BLN fund partnership and venture capital arm Accurent…
Decosimo Corporate Finance, LLC (DCF), member FINRA, SIPC, provides sell-side and buy-side advisory services, debt and equity capital sourcing, and fairness opinions. We provide these services to a wide range of industries across the nation. We strive to build client relationships based on trust, our years of experience, and our wealth of connections. Sell-side and Buy-side advisory, sourcing debt and equity financing, fairness opinions, and business valuation. DCF is licensed broker/dealer.
Corporate Finance Associates (CFA) is one of North America's oldest investment banking firms serving middle-market companies. In its over 50 year history, CFA has recorded thousands of successful transactions by working diligently on the client's behalf. Our global footprint and pool of over 50 seasoned professionals make CFA uniquely qualified to help you realize your business goals.What We Do CFA is a mid-market mergers, acquisitions and capital resources investment banking firm dedicated to working exclusively for the benefit of its clients. We are dedicated to serving the needs of owners…
Vrolyk Capital Partners ("VCP"), founded in 2012, is a private investment banking firm serving emerging growth and middle market companies and follows in the footsteps of its predecessor, Vrolyk & Company that operated in San Francisco for over 20 years. Focusing on private companies and their distinct financing, merger and other advisory needs, VCP has built its business by providing clients with creative solutions, sound advice, and most importantly successful transactions.Based in San Francisco, VCP provides a depth of experience in mergers and acquisitions, private equity and debt…
Morgan Joseph TriArtisan LLC is an investment and merchant bank engaged in providing financial advice, capital raising and private equity investing. Our services include mergers, acquisitions and restructuring advice and private placements and public offerings of equity and debt.We differentiate ourselves by the depth and breadth of experience of our senior bankers. Taken together with the firm's range of capabilities, Morgan Joseph TriArtisan is committed to delivering the highest standard of service available to our clients.Commitment to our clients is the cornerstone of our firm. Morgan…
