Top Integrated Oil & Gas Investment Banks with Recent Private M&A Activity

159

Active Firms

162

TTM Deal Flow

$3M-$29M

Core Revenue Range

$500K-$4M

Core EBITDA Range

Top States by Activity

California 15%

Florida 10%

Texas 7%

New York 5%

Massachusetts 4%

Key Attributes

Best For: Complex Transactions | Typical Fee: Retainer & Success fee | Coverage: Dedicated, Sector-Focused Deal Teams

Cascadia Capital LLC

58 Total Closed Deals

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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…

Recent Transactions

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Mar 2022 Advised Psychiatric Centers at San Diego in its sale to Mindpath Health
Feb 2022 Advised Three Bears Alaska on an investment from Westward Partners
Feb 2022 Advised Credence in its sale to Certn
Feb 2022 Advised DentalXchange on an investment from Bregal Sagemount

Commerce Street Capital, LLC

36 Total Closed Deals

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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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Sep 2015 Advised Schwertner State Bank in its sale to R Bank
Jul 2015 Advised Independent Bank of Texas in its sale to Veritex Community Banks
Jul 2015 Advised Vision Bank in its sale to Texas Bank and Trust
Jul 2015 Advised The Bank of Fayetteville in its sale to Farmers & Merchants Bank

Daroth Capital Advisors

22 Total Closed Deals

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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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Jan 2014 Advised Federal on an investment from Ableco
Jan 2014 Advised Fairchild Corp. on an investment from GoldenTree Asset Management
Jan 2014 Advised Paragon Imaging in its sale to Overwatch Systems
Jan 2014 Advised AIS in its sale to Federal It Systems

Cronus Partners

18 Total Closed Deals

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Cronus Partners is an independent investment banking firm that provides financial advisory and investment banking services to clients that engage in middle-market transactions domestically or internationally. Our advisory services are distinguished by a disciplined evaluation of client objectives and competencies and a commitment to the successful execution of important corporate transactions and objectives.The key to our success is a strategic, relationship-based approach that integrates Wall Street expertise with attentive boutique service. We provide insight and expertise while maintaining…

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Mar 2018 Advised Geo-Synthetics, LLC in its sale to Babcock Power Environmental, Inc.
Mar 2018 Advised Aerokool Aviation in its sale to Kelly Aerospace
Dec 2017 Advised Birken Manufacturing Company on an investment from Webster Bank NA
Feb 2017 Advised MAX Environmental Technologies, Inc. in its sale to Altus Capital Partners

DGP Capital

15 Total Closed Deals

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DGP Capital combines industry-focused expertise and over $7 Billion in transaction experience to provide growth-stage companies with tailored investment banking services. We serve energy and industrial technology companies, and adjacent markets where technology-enabled services are transforming the competitive landscape.

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Aug 2023 Advised HI Crush Partners LP on an investment from Anonymous Company
Aug 2023 Assisted BlackBrush Oil & Gas LP in securing debt financing from Anonymous Company
Aug 2023 Advised Eagle LNG Partners on an investment from GE Ventures
Aug 2023 Advised Plains GP Holdings on an investment from Anonymous Company

Founders Advisors

11 Total Closed Deals

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Founders Advisors is an independent M&A advisory firm committed to serving founder and family-owned businesses. Where others look to extract value, we look to create it. With deep expertise and connections across all major industries and playbooks for how to optimize businesses for their next stage of growth, we're here to serve.We provide full-service deal team from start to finish, and a comprehensive approach to buyer outreach. A sophisticated "wall street" approach, but only in the good ways. All this is in service of finding the deal that works hardest for you and your…

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Jun 2017 Advised Retirement Online LLC d/b/a RothIRA.com in its sale to Investopedia
May 2017 Advised Bulldog Media Group, Inc on an investment from Go Capital LLC
Feb 2017 Advised Bravo Food Service in its sale to Four Foods Group
Jan 2017 Advised Circle 8 Crane Services on an investment from Trive Capital

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WoodRock & Co.

11 Total Closed Deals

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WoodRock & Co. offers private investment banking services to emerging growth and middle- market companies. Working as a partner with our clients, we help move companies through the capital markets and complexities of growth. With backgrounds in investment banking, corporate development, venture capital and finance, our team brings a wealth of experience to the table and offers the kind of direct, personal service and long-term attention that large financial advisory firms often cannot provide. Based in Houston, WoodRock has worked with clients in many areas of the country and across…

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Jul 2014 Advised Foxborough Peak Disposal Co., LLC in its sale to TexCom Resources Inc.
Dec 2013 Advised Rebellion Photonics on an investment from Tinicum L.P. and Affiliated Funds
Oct 2013 Advised Radiant Oil & Gas on an investment from Senior Debt Provider
Jul 2013 Advised Rock River Resources on an investment from Bridgehouse Capital

Osprey Capital Partners

11 Total Closed Deals

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OUR STORYOsprey Capital Partners is a leading Mid-Market Investment Bank. Operating since 1998, we have consistently provided Canadian companies and their stakeholders with best in class M&A and Financial Advisory services. With thousands of capital sources and strategic relationships, and a proven proprietary process, we work to provide our clients with the best possible outcome, whether they Sell a Business, Buy a Business, or Finance a Business.Welcome to Osprey Capital.OUR SERVICESOur success in servicing our clients’ M&A, financing and strategic requirements is a…

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Sep 2024 Advised Comsense in its sale to Advantive
Sep 2023 Advised A.O. Wilson in its sale to Massey Capital
Mar 2023 Assisted Ciscom Corp in securing debt financing from HSBC
Nov 2022 Advised Tayco in its sale to BRC Group of Companies

R.W. Pressprich & Co.

10 Total Closed Deals

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RWP offers a full range of investment banking and financing services, identifying and structuring innovative opportunities for our clients. R. W. Pressprich & Co., an institutional fixed-income broker/dealer headquartered in New York City, was originally established in 1909 and in time became highly regarded as a pioneering specialist in fixed-income products. It was re-established in 1990 with a commitment to the same standards of excellence employed by its predecessor firm. Today the firm is a research-oriented broker/dealer and FINRA member firm with branch offices in Boston, Chicago,…

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Jan 2021 Advised Cellectis in its sale to Cytovia Therapeutics
Dec 2020 Advised BabelBark in its sale to Trupanion
May 2019 Advised RedCat Systems in its sale to Broadtree Partners
Feb 2019 Advised Invisible Sentinel in its sale to bioMérieux

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…

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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

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.

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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

CTX Capital Securities

4 Total Closed Deals

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We partner with middle market companies to provide them with Business Advisory and Investment Banking services. Our goal is to assist our partner companies in the evolution of their business as a trusted advisor for many years to come.Ultimately...we want to give you tour time back as a business owner. We are pleased to have the ability through established networks to provide capital sourcing services for our clients. We feel that the ability for you to utilize a professional in your capital sourcing process can be one that will pay dividends both in the present and future. Value creation can…

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Dec 2018 Assisted Confidential Company in securing debt financing from Confidential Company
Nov 2018 Assisted Confidential Company in securing debt financing from Confidential Company
Nov 2018 Assisted Confidential Company in securing debt financing from Confidential Company
Mar 2018 Assisted Confidential Company in securing debt financing from Confidential Company

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

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

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

Technology Square Partners

2 Total Closed Deals

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Technology Square Partners, LLC is a boutique advisory primarily to family offices and investment funds. The firm provides investment advisory, due diligence, strategy, and we often participate as an investor in our transactions. We are focused on introducing capital sources to late-stage venture capital, mezzanine, and middle-market companies. In many cases we take part in assisting operational management and board level advisory on an ongoing basis. We cater primarily to energy infrastructure, greentech/cleantech, media, telecommunications, Internet, healthcare, and biotechnology sectors,…

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Jul 2016 Invested in TotalHousehold Inc
Jun 2014 Advised Ma Nian China E-Commerce SPV, L.P. on an investment from Undisclosed

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

WealthForge

1 Total Closed Deal

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WealthForge is a broker-dealer and independent investment banking firm that has been operating as a member of FINRA since 2011. WealthForge is dedicated to building long-term relationships with deal professionals and emerging growth companies. Our unique entrepreneurial culture enables us to tailor our services to meet the needs of our clients, and our professionals have deep relationships within capital markets and an understanding of the unique opportunities that exist today.

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Nov 2010 Advised Engedi Technologies in its sale to Undisclosed

HarborLight Capital Markets, LLC

1 Total Closed Deal

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HarborLight Capital Markets, LLC provides Investment Banking and capital-raising services to dynamic, well-led companies, utilizing both the institutional and retail distribution channels. Typical transaction size is $25M -$75M.

Recent Transactions

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May 2011 Advised Romark Labs on an investment from LP's

Dragonfly Capital

1 Total Closed Deal

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Dragonfly Capital is an investment banking firm headquartered in Charlotte, North Carolina.We focus on the specific needs of management and owners of small and middle-market companies primarily in North America. Dragonfly Capital is an independent advisory boutique dedicated to offering unbiased advice and assistance to our clients regarding private capital placements, mergers and acquisitions, and other financial assignments.Dragonfly Capital works with companies in emerging industries (such as alternative energy, life sciences, communications, and information technology) and traditional…

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Jan 2021 Advised Amp Energy on an investment from The Carlyle Group

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Firms in the Integrated Oil & Gas Investment Banks directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Based on activity on Axial’s M&A platform, the core revenue range for Integrated Oil & Gas Investment Banks is $3M-$29M, with a core EBITDA range of $500K-$4M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Relevant Energy & Utilities experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 159 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Energy & Utilities.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Integrated Oil & Gas Investment Banks directory reflects relevant experience or activity in Energy & Utilities, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing Investment Banks with experience in Energy & Utilities, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 159 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Integrated Oil & Gas Investment Banks directory, you can request information here.

Top Integrated Oil & Gas Investment Banks

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