Top Investment Banking & Brokerage Corporations with Recent Private M&A Activity

Active Firms

TTM Deal Inquiries

$3M-$24M

Core Revenue Range

$800K-$8M

Core EBITDA Range

Top States by Activity

California 19%

Florida 13%

Texas 13%

Arizona 6%

Georgia 6%

Key Attributes

Focus: Strategic Acquisitions | Capital Source: Corporate Balance Sheet | Operating Approach: Integrate & Expand

Circa Enterprises

1 Closed Deal via Axial

2 Total Closed Deals

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Circa Enterprises is a manufacturer of equipment for the telecommunication, electrical utility, and construction industries.Circa's operations consist of two business lines:Telecommunications – based in Calgary, Alberta, the Telecom segment consists of surge protection products; ruggedized high performance telecommunications equipment and computer cables and related connectivity products.Metal fabrication ("Metals") – the Metals segment consists of enclosures, pole line hardware and other products sold to the Canadian electrical industry through an operating division of the Company based…

Recent Transactions

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Jul 2017 Acquired Undislosed
Dec 2015 Acquired Alberta Computer Cable

Tarafi Capital Advisory

Actively Sourcing Deals

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Tarafi Capital Advisory is a strategic advisory firm specializing in capital raising and mergers and acquisitions (M&A) for private companies and investors. With offices in London and Miami, the firm provides comprehensive advisory services without operating as a broker-dealer or offering investment advice. Tarafi Capital Advisory focuses on facilitating buy-side and sell-side M&A mandates, leveraging its expertise to assist clients in navigating complex financial transactions. The firm is dedicated to delivering tailored solutions that align with the strategic goals of its clients, ensuring…

Recent Transactions

This member has no reported closed transactions.

Service Care Industries

Actively Sourcing Deals

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Service Care provides an array of top quality items essential in the Long Term Care and Assisted Living environment. Our clients depend on us for regular stock of textile-base housekeeping supplies as well as medical beds, mattresses and furnishings.As a local supplier for over 30-years, our reputation for emergency delivery and exemplary service provides great comfort to those ensuring our frail and elderly reside in a clean, comfortable and healing environment.

Recent Transactions

This member has no reported closed transactions.

feature[23]

1 Total Closed Deal

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feature[23]® is an industry leader in software product development, cloud platforms, data and analytics, and digital technology solutions that help people and organizations realize their full potential. feature[23]® is committed to being a business partner to the world’s fastest growing companies helping to design and deliver powerful services, experiences, and insight through web, mobile, cloud, big data, and IoT. Our passion for deeply understanding our client's businesses, building the most valuable digital technologies possible, and achieving their strategic business outcomes with a…

Recent Transactions

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Nov 2014 Invested in Docio®

HR Performance Solutions

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HR Performance Solutions is a growing software-as-a-service company focused on HR technology. The primary areas of focus include 1) performance management, 2) salary administration, and 3) learning management.

Recent Transactions

This member has no reported closed transactions.

Divest Limited

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Divest is a full life-cycle business sale and acquisition company helping clients to buy, grow and sell businesses and companies. Divest aim to alleviate the unnecessary angst that can be associated with a sale transaction by unfailing attention to detail, managing all parties and processes and open channels of communication so our clients can contact us at a moments’ notice. We hope to act for you more than once. At Divest you will find a small team of dedicated brokers who are at the forefront of our profession. We are available to act for both private and commercial clients whatever your…

Recent Transactions

This member has no reported closed transactions.

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Midas Medici Group Holdings

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Midas Medici is an investment holding company that focuses on buy-out opportunities of middle market companies and non-core subsidiaries of large corporations in the technology-enabled business services sector. Being an operations-focused investor, we strive to form strong relationships with business partners and management teams, leveraging our expertise and relationships to build successful companies and generate significant long-term capital appreciation for our investors. Midas Medici's managing partners each has 10+ years of successfully acquiring and turning around distressed and…

Recent Transactions

This member has no reported closed transactions.

Investment Banking Student Association

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The Investment Banking Student Association of Berkeley (IBSA) is the only finance organization at Berkeley with an investment banking focus. Our organization prepares members for a career in investment banking and other areas of finance by providing the necessary training through a rigorous mentorship program involving finance professionals and former summer analysts at major financial institutions. Our directors and professional advisors set very high standards for our members and their projects. We pride ourselves in our well-researched, high quality, award-winning work.

Recent Transactions

This member has no reported closed transactions.

Heyer & Hübner Finanzdienstleistungs GmbH

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Our company provides brokerage service only for institutional clients.Beside that we are interested in projects and can ie. offer automotive companies in Europe.

Recent Transactions

This member has no reported closed transactions.

English Bay Enterprises

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English Bay Enterprises Inc was founded in 1983. The Company's line of business includes holding or owning the securities of banks for the sole purpose of exercising some degree of control over the activities of bank companies whose securities they hold.

Recent Transactions

This member has no reported closed transactions.

Kingsley Group Business Brokers

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Kingsley Group is your merger and acquisition specialist. For over 30 years we have represented clients in their search to sell or acquire companies. We assist in valuation, defining marketing strategy, financing, closing each deal and always keeping the transaction details confidential. Our team has extensive experience working with and assisting small and lower middle market companies to enhance performance and shareholder value.

Recent Transactions

This member has no reported closed transactions.

piALGO - Machine Learning Quants for the Financial Markets

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piALGO is the world's first Self-Aware Quantitative Algorithmic Engine for the Financial IndustryBuilt upon statistical and mathematical formulas, we have developed an Intuitive Engine of Algorithms that is capable of managing the process from data analysis to alpha generation to execution for the Capital Markets. piALGO is a simple approach for the Financial Industry to leverage Machine Learning, Quant Computing, Predictive Analysis.

Recent Transactions

This member has no reported closed transactions.

Fusion

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Fusion Finance Institute controls public shell companies available for reverse merger. We have a proven track record in completing successful reverse mergers. From reverse merger services in acquiring existing public shells for sale, to creating IPOs, to creating a custom public shell company for your business, Fusion Finance Institute will provide you with a financial plan that compliments your needs.

Recent Transactions

This member has no reported closed transactions.

Summit Partners

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Summit Partners was founded in 1984 with a commitment to find and partner with exceptional entrepreneurs to help them accelerate their growth and achieve dramatic results.Since then, Summit has become the investment partner of choice for many of the best growth companies in the world. We’ve grown to a team of more than 90 investment professionals, led by 28 Managing Directors whose tenures average more than 13 years with Summit. We have the capital and team to support your growth initiatives.

Recent Transactions

This member has no reported closed transactions.

Earth Ship Limited

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Earth Ship Limited is a think-tank type of company that generates new ideas to bring to industry, e.g. first auxiliary wind propulsion system in the world to ever prove to be cost effective, 1985/86, first company to come into New York Harbor and operate tugs and barges non-union, 1988/95; first company to design a tax-leveraged business expense to support a global effort to address climate change.

Recent Transactions

This member has no reported closed transactions.

MK Investments

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MK Investment Services, based in the UAE (Dubai), provides capital resources, operating and transaction experience and an extensive international network to assist the management and leadership teams of selected businesses to move closer to "full potential" within the Middle East.

Recent Transactions

This member has no reported closed transactions.

Blanket Real Estate

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Blanket has agents and brokers that concentrate on Business Brokerage. The firm specializes in small to mid-sized privately owned businesses located in CT's Fairfield, Litchfield, Hartford and New Haven counties, and NY's Westchester, Putnam, Rockland and Dutchess counties.The company works with Buyers and Sellers. Usually Blanket's agents work exclusively and represent the interests of Sellers. However, a Buyer can contract our firm to work for them in an Exclusive or Dual Agency Buyer Representation Agreement. This can be done at the beginning of the search or after a business has been…

Recent Transactions

This member has no reported closed transactions.

Alpine Capital Partners

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We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial solutions to affluent individuals and their families. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial solutions we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Recent Transactions

This member has no reported closed transactions.

The Dean Group

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The Dean Group BBN, is a stable growing company categorized under Business Brokers and offers full business brokerage services including but not limited to: Assist client in establishing a MPSP Value—Most Probable Selling Price Valuation. Develop a comprehensive Information Memorandum on the company outlining the business for potential buyers. Conduct buyer searches. Coordinate negotiations and provide deal structuring advice. Provide overall deal management to guide the client through the entire process. Help maintain confidentiality of the sale.

Recent Transactions

This member has no reported closed transactions.

UltraTick, Inc.

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UltraTick's patent pending algorithmic software technology platform helps stock market traders access extrapolated quantitative trading data for pre-market, and real-time, application within a variety of electronic trading environments.Our unique cloud-based solution eliminates the cost of developing in-house "black box" software, by giving traders access to a platform that analyzes and processes hundreds of millions of data points from structured and unstructured sources.Our customers leverage our deep expertise in computational finance to reduce the effect of market inefficiencies within…

Recent Transactions

This member has no reported closed transactions.

Firms in the Investment Banking & Brokerage Corporations 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 Investment Banking & Brokerage Corporations is $3M-$24M, with a core EBITDA range of $800K-$8M. 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 Financial Services 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 93 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Investment Banking & Brokerage Corporations directory reflects relevant experience or activity in Financial Services, 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 Corporations with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 93 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 Investment Banking & Brokerage Corporations directory, you can request information here.

Top Investment Banking & Brokerage Corporations

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