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Investment Banking & Brokerage Lower Middle Market Directory

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Members (188 results)

Exempt Strategies

Investment Bank
  • 2 Total Closed Deals
Exempt Strategies is my personal company. I have invested in 3 companies this year and have several holdings in diverse sectors. We're a hands-on investor and/or advisor often wearing both hats. We play an active role in helping the companies we invest in grow, access capital and make the right connections. Based in Alberta Canada, were hoping to bridge the gap between Canadian resources and outside capital sources.
Most Recent Transactions
Investor
Jan 2015
invested in
Advisor
Mar 2014
secured investment from
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Narrow Gate Funding, LLC

Investment Bank
  • 2 Total Closed Deals
Army Veteran and pharma consulting background, I regularly encountered businesses seeking debt or equity for expansion. Recognizing the constant and ongoing need middle market companies and high net worth individuals had, my wife and I started Narrow Gate Funding. We now orchestrate debt and/or equity funding for businesses and high net worth individuals through our network of Family Offices, Private Equity, VC and Private Banking firms through investments that satisfy their funding criteria or investment niche(s). Company types span Early Stage, disruptive start ups to established middle…
Most Recent Transactions
Advisor
Jul 2018
secured investment from
Advisor
Jun 2018
secured investment from
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4Front Capital Partners

Investment Bank
  • 2 Total Closed Deals
4Front Capital Partners is a boutique investment & merchant bank that focuses on raising capital for midsize Canadian and U.S companies. We screen deals for quality and help real capital meet real investment return opportunities. General StatsAmount raised in past 24 months: $200MMNumber of raises: 5Average size of raises: $40MM Total number of investments: 7
Most Recent Transactions
Advisor
Sep 2017
secured investment from
Advisor
Jan 2017
secured debt financing from
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RedShift Advisors

Investment Bank
  • 1 Total Closed Deal
RedShift Advisors is a lower middle market investment bank. It provides merger, acquisition, and capital raising services to owners and investors.
Most Recent Transactions
Advisor
Apr 2023
secured investment from
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Insight Business Consulting, Inc.

Investment Bank
  • 1 Total Closed Deal
IBC is the leading provider of M&A advisory services to the clinical research industry. We focus exclusively on providing representation to clinical research sites, CROs and other service providers to the industry, as well as assisting entrepreneurs and investments groups in finding acquisition targets.Our vast experience includes completing numerous clinical research mergers and acquisitions, raising capital, conducting scores of industry consulting projects and providing business valuation opinions. In addition to our transaction and consulting experience, our principals have direct…
Most Recent Transactions
Advisor
Feb 2023
secured investment from
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Lexis Consulting Private Limited

Investment Bank
  • 1 Total Closed Deal
Services include:* Business Valuations (using analysis of adjusted assets & liabilities, capitalized earnings, discounted cash flow, comparable public companies and comparable transactions)* Deal Structuring (acquisitions, mergers, divestitures, company sales, joint ventures, and financing using equity, mezzanine or debt)* Deal Negotiations (business sales, acquisitions, financing transactions)* Financial Models (for acquisitions, private equity, venture capital or debt financing)* Business Plans / Investor Presentations / Private Placement Memorandums (PPM), Investor Memorandums,…
Most Recent Transactions
Advisor
Apr 2012
was acquired by
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Sagewood Advisors

Investment Bank
  • 1 Total Closed Deal
Sagewood Advisors is a boutique strategic advisory firm focused on exit strategy, business succession, and strategic mergers & acquisitions transactions.
Most Recent Transactions
Advisor
Jan 2023
was acquired by
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Capstone Partners

Investment Bank
  • 1 Total Closed Deal
Capstone Partners is one of the largest independently owned investment banking firms in the United States. For over 20 years, the firm has been a trusted advisor to leading middle market companies, offering a fully integrated range of expert investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors though each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions and financial advisory services. Headquartered in…
Most Recent Transactions
Advisor
Sep 2012
was acquired by
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HarborLight Capital Markets, LLC

Investment Bank
  • 1 Total Closed Deal
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.
Most Recent Transactions
Advisor
May 2011
secured investment from
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Vaupen Financial Advisors, LLC

Investment Bank
  • 1 Total Closed Deal
Vaupen Financial Advisors, LLC is a boutique investment banking & advisory firm headquartered in Miami, Florida. We provide corporate finance and advisory services to lower middle-market clients in the United States and Latin America. Our typical client is a private company seeking a capital or advisory transaction of a minimum of $5 million, up to $75 Million. Services include raising Capital; Structured financings; Sell – side Mergers & Acquisitions Advisory services; as well as Debt Restructuring, & Loan Workout Advisory services and execution. We have…
Most Recent Transactions
Advisor
Dec 2020
secured investment from
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DealSource Partners, LLC

Investment Bank
  • 1 Total Closed Deal
DealSource Partners is dedicated to providing the highest quality M&A, Corporate Finance, and Strategic Advisory services to middle market companies nationwide – both private and public. Comprised of some of the most experienced, senior-level transaction experts in the country, we join as strategic partners with our clients to provide unparalleled transaction expertise. Whether you are raising capital to reach the next level, recapitalizing to diversify your personal portfolio, or preparing to exit, our team will work with you to craft a strategy and plan to meet your goals and…
Most Recent Transactions
Advisor
Jan 2016
was acquired by
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Planned Exits

Investment Bank
  • 1 Total Closed Deal
Scott is a lifetime entrepreneur turned Exit Planner and M&A Advisor. Mr. Garrison has exited six companies in which he owned 10-35% and has served as the VP of Sales & Marketing for 2 companies that made the INC 5000 list a total of 10 times.
Most Recent Transactions
Advisor
Nov 2025
was acquired by
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Spark-Binder Capital

Investment Bank
  • 1 Total Closed Deal
Spark-Binder Capital LLC is a licensed investment banker with a focus on raising capital on all levels of the capital stack. Engagements are in a myriad of industries both US and foreign with raises from five to two hundred million.
Most Recent Transactions
Advisor
Jun 2023
secured investment from
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True North Business Navigation Professionals

Investment Bank
  • 1 Total Closed Deal
True North Business Navigation Professionals help you chart the course and implement successful corporate growth plans and exit strategies.True North services specializes in Business Loan Sourcing, CFO Services, Employee Stock Option Plans, Exit Strategies, and Business Sale Intermediary Services to guide business owners on the path of success.
Most Recent Transactions
Advisor
Apr 2008
was acquired by
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Regent Financial

Investment Bank
  • 1 Total Closed Deal
We are a client-focused boutique investment bank. With a management team of 16 Managing Directors, 250+ years of combined experience, and $2.8B+ of successfully completed transactions, our mission is to add value to client businesses via a suite of bespoke financial services to support accelerated growth. These include corporate finance analysis, enterprise valuation, structured finance, Mergers & Acquisitions (M&A) advisory, post-merger integration support, debt/equity capital raise, external financial audit, project rating, credit analysis, risk management advisory, leveraged buyout…
Most Recent Transactions
Advisor
Mar 2022
secured debt financing from
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Landmark Capital International Advisors

Investment Bank
  • 1 Total Closed Deal
Our team of professionals has over 75 years of combined experience in investment banking with both domestic and international clients.Advantages to our lending solutions: While banks must adhere to strict lending criteria—eliminating their ability to think or act outside of the box—we have no such limitations. We operate with greater flexibility and less red tape, analyzing transactions as a whole and seeing beyond traditional formulas. Increased cash flow to invest in and expand your business, Long repayment terms, reducing monthly payments.
Most Recent Transactions
Advisor
Apr 2017
secured investment from
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Rosenblatt Securities Inc.

Investment Bank
  • 1 Total Closed Deal
About Rosenblatt SecuritiesRosenblatt Securities is a boutique tech research firm, investment bank, and independent institutional brokerage founded in 1979 and headquartered in New York. The firm represents clients on an agency-only basis on its cutting-edge program trading desk and on the floor of the New York Stock Exchange, where it the largest broker by volume. The firm also provides industry-leading execution analytics, market-structure analysis, consulting and investment-banking services to a wide variety of clients globally, including institutional investors, exchanges, government…
Most Recent Transactions
Advisor
Jul 2020
secured debt financing from
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Choice Capital Advisors Private Limited

Investment Bank

    This member has no reported closed transactions.

Choice Capital Advisors Private Limited is a multi disciplinary advisory firm. Established in the year 1993, Choice was founded with a vision to create new benchmarks in the financial services industry. Choice offers Investment Banking, Stock Trading, Management Consulting and E Commerce services to its clients.

StormHarbour

Investment Bank

    This member has no reported closed transactions.

STORMHARBOUR – HOSPITALITY INVESTMENT BANKINGStormHarbour is a global boutique investment bank founded on the core values of integrity, trust, and global expertise. A team of almost 200 professionals across offices in New York, London, Lisbon, Madrid, Hong Kong, Tokyo, and Dubai focuses on sales & trading, structuring & advisory, and capital markets activities.Inaugurated in 2018, StormHarbour’s hospitality investment banking platform provides debt, equity, loan sales, and advisory services for project and corporate level investments, acquisitions, and dispositions.StormHarbour was…

Clements Capital LLC

Investment Bank

    This member has no reported closed transactions.

Commercial Mortgage Banking and Business Capital Consulting related to Corporate Finance with a focus on term assets (real estate and equipment). Collaboration with private equity firms, hedge funds, commercial banks, law firms, accounting firms, investment bankers, commercial finance companies (ABL and Structured Finance lenders), and turnaround/management consultants.Distressed Debt focus helping developers salvage residential and mixed-use development projects. Arranging Discounted Payoffs (DPO's) and repricing of developmental projects through institutional funds.Specialties: Construction…

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