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Top Investment Banks

Explore 871 Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

Investment Banks

871

Active Firms

815

TTM Deal Flow

$3M-$22M

Core Revenue Range

$500K-$4M

Core EBITDA Range

Top Sectors by Activity

Industrials 31%
Technology 15%
Healthcare 15%
Business Services 8%
Consumer Goods 8%

Key Attributes

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

Showing 201-220 of 871 Investment Banks

Sorted by recent activity

Xnergy Financial

4 Total Closed Deals
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Xnergy Financial, Member FINRA/ SIPC, is an international investment banking firm providing debt and equity and merger and acquisition services to emerging growth and middle market companies. Our extensive expertise in a broad range of industries enables us to deliver prompt, creative finance solutions to our clients regardless of complexity. Our sector specific team of professionals continuously tailors the finance solutions we provide to respond to the changing opportunities of our clients. Our services include debt and equity corporate finance, merger, acquisition, and disposition…

Recent Transactions

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  • Dec 2013 Advised Interpreters Unlimited on an investment from Bank of Southern California
  • Dec 2013 Advised Interpreters Unlimited on an investment from Bank of Southern California
  • Nov 2013 Advised EMX on an investment from Peterson Partners
  • Aug 2013 Advised Middlefork Development in its sale to MaxGo

Sequence Financial Specialists

4 Total Closed Deals
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Working with small and middle market companies, we assist our client's pursuit of their financial goals by building trusting relationships and utilizing our expertise in the transactional process while providing individually tailored services and solutions.

Recent Transactions

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  • Dec 2013 Advised McCall Farms, Inc. in its sale to McCall Farms, Inc.
  • Oct 2013 Advised Buy Here Pay Here Dealer on an investment from Private Investor
  • Jul 2012 Advised French Quarter on an investment from Private Buyer
  • Jun 2010 Advised All Seasons Ice, LLC in its sale to Large Competitor

RHK Capital

4 Total Closed Deals
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The Investment Banking Group at Trust Advisory Group offers a wealth of Wall Street experience through our seasoned professionals to the underserved small cap company sector and start-up companies as well. We have successfully funded both public and private companies. We offer equity and debt financing to help further the growth of companies that are often overlooked by the larger investment banking firms. Structured finance vehicles have also been used to achieve the needs of larger companies, while creating specific advantages that enhance their balance sheets.

Recent Transactions

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  • Jul 2014 Advised HII Technologies, Inc. on an investment from Source Capital Group
  • Jul 2014 Advised Sequoia Healthcare Managment, LLC on an investment from Source Capital Group - Credit Suisse
  • Oct 2013 Advised ALLCARE Medical on an investment from Various
  • Jan 2013 Advised Buccaneer Energy on an investment from Various

Featured Deals

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AllianceOne Enterprises

4 Total Closed Deals
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AllianceOne Enterprises (“AllianceOne Enterprises” or “AOE”) is a boutique investment banking and financial advisory firm providing a specific range of services primarily to lower to middle market companies (enterprise values ranging from $5 million to $50 million). Since 1983, the professionals of AllianceOne Enterprises have worked with smaller companies of select sectors throughout the United States by evaluating and effecting both capital market and strategic transactions (mergers/acquisitions/divestitures).    AOE’s principals have a unique and complementary set of…

Recent Transactions

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  • Feb 2026 Advised Confidential Company in its sale to Confidential Company
  • Sep 2025 Advised Confidential Company in its sale to Confidential Company
  • Sep 2020 Advised Confidential Company in its sale to Confidential Company
  • Aug 2020 Advised Confidential E-Commerce Apparel Company in its sale to Confidential Strategic

DecisionPoint

4 Total Closed Deals
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DecisionPoint is a premier M&A Advisory firm located in Charlotte, NC, the second largest banking center in the US. Our firm has a solid track record of completing successful transactions for technology companies. The partners have completed more than 150 transactions worldwide since DecisionPoint’s inception in 1998.We work in close partnership with our clients to consistently help them realize their objectives through a combination of transaction and operational experience, domain expertise, and personal commitment to the success of our clients and their shareholders.

Recent Transactions

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  • Apr 2021 Advised Software Development Europe in its sale to 3Pillar
  • Nov 2020 Advised Infolinx in its sale to Gimmal LLC
  • Sep 2020 Advised IFS in its sale to iPipeline
  • Jan 2017 Advised Tridea Partners in its sale to Columbus

Stephens, Inc.

3 Total Closed Deals
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WELCOME TO STEPHENSFounded in 1933, Stephens is a privately-held, independent financial services firm focused on building value for companies, state and local governments, institutions and high-net-worth investors.A UNIQUE PERSPECTIVEAs investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership.

Recent Transactions

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  • Dec 2021 Advised Confidential Company on an investment from Confidential Company
  • Dec 2021 Advised Confidential Company on an investment from Confidential Company
  • Dec 2021 Advised Confidential Company on an investment from Confidential Company

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martinwolf M&A Advisors

3 Total Closed Deals
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Headquartered in Scottsdale, Arizona with an office in New York, martinwolf is a leading M&A Advisory focused on middle market companies in the IT Services, IT Supply Chain, IT-Enabled Business Process Outsourcing and Software as a Service (SaaS) space. Since 1997, our team has completed more than 160 transactions in over 20 countries and sold eight divisions of Fortune 500 companies.  martinwolf is a member of FINRA and SIPC. For more information, visit www.martinwolf.com.  

Recent Transactions

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  • Feb 2026 Advised Fiducius in its sale to Savi
  • Feb 2026 Advised Step Up Consulting in its sale to Armanino
  • Nov 2025 Advised Keystone Business Services in its sale to Armanino

Landmark Pegasus Inc.

3 Total Closed Deals
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Premier corporate finance advisory and strategy consulting firm specializing in the life sciences and healthcare industries.

Recent Transactions

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  • Dec 2013 Advised Medical Australia Limited on an investment from Walker Group Holdings
  • Aug 2012 Advised no on an investment from n/a
  • Jul 2012 Advised Cachet on an investment from venture capital firm

Seacap Advisors

3 Total Closed Deals
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At Seacap, we believe that every business is unique, and our approach is tailored to meet the specific needs of our clients. Our comprehensive suite of services includes Business Valuation, Transaction Execution, and Strategic Advisory. By leveraging our expertise and industry connections, we empower our clients to make informed decisions and maximize the value of their assets.​We pride ourselves on delivering outstanding results through a commitment to integrity, professionalism, and personalized attention. We take the time to understand the intricacies of each client's business, working…

Recent Transactions

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  • Dec 2025 Advised Paulsen Printing Company in its sale to Confidential Company
  • Sep 2025 Advised Valentine Insurance Services in its sale to Oakbridge Insurance
  • Sep 2024 Advised Michael Hatcher & Associates in its sale to Walnut Grove Capital Partners

Bruderman Brothers

3 Total Closed Deals
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Bruderman Brothers is a multi-generational family business that provides investment banking services to closely-held companies and family businesses. We are not only intimately familiar with the objectives and challenges associated with transactions involving such businesses, but we understand the more subtle nuances as well. We know that the personal, estate, and familial impact of these transactions can be more important than anything else.Bruderman Brothers is about family. Our family has historically advised some of the world's most powerful and wealthy families, therefore it is only…

Recent Transactions

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  • Oct 2019 Advised Superior Office Systems (SOS) on an investment from Rockwood Equity Partners
  • Aug 2019 Advised J.Kings Food Service Professionals in its sale to Sysco Corporation
  • Jan 2018 Advised Health Solutions Plus in its sale to Conduent

Consilium Partners LLC

3 Total Closed Deals
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Founded in 2000, Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth companies. The firm's principals each have more than a decade of experience advising public and private clients across a broad range of industries and transaction structures. This collective experience represents a proven track record of more than 250 completed transactions totaling over $15 billion in value. A core element of our operating philosophy is to provide the highest level of expertise and client…

Recent Transactions

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  • Mar 2015 Advised Brand Aromatics in its sale to Mccormick & Company Inc
  • Jan 2014 Advised Bankers Advisory in its sale to CliftonLarsonAllen
  • Jun 2013 Advised Vertical Performance Partners, Inc. in its sale to Mobiquity

Grand Avenue Capital Partners

3 Total Closed Deals
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Grand Avenue Capital Partners is a FINRA licensed broker/dealer authorized to manage security transactions and merger/acquisitions. Our firm focuses on sell- and buy-side investment banking assignments for domestic North American client companies with revenues $10-150 million which are typically profitable and established. We are prepared to serve clients globally; approximately 15% of our practice has been in Asia where we have been involved in substantially larger transactions with world-scale companies and investors. We have been engaged by private companies in China with up to $2.5…

Recent Transactions

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  • Dec 2022 Advised Confidential Company on an investment from Confidential Company
  • Nov 2022 Advised Confidential Company on an investment from Confidential Company
  • May 2018 Advised Confidential Company on an investment from Confidential Company

Adaptive Capital Partners

3 Total Closed Deals
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Adaptive Capital Partners is a boutique investment bank advising privately held businesses on sell-side M&A, capital raises, and strategic transactions. The firm was founded to address the need for more personalized, strategic advisory services within the middle market. Built on a commitment to integrity, excellence, and long-term partnership, the firm has quickly developed a reputation as a trusted advisor focused on delivering optimal outcomes for its clients. Our deep expertise and experience form the foundation for the comprehensive strategic services we provide today. Visit…

Recent Transactions

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  • Mar 2026 Advised CFO Hub, LLC in its sale to Carr, Riggs & Ingram
  • Jun 2025 Advised Kinco in its sale to Mechanix Wear
  • Jan 2025 Advised enTrust Wealth Advisors in its sale to AlphaCore Wealth Advisory

Silicon Valley Highpoint Capital

3 Total Closed Deals
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At Silicon Valley Highpoint Capital (SVH Capital), we believe the future of investment banking is not about sticking to legacy methods. It is about harnessing technology, data, and modern tools to deliver the best outcomes for our clients.Many investment banks rely on approaches that have been “good enough” for decades. But in a world where artificial intelligence, advanced analytics, and digital platforms are transforming industries at record speed, standing still is no longer an option. We believe that if your banker is not using the best available tools to enhance their work, they are…

Recent Transactions

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  • Nov 2025 Advised Confidential Company in its sale to Confidential Company
  • Nov 2025 Advised Confidential Company in its sale to Confidential Company
  • Nov 2025 Advised Confidential Company in its sale to Confidential Company

M&S Fairway Capital Partners

3 Total Closed Deals
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At M&S Fairway Capital Partners we provide business owners, managers, and entrepreneurs proven and effective corporate financial advice, transaction management and capital raising capabilities dedicated to building shareholder value. Our typical clients have annual sales ranging from $10 million to $100 million and need assistance in accessing private debt and equity capital markets for internal growth or the acquisition of another business. Capital is sourced from a wide range of U.S. and foreign institutional sources. The principals of the firm focus on raising capital for individual client…

Recent Transactions

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  • Mar 2015 Advised Sale of Real Estate Management Company on an investment from Industry Buyer
  • Sep 2014 Advised Subsea Engineering and Manufacturing Company on an investment from Private Equity Fund
  • Aug 2014 Advised Oil Services Company on an investment from Family Office

RA Capital Advisors

2 Total Closed Deals
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RA Capital Advisors is a leading private investment bank specializing in mergers and acquisitions, private financings, shareholder matters, restructurings and crisis situations for clients ranging from middle market companies to the Fortune 500. Founded in 1988, the firm has served as financial advisor on some of the most significant and complex transactions in U.S. corporate history. RA Capital Advisors is a private investment bank. TRUSTED ADVISORS Since inception, RA Capital Advisors has consummated transactions on behalf of our advisory clients with an aggregate value in excess of $60…

Recent Transactions

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  • Aug 2011 Advised Mosaic, Inc. in its sale to Linquest Corporation
  • Aug 2011 Advised Gerber Scientific in its sale to Vector Capital for $283,000,000

Boustead Securities, LLC

2 Total Closed Deals
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Boustead's bankers offer a wide range of capital market transactions -Raise equity for late-stage private or small cap public companies -Arrange senior or junior debt for US or international operations -Complete M&A projects efficiently and at best values -Assist with stock buybacks, M&A defense reviews, exchange offers, etc.

Recent Transactions

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  • Feb 2013 Advised Drug Co. on an investment from Various investors
  • Jan 2013 Advised Kiva Brand of Products on an investment from RG Barry

The Opes Group

2 Total Closed Deals
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The Opes Group is a rapidly growing boutique financial services firm that provides advisory services and capital solutions for small and medium-sized businesses. We sit at the intersection of business development, private equity/debt and investment banking. We consider ourselves partners to our clients. In that role, we help our clients refine their business models, hone their stories to investors and ultimately operate well-capitalized businesses. Our vested interest in the success of our client companies and partnership approach are key elements of our client's successful business…

Recent Transactions

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  • Jul 2020 Assisted Confidential Company in securing debt financing from Confidential Company
  • Jul 2020 Assisted Confidential Company in securing debt financing from Confidential Company

Benjamin F. Edwards

2 Total Closed Deals
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Benjamin F. Edwards’s investment banking group is a growing boutique focused on selling middle market companies. In addition, we provide buy-side M&A services, advisory services and private capital raises. Our team is highly experienced, having executed a variety of different transactions across a number of different industries. We are committed to putting our clients’ interests first and our values, expertise and dedication are aimed at delivering success to our clients.

Recent Transactions

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  • May 2016 Advised Piddle Place in its sale to Radio Systems Corporation
  • Oct 2014 Advised Institute for Luxury Home Marketing in its sale to McKissock, LP

Watermark Advisors

2 Total Closed Deals
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Watermark prepares buyers and sellers to achieve ultimate success in their mergers and acquisitions endeavors. The firm uniquely offers "the M&A Bridge Approach." This is a collaborative, comprehensive approach that includes necessary steps in three phases of preparation, transaction, and integration. Watermark has served over 85 clients including 23 transaction clients. Through its various due diligence partners it uniquely serves in helping the client avoid fumbles and landmines in the M&A process.

Recent Transactions

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  • Jun 2021 Advised SouthEastern, LLC in its sale to Class Valuation, LLC
  • Jun 2019 Advised kVA LLC in its sale to Underwriters Laboratories (UL)

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the 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.

What information is included in each Investment Bank profile?

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.

What company sizes are most common for Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for Investment Banks is $3M-$22M, 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.

How do I connect with Investment Banks?

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 Banks directory, you can request information here.

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