Top Investment Banks

Edgemont Capital Partners

59 Total Closed Deals

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Edgemont Capital Partners is a leading independent investment banking firm to the healthcare and life sciences industries. We focus on the needs of entrepreneurs, founders, owners and their investors of lower middle through middle market companies. We provide sell-side and buy-side mergers and acquisition advisory, restructuring advisory, board advisory and private placements services. Our world class transaction expertise is supported by a proven track record of success. We are a registered Broker / Dealer with FINRA and have advised on over 100 transactions representing more than $30…

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• Dec 2017 Advised Clinical Research Institute of Southern Oregon on an investment from NaviMed Capital
• Dec 2017 Advised New Horizons Clinical Research on an investment from NaviMed Capital
• Nov 2017 Advised Brain Matters Research in its sale to Evolution Research Group
• Jul 2017 Advised Endeavor Clinical Trials in its sale to Evolution Research Group

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…

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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

Provident Healthcare Partners

53 Total Closed Deals

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Provident is one of the most dynamic and rapidly growing boutique investment banking firms in the country for one basic reason: our focus, both on the healthcare industry and on our clients. Many investment banks try to be all things to all people, but that's not the Provident way. We succeed for our clients because we are highly specialized and industry-focused. Through years of dedication to the healthcare industry, Provident has developed a vast network of high-level, senior industry contacts, a thorough knowledge of market niches and specialties, and unsurpassed insight into the…

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• Apr 2017 Advised Southeastern Spine Institute, LLC on an investment from Candescent Partners
• Mar 2017 Advised Women’s Health Care Group of PA on an investment from Audax Private Equity
• Feb 2017 Advised Air Medical, LLC in its sale to AirMed International
• Jan 2017 Advised Minnesota Eye Consultants, PA on an investment from Waud Capital

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• Technology
  Southeastern U.S. Healthcare AI Services Platform
  NDA Available CIM Available South Atlantic

  Revenue

  $7.7M

  EBITDA

  $3.0M

  Margin

  39%

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• Industrials
  Scaled Public-Sector HVAC Contracting Platform
  NDA Available CIM Available Middle Atlantic

  Revenue

  $53.5M

  EBITDA

  $7.2M

  Margin

  13%

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• Energy & Renewables
  Clean Energy Services Platform With EBITDA
  NDA Available CIM Available Mountain

  Revenue

  $14.7M

  EBITDA

  $5.2M

  Margin

  35%

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• Technology
  Recurring Managed IT Services Provider
  NDA Available CIM Available West South Central

  Revenue

  $2.3M

  EBITDA

  $1.1M

  Margin

  49%

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• Business Services
  Human Performance And Safety Consulting Provider
  NDA Available CIM Available West South Central

  Revenue

  $8.7M

  EBITDA

  $2.7M

  Margin

  31%

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Greenwich Capital Group

46 Total Closed Deals

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Greenwich Capital Group (“GCG") is a leading middle-market investment bank that advises clients including closely-held and family-owned businesses, private equity firms, and public companies. GCG’s senior bankers have collectively advised on hundreds of transactions and average nearly 20 years of experience in mergers and acquisitions, with most having backgrounds with large U.S. and global firms. GCG is focused on advising clients in key industry verticals throughout the U.S.GCG was founded by entrepreneurially minded investment banking professionals focused on building an organization…

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• Aug 2024 Advised Alpha Metalcraft Group in its sale to Industrial Growth Partners
• Jul 2024 Advised TopFlite Components in its sale to kSARIA Corporation
• Apr 2024 Advised Venshure Test Services in its sale to AB Dynamics plc
• Feb 2024 Advised Midwest Glass Fabricators, Inc. in its sale to Oldcastle BuildingEnvelope, Inc.

MHT Partners

42 Total Closed Deals

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As owners of our firm, we think like entrepreneurs, bringing unparalleled level of passion and intensity to every transaction.MHT Partners is committed to delivering a higher level of service, combined with exceptional execution, for our clients. We have deep industry knowledge in the sectors we serve and, with offices coast to coast, employ a network of professionals who know the players, the market and how to position, negotiate and close the deal.We advise leaders of niche markets who are selling a company, buying a company or raising capital for growth.MHT Partners serves a variety of…

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• Sep 2017 Advised Corporate United in its sale to Omnia Partners
• Aug 2017 Advised Sales Benchmark Index on an investment from Alaris Royalty Corp.
• Jul 2017 Advised School Improvement Network in its sale to Frontline Education
• Jul 2017 Advised Dermatologists of Central States in its sale to Dermatology & Skin Surgery Center, PLC

Berman Capital

37 Total Closed Deals

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Berman Capital is dedicated to helping company owners and shareholders sell their business or raise capital for the highest possible price and the best possible fit for their employees, company, themselves and their families.Our experience proves this out: Since 1971 the principals at Berman Capital have completed over 70 multi-million-dollar merger & acquisition transactions working almost exclusively with private, entrepreneur driven companies. At Berman Capital, we pride ourselves on being a small, boutique FINRA regulated firm:- We focus on assisting mid-market companies (generating an…

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• Jun 2015 Advised BAART in its sale to Webster Capital
• Nov 2012 Advised Cal Saw Canada in its sale to A Strategic Partner
• Feb 2011 Advised Laboratory Sales Limited in its sale to Wheaton Industries
• Jun 2010 Advised Arvilla Oilfield Services in its sale to Select Energy Services

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AMB Wealth

37 Total Closed Deals

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BackgroundOur investment banking group focuses solely on healthcare advisory and combines a wide array of services and capabilities with the passion, responsiveness and precision of a boutique firm. Our diverse professional experience allows us to be a leading advisor to growth-oriented and middle-market healthcare organizations as they undertake integral, strategic initiatives at key inflection points in their life cycle.Our Investment Banking CapabilitiesSell-Side AdvisoryOur services include advising on appropriate exit strategies, preparing company information, identifying and contacting…

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• Aug 2023 Advised RWJ Barnabas Health in its sale to Famliy First
• Jul 2023 Advised Honor Health in its sale to FastMed
• Jul 2023 Advised HCA Healthcare in its sale to FastMed
• Sep 2022 Advised PhyMed Inc. on an investment from CRH

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

Triangle Capital LLC

33 Total Closed Deals

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Founded in 2003 by senior bankers from leading Wall Street firms, Triangle advises and represents middle-market businesses on a confidential basis – and without conflicts of interest – to achieve optimal results for our clients. We have a long track record of success in developing and executing mergers and acquisitions, financing transactions and rendering fairness opinions. We are most often engaged to lead assignments for: - Privately held corporations - Private equity groups and their portfolio companies - Corporations doing divestitures and carve-outsOur professionals have…

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• Jul 2023 Advised Agora in its sale to Bombtech Golf
• Sep 2021 Advised Optimal Investment Group in its sale to Modani Furniture
• Apr 2018 Advised L’Oreal in its sale to Pulp Riot
• Nov 2017 Advised Alphabroder in its sale to Primeline

Teneo Capital

32 Total Closed Deals

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Teneo Capital provides the investment banking acumen and experience that CEOs and senior leaders need to grow their business, unearth new opportunities and thrive in today’s complex global environment.Teneo Capital is an independent investment bank providing strategic and financial advice on mergers, acquisitions, divestitures, capital raising, valuation and capital markets transactions. Our senior team of investment banking professionals collectively has advised clients on over $525 billion in transactions around the globe.Our clients range from public and private corporations to…

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• Apr 2016 Advised Undisclosed in its sale to Tribalco LLC
• Apr 2016 Advised Technology Advancement Group, Inc on an investment from Undisclosed
• Feb 2016 Advised Quotient Bioresearch in its sale to Pharmaron Holdings
• Jan 2016 Advised Pharmaron Holdings in its sale to Investor Consortium

Financial Advisory Partners

32 Total Closed Deals

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Sensitive to Your Needs We recognize that selecting an advisor is not easy. An advisor is not just someone who works on your behalf, but rather someone who takes time to understand your goals and objectives and then works hard to help you achieve them. An advisor is someone whose opinion you trust and respect. And it’s someone who you know will put your interests first, even above his or her own. Financial Advisory Partners is that type of firm. Our business is built on four guiding principles that govern our actions: Integrity. First and foremost, all of our engagements are based on a…

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• Jan 2015 Assisted The Interlake Corporationation in securing debt financing from Undisclosed
• Jan 2015 Assisted CK Processing Company in securing debt financing from Undisclosed
• Jan 2015 Assisted Advantage Bancorp, Inc. in securing debt financing from Undisclosed
• Jan 2015 Assisted CBS Real Estate in securing debt financing from Undisclosed

Outcome Capital

28 Total Closed Deals

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Outcome Capital is a unique investment banking firm that provides middle-market growth companies in the technology and life sciences markets with strategic value-added, client-centric approach to merger, acquisition and corporate finance advisory services.The firm utilizes its proven approach to value enhancement by assisting boards and management teams in navigating both the financial and strategic markets and in implementing the best path for success. Outcome Capital’s strength stems from its unique ability to draw on its wide range of operational, strategic and transaction experience,…

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• Nov 2023 Advised Astellas in its sale to Propella
• Oct 2023 Advised Health Catalyst in its sale to ERS
• Jul 2023 Advised Fortune 500 in its sale to Innara Health
• Dec 2020 Advised Sunstone Partners in its sale to Evergreen

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

Vista Point Advisors, LLC

22 Total Closed Deals

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Vista Point Advisors is a leading boutique investment bank focused on providing merger & acquisition and capital raising advisory services to founder-led middle-market companies in the Technology, Internet & Consumer Services, Software, SaaS and Cloud-Enabled Services, Mobile, Consumer Retail and Healthcare industries. The Company was founded on the principle that founder-led companies in the emerging and middle markets are unique and require specialized attention and advice when considering investment and exit opportunities. Vista Point works predominately as a sell-side advisor, which…

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• Aug 2014 Advised Eckim in its sale to Coupons.com Incorporated
• Apr 2014 Advised Axiom EPM in its sale to Kaufman Hall
• Mar 2014 Advised Software Advice in its sale to Gartner
• Nov 2013 Advised TechBargains.com in its sale to Ziff Davis Media

Mann, Armistead & Epperson, Ltd.

19 Total Closed Deals

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Mann, Armistead & Epperson, Ltd. is a privately owned investment banking and corporate advisory firm. Based in Richmond, Virginia, our firm assists public and private companies in maximizing shareholder and corporate wealth. We bring value to our clients by assisting them to initiate, structure and execute a diverse range of innovative corporate financial and shareholder-related transactions. Our clients deal directly with the founding partners, who bring to the table over 100 years of aggregate investment banking experience. Our track record is undeniably strong - the result of having faced…

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• Jul 2023 Advised Mancon in its sale to Empire Machinery & Supply Corp.
• Jul 2023 Advised Technimark, Inc. in its sale to Wellmark, Inc.
• Jul 2023 Advised Carolina Container in its sale to Scotland Container, Inc.
• Oct 2021 Advised Franchise Group Inc. in its sale to Badcock Home Furniture & more

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

Quadriga Partners LLC

17 Total Closed Deals

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Quadriga Partners is an investment bank that works with public and private companies exclusively in the healthcare industry. We actively provide the full range of M&A and capital raising advisory services. Our offices are located in Atlanta, GA and Denver, CO.

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• Nov 2016 Advised Starting Point in its sale to Crossroads Treatment Centers, a portfolio company of Revelstoke Capital Partners
• Nov 2016 Advised Professional Placement Resources in its sale to Trivest Partners
• Jul 2016 Advised Ergentus Emergency Physicians in its sale to US Acute Care Solutions, a portfolio company of Welsh, Carson, Anderson & Stowe
• May 2016 Advised American Eagle Lifecare Corporation on an investment from Hoosier Care

Westcove Partners

17 Total Closed Deals

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The Westcove team brings decades of experience advising middle market healthcare organizations through the merger and acquisition process. We focus exclusively on middle-market advisory service and often the first liquidity event for our client organization. We find the best strategic fit for each client to maximize transaction value, and secure their legacy and future prosperity.

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• Jun 2023 Advised Columbus Aesthetics & Plastic Surgery on an investment from Aesthetic Partners
• Apr 2023 Advised Bay Area Cardiology & Vascular on an investment from Cardiovascular Associates of America
• Feb 2023 Advised Kaufman & Davis on an investment from Prime Aesthetics
• Jan 2023 Advised Achieve Beyond in its sale to Inspira

OR Capital Group

16 Total Closed Deals

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Company OverviewOR Capital Group, Inc. is a full-service investment bank focused on lower middle-market businesses. We advise on M&A, capital raises, and restructurings across industries including Media & Entertainment, Consumer & Retail, Food & Beverage, Technology, Business Services, Healthcare, and Aerospace & Defense.Mission & ValuesWe are driven by a commitment to excellence, integrity, and client success. Our values emphasize purpose-driven collaboration, continuous improvement, respect, and forward-thinking solutions in an evolving market. We truly believe when…

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• Feb 2026 Advised Tubebuddy in its sale to GameSquare Holdings Inc (NASDAQ: GAME)
• Jan 2026 Advised Giant Worldwide in its sale to Cineverse Corp (NASDAQ: CNVS)
• Dec 2023 Advised Connor Concepts on an investment from Capital Spring
• Dec 2023 Advised Tropicale Food on an investment from Wind Point Partners

Littlebanc Advisors

15 Total Closed Deals

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Maximizing Value for Small Companies At Littlebanc Advisors, a merchant and investment banking firm, we have perfected the art of raising smaller tranches of capital for high-quality small to mid-market growth companies. Littlebanc Advisors acts as agent and advisor in traditional investment banking transactions that we conduct on behalf of our clients. LB Merchant, via separate merchant banking transactions, invests the firm's own capital along with capital from select Limited Partners, in innovative companies with compelling growth opportunities. Littlebanc's clients include: Closely held…

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• Jan 2014 Advised HiConversion on an investment from Littlebanc Advisors
• Nov 2013 Advised PF Management Services, LLC ("The Premier Group") on an investment from LB Merchant, LLC
• Feb 2013 Advised PSM Holdings, Inc. (OTCBB:PSMH) on an investment from Littlebanc Merchant PSMH-1, LLC
• Aug 2012 Advised HiConversion on an investment from LB Merchant HC-2, LLC