Top Investment Banks

Sheffield Capital Advisors LLC

10 Total Closed Deals

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Sheffield Capital Advisors LLC is an internationally recognized investment banking firm with a distinguished track record of creative client solutions. Established in 1985, the firm has provided expert advisory services and transaction execution on behalf of its clients for almost 30 years.Creating Value for our Clients.Our clients are private companies, public companies and financial sponsors – and their owners, boards and senior executives. These clients are considering a business sale, management buyout, recapitalization, private capital financing or other seismic corporate event that…

Recent Transactions

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• Feb 2016 Advised Leixir Lab Group LLC on an investment from Private Investor - India
• Dec 2015 Advised Knight Dental Group Inc. on an investment from Source Capital LLC
• Nov 2015 Assisted Knight Dental Group Inc. in securing debt financing from Medallion Business Credit
• Dec 2014 Advised Palmer Companies in its sale to Freestone Partners

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

BM

Boston Meridian

10 Total Closed Deals

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Recent Transactions

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• Jan 2024 Advised Cloudentity in its sale to SecureAuth
• Nov 2023 Advised Longbow in its sale to Veracode
• Sep 2023 Advised Verve in its sale to Rockwell Automation
• Jun 2023 Advised RiskLens in its sale to Safe Security

Featured Deals

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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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Truist Securities

10 Total Closed Deals

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Truist Securities brings together the best of heritage brands SunTrust Robinson Humphrey and BB&T Capital Markets to bring you an even-better, full-service corporate and investment banking experience. Together, we represent 125 years of combined history and service, relentlessly pursuing our highest priority—the success of our clients.We deliver a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions—as well as a dynamic suite of Sales, Trading & Research services in both fixed income and equity. Every strategy is…

Recent Transactions

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• Mar 2024 Advised Essential Properties in its sale to Anonymous Company
• Mar 2024 Advised Kobalt Music Group in its sale to Anonymous Company
• Mar 2024 Advised Delek Logistics in its sale to Anonymous Company
• Mar 2024 Advised Sila Reality Trust in its sale to Anonymous Company

TrueNorth Capital Partners, LLC

10 Total Closed Deals

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TrueNorth was founded with a clear sense of purpose and direction: provide exceptional, unfiltered and unbiased merger and acquisition and restructuring advice to middle market companies. Our firm understands those issues unique to this market and works within a structure that guarantees senior level execution. The TrueNorth team has the integrity and foresight to forego short term gain in favor of creating lasting relationships borne of trust. The founding members of TrueNorth have built their careers and reputations serving this market and understanding its intricacies. They have evidenced…

Recent Transactions

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• Aug 2023 Advised Alaniz and Sons in its sale to Private Equity Capital
• Aug 2023 Advised Bicron Electronics Company in its sale to iNRCORE, LLC
• Aug 2023 Advised Cap Street in its sale to American Packing and Gasket
• Aug 2023 Advised Analytic Stress in its sale to Capstreet

Genesis Capital, LLC

10 Total Closed Deals

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Genesis Capital is an independent investment and merchant banking firm dedicated to working with family-owned and entrepreneur-led businesses, public corporations, and institutional investors to achieve their most important strategic initiatives."Focus on Need vs. Size"Our mission is to best serve clients through our "Focus on Need vs. Size". Genesis Capital has worked with clients in excess of $30 billion to under $25 million of enterprise value and has completed transactions ranging from over $1 billion to under $10 million. Our clients include leading public corporations, private…

Recent Transactions

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• Dec 2022 Advised Rusty Taco in its sale to Gala Capital Partners
• Sep 2022 Advised Kwalu in its sale to Dunes Point Capital, LLC
• Sep 2022 Advised Network Controls in its sale to Abacus Investments
• Jun 2022 Advised Construction Implements Depot in its sale to LFM Capital

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Anderson LeNeave & Co

10 Total Closed Deals

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Anderson LeNeave & Co. is a full-service investment banking firm providing professional merger and acquisition and financing advisory services exclusively to middle market companies. Our clients include management teams, entrepreneurs, family owned and closely held businesses, private equity groups and publicly held companies. We have worked on transactions in nearly every industry, including multiple transactions in Building Products, Business Services, Consumer, Distribution, Diversified Industrial, Financial Services, Healthcare, Printing and Packaging, Security and Safety, Technology,…

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• Sep 2023 Advised Gateway Supply Co. in its sale to Watsco Inc.
• Aug 2023 Advised Kobor MedSearch, LLC in its sale to Elite365 - Healthcare Workforce Solutions
• Aug 2023 Advised Architech Sports on an investment from Plexus Capital
• Aug 2023 Advised ClassOne on an investment from SYNOVUS

AP

Amherst Partners

10 Total Closed Deals

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At Amherst Partners, exceptional client service begins with senior-level attention. Navigating the complexities facing companies requires experience. Amherst team members bring demonstrated expertise to every client engagement, and the solutions we deliver are a product of applied knowledge. Our approach, combined with responsiveness and attention to detail, enables us to exceed client expectations in both good and challenging markets.We also have extensive international experience, an essential proficiency required to serve clients in today's marketplace. Amherst has an excellent track…

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• Aug 2023 Assisted Adult Well-Being Services in securing debt financing from Amherst Partners
• Aug 2023 Advised Automotion, Inc. in its sale to Infranor Inter AG
• Aug 2023 Assisted Appalachian Forest Products in securing debt financing from Amherst Partners
• Aug 2023 Advised American Sunroof Corporation in its sale to Questor Management Co. L.L.C.

Marriott & Co

10 Total Closed Deals

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Marriott & Co. is a premier, independent boutique investment banking firm focused on advising closely-held private companies across a wide variety of industries. We provide merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market.

Recent Transactions

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• Jul 2023 Advised C.R.T.S., Inc. in its sale to Utility Trailer Sales of Georgia
• Feb 2022 Advised Commonwealth Trailer Rentals in its sale to Hale Trailer Brake & Wheel, Inc.
• Sep 2021 Advised Intracoastal Marine, Inc. in its sale to CoLaTenTex
• Jun 2020 Advised COX Transportation Services, Inc. in its sale to Expedition Capital Partners, Tecum Capital Partners, Ironwood Capital

Jett Capital Advisors LLC

10 Total Closed Deals

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Recent Transactions

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• Feb 2024 Invested in enCore Energy Corp
• Feb 2024 Invested in Iris Metals Limited
• Feb 2024 Invested in Silver Mines Limited
• Oct 2023 Advised Rio Tinto on an investment from Aymium

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

Whipstitch Capital

10 Total Closed Deals

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We make the right deals happen at the right time. For our clients, we:Sell all or a majority of your company so shareholders can monetize their ownership;Assist larger companies and investors with acquisitions; andRaise capital from the right investor at the best-possible terms.Our comprehensive expertise covers all aspects of M&A and capital raising, including:Financial, strategic and operational transaction preparation;Due diligence;Deal structuring and negotiation; andDocumentationWe’re about the true consumer product and retail innovators who fight the good fight, take risks, and change…

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• Aug 2023 Advised Purely Elizabeth in its sale to SEMCAP
• Aug 2023 Advised Rocco & Roxie Supply in its sale to Pet IQ
• Aug 2023 Advised Brothers International Ingredients in its sale to BCP
• Aug 2023 Advised Keystone Natural in its sale to House Foods

Xnergy

10 Total Closed Deals

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Xnergy Financial is an international investment bank that provides corporate finance and merger & acquisition strategy to emerging and middle-market companies.

Recent Transactions

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• Aug 2023 Acquired BMW Dealership
• Aug 2023 Acquired Full Circle Recycling
• Aug 2023 Invested in Ramp Rate
• Aug 2023 Provided debt financing to ExxonMobil

RGL Advisors

9 Total Closed Deals

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RGL Advisors delivers strategic insights that help you achieve business objectives, navigate competitive and regulatory landscapes, address corporate opportunities and challenges, and execute financial initiatives. Our size, reach, and ongoing dialogue with capital sources and corporate leader can provide you incredible access to relationships throughout the world, whether in a sales process, acquisition, or capital raise. In addition to bringing the best-suited parties to a transaction, we deliver high quality, independent services with deep industry expertise, robust analytics and extensive…

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• Dec 2012 Advised Premier Designs in its sale to Premier Designs
• Jul 2010 Advised Aspen Exploration in its sale to Dillco Fluid Service
• Apr 2009 Advised Southwest Rodeo, LP in its sale to Camelot Sports & Entertainment
• May 2008 Advised Auburn Merchandise Distributors in its sale to Core-Mark Holding Company

Carleton McKenna

8 Total Closed Deals

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Carleton McKenna & Company is an independent, boutique investment banking firm providing outstanding M&A Advisory, Capital Raising, and Valuation Advisory Services. We work with privately-held businesses, portfolio companies of financial sponsor firms, and divisions or subsidiaries of public companies, as well as early growth businesses, across many industries. Carleton McKenna is committed to outperforming client expectations and the competition by being: Experienced, Client-Focused, and Entrepreneurial.

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• May 2014 Advised The Kilroy Company (d/b/a Trust Technologies) on an investment from AloStar Business Credit
• Apr 2014 Advised Republic Alternative Technologies, Inc. in its sale to Outotec Oyj
• Sep 2013 Advised TherEX, Inc. in its sale to Kindred Healthcare, Inc.
• Jul 2013 Advised COMS Interactive on an investment from Summit Partners

Legacy Capital Advisors

7 Total Closed Deals

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Legacy Capital Advisors, LLC provides a very sophisticated level of Merger and Acquisition advisory services exclusively to closely-held, middle market companies. We utilize proven, unique, innovative processes to help our clients attain maximum value from Merger & Acquisition transactions while maintaining confidentiality and minimizing business disruption.Our principals have worked together as a team for over 20 years providing our clients with over $2 billion of liquidity. We have represented and advised business owners across a wide variety of industries with a core focus on…

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• Jan 2013 Advised APCI Systems, LLC on an investment from Stupp Bros., Inc.
• Dec 2012 Advised Big Tex Trailer Manufacturing on an investment from H.I.G.
• Sep 2011 Advised Peoplelink Staffing Solutions, LLC in its sale to Groupe CRIT SA
• Oct 2010 Advised TurtleWax Auto Appearance Centers on an investment from Various Entities

Capstone Financial Group

7 Total Closed Deals

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Capstone Financial Group, Inc. is an investment banking firm which has assisted middle market companies with valuations, mergers and acquisitions, refinancing, consulting and turnarounds since 1988. Specializing in the automotive aftermarket, Capstone has been at the forefront of predicting, identifying and adapting to that industry’s tumultuous changes. The firm’s professionals are intimately familiar with the automotive aftermarket’s diverse types of manufacturing and its complex distribution channels, and they have extensive experience in operations, cost accounting, and industry…

Recent Transactions

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• Oct 2013 Advised Lund International in its sale to AMP Research
• Oct 2013 Advised THI in its sale to Retrax
• Jun 2013 Advised Ground Effects in its sale to Graham Partners
• Apr 2012 Advised F3 Brands in its sale to Hopkins Manufacturing Corporation

North River Advisors

7 Total Closed Deals

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North River Advisors is a boutique investment bank and advisory firm founded in 2008 whose focus is to work with a select group of middle market companies, financial sponsors, family-owned businesses and entrepreneurs as an independent, trusted advisor. Founded by Jay Yarbrough, a former senior investment banker at Morgan Stanley and Merrill Lynch with 20 years of advisory experience, North River advises clients on their most important strategic and capital raising initiatives, including mergers and acquisitions, recapitalizations, private placements of debt and equity, and balance sheet…

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• Jun 2016 Advised Westpro Power Systems, a subsidiary of Fusheng and a licensee of Westinghouse, in its sale to Midwest Equipment
• Jun 2015 Advised E-Z Rent-A-Car, Inc. in its sale to Advantage Rent A Car, a portfolio company of Catalyst Capital Group
• Dec 2013 Advised Tekni-Plex, a portfolio company of Oaktree Capital, in its sale to American Securities
• Aug 2013 Advised Consumer Health Services in its sale to Walgreens

MS Capital Advisors

6 Total Closed Deals

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MS Capital Advisors Ltd. is a private investment banking and corporate financial advisory firm committed to providing discreet, trusted advice and transactional services across a broad range of industries and situations. Mark Stafford founded MSCA in 2006, intending to impart high quality, "Big Firm" execution and services to small and middle market companies. Although Mr. Stafford has worked on both large and small transactions during his investment banking years at Bankers Trust, The Bank of New York and Fieldstone Private Capital Group, he has enjoyed and had more of an overall impact…

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• Apr 2015 Advised Panorama Point Partners in its sale to Midwest medical Transport Co.
• Oct 2014 Advised Comstock Mortgage in its sale to Guild Mortgage Company
• Jun 2014 Advised Merchant Cash Advance Company in its sale to New York Based Private Equity Firm
• Oct 2011 Advised Bexil American Mortgage / Revival Group on an investment from Bexil Corporation & Boulderado Group

Telsey Advisory Group

6 Total Closed Deals

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Telsey Advisory Group ("TAG") is a leading equity research, institutional equity sales and trading, investment banking, and consulting firm with a focus on the retail and consumer sectors. TAG was founded in 2006 by Dana Telsey, a retail industry expert with over 27 years of buy-side and sell-side experience focused on the retail and consumer sector and the #1 ranked Specialty Stores analyst for seven consecutive years by Institutional Investor magazine. TAG is often cited as an authoritative source for perspectives on the consumer and its analysts frequently appear across media channels,…

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• Feb 2013 Advised Michael Kors on an investment from New and Existing Shareholders
• Dec 2012 Advised The Tile Shop on an investment from New Shareholders
• Sep 2012 Advised Michael Kors on an investment from New and Existing Shareholders
• Aug 2012 Advised The Tile Shop in its sale to JWC Acquisition Corp.