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Members (863 results)

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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Mentor Securities

Investment Bank
  • 1 Total Closed Deal
Mentor Securities is a preeminent middle market investment bank dedicated to providing the highest quality, step by step advice to help you maximize value and successfully complete a transaction. Our services provide clients with invaluable knowledge and advice about conducting board presentations, making court testimonies, managing leveraged buyouts and much more. Meeting with one of our professionals can provide you with the strategic alternative analysis you need.Our team has extensive experience in sellside and buyside mergers and acquisition advisory, from the sale of private and family…
Most Recent Transactions
Advisor
Aug 2022
secured investment from
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Arrowroot Advisors

Investment Bank
  • 1 Total Closed Deal
As an advisory firm focused on Software-as-a-Service (SaaS) and Web-enabled businesses, we bring a specific knowledge-base and network to our clients. We do not concentrate on a certain industry, but are business model focused. Specifically, we concentrate on recurring revenue businesses with subscription or transaction based pricing models. We leverage our deep industry domain insight, positioning expertise and execution prowess to deliver superior results for our clients. Collectively, Arrowroot Advisors leverages its industry, network and deal expertise to advise entrepreneurs and…
Most Recent Transactions
Advisor
Aug 2022
was acquired by
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Ardour Capital Investments, LLC

Investment Bank
  • 1 Total Closed Deal
Alternative Energy ResourcesSolar (PV, CSP and Thermal)BioEnergy (Power Fuel and Product)Wind (MW-Scale and Distributed)Water (Hydro, Tidal, and Wave Power)GeothermalDistributed GenerationMicro TurbinesDiesel EnginesFuel CellsCHP - CogenerationClean Coal TechnologiesEnvironmentalWater and Waste Water TreatmentAir Quality and Emission MitigationClean Coal- CO2 SequestrationEnergy EfficiencyLightingWhite TagsGreen BuildingsMeteringDemand ResponseEnabling TechnologiesPower ElectronicsAdvanced BatteriesFlywheelsSuperconductorsUltracapacitorsAdvanced MaterialsHydrogen Generation and StorageHybrid…
Most Recent Transactions
Advisor
Apr 2019
secured debt financing from
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Dara Lane Capital

Investment Bank
  • 1 Total Closed Deal
Dara Lane Capital is a financing advisory firm headquartered in Clovis, California. Dara Lane Capital advises firms on raising private capital and acts as a placement agent for debts and equity in all types of private placement offerings. Additionally, this firm supports clients, especially technology startups and early-stage companies from seed to Pre-IPO. This firm also advises on project finance. Dara Lane Capital caters to industries including finance and insurance; real estate; agricultural and food; technology; healthcare; power and energy; mining; aviation; and CPG.ital.​
Most Recent Transactions
Advisor
Jan 2022
secured investment from
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GMT Partners

Investment Bank
  • 1 Total Closed Deal
Cross-border M&ABuy-side representationsSell-side representationsIdentification of targets matching the search criteriaSupport in the acquisition of a known targetFinancial and business analysis of targetsAssistance in divestituresIdentify and advise on potential investorsDevelop confidential marketing materialsConfidential contactsPreparation and support in meetings with counterpartsNegotiationsDue diligence supportAnalysis of the transaction valueDrafting of the contractual documentsCoordination with other client’s professionalsSupport with the closing of the transactionPost acquisition…
Most Recent Transactions
Advisor
May 2022
secured investment from
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Lampert Capital Markets

Investment Bank

    This member has no reported closed transactions.

We advise our clients through the complex financial and strategic challenges they face in each stage of their business lifecycle. We provide a range of advisory services, including public and private mergers and acquisitions, divestures, corporate restructuring's and recapitalizations.-Mergers & AcquisitionsOur bankers provide strategically important mergers and acquisitions advice and services to our clients. We provide senior-level service and attention on all transactions and access to our relationships with a broad spectrum of companies and financial buyers. Each transaction is staffed by…

ACM Financial Services Ltd

Investment Bank

    This member has no reported closed transactions.

A boutique advisory firm based in Mumbai, the Founders being stalwarts in securities broking. The firm provides solutions in corporate finance - debt and public equity. It also provides advisory services in PE and M&A transactions. People at the firm enjoy strong client relationships across sectors/industries and work on a sector agnostic - opportunity centric platform.While the firm operates predominantly in India, it also provides services on cross border transactions on a collaborative model with its relationships with overseas investment banks. The firm is always open to ideas in…

AmTech Capital Partners

Investment Bank

    This member has no reported closed transactions.

Four Points Capital Partners, LLC (“Four Points”) is a FINRA/SIPC member independent broker-dealer. Our mission is to provide clients with innovative products and services that are customized based on the client’s individual needs. Because we are independent, we get to evaluate and choose among the finest financial products available today. We apply our knowledge and experience of the financial markets and tailor them to each client’s unique requirements whether it be an individual or institutional investor. We offer services ranging from customized retail (asset accumulation…

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.

KeyBridge Partners, Inc

Investment Bank

    This member has no reported closed transactions.

Michael A. Troup, Founder, Owner, President of KeyBridge Partners, Inc. Mike holds a B.S. in Management Science, an M.B.A. specializing in finance from Saint Louis University, and has over thirty years of financial and executive management experience. He has extensive business experience in the United States, Canada, and Russia. He has held various financial positions including Chief Financial Officer, Treasurer, Vice President and Controller, and has also served in various executive management positions including Executive Vice President, President, and on various Boards of Directors. Mike…

Birling Capital

Investment Bank

    This member has no reported closed transactions.

Birling Capital is a boutique corporate advisory & consulting firm that offers broad corporate finance & advisory services to institutional, government, corporate, middle-market companies, family corporations and their owners, in identifying and resolving corporate finance related issues as part of a holistic approach both assets and liabilities sides with integrated business, personal, family needs and objectives.Over the past two decades, our firm’s principals have advised on more than 150 transactions in the corporate, healthcare, retail, education, insurance, banking and government…

Epoch Pi

Investment Bank

    This member has no reported closed transactions.

We are a middle market investment bank financing the purpose economy. We provide a set of interconnected services for companies focused on producing both financial and social returns. Services include raising capital, creating liquidity events and advising on strategic alternatives. Most companies at some point in their journey will need capital for growth or acquisitions. They’ll choose to acquire a business that compliments their strategy or merge with another who has a similar purpose and brings something of value to the mix. These are unique events that need outside resources.The…

Bardi Co.

Investment Bank

    This member has no reported closed transactions.

​The Firm​Bardi Co. is an transnational boutique investment bank implementing the highest standard of quality, analytical rigor, and insight. Bardi Co. differentiates itself from other advisory firms through technical expertise and sophistication, coupled with a unique international cultural understanding. Together these strengths make Bardi Co. qualified to handle transactions that require the ability to work through complicated corporate structures and cultures to achieve the desired outcome for clients.The firm specializes in transaction advisory services for middle market…

UBS Investment Bank

Investment Bank

    This member has no reported closed transactions.

Individuals around the world look to UBS to provide them with the advice, expertise and opportunities they need to protect and grow their wealth.Leading companies and institutions in more than 50 countries rely on our financial resources, expertise and infrastructure to help them grow their businesses, manage their risks and invest for the future.In Switzerland, we fulfill every kind of banking and investment need, from savings and credit cards to mergers and acquisitions.

TAG Energy Partners

Investment Bank

    This member has no reported closed transactions.

TAG Energy Partners – Providing specialized advisory and unbiased services to the energy industry as an independent investment banking boutique.

New England Company

Investment Bank

    This member has no reported closed transactions.

The New England Company (NEC) is a subsidiary of The Arthur W. Wood Company, Inc. and is the investment boutique arm of the firm designed to meet the varied needs of institutional, corporate and individual clients in today’s highly volatile capital markets. Our firm offers a unique opportunity for its clients. Members of the management team have decades of experience with financial advisory services, including the structuring of capital transactions. NEC bankers focus their activities on private companies and companies who would be characterized as Small and Micro-Cap public companies. We…

First Line Advisors LLC

Investment Bank

    This member has no reported closed transactions.

First Line Advisors LLC (member of First Line Strategy LLC) focuses on the optimal financing and capital solutions to achieve our client's growth objectives. We partner with our clients to raise the capital needed for either their companies or their funds (private equity, venture capital, real estate). In conjunction with First Line Strategy, we can fully cultivate both end-users and prospective investors. Our team is made of brand management-trained and SEC/FINRA-licensed professionals who understand your customer and capital needs. After a diagnostic review, we provide clients with a…

Axon Partners Group

Investment Bank

    This member has no reported closed transactions.

Our Corporate business provides corporate finance and business development services to companies worldwide. The combination of our specialized focus and market capillarity allows us to provide a range of corporate services that are individually tailored to meet client needs. Our team has successfully executed transactions of over USD 1bn+ in technology and innovation sectors and its five partners have advised in transactions worth over USD 50bn+. As investors and fund managers, Axon knows the international investor community well and has direct relationships with hundreds of investors in over…

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