Top Investment Banks

Calabasas Capital

10 Total Closed Deals

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Calabasas Capital is a boutique financial advisory firm primarily serving lower-middle-market (typically with between $10MM and $100MM in revenue) privately-held companies, business owners and entrepreneurs.• Our goal is always to Maximize Value for our clients• We provide customized advisory services tailored to each client’s unique circumstances and opportunities• Our team members each have over 20 years experience in investment banking, private equity and Big 4 public accounting. Our services include:• Sell Side Mergers & Acquisitions• Private Equity &…

Recent Transactions

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• Jan 2023 Advised Bandwagon Brokerage in its sale to Wholesale Produce Supply
• Aug 2022 Advised Innovative Plastics in its sale to Global Supply LLC
• Jul 2022 Advised Moulded Fibre Technology, Inc. in its sale to CKF Inc.
• Dec 2021 Advised InvoTech Systems in its sale to HID Global

Veber Partners

10 Total Closed Deals

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VEBER PARTNERS LLC was founded in 1989. The firm is one of the premier private investment banking firms in the Pacific Northwest which focuses on Mergers and Acquisitions, private placements, merchant banking, leveraged buy-outs, management buy-outs, capital restructuring, fairness opinions, valuations, Business Energy Tax Credit placements, and other financial advisory services. It operates in five primary sectors including manufacturing/distribution, technology, business services, consumer/retail and healthcare. Veber Partners has broad industry exposure, with particular expertise in…

Recent Transactions

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• Aug 2023 Advised LifeBalance in its sale to Alliant Insurance Services
• Aug 2023 Advised Cyclone Bicycle in its sale to Action Bicycle USA
• Aug 2023 Advised CDSG in its sale to Digistor
• Aug 2023 Advised Midway LLC in its sale to Moonstruck Chocolates

XC

XMS Capital Partners

10 Total Closed Deals

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XMS Capital Partners goes beyond transaction-focused investment banking. Our clients know us for our thoughtful judgment, in-depth collaboration and creative solutions. Our unwavering commitment to providing the right advice is how we become a trusted advisor. That's Involvement Banking.

Recent Transactions

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• Jul 2024 Advised Statrad in its sale to I-Med Network Radiology
• Aug 2023 Advised Perceptron in its sale to Atlas Copco
• Jul 2023 Advised Bush Brothers in its sale to Heartwood Partners
• Jun 2022 Advised AON in its sale to tcdi

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• Industrials
  Precision Industrial Fabrication Manufacturer
  NDA Available CIM Available South Atlantic

  Revenue

  $3.9M

  EBITDA

  $1.1M

  Margin

  29%

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• Industrials
  Regional Fire Protection Services Platform
  NDA Available CIM Available Middle Atlantic

  Revenue

  $13.3M

  EBITDA

  $1.5M

  Margin

  11%

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• Transportation
  Industrial Equipment Platform With Meaningful EBITDA
  NDA Available CIM Available Eastern Midwest

  Revenue

  $36.7M

  EBITDA

  $9.5M

  Margin

  26%

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• Consumer Goods
  Outdoor Consumer Products Brand Platform
  NDA Available CIM Available Eastern Midwest

  Revenue

  $23.0M

  EBITDA

  $4.5M

  Margin

  20%

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• Technology
  Multi-Region IT Asset Disposition Provider
  NDA Available CIM Available West South Central

  Revenue

  $28.1M

  EBITDA

  $5.7M

  Margin

  20%

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• Technology
  Compliance-Driven Visitor Management Software Provider
  NDA Available CIM Available Eastern Midwest

  Revenue

  $3.7M

  EBITDA

  $1.7M

  Margin

  46%

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• Food & Hospitality
  Historic Winery and Hospitality Platform
  NDA Available CIM Available Middle Atlantic

  Revenue

  $13.2M

  EBITDA

  $1.3M

  Margin

  10%

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• Business Services
  Vertically Focused B2B Sales Development Provider
  NDA Available CIM Available South Atlantic

  Revenue

  $3.2M

  EBITDA

  $1.2M

  Margin

  37%

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TerraNova Capital Partners, Inc.

10 Total Closed Deals

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TerraNova Capital is an investment, merchant banking and advisory firm focused on small-to-middle market companies. TerraNova Capital Equities, the investment bank, provides financial and capital solutions, while TerraNova Capital Partners focuses on merger and acquisition (M&A) advice and finance and merchant banking.Our senior bankers have decades of investment banking and operating experience in their respective industries. The collective expertise of our team includes equity and debt capital raising, sell side and buy side M&A advisory…

Recent Transactions

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• Aug 2023 Advised ComSovereign in its sale to Anonymous Company
• Aug 2023 Advised FortunaPIX Inc in its sale to TerraNova Capital Partners, Inc.
• Aug 2023 Advised GBV Biopharma, Inc. on an investment from TerraNova Capital Equities, Inc.
• Aug 2023 Advised Liquid OTC LLC on an investment from TerraNova Capital Partners, Inc.

GT Securities

10 Total Closed Deals

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Founded in 2002, GT Securities is a modern, tech-driven investment bank and broker-dealer platform that facilitates winning transactions between our 300+ independent investment banker partners, companies looking to grow or exit, and investors/buyers seeking ROI. We have successfully passed multiple regular cycle FINRA, SEC, and state securities examinations & audits and have a fully “clean” compliance record.

Recent Transactions

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• Aug 2023 Advised Metropolitan Skin Clinic in its sale to Growthink Capital
• Aug 2023 Advised MPulse Software, Inc. in its sale to Anonymous Company
• May 2022 Advised Blue Whale Materials in its sale to Ara Partners
• Mar 2022 Advised Agro Logistic Systems Inc. in its sale to MGK

Westlake Securities

10 Total Closed Deals

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Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired.

Recent Transactions

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• Aug 2023 Advised Little Woodrow's on an investment from PGIM Private Capital
• Aug 2023 Advised McDonald Welding Supply in its sale to John Sales & Services
• Aug 2023 Advised Rollin Greens on an investment from AMEDEO
• Aug 2023 Advised Applied Natural Gas Fuels Inc. on an investment from PIMCO

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Aleutian Capital Group

10 Total Closed Deals

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Headquartered in New York City, Aleutian Capital Group (ACG) is an experienced boutique investment banking firm with a national footprint and global reach. We provide advisory services to companies looking to sell or raise capital and executives wishing to execute a management buyout.We have a unique approach for identifying investors willing to commit their capital to these transactions that allows us to reach investors of which others are not even aware. Our approach enables us to complete transactions in a short period of time, with strict confidentiality and at the highest possible price.…

Recent Transactions

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• Aug 2023 Advised Rayne Staffing, LLC in its sale to Critical Energy Infrastructure Services, LLC
• Jul 2022 Advised MPE Partners in its sale to 3D International, LLC
• Jun 2022 Advised E.I. Design in its sale to MPS Interactive
• May 2022 Advised Mountain State Software Solutions in its sale to Argano

Noble Capital Markets

10 Total Closed Deals

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Noble Capital Markets is a full-service, research-driven investment bank focused on capital raising for middle market and emerging growth companies across a wide array of high-growth industries. With offices in New York, Boston, St Louis and Boca Raton Noble has a nationwide presence and an extensive network of corporate clients and institutional investors.

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• May 2023 Advised Eledon Pharmaceuticals on an investment from Noble Capital Markets
• Feb 2023 Assisted Cumulus Media in securing debt financing from Noble Capital Markets
• Dec 2022 Advised Better World Acquisition Corp. on an investment from Noble Capital Markets
• Dec 2022 Advised SeaChange on an investment from Noble Capital Markets

Artesia Capital, LLC

10 Total Closed Deals

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Artesia Capital is a boutique investment bank and M&A advisory firm focused on securing debt and equity for middle-market and upper-middle-market companies. Artesia also offers advisory and investor relations services. We specialize in Consumer Products, Food and Beverages, Distilleries, Wineries, Retail, eCommerce, Packaging, Cannabis and CBD, Health Care, Packaging, SaaS, FinTech, Digital Media, Real Estate, Advertising, and Industrials.

Recent Transactions

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• May 2024 Assisted Sunshine Enclosures in securing debt financing from Confidential Company
• Jun 2023 Assisted Aggrigator in securing debt financing from US Strategic Capital
• May 2023 Advised Dog Park Publishing in its sale to I'd Rather Be With My Dog
• Mar 2023 Assisted Sunshine Packaging in securing debt financing from Oxford Bank

Merrimack Group

10 Total Closed Deals

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Merrimack Group is a boutique investment bank serving clients in STEM fields and manufacturing industries, with specialty practices focused on LED lighting and metal fabrication.

Recent Transactions

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• Feb 2024 Advised Glint Lighting in its sale to Luminii
• Jan 2024 Advised Auroralight in its sale to Kuzco
• Dec 2022 Advised Vantage Lighting in its sale to Saylite
• Oct 2022 Advised Rebuild Manufacturing in its sale to Applied Logix

Two Roads Advisors

10 Total Closed Deals

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We are a boutique investment bank focused on providing excellent advice on mergers & acquisitions, capital raises, and corporate strategy & performance to businesses that are at a crossroads in their lifecycles

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• Aug 2023 Advised DERMAdoctor in its sale to Orchard Mile
• Aug 2023 Advised Students in its sale to TSI Holdings
• Jun 2023 Advised R&J Control, Inc. in its sale to GenServe
• May 2023 Advised Myron in its sale to Go Global

Sparring Partners Capital

10 Total Closed Deals

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Sparring Partners Capital is an investment bank providing Mergers & Acquisitions Advisory and Capital Raising Services to technology-enabled companies and private equity firms. Headquartered in New York City, Sparring Partners maintains relationships globally to service its international client base. The firm works with a select number of clients to ensure a high level of service with all clients receiving senior-level attention and priority. Sparring Partners was founded in 2001 by Warren H. Spar after a successful career as a Partner at Lehman Brothers and a Managing Director at Deutsche…

Recent Transactions

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• Sep 2012 Advised edge IPK Limited in its sale to Temenos Group AG
• Apr 2012 Advised Xceligent on an investment from DMG Information
• Dec 2011 Advised Profitline in its sale to Tangoe
• Dec 2010 Advised EPFR Global in its sale to Informa

Rockland Advisory Group

9 Total Closed Deals

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Rockland Advisory Group, LLC (www.rocklandadvisory.com) is an investment banking and financial advisory firm offering independent, objective and value-added investment banking services to middle market companies and their owners. Through its affiliated broker dealer, Rockland Securities, LLC, Rockland provides merger, acquisition, divestiture, debt and equity financing, capital restructuring and advisory services. All of our Partners have more than 25 years of experience in financial services and are experienced in structuring, financing, negotiating and closing complex transactions across…

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• Apr 2015 Advised Dry Systems Technologies, Inc. on an investment from Yorkshire Equity
• Oct 2014 Advised OP-marks, Inc. in its sale to Viscot Medical, LLC
• Nov 2013 Advised Garden State Engineering in its sale to SISD
• Nov 2013 Advised Carmagen Engineering, Inc. in its sale to Mistras Group, Inc

Inlet Capital

9 Total Closed Deals

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Inlet Capital Group provides strategy consulting and transaction advisory exclusively to the aggregates and construction materials industry, with a focus on Florida, the Southeast, the Mid-Atlantic, and other sunbelt regions. We help our clients make informed decisions, implement strategies that improve competitive position, and execute transactions that enhance value. Our clients include large publicly traded companies, privately held businesses, private equity groups, family offices, and other financial institutions.

Recent Transactions

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• Dec 2023 Advised Lake Point Restoration in its sale to Arcosa Aggregates
• May 2019 Advised AC Magnum Coral Rock in its sale to Smyrna Ready Mix
• Dec 2018 Advised All Star Materials in its sale to Smyrna Ready Mix
• Dec 2017 Advised Magnum Asphalt in its sale to Ranger Construction

NextGen Capital LLC

8 Total Closed Deals

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NextGen Capital is a privately held investment bank, multi-family office, and private capital investment firm headquartered in Atlanta, Georgia, and with regional offices in Boston, Massachusetts, and Orange County, California. We offer independent, unbiased financial counsel focused on the unique needs of entrepreneurs and majority shareholders – offering our clients a wide range of services and access to global investment opportunities, capital markets, tax, operating expertise, philanthropy, estate planning and cash management. We are a trusted financial advisor for a select group of…

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• Jul 2025 Advised Elmer Candy Corporation in its sale to The Hoffmann Family of Companies
• Jan 2025 Advised Statewide Roofing, Inc. in its sale to Point 41 Capital Partners LLC
• Dec 2024 Advised Brake Supply, Inc. in its sale to H-E Parts International
• Dec 2023 Advised The Wonder Project, Inc. on an investment from Confidential Company

BiggsKofford & Co

8 Total Closed Deals

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BiggsKofford is a boutique investment bank specializing in mergers & acquisitions, capital raises, recapitalizations and restructurings for clients in the lower middle market (enterprise values in the $5m - $100m range)

Recent Transactions

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• Aug 2012 Advised C&D Security in its sale to Allied Barton
• Aug 2011 Advised Diamond Wire Material Technologies in its sale to Meyer Burger Technologies
• Dec 2008 Advised Unique Software Solutions in its sale to PureSafety
• Sep 2007 Advised The Resort Company in its sale to Tonka Bay Equity Partners

Bruml Capital Corporation

8 Total Closed Deals

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Founded in 1986, BCC is one of Cleveland's most experienced independent investment banking firms, providing advisory and investment banking services to entrepreneurs, privately held and publicly held middle-market companies, private equity firms, and family offices. Our experience includes advising on the sale of businesses, strategic acquisitions, private capital, valuations and related matters. Since BCC's inception, we have remained consistent in our mission to private owners and entrepreneurs and have completed hundreds of transactions and valuations for our clients with one goal in mind:…

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• Mar 2017 Advised Gries Financial, LLC on an investment from Ownership Recapitalization Plan
• Oct 2016 Advised Bear Metallurgical Company in its sale to Yildirim Holding Inc.
• Sep 2015 Advised Minnetonka Audio Software in its sale to The Telos Alliance
• Dec 2014 Advised Radiant Electric Heat in its sale to Solarflo Corporation

Bundy Group

8 Total Closed Deals

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Bundy Group provides investment banking and transaction advisory services to clients across numerous markets, including healthcare and life sciences. The highly experienced team within Bundy Group includes transaction and operating professionals with a combined 100 years of experience in investment banking and corporate finance. As a 31 year-old boutique firm, the senior team leverages its specialized focus on our core markets to guide clients through the entire process of selling their company, raising capital, and pursuing acquisitions for growth. 

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• Sep 2020 Advised Catawba Research on an investment from St Cloud Capital
• Dec 2017 Advised Trimite Powers Inc. in its sale to Protech / Oxyplast Group
• Mar 2017 Advised Appalachian Railcar Services, Inc. in its sale to GenNx360 Capital Partners
• Jul 2016 Advised Marketing Associates, Inc. in its sale to RPM International

EC Mergers & Acquisitions

8 Total Closed Deals

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We help global multinationals, prominent mid-sized companies and leading private equity firms to build and re-position their businesses through mergers and acquisitions, business sales / divestitures and strategic alliances. With highly skilled professionals in New York, Chicago, London, Frankfurt, Paris, Zurich, Prague, Milan, Hong Kong and Beijing, we help clients facilitate transactions globally.

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• Dec 2020 Advised Tuthill Corporation on an investment from ingersoll Rand, Inc.
• Dec 2020 Advised ERB Industries in its sale to Delta Plus
• Dec 2020 Advised WaterSep in its sale to Sartorius
• Oct 2020 Advised Phoenix America in its sale to DiscoverIE

CriticalPoint Partners

8 Total Closed Deals

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CriticalPoint Partners (CPP) is an M&A Advisory Firm and Investment Bank, headquartered in Los Angeles. Focused on sourcing, negotiating and executing a range of transactions for our clients, we strive to enhance shareholder value through acquisitions, or to maximize proceeds in a business sale. We take a long-term view with respect to our clients and build partnerships that span the course of multiple transactions. CPP was founded upon the core principle of providing world-class strategic advice to lower middle market companies. As experienced principal investors, we bring decades of deal…

Recent Transactions

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• Nov 2014 Advised Brixton in its sale to Altamont Capital Partners
• May 2014 Advised My School Things in its sale to CriticalPoint Capital
• Mar 2014 Acquired My School Things
• Nov 2013 Advised Tarazi Specialty Foods in its sale to Highwood Farms