Westlake Securities provides a full range of investment banking to established privately-held and publicly-traded middle market companies.We work closely with management teams and investor groups on capital related assignments including mergers and acquisitions, private equity recapitalizations, equity capital raises, debt placements, and institutional sales and trading.Westlake delivers superior execution and results to its clients with our deep transactional experience, comprehensive technical analysis, and hands-on involvement of our senior professionals.OUR SERVICES INCLUDE:FRACTIONAL…
Avalon Net Worth confidentially provides clients the quality and technical expertise of a major investment bank while maintaining the personal service and efficiency of a boutique firm. Since 1992, Avalon has worked with high caliber, committed business owners, senior executives and entrepreneurs as they have expanded businesses, re-capitalized or re-organized firms, sold or purchased companies, and gained liquidity for themselves and their shareholders. Our clients have ranged from mid-market private companies to Fortune 500 companies to early stage firms. Avalon Net Worth and Avalon…
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…
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…
WaveEdge Capital is a boutique investment bank based in Silicon Valley that delivers world-class strategic and financial services to lower middle market companies in the healthcare and life science sectors.WaveEdge Capital and its licensed broker dealer affiliate, WaveEdge Partners, specialize in mergers & acquisitions and capital raises. Our practice focuses on healthcare services (including medical groups, clinics and healthcare staffing), pharma services (including CROs, CDMOs, packaging and other companies supporting pharma companies in development), health & wellness (including…
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…
Quazar Capital Corporation, founded in 1990, is a private Investment Banking firm specializing in Merger and Acquisition (M&A) services including:Sell-Side AdvisoryBusiness Planning & Exit PlanningGrowth Planning & Buy-Side Advisory, andFinancing & Deblt PlacementQuazar typically works with private and closely-held businesses with sales between $5 Million and $100 Million. There is no substitute for experience and integrity when you retain merger and acquisition professionals to help you buy or sell a company. With Quazar’s 30-plus years of successfully working with numerous companies,…
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…
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.
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.
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…
The Chicago Corporation is an independent Chicago-based investment banking firm focused on providing middle-market companies with a range of financial and corporate advisory services including merger and acquisitions, institutional debt and equity capital raising, and financial restructuring. The Chicago Corporation leverages the broad experience of its team to evaluate and implement financial strategies designed to maximize the value of a client's business. The firm is committed to a "client-first" approach, which ensures that its professionals work together to find the best market-based…
Superior Execution We assist companies with annual revenues between $2 million and $100 million sell to buyers that are most likely to understand and pay for the value our clients have spent years building. Experience From Both Sides of the Table Collectively, our team has many decades of operational and mergers and acquisition experience including starting, growing, acquiring and selling successful businesses both as principals and advisors. Not only is our team stocked with successful entrepreneurs, but our principals have superior marketing, negotiation and strategy skills to keep you one…
Green Circle is an investment bank that focuses on serving companies within the world of Health & Wellness (with a particular emphasis on natural products). Our clients typically generate between $5MM to $100MM in revenues. In the fashion of a true boutique, our team of experienced Managing Directors personally handle every step of a client engagement. Green Circle professionals provide sophistication and transaction experience to small and mid-sized companies that are often family-owned or led by entrepreneurs.The firm is run by seasoned professionals with experience in investment…
EOT Advisors is the first investment banking and financial advisory firm in the country dedicated to assisting business owners in selling to an Employee Ownership Trust (EOT). We work in all 50 states and internationally. Our aim is to provide a one-stop shop for EOTs. We assist with company structuring, transaction design, valuation, debt financing, capital raising, fiduciary services, and legal forms, as well as with creditors and the commercial real estate aspect of transactions.
Our investment banking products are tailored to various client needs. Developing a thorough understanding of our client’s specific goals and evaluating the market dynamics of various industry sectors, we strive to provide unbiased finance solutions.Our ability to analyze all aspects of our client companies and assess the feasibility of all corporate finance options, allows us to recommend a solution tailored specifically for our clients. Building strong relationships with major institutional, strategic and corporate investors are powerful resources used to implement our corporate…
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.
Primary Capital LLC (PC) is a full service investment banking firm registered with the Securities and Exchange Commission (SEC), and a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We provide a broad range of banking and advisory services with a focus on the needs of small to midsized public companies and late stage private companies. We provide direction, capital, and strategic relationships to companies that meet our criteria. Our range of services also includes providing fairness opinions in connection with…
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.
Beechwood Capital Advisors ("Beechwood") is a middle-market focused investment bank and financial advisor. Beechwood was founded in 2003 by a team of experienced Wall Street professionals.Beechwood's 3 partners have combined experience of almost 100 years. Each has owned and managed a FINRA broker-dealer along with other types of businesses providing for a unique perspective on client engagements. The partners of Beechwood are also registered representatives and supervisory principals of a broker-dealer with a long history of compliance and regulatory oversight. The Beechwood team has…
