Pickwick Capital Partners, LLC assists middle-market companies and alternative investment firms achieve their strategic, financing and M&A objectives. We do this through a focused and collaborative process driven by the talent of our advisors, who bring a wealth of experience from leading investment banks such as Morgan Stanley, Jefferies & Company, Deutsche Bank, Merrill Lynch, and others.Our team is comprised of energetic, hands-on solution providers. We focus on quality, and each and every transaction is important to us. Pickwick clients can be assured their advisors are true partners with…
Oaklyn Consulting is a different kind of investment banking firm for privately-held companies. We help clients with navigate mergers, acquisitions, joint ventures and other strategic transactions; arrange financing; plan succession; and manage investor relationships. By working as consultants, not brokers, we help in situations where other investment bankers cannot. Our clients appreciate that we help them even when "no deal" is an option they want to preserve. Since our founding 2016, we have served nearly 100 satisfied clients, and only a small fraction of these assignments resulted in an…
Lawrence, Evans & Co., LLC provides investment banking, finance, consulting, as well as turnaround and restructuring advisory to small and middle market healthcare providers and service companies. Through capital raising, mergers and acquisition advisory, corporate restructuring work, and business consulting services, Lawrence, Evans & Co., LLC will guide you every step of the way. We are well known for our innovative client solutions to complex financial problems, and precise attention to each client's special needs. We are a boutique firm small enough to provide you the personal service you…
R.L. Hulett is a middle-market investment banking firm providing business owners, executives and private equity firms with M&A advisory services designed to deliver optimal outcomes. We have a deep commitment to the success of our clients and have a 40+ year track record with lead advisory roles in hundreds of transactions. What sets us apart is our passionate approach and our ability to deliver exceptional results through an unwavering commitment to client service.Since our founding in 1981, thousands of clients have trusted R.L. Hulett as their M&A advisors to help them achieve their goals.…
Founded in 2009, WD Capital Markets ("WDC") is a corporate finance advisory firm headquartered in Toronto, Canada.WDC focuses on M&A and debt/equity raising transactions for companies in the $5-50M enterprise value range. WDC is a registered dealer. WDC is closely affiliated with Wildeboer Dellelce LLP, one of Canada’s premier corporate, securities and business transactional law firms.
Established in April of 2006, Neri Capital Partners, an independent boutique investment bank, provides Merger and Acquisition and Advisory services for owners of privately held companies. Our firm has multi-market sector experience for companies whose revenue ranges from $5.0 to $50.0 million. Neri Capital is recognized for simplifying complex transactions, and advising clients in making the best decisions for their business, not ours. We generally work with profitable ($1.0 to $15.0 million EBITDA) manufacturers, business-to-business services, tech, healthcare, trades,…
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…
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…
Tower Partners is a leading Private Investment Bank and Advisory Firm providing premier service to the middle market. Our team of industry veterans have advised sell-side and buy-side engagements with over $15 billion in value for entrepreneurs, family-run businesses and financial sponsors.We are a national firm with a global reach, supporting clients throughout the United States with headquarters in Columbia, MD and offices in Baltimore, MD, Denver, CO, and New York, NY.Our entrepreneurial roots and years of experience have solidified our will to charge forward when others might quit.
CoView Capital, Inc. is an investment banking and advisory firm founded by senior professionals with extensive domestic and international experience. The firm was established to provide an innovative approach to traditional and complex financial issues facing both growing and mature companies. CoView's advisory and investment banking activities encompass a wide range of services including mergers and acquisitions,valuations, consulting and strategic planning, capital raising for expansion and acquisitions, leveraged recapitalizations, fairness opinions, due diligence reviews, and advising…
League Park is a boutique investment bank that professionally and ethically advises clients on strategies aimed to maximize shareholder value. We assist middle market companies with transactions that generate value through mergers and acquisitions, recapitalizations, capital raising, structured finance, and outsourced corporate development.Our deep industry expertise spans business services, healthcare, industrial, retail and consumer products, specialty distribution, technology and transportation and logistics. With a unique blend of investment banking, corporate development, private…
Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries. We offer clients a strategic approach to Merger & Acquisition advisory and Capital Raising Solutions. Our singular focus on the middle market allows us the opportunity to work closely with clients to provide top tier guidance throughout the transaction.
CC Capital Advisors is a Kansas City, Missouri-based investment banking firm with over a century of combined experience in mergers and acquisitions, capital raising and strategic advisory services, and more than $7 billion in completed transactions. Qualifications: -Nationwide client base -Global Experience -FINRA Member -Responsive service and expert advice -Business mix -M&A Advisory: Buy-side and Sell-side -Equity & Debt fundraising -Valuations and Fairness Opinions -Corporate Finance Consulting
Fortis Capital is a young innovative investment banking firm headquartered in the Palm Beaches, servicing the U.S., Canada and the Caribbean. Fortis has a pragmatic approach to every project with the ambition to be bold & audacious. The firm draws from a broad base of partner firms specializing in equity and/or debt, giving way to opportunistic private placement.The firm’s investment strategy is centered on identifying market inefficiencies and partnering with financial institutions & investment firms that recapitalize or reposition capital assets to assist in the growth of…
GT Securities provides investment banking services to emerging and middle market companies. We specialize in raising equity and debt capital and in executing acquisition, divestiture, and merger transactions for our clients. Our unique approach leverages Growthink's two core services — growth strategy consulting and corporate finance to provide unparalleled corporate advisory and capital raising services. GT Securities is the broker - dealer affiliate of Growthink, and is a member of FINRA and SIPC. Most boutique investment banks focus solely on corporate finance services and they fail to…
Founded in 2015, Peakview Partners was established to provide focused and dedicated Partner-level advisory services for M&A and Financing transactions. Tim Dailey and Warren Henson, both with 30+ years of investment banking experience, came together with the vision of creating a boutique firm large enough to leverage a breadth of diverse experience while small enough for the Partners to deliver expertise and tailored support across the entire process directly to each client.Warren and Tim met nearly 20 years ago, and they worked on numerous transactions together when Warren was with Green…
OUR STORYOsprey Capital Partners is a leading Mid-Market Investment Bank. Operating since 1998, we have consistently provided Canadian companies and their stakeholders with best in class M&A and Financial Advisory services. With thousands of capital sources and strategic relationships, and a proven proprietary process, we work to provide our clients with the best possible outcome, whether they Sell a Business, Buy a Business, or Finance a Business.Welcome to Osprey Capital.OUR SERVICESOur success in servicing our clients’ M&A, financing and strategic requirements is a…
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.
We focus on proprietary lower- and middle-market opportunities, involving private companies and its stakeholders whom are seeking financing via private placements or strategic investments, as well as liquidity via the secondary market, buyouts or M&A. Our unique and robust network of institutional and strategic investors have capabilities of combining timely execution of transactions, creative deal structuring, complex negotiations, perceptive market insight and in-depth qualitative and quantitative analyses. As a trusted partner, we adhere to high standards, place strong emphasis on…
FIRM SUMMARY Founded in 2000, we provide comprehensive investment banking services including capital raise, transition preparation and sale transactions for privately-owned companies. We work carefully with owners to evaluate their options and create an exit plan that is best for them and the company. As a trusted advisor to the owner, we maximize the transaction value and complete the deal allowing the owner to focus on the business at hand knowing their interests are being fully represented. PROFESSIONAL SUMMARY As part of the management team of Valleylab Inc, a $300.0M subsidiary of…