Smythe Advisory is a BC-based practice recognized for exceptional work in the areas of business valuations, transaction advisory, property & casualty insurance consulting, litigation support, financing and capital structuring.Our Advisory Group is made up of a team of Chartered Business Valuators (CBVs), Financial and Business Advisors and Analysts that will bring you the service and value you need. We are flexible, cost-effective, committed to our clients and offer a full range of business advisory services to clients of all sizes and across various…
Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets. Our mission is centered on investing in long-term relationships with our clients through independent, trusted, and innovative advice, and to achieve superior results in line with the overall strategic objectives of the company. SCP’s team of complementary partners have proven track records with managing complex financial transactions, providing investment banking services, performing market research and analysis, guiding companies from concept through hyper growth,…
An industry specialized merger & acquisition advisory firm in business since 1973, Tenney Group has been dedicated to the Transportation and Logistics industry since its inception. Offering an array of services, including sell-side advisory, buy-side advisory and valuation services, the firm is dedicated to maximizing their clients’ outcome. The firm's typical client is one with businesses that have a revenue between $20M - $300M annually.
You’ve worked hard over the years to build your company. Now that you are thinking about establishing an advisory relationship to help take your company to the next level — or to facilitate an exit — you deserve a team that has the insight and access to guide you to an optimal outcome.Since no two deals are alike, we customize our process to fit your circumstances, never relying on a set formula. The one constant for us is our laser focus on delivering superior results for our clients.Catapult Advisors LLC is an investment bank dedicated to serving the M&A advisory and capital…
Through an extensive network and established relationships with family offices, private equity, venture capital firms, lenders, and debt investors, Podium assists clients in accessing private capital markets for both debt and equity financing.Our proven, step-by-step process is managed to ensure that our clients can remain focused on running their businesses while we create efficient, executable, and cost-effective solutions to various financing needs.
Venture Capricorn is a premier boutique investment bank focused on the Middle Market (client revenues ranging from $25MM to $150MM) with extensive expertise in mergers, acquisitions, and divestitures for Sell-side clients, and Strategic & Financial Buyers. We provide experienced insight, sharp focus on all transactions, and an international mindset to identify and qualify the best transaction partners. Our team has relationships with numerous strategic operators (public and private, domestic and international) and financial buyers (Private Equity, Family Offices, HNWI, investment…
Most Recent Transactions
Advisor
Jul 2023
Automation Consulting Firm
was acquired by
Massman
Advisor
Jul 2023
Automated Guided Vehicles Designer & Manufacturer
was acquired by
Barcodes Inc.
Advisor
Jul 2023
Cloud Communication Infrastructure Company
was acquired by
Accenture
Advisor
Jul 2023
Custom Automation and Fabrication Services Company
ROI Capital Partners, LLC represents private companies seeking capital. The majority of our clients are existing businesses seeking capital for expansion while others are owners seeking a buyer or majority investor.These organizations, located throughout the US, operate within diversified and varied sectors of the economy.. They often seek millions of dollars to build their enterprises. Transaction structures can include: Growth CapitalAcquisition FinancingPrivate EquityPrivate DebtMezzanine FinancingsReal Estate project FinancingsPurchase/Sale
Mergex is a Mid-Market brokerage firm specializing in Merger & Acquisition services for companies valued at between $1.5M and $50M.Mergex is a division of Sunbelt Montreal, part of Sunbelt Business Brokers, the largest business broker in the world. Through its 220 offices in 17 countries Sunbelt is currently selling over 3000 companies worldwide.Mergex is also part of the Sunbelt ClearView M&A group of offices that, using the ClearView Process, markets their acquisition candidates to over 1200 private equity groups in North America.At Mergex we understand that selling or buying a business is…
DBG Advisors is a Business Brokerage/Mergers & Acquisitions firm based in Richardson, Texas. The company, led by L. Nolan Duck, serves business owners throughout Dallas-Fort Worth and Texas. DBG Advisors exclusively represents sellers of lower middle-market manufacturing, distribution and service companies with $2 million to $65 million in revenue.Nolan is currently the President of the DFW Chapter of the Texas Association of Business Brokers, a Board Certified Broker, Certified ValueBuilder, Advisory Board Member of The ValueBuilder System, a Licensed Real Estate Broker, and a member of…
Montgomery Consulting, LLC is a small to mid market M&A consulting firm based in Virginia with market concentration in construction, industrial and commercial facility services, professional services, engineering, environmental, and distribution services. Since 1999, the company has been involved in more than 60 deals, primarily from the sell side in acquisitions.
Most Recent Transactions
Advisor
May 2014
Private Utility Contractor
was acquired by
Private Equity Buyer
Advisor
Mar 2013
Private Company - Service Contractor
was acquired by
Private Equity Group
Advisor
Aug 2010
Private Company - Industrial Facility Services Contractor
Woodbridge’s practice consists of structuring and executing mergers, acquisitions and private placements of debt or equity capital. We specialize in the following services:Sale Advisory — In a sale, Woodbridge runs a modified auction process designed to maximize proceeds for the shareholders. Our experience includes numerous domestic and cross-border transactions covering a broad spectrum of industries.Private Placements — Woodbridge has extensive experience managing private placements of equity and non-investment grade debt to institutional investors including insurance companies,…
Apex Capital Advisors is a lower mid market M & A advisory firm based in the greater Toronto, Canada region. Our industry focus includes business services, manufacturing and industrials, technology, media, marketing, energy, utility and the broader infrastrucure sector. We do predominantly buy side and sell side M & A work as well as strategic advisory work for younger companies seeking to better position themselves for an exit.
Krummel, Ellis & Weekley Advisory LLC (“KEW”) is a Houston-based buy-sell advisory firm specializing in Oilfield Services, Exploration & Production and Alternative Energy.The principals have extensive executive-level and ownership experience with both public and private companies and have served on the boards of domestic and international companies.KEW specializes in underserved smaller to middle-market companies. The firm provides a wide range of advisory services including asset acquisition, sale assessment and structuring, financial restructuring and recapitalization, corporate…
Casspium Associates is a New York-based Buyside Mergers and Acquisitions Intermediary that specializes in providing Outsourced Mergers and Acquisitions Origination services for strategic corporations and private equity-backed portfolio company clients actively seeking to acquire and invest in companies with $5 million to $250 million in revenues and $3 million to $15 million in EBITDA.
Trusted M&A advisors with more than 20 years experience helping Middle Market business owners navigate and negotiate the constantly changing M&A markets across all industries.
The Leading Investment Bank Focused Exclusively On The Lower Middle Market eCommerce SectorA full service investment bank focused on helping eCommerce shareholders achieve their company goals. Our team’s expertise has been tailored to cater to the specific needs of lower middle market businesses in every phase of their lifecycle. Whether you require valuation support, seek growth financing, or are pursuing an M&A transaction, we are equipped to leverage our collective knowledge and skills to design a unique plan that will enable you to achieve your objectives.
Confidential search and negotiating services for owners wanting to buy or sell their business. We have offices in Ontario and Alberta to provide coast-to-coast service to our clients.We meet all clients in their own offices anywhere in Canada, use our nation-wide industry contacts to find ‘best fit’ matches between buyers and sellers and work directly with both owners and their professional advisers to obtain the best deal for our clients.
RC Advisory Services is a boutique, sell-side M&A Advisory firm located near Seattle, Washington. Our "Sweet Spot" is the sale of companies in the $2.5M to $25M revenue range in a wide variety of industries. What do we do? Develop exit strategies for our clients, help structure companies for sale and ultimately sell them at a premium price to buyers who appreciate the firm's legacy. What are we proud of? Our reputation and our track record of selling every company for which we've accepted an engagement
CDI Global has advised on mergers and acquisitions for middle-market crossborder transactions for over 40 years. We are known for our experienced international personnel and our in-depth business development expertise. CDI has successfully partnered and collaborated with clients globally, in vertical sectors that span virtually every major industry that moves commerce, including technology, finance, retail, construction, industrial manufacturing, chemicals, oil & gas, healthcare & pharmaceuticals, food & agriculture and aerospace.We understand the prime importance of making informed choices…
Harbor View is unique due to the diverse experience of our Partners and the resulting services we are able to offer. We are former operators, investment bankers, venture capitalists, equity analysts and consultants with leading firms including Goldman Sachs, Thomas Weisel Partners, Montgomery Securities, Camelot Capital and A.T. Kearney.We deploy our extensive networks, knowledge and experience to benefit our clients. Our team delivers a range of skill sets from first-hand industry experience through in-depth transaction execution capabilities. We have assisted companies from start-up through…