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Top Investment Banks in Miami - Axial

There are 23 Top Investment Banks in Miami listed on Axial's lower middle market Directory. The Axial Directory can help you identify Top Investment Banks in Miami and other participants active in the lower middle market M&A economy today. If you are interested in connecting with more Top Investment Banks in Miami like these, you can click here to discuss joining Axial with a member of our team. Whether you’re looking to sell a business, raise capital, or find your next investment opportunity, Axial can help connect you with the right deal partner at the right time.

Members (23 results)

Cassel Salpeter & Co.

Investment Bank
  • 45 Total Closed Deals
Cassel Salpeter & Co. LLC is an independent investment banking firm that provides advice to middle market and emerging growth companies in the U.S. and worldwide. Together, the firm’s professionals have more than 100 years of experience providing private and public companies with a broad spectrum of investment banking and financial advisory services, including: mergers and acquisitions; equity and debt capital raises; fairness and solvency opinions; valuations; and restructurings, such as 363 sales and plans of reorganization. Cofounded by James Cassel and Scott Salpeter, the firm provides…
Most Recent Transactions
Advisor
Apr 2024
was acquired by
Advisor
Feb 2021
secured debt financing from
Advisor
Jan 2021
was acquired by
Advisor
Oct 2020
was acquired by

Fortis Capital Management Group

Investment Bank
  • 11 Total Closed Deals
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…
Most Recent Transactions
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
secured investment from

Momentum Advisory Partners

Investment Bank
  • 11 Total Closed Deals
Momentum Advisory Partners is an M&A Advisory firm focused exclusively on the staffing and workforce solutions industry. The company brings over a decade of experience working with clients in evaluating some of their most strategic and complex decisions. Momentum provides independent, uncompromised advice which makes it uniquely suited to offer a broad range of advisory services to its clients. Advisory services include mergers, acquisitions and divestitures, across the Staffing and Workforce Solutions, Technology and Healthcare sectors. Momentum’s experienced professionals have an…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
secured investment from

The Bloom Organization, LLC

Investment Bank
  • 11 Total Closed Deals
A leading investment bank specializing in healthcare mergers and acquisitions. With closed transactions representing more than $10 Billion in market capitalization, our leadership team of professionals has developed unmatched relationships with healthcare providers and industry professionals. We understand that healthcare, more than any other industry, requires a deep understanding of the strategic value of both buyer and seller.
Most Recent Transactions
Advisor
Apr 2024
was acquired by
Advisor
Oct 2023
secured investment from
Advisor
Aug 2023
secured investment from
Advisor
Jul 2023
secured investment from

Spencer Clarke

Investment Bank
  • 5 Total Closed Deals
Founded in 1997 in New York City, Spencer Clarke LLC is a full service brokerage and investment banking firm. The strength of our investment banking department is its ability to assist both public and private companies with a wide range of corporate finance related activities. As part of the process, we analyze all aspects of our client's operations and develop solutions that are specifically tailored to each client's needs.
Most Recent Transactions
Advisor
Mar 2024
secured investment from
Advisor
Feb 2017
secured investment from
Advisor
Jun 2016
secured debt financing from
Advisor
Jan 2014
secured investment from

Vaupen Financial Advisors, LLC

Investment Bank
  • 1 Total Closed Deal
Vaupen Financial Advisors, LLC is a boutique investment banking & advisory firm headquartered in Miami, Florida. We provide corporate finance and advisory services to lower middle-market clients in the United States and Latin America. Our typical client is a private company seeking a capital or advisory transaction of a minimum of $5 million, up to $75 Million. Services include raising Capital; Structured financings; Sell – side Mergers & Acquisitions Advisory services; as well as Debt Restructuring, & Loan Workout Advisory services and execution. We have…
Most Recent Transactions
Advisor
Dec 2020
secured investment from

Watercress Capital

Investment Bank
  • 1 Total Closed Deal
Watercress Capital was formed with the goal of connecting Family Offices and Private Equity Groups with lower to middle-market deal flow across the United States, with a focus in the Southeast.
Most Recent Transactions
Advisor
Jan 2023
secured investment from

Latam Investment Banking, LLC

Investment Bank

    This member has no reported closed transactions.

LatamIB is an independent investment and financial advisor for companies operating in Latin America, the Caribbean and the U.S. Hispanic market.Services include Strategic Advisory, Capital Raising (Equity and Debt) and Mergers & Acquisitions for existing companies and new projects in a variety of industries.Focusing on companies in the region,the firm offers its services to: family owned businesses, entrepreneurs, growing companies, multilatinas, new ventures, amongst others.The Managing Directors have participated in more than 200 advisory mandates and in approximately US$ 10 billion of…

Roy Street Advisors

Investment Bank

    This member has no reported closed transactions.

We have been in the M & A sector for over 30 years with experience as investment bankers and as the Managing Director of P-Squared Management Enterprises, a Dalio family office funded lower-middle marked PE firm. At Roy Street Advisors we represent business owners, prospective buyers, and family offices in their quest to exit or acquire businesses with EBITDA of $1.0+ million.

Victorem Group

Investment Bank

    This member has no reported closed transactions.

Victorem Group provides strategic advisory in the execution of mergers, sales, acquisitions, joint ventures, spin-offs, divestitures, and other restructurings. Our global M&A experience allows us to provide our clients' transaction opportunities all around the globe. Our network of contacts provides Victorem a competitive advantage over firms outside the region.STRATEGIC FINANCIAL PLANNING & ANALYSISVictorem’s extensive experience with global industries allows us to implement the best practices in order to assist our clients in the architecture of their short- and long-term strategic…

Littlebanc Advisors

Investment Bank
  • 15 Total Closed Deals
Maximizing Value for Small Companies At Littlebanc Advisors, a merchant and investment banking firm, we have perfected the art of raising smaller tranches of capital for high-quality small to mid-market growth companies. Littlebanc Advisors acts as agent and advisor in traditional investment banking transactions that we conduct on behalf of our clients. LB Merchant, via separate merchant banking transactions, invests the firm's own capital along with capital from select Limited Partners, in innovative companies with compelling growth opportunities. Littlebanc's clients include: Closely held…
Most Recent Transactions
Advisor
Jan 2014
secured investment from
Advisor
Nov 2013
secured investment from
Advisor
Feb 2013
secured investment from
Advisor
Aug 2012
secured investment from

Bayfield Partners

Investment Bank
  • 10 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by

Inlet Capital

Investment Bank
  • 8 Total Closed Deals
Inlet Capital Group provides strategy consulting, transaction advisory, and capital investments exclusively to aggregates and construction materials companies, with a focus on Florida, the Southeast, the Mid-Atlantic, and other sunbelt regions. We offer: Strategy ConsultingSell-Side AdvisoryBuy-Side AdvisoryCapital Investments   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,…
Most Recent Transactions
Advisor
May 2019
was acquired by
Advisor
Dec 2018
was acquired by
Advisor
Dec 2017
was acquired by
Advisor
Aug 2017
was acquired by

Landmark Pegasus Inc.

Investment Bank
  • 3 Total Closed Deals
Premier corporate finance advisory and strategy consulting firm specializing in the life sciences and healthcare industries.
Most Recent Transactions
Advisor
Dec 2013
secured investment from
Advisor
Aug 2012
secured investment from
Advisor
Jul 2012
secured investment from

Farlie Turner & Co

Investment Bank

    This member has no reported closed transactions.

Farlie Turner was formed to provide sophisticated, high quality advisory and financing services to middle market companies. We are committed to exceeding client expectations by delivering value-added advice and excellence in execution.Our service proposition is founded on the following core principles:Client Focus and Integrity We are 100% focused on our clients and dedicated to building lasting, long-term relationships. We operate with the highest level of integrity, understanding that our reputations are on the line with each transaction.Experience With a combination of merger and…

Peridot Capital Advisors

Investment Bank

    This member has no reported closed transactions.

Peridot Capital Advisors is an investment banking firm offering financial and strategic advisory services, assisting small and lower middle market companies navigate the nuances of capitalization and strategic expansion. Our clients are companies with well-defined products and services, strong management teams, under-capitalized, with over-extended credit, in expansion stage, and producing revenues between $10MM and $150MM.

Transcendent Investment Management

Investment Bank

    This member has no reported closed transactions.

Transcendent Investment Management is a diversified private equity firm specializing in distressed residential real estate, multi-family investment and hotel development. The firm was established in 2008 to capitalize on the historic opportunities created by the unique situation of contemporary U.S. real estate markets.Transcendent Investment Management has total assets under management of $415 million. Through proprietary strategies, the firm evaluates, acquires, renovates, leases and manages assets, while offering investors concentrated exposure to residential real estate investment through…

Loon Advisors

Investment Bank

    This member has no reported closed transactions.

Loon Advisors is a boutique investment banking and advisory firm that approaches an old industry in a new way. We deliver customized investment banking and advisory solutions to match every client’s needs. At Loon Advisors, we leverage our robust industry expertise and network to provide in-depth market analysis and insight, enable our clients to pursue strategic initiatives, and provide tailored solutions for a range of transactions and products.

Amex Capital Partners

Investment Bank

    This member has no reported closed transactions.

Amex Capital Partners is a private, independent investment bank and advisory firm focused on the oil, gas and energy markets with an international presence. Our firm offers a broad spectrum of expertise and services to meet the unique requirements of our clients in these often difficult and complex fields. At Amex Capital Partners, we are dedicated to generating innovative solutions with an intelligent, efficient and disciplined approach for our clients, members and partner companies through leveraging our in-depth experiences, cross business know-how and global relationships. Every solution…

Sendik Capital

Investment Bank

    This member has no reported closed transactions.

Sendik Capital works on Private Placements and Sell Side M&A in various industries, including but not limited to Technology, Healthcare, Life Sciences, Manufacturing, Distribution, Industrial, Materials, Aerospace, Energy and Business Services.All Securities are provided through Newbridge Securities Corporation, Member FINRA & SIPC.

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