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Mortgage Broker Investment Banks - Axial

Members (92 results)

Westlake Securities

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

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
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Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by

Syed Brokerage & Capital Co.

Investment Bank
  • 6 Total Closed Deals
Investment Bank , Accredited and Certified Merger & Acquisitions Advisor, Business and Commercial Investments Intermediary/Broker Expert, Investment Advisor, Consultant, 30+ Years Exp. of Verifiable Business Accomplishments, Steering Growth, Assets Wealth Expansion, Profit Generation Demonstration Proven Success in Delivering High Profits Attainment Through Targeted Innovative Business, and Investments Strategies.
Most Recent Transactions
Advisor
Dec 2016
secured investment from
Advisor
Oct 2016
secured debt financing from
Advisor
May 2015
secured investment from
Advisor
Jan 2015
was acquired by

MS Capital Advisors

Investment Bank
  • 6 Total Closed Deals
MS Capital Advisors Ltd. is a private investment banking and corporate financial advisory firm committed to providing discreet, trusted advice and transactional services across a broad range of industries and situations. Mark Stafford founded MSCA in 2006, intending to impart high quality, "Big Firm" execution and services to small and middle market companies. Although Mr. Stafford has worked on both large and small transactions during his investment banking years at Bankers Trust, The Bank of New York and Fieldstone Private Capital Group, he has enjoyed and had more of an overall impact…
Most Recent Transactions
Advisor
Apr 2015
was acquired by
Advisor
Oct 2014
was acquired by
Advisor
Jun 2014
was acquired by
Advisor
Oct 2011
secured investment from

The Chicago Corporation

Investment Bank
  • 6 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jul 2017
was acquired by
Advisor
Feb 2016
was acquired by
Advisor
Jun 2015
secured investment from
Advisor
May 2014
was acquired by

EOT Advisors

Investment Bank
  • 5 Total Closed Deals
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.
Most Recent Transactions
Advisor
Mar 2020
was acquired by
Advisor
Oct 2019
was acquired by
Advisor
Apr 2016
was acquired by
Advisor
Feb 2016
was acquired by

Salomon Whitney LLC

Investment Bank
  • 5 Total Closed Deals
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…
Most Recent Transactions
Investor
Jan 2019
invested in
Investor
Jan 2019
invested in
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Jan 2019
invested in
Investor
Jan 2019
invested in

BB&T Capital Markets

Investment Bank
  • 3 Total Closed Deals
BB&T Capital Markets is a premier middle-market integrated provider of investment banking and capital markets services. Our Investment Banking specialists provide a full range of capital raising and advisory services to publicly traded and private companies, governments, and nonprofits. Our Investment Bankers work in close partnership with other capital markets specialists and senior corporate bankers, supporting each client with industry-focused strategic advisory services.
Most Recent Transactions
Advisor
Oct 2013
was acquired by
Advisor
Oct 2013
was acquired by
Advisor
Sep 2013
was acquired by

Corporate Capital Group, Inc.

Investment Bank
  • 2 Total Closed Deals
Corporate Capital Group, Inc. was established in 1987 with offices in New York, Sydney (Australia) and Auckland (New Zealand), and is focused on middle market M&A and capital raisings. Typical transaction size is $10M to $100M and the Partners bring expertise in Resources, Healthcare, and Technology.
Most Recent Transactions
Advisor
Nov 2011
was acquired by
Advisor
Dec 2010
was acquired by

RA Capital Advisors

Investment Bank
  • 2 Total Closed Deals
RA Capital Advisors is a leading private investment bank specializing in mergers and acquisitions, private financings, shareholder matters, restructurings and crisis situations for clients ranging from middle market companies to the Fortune 500. Founded in 1988, the firm has served as financial advisor on some of the most significant and complex transactions in U.S. corporate history. RA Capital Advisors is a private investment bank. TRUSTED ADVISORS Since inception, RA Capital Advisors has consummated transactions on behalf of our advisory clients with an aggregate value in excess of $60…
Most Recent Transactions
Advisor
Aug 2011
was acquired by
Advisor
Aug 2011
was acquired by

Narrow Gate Funding, LLC

Investment Bank
  • 2 Total Closed Deals
Army Veteran and pharma consulting background, I regularly encountered businesses seeking debt or equity for expansion. Recognizing the constant and ongoing need middle market companies and high net worth individuals had, my wife and I started Narrow Gate Funding. We now orchestrate debt and/or equity funding for businesses and high net worth individuals through our network of Family Offices, Private Equity, VC and Private Banking firms through investments that satisfy their funding criteria or investment niche(s). Company types span Early Stage, disruptive start ups to established middle…
Most Recent Transactions
Advisor
Jul 2018
secured investment from
Advisor
Jun 2018
secured investment from

Jahani & Associates

Investment Bank
  • 1 Total Closed Deal
Jahani and Associates (J&A) is a privately held investment bank headquartered in New York City. J&A specializes in the intangible assets of the healthcare and technology verticals. The firm provides capital advisory, mergers and acquisitions (M&A) advisory, and management consulting services to clients all over the globe.
Most Recent Transactions
Advisor
Nov 2020
secured debt financing from

RedShift Advisors

Investment Bank
  • 1 Total Closed Deal
RedShift Advisors is a lower middle market investment bank. It provides merger, acquisition, and capital raising services to owners and investors.
Most Recent Transactions
Advisor
Apr 2023
secured investment from

Regent Financial

Investment Bank
  • 1 Total Closed Deal
We are a client-focused boutique investment bank. With a management team of 16 Managing Directors, 250+ years of combined experience, and $2.8B+ of successfully completed transactions, our mission is to add value to client businesses via a suite of bespoke financial services to support accelerated growth. These include corporate finance analysis, enterprise valuation, structured finance, Mergers & Acquisitions (M&A) advisory, post-merger integration support, debt/equity capital raise, external financial audit, project rating, credit analysis, risk management advisory, leveraged buyout…
Most Recent Transactions
Advisor
Mar 2022
secured debt financing from

BCC Capital Partners

Investment Bank

    This member has no reported closed transactions.

BCC Capital Partners is a full-service investment banking, commercial real estate advisory, and management consulting firm that specializes in providing customized solutions to companies and investors: Financial Advisory Services*: • Mergers & Acquisitions • Debt & Equity Financing • Employee Stock Ownership Plans (ESOPs) Commercial Real Estate: • Capital Raising • Acquisition Financing • Land Development / Acquisition • Seller / Buyer Representation Management Consulting Services: • Strategic Planning • Process Improvement • Growth Initiatives • Brand Development BCC is…

WestPark Capital

Investment Bank

    This member has no reported closed transactions.

WestPark Capital, Inc. is a full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors. We are committed to forging lasting partnerships with emerging growth companies and the investors who back them. Our simple approach is to provide customized financial solutions for virtually any need. A complete range of investment banking and brokerage services are available to our valued corporate and individual clients. Our Capabilities: Our corporate finance professionals have…

FocalPoint Partners, LLC

Investment Bank

    This member has no reported closed transactions.

FocalPoint is a leading independent full-service Investment Bank. With a diverse range of M&A, capital raising, and restructuring advisory services, we are ideally positioned to meet the needs of middle market companies in all stages of the corporate life cycle. We pride ourselves on providing objective advice and "outside the box" thinking in order to come up with the right solutions for our clients without the conflicts experienced by many of our competitors. The following are some of the ways we differentiate from other middle market investment banks: - Not a One-Trick Pony: Our diverse…

Sagewood Advisors

Investment Bank

    This member has no reported closed transactions.

Sagewood Advisors is a boutique strategic advisory firm focused on exit strategy, business succession, and strategic mergers & acquisitions transactions.

Accurent

Investment Bank

    This member has no reported closed transactions.

Accurent is a global advisory, real estate, financial services and venture capital conglomerate headquartered in New York City and London. Our firm has a long track record of publicly listing and funding companies via our $3.5billion fund partnership; advising leading private equity and venture-backed businesses, micro to large-cap public companies; as well as co-investing alongside family offices and UHNW individuals. The firm’s specialties span capital raising or direct injection in the form of private equity and debt via our $3.5BLN fund partnership and venture capital arm Accurent…

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