Top Multi-Sector Holdings Investment Banks with Recent Private M&A Activity

124

Active Firms

154

TTM Deal Flow

$3M-$31M

Core Revenue Range

$500K-$6M

Core EBITDA Range

Top States by Activity

California 14%

Florida 13%

New York 7%

Massachusetts 6%

New Jersey 5%

Key Attributes

Best For: Complex Transactions | Typical Fee: Retainer & Success fee | Coverage: Dedicated, Sector-Focused Deal Teams

Montminy & Co.

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Montminy & Co. is a boutique investment bank providing middle market clients with the highest level of strategic and financial advisory services. We serve as trusted advisors to companies, entrepreneurs, investors, boards, and families, delivering custom-tailored solutions in strategic and financial matters, including mergers & acquisitions. We are a privately-owned and operated firm, allowing us to deliver objective advice designed to maximize the goals that matter most—those of our clients.

Recent Transactions

This member has no reported closed transactions.

AGRA Capital Advisors LLC

Actively Sourcing Deals

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Agra Capital Partners is a Los Angeles-based private investment firm servicing small and middle market clients on a wide range of corporate finance transactions.We have considerable experience in a number of industries, specifically the entire range of health care, fintech, specialty & lender Finance, technology, energy, digital media and intellectual property - IP Patent financing. SERVICES:Private Equity PlacementsPrivate Debt / Mezzanine PlacementsCollateralized Patent fundingDivestituresDirect Investment / Merchant BankingRecapitalizations & RefinancingsAgra Capital has…

Recent Transactions

This member has no reported closed transactions.

North Capital

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North Capital Private Securities Corporation is a registered broker-dealer, member FINRA and SIPC, focused on the placement of private funds and the debt and equity securities of private offerings. North Capital Private Securities (NCPS) is a pioneer in the application of technology to facilitate the origination and distribution of private placement securities. NCPS is based in San Francisco, California.

Recent Transactions

This member has no reported closed transactions.

GB Capital Markets, Inc.

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GB Capital Markets Inc. is an investment banking firm that primarily arranges financing (debt, equity and digital assets) on behalf of its crypto and non-crypto clients, and provides mergers and acquisitions (M&A) services.Our ServicesInvestment BankingArranging, structuring and negotiating financing, including debt, equity, hybrid structure and digital assetsStructuring services for token sales, including token launches and security token offeringsPlacement agent services for issuers of equity securities and digital tokens, including token launches and security token offeringsAssist in…

Recent Transactions

This member has no reported closed transactions.

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Firms in the Multi-Sector Holdings Investment Banks directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Based on activity on Axial’s M&A platform, the core revenue range for Multi-Sector Holdings Investment Banks is $3M-$31M, with a core EBITDA range of $500K-$6M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Relevant Financial Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 124 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Multi-Sector Holdings Investment Banks directory reflects relevant experience or activity in Financial Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing Investment Banks with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 124 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Multi-Sector Holdings Investment Banks directory, you can request information here.

Top Multi-Sector Holdings Investment Banks

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