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New York Lower Middle Market Directory

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Members (161 results)

Soltas Capital LLC

Investment Bank
  • 1 Total Closed Deal
Soltas Capital LLC is a newly formed partnership organization combining the proven expertise and long-term relationships of three (3) former and classically trained bankers; Anil Dang, Richard Kennedy, and Angella Brock. Established specifically to respond to market demand for capital stack development and management, Soltas Capital provides strategic advice and solutions that position clients with complex and/or difficult situations (distressed, special situation and growth opportunities) to attract and execute on the necessary and best-fit capital that will advance their interest.
Most Recent Transactions
Advisor
Oct 2024
secured investment from
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Rosenblatt Securities Inc.

Investment Bank
  • 1 Total Closed Deal
About Rosenblatt SecuritiesRosenblatt Securities is a boutique tech research firm, investment bank, and independent institutional brokerage founded in 1979 and headquartered in New York. The firm represents clients on an agency-only basis on its cutting-edge program trading desk and on the floor of the New York Stock Exchange, where it the largest broker by volume. The firm also provides industry-leading execution analytics, market-structure analysis, consulting and investment-banking services to a wide variety of clients globally, including institutional investors, exchanges, government…
Most Recent Transactions
Advisor
Jul 2020
secured debt financing from
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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
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StormHarbour

Investment Bank

    This member has no reported closed transactions.

STORMHARBOUR – HOSPITALITY INVESTMENT BANKINGStormHarbour is a global boutique investment bank founded on the core values of integrity, trust, and global expertise. A team of almost 200 professionals across offices in New York, London, Lisbon, Madrid, Hong Kong, Tokyo, and Dubai focuses on sales & trading, structuring & advisory, and capital markets activities.Inaugurated in 2018, StormHarbour’s hospitality investment banking platform provides debt, equity, loan sales, and advisory services for project and corporate level investments, acquisitions, and dispositions.StormHarbour was…

Arena Financial Services LLC

Investment Bank

    This member has no reported closed transactions.

Quaestor Capital Markets (hereafter referred to as “QCM” or “Quaestor”) is a division of Arena Financial Services, LLC (“AFS”), which is registered with FINRA / SIPC and the US Securities and Exchange Commission; AFS is an affiliate of Arena Investors LP. (“Arena”), and other entities conducting various activities within financial services and investment management. QCM conceives alternatives around the unlocking of capital and / or value for clients. We advise the lower middle market; typically, transactions worth between $5M to $1B. QCM raises capital from counter-parties…

Westwood Capital LLC

Investment Bank

    This member has no reported closed transactions.

Westwood Capital is a leading US investment bank in the field of non-bank, financial services mergers and acquisitions. Since the founding of the firm in 1995, the M&A and financial advisory practice, together with the securitization and restructuring practices, have enabled Westwood to offer an extensive and complementary package of services to non-bank lenders and their shareholders. Over the years, Westwood has been a source of market knowledge for asset-based lenders, specialty lenders, leasing companies and factors, achieving unparalleled success in establishing a market for clients…

Cambridge Wilkinson

Investment Bank

    This member has no reported closed transactions.

Cambridge Wilkinson represents clients seeking $10MM - $500MM of debt or equity financing as well as advisory for mergers and acquisitions. Cambridge Wilkinson also provides a full suite of Specialty Finance services including: Factoring, Asset Based Lending, Purchase Order Finance and Equipment Financing. Our team is industry agnostic and has deep experience across a broad scope of domestic and international engagements. Cambridge Wilkinson provides a full suite of investment banking services for our clients. Our firm has a strong track record of identifying and structuring debt and equity…

BRG Capital Advisors

Investment Bank

    This member has no reported closed transactions.

BRG Capital Advisors, LLC is a US-registered broker dealer and member of FINRA and SIPC. Our professionals provide strategic advisory services that help our clients achieve long term success.  We provide a full service M&A, balance sheet restructuring / recapitalization, growth equity, and debt placements.BRG Capital Advisors, LLC is the broker dealer affiliate of Berkeley Research Group (www.thinkbrg.com).  Founded in 2010, BRG is a global consulting firm with more than 1,100 professionals in 43 offices around the world.Collectively, BRG professionals have experience working across all…

TerraNova Capital Equities, Inc.

Investment Bank

    This member has no reported closed transactions.

TerraNova Capital is a boutique investment and merchant banking firm with global reach. We specialize in providing our clients highly-customized and cost-effective investment and merchant banking services. We are a global firm, with investments and operational reach throughout the world. Our senior team and affiliates have transacted deals in over 50 countries and are located in 150 offices in 28 countries. Our philosophy is to provide you senior level attention through every step of an engagement – this ensures the highest level of service and the maximum result for you and your…

Kenmar Securities

Investment Bank

    This member has no reported closed transactions.

Kenmar Securities, LLC, formed in 2005, is a global business with clients in Asia, Middle East, Europe, North, South and Latin America. With over 350 years of combined experience in financial markets, our team assists clients with private equity, debt, restructurings and M&A transactions. Our clients are public/private businesses as well as private investors, asset management companies, pensions and foundations. We are a broker-dealer registered with the Securities and Exchange Commission (SEC), supervised by the Financial Industry Regulatory Authority (FINRA) and is a…

QueensGiant

Investment Bank

    This member has no reported closed transactions.

QueensGiant is a specialty boutique based in NYC with strong expertise in energy, commercial real estate, specialty finance and fintech. The company organizes itself in five major areas.Capital Markets Advisory An Independent and objective advisory for both public and private capital raises. Facilitating deal structuring, valuation, financial modeling, underwriter selection, document preparation, and contract review and investor procurement.Fintech AdvisoryWe provide progressive consulting to Fintech businesses on capital raising projects, capital planning, strategic partnerships, followed up…

Goldmark Advisers, Inc.

Investment Bank

    This member has no reported closed transactions.

Goldmark Advisors is an investment banking firm providing conventional, specialty, and dedicated financial services to a broad client base of both private and public growth companies. Our management team is well seasoned with several decades of experience in the fundamentals of Investment Banking, Private Equity Funding, Specialty Financing, in addition to owning, operating, and managing public and private businesses. Our business approach to investments is based on sound and successful fundamentals of business: strong management, operational and financial success, and a proven long-term…

Watts Capital LLC

Investment Bank

    This member has no reported closed transactions.

Watts Capital, LLC is an investment bank focused on lower middle market and early stage companies in the Technology/Media/Telecom, Cleantech, Energy, and Real Estate sectors. We also provide placement services for top performing hedge fund, private equity and real estate managers.Our investment adviser affiliate provides wealth management services to high net worth families, as well as manages long-only and alternative investment strategies.

Alliance Global Partners

Investment Bank

    This member has no reported closed transactions.

A.G.P. / Alliance Global’s M&A Advisory team has experience handling all elements of mergers and acquisitions. Our senior management team has experiences in a diverse range of transaction sizes, types and industries.

Ecoban Securities

Investment Bank

    This member has no reported closed transactions.

Ecoban Securities is a broker dealer in New York City. The expertise of brokers at Ecoban is in the raising of private equity and debt capital with institutional investors as well as mergers & acquisitions.

Aeklvya Advisors, Inc.

Investment Bank

    This member has no reported closed transactions.

Aeklvya Advisors, Inc. ("Aeklvya") /'ek-lav-ya/ is a middle-market focused boutique M&A and strategic advisory services firm to global healthcare, technology, industrials, and business services companies.Aeklvya is dedicated to accommodating the needs of dynamic, small / mid-cap businesses by providing customized service and agility for efficient deal execution and maximum shareholder value.We pride ourselves on our client-focused culture, integrity, and unbiased strategic advice we provide to our clients.

Marlin & Associates

Investment Bank

    This member has no reported closed transactions.

Marlin & Associates is an international investment bank and corporate advisory firm based in New York City, with offices in San Francisco, Washington, DC, and Toronto.For more than 14 years, we have focused on being the domain experts for mergers and acquisitions in business software, financial technology, data, analytics and related services. We provide expert strategic and financial advice to owners and managers of U.S. and international companies as well as to financial sponsors who invest in these companies. Our professionals have advised on more than 200 successfully completed…

Aramar Capital LLC

Investment Bank

    This member has no reported closed transactions.

Aramar Capital Group, LLC is a boutique investment bank that focuses exclusively on providing sell-side advisory and strategic capital-raising services to privately-held, middle-market companies throughout North America.

Seaport Investments

Investment Bank

    This member has no reported closed transactions.

This profitable Company is recognized as one of the most successful Affiliate Marketing Networks in the industry. Our client is recognized as a Top 10 Affiliate Marketing network worldwide (AffStat, Blue Book) whose proprietary infrastructure provides the tracking technology and gateway for online merchants to increase sales on a pay-for-performance basis via strategic partnerships with affiliates.   INDUSTRY BACKGROUND: Amazon’s launch of their Associate Program in 1996 ignited the appeal and subsequent growth of the Affiliate Marketing industry. Today, according to Forrester…

PJ Solomon

Investment Bank

    This member has no reported closed transactions.

Peter J. Solomon Company (PJSC) is a leading independent investment banking firm headquartered in New York City. Founded in 1989, the Firm provides owners, chief executives, and senior management of public and private companies with strategic and financial advice that generally results in a financial transaction.PJSC has successfully completed more than 400 strategic and financial advisory assignments. The Firm’s clients represent industry leaders in health care; retail, wholesale and catalogue distribution; branded and unbranded consumer products, pharmaceuticals and life science and media…

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