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Office Electronics Investment Banks - Axial

Members (139 results)

NewCap Partners Inc.

Investment Bank
  • 87 Total Closed Deals
NewCap Partners is a 30 year old investment bank serving the lower middle market. We work with business owners, boards, shareholders and management teams to develop and execute on financial transactions and implement strategies to maximize shareholder value. Our senior investment bankers have experience dealing with both public and private companies in a variety of industries. The industry expertise of our bankers is complemented by independent industry consultants who provide us with contacts and insights into a variety of industries.Over the last 30 years, we have completed a variety of…
Most Recent Transactions
Advisor
Dec 2021
was acquired by
Advisor
Apr 2021
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Advisor
Aug 2020
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Advisor
Jan 2019
was acquired by

Western Reserve Partners LLC

Investment Bank
  • 77 Total Closed Deals
Western Reserve Partners LLC provides M&A, capital raising and other financial advisory services to middle market companies across a focused set of industry verticals, including industrial, business services, consumer, healthcare, technology and real estate. Each engagement is tailored to our client's specific objectives and relevant market dynamics. Thoughtful advice, keen market insight and well-crafted transaction processes have resulted in over 80% of our sell-side engagements closing at valuation ranges that meet or exceed expectations.
Most Recent Transactions
Advisor
Nov 2015
secured investment from
Advisor
Apr 2015
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Advisor
Jul 2014
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Advisor
Jul 2014
was acquired by

GulfStar Group

Investment Bank
  • 73 Total Closed Deals
GulfStar is one of the leading middle market investment banking firms in the United States. We help business owners succeed by offering a level of negotiation experience, strategic and valuation insights and transaction guidance you simply won’t find elsewhere or doing it yourself. How? We recruit top talent and foster a culture that is personally invested in the results we help our clients achieve. Our services include mergers and acquisitions, private placements, and financial advisory services. To date, GulfStar has completed more than 700 transactions involving buyers and sellers from…
Most Recent Transactions
Advisor
Apr 2016
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Advisor
Mar 2016
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Advisor
Dec 2015
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Advisor
Dec 2015
was acquired by

Cascadia Capital LLC

Investment Bank
  • 58 Total Closed Deals
We are an independent investment bank founded in 2000, positioned nationally and internationally, and organized into a number of industry practice areas:Business ServicesConsumer & RetailEnergy & Applied TechnologiesFood, Beverage & AgribusinessHealthcareIndustrialsRobotics, Automation & Artificial IntelligenceTechnologyWe work with private and public companies throughout their life cycle – from growth equity financing and later-stage capital raises, including PIPE financings and private debt, to mergers, acquisitions and restructurings. We offer the following investment banking…
Most Recent Transactions
Advisor
Mar 2022
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Advisor
Feb 2022
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Advisor
Feb 2022
secured investment from
Advisor
Feb 2022
was acquired by

Carter Morse & Goodrich

Investment Bank
  • 53 Total Closed Deals
M&A Expertise for Families and FoundersLocated in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing closely-held and family businesses valued between $25 million and $250 million. CMG specializes in helping owners of leading companies in unique and niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. We fully understand and appreciate the unique dynamics of closely-held and family businesses and the importance of their legacies.While CMG provides a full range of investment…
Most Recent Transactions
Advisor
May 2023
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Advisor
Feb 2023
was acquired by
Advisor
Feb 2023
secured investment from
Advisor
Jan 2023
was acquired by

XLCS Partners

Investment Bank
  • 42 Total Closed Deals
XLCS Partners, Inc. is an independent investment banking firm that provides M&A advisory, capital raising and debt advisory for select clients globally. Middle market companies and private equity funds rely on our creative solutions, thoughtful insight and truthful advice when considering exiting their companies, making strategic acquisitions, partnering with private equity sponsors and raising debt or equity capital.and raising debt or equity capital..
Most Recent Transactions
Advisor
Apr 2017
secured investment from
Advisor
Dec 2016
was acquired by
Advisor
Nov 2016
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Advisor
Nov 2016
was acquired by

Berman Capital

Investment Bank
  • 37 Total Closed Deals
Berman Capital is dedicated to helping company owners and shareholders sell their business or raise capital for the highest possible price and the best possible fit for their employees, company, themselves and their families.Our experience proves this out: Since 1971 the principals at Berman Capital have completed over 70 multi-million-dollar merger & acquisition transactions working almost exclusively with private, entrepreneur driven companies. At Berman Capital, we pride ourselves on being a small, boutique FINRA regulated firm:- We focus on assisting mid-market companies (generating an…
Most Recent Transactions
Advisor
Jun 2015
was acquired by
Advisor
Nov 2012
was acquired by
Advisor
Feb 2011
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Advisor
Jun 2010
was acquired by

Commerce Street Capital, LLC

Investment Bank
  • 36 Total Closed Deals
Commerce Street Capital, LLC, Member FINRA/SIPC, is a premier investment banking firm serving financial institutions and middle-market companies. We value collaboration with our client partners and enjoy building long term relationships established on a foundation of mutual respect, common goals, and uncommon integrity. Led by veterans of the financial industry, Commerce Street Capital’s practice includes: - Mergers & Acquisitions - Recapitalizations - Private Placement of Debt & Equity - Regulatory Advisory - Valuations & Fairness Opinions - Community Bank Capital Markets Services - SBIC…
Most Recent Transactions
Advisor
Sep 2015
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Advisor
Jul 2015
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Advisor
Jul 2015
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Advisor
Jul 2015
was acquired by

Daroth Capital Advisors

Investment Bank
  • 22 Total Closed Deals
Daroth Capital Advisors LLC, a New York-based investment bank, provides a full array of financial advisory services to companies, financial sponsors and institutional investors. We work with our clients to identify, structure and execute diverse and innovative transactions. Daroth is registered as a broker dealer with the SEC and is a member of the Financial Industry Regulatory Authority "FINRA" (www.finra.org), the largest non-governmental regulator for all securities firms doing business in the United States, and SIPC. Significant experience advising on middle market M&A transactions…
Most Recent Transactions
Advisor
Jan 2014
secured investment from
Advisor
Jan 2014
secured investment from
Advisor
Jan 2014
was acquired by
Advisor
Jan 2014
was acquired by

Brock Capital Group, LLC

Investment Bank
  • 20 Total Closed Deals
Employing the unparalleled collective experience and relationships of its 45+ managing directors, Brock Capital Group offers investment banking advisory and consulting services to clients on a broad variety of matters at the most senior level. Brock partners include former heads of investment banking groups at global Wall Street firms as well as C-level executives and directors of Fortune 500 companies. No other firm brings the same level of expertise to middle market clients. Services include advising and leading private company sales, corporate spin-outs, management buy-outs, private…
Most Recent Transactions
Advisor
Dec 2014
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Advisor
Nov 2014
secured debt financing from
Advisor
Mar 2014
secured investment from
Advisor
Jan 2014
was acquired by

Baird Business Owner Solutions

Investment Bank
  • 17 Total Closed Deals
We advise buyers and sellers on business sales, mergers, acquisitions, ESOPs and other similar transactions. Our Business Owner Solutions team will deliver the strategic advice and practical guidance to help you achieve the optimal outcome in your business transition. Our credentialed, experienced business valuation team understands both the art and science of business valuation. We tailor each project to the client's unique situation and needs. The ongoing M&A experience of our Business Owner Solutions team is a critical factor grounding our valuations in the real world.When you're ready to…
Most Recent Transactions
Advisor
Dec 2017
was acquired by
Advisor
Oct 2017
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Advisor
Aug 2017
was acquired by
Advisor
May 2017
was acquired by

Romanchuk & Co.

Investment Bank
  • 17 Total Closed Deals
Romanchuk & Co. is an award-winning boutique M&A investment banking firm with a focused expertise in advising companies within the energy and industrials sectors. We advise business owners on the preparation and sale of their company, assist them in identifying strategic opportunities, and help them execute upon those strategies. We specialize in providing sell-side M&A advisory services to lower middle-market companies with revenues or enterprise values ranging from $15 million to $250 million. For more information, please visit our website at www.romanchukco.com.Registered…
Most Recent Transactions
Advisor
May 2019
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Advisor
Jan 2019
secured investment from
Advisor
Oct 2018
was acquired by
Advisor
Sep 2017
secured investment from

Szymon Zephan Capital

Investment Bank
  • 13 Total Closed Deals
Our mission is to help our clients succeed in all of their endeavours. At Szymon Zephan Capital, every customer is important. And our reputation hinges on the fact that we treat even our smallest clients with the same respect and diligence we would treat our largest clients. We earn the trust of our clients and our lenders by our actions every single day. An independent financial advisory firm serving clients with sound advice and effective solutions to strategic and financial matters. We operate in a global network of relationships with key decision-makers in corporations, governments and…
Most Recent Transactions
Advisor
Sep 2022
secured debt financing from
Advisor
Jun 2022
secured investment from
Advisor
Jun 2022
secured investment from
Advisor
Jun 2022
secured investment from

Brooks, Houghton & Company, Inc.

Investment Bank
  • 12 Total Closed Deals
Brooks, Houghton & Company, Inc. ("BHC") is a merchant banking firm dedicated to providing investment banking services and direct investment to middle market private and public companies, and emerging-growth companies. Formed in 1989, BHC emphasizes building long-term relationships with its clients by providing quality, innovative solutions to corporate finance needs, and recognizes the importance of relationships that are established through mutual trust and professional execution. BHC has expertise in manufacturing, specialty distribution and business services. Additionally, the firm has…
Most Recent Transactions
Advisor
Jul 2015
secured debt financing from
Advisor
Jun 2015
secured investment from
Advisor
Dec 2014
was acquired by
Advisor
Oct 2014
was acquired by

Dunning Capital LLC

Investment Bank
  • 11 Total Closed Deals
At Dunning Capital we provide investment banking and financial consulting services to emerging and middle-market companies. We manage acquisition and divesture transactions, raise private capital, provide strategic advice for corporate development, and strive to ensure the successful planning and implementation of future transactions.Based in Raleigh since 2000, North Carolina, our firm services a broad range of companies in the Mid-Atlantic and Southeast that require assistance with growth opportunities or execution of strategic projects and transactions.
Most Recent Transactions
Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
was acquired by

SSG Capital Advisors, LLC

Investment Bank
  • 11 Total Closed Deals
SSG Capital Advisors is an independent boutique investment bank that assists middle-market companies and their stakeholders. We provide our clients with comprehensive investment banking services in the areas of mergers and acquisitions, private placements, financial restructurings, valuations, litigation and strategic advisory. SSG has a proven track record of closing over 350 transactions in North America and Europe and is a leader in the industry.
Most Recent Transactions
Advisor
Mar 2024
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Advisor
Jan 2024
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Advisor
Jan 2024
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Advisor
Nov 2023
was acquired by

Calabasas Capital

Investment Bank
  • 10 Total Closed Deals
Calabasas Capital is a boutique financial advisory firm primarily serving lower-middle-market (typically with between $10MM and $100MM in revenue) privately-held companies, business owners and entrepreneurs.• Our goal is always to Maximize Value for our clients• We provide customized advisory services tailored to each client’s unique circumstances and opportunities• Our team members each have over 20 years experience in investment banking, private equity and Big 4 public accounting. Our services include:• Sell Side Mergers & Acquisitions• Private Equity & Debt…
Most Recent Transactions
Advisor
Jan 2023
was acquired by
Advisor
Aug 2022
was acquired by
Advisor
Jul 2022
was acquired by
Advisor
Dec 2021
was acquired by

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

Rockland Advisory Group

Investment Bank
  • 9 Total Closed Deals
Rockland Advisory Group, LLC (www.rocklandadvisory.com) is an investment banking and financial advisory firm offering independent, objective and value-added investment banking services to middle market companies and their owners. Through its affiliated broker dealer, Rockland Securities, LLC, Rockland provides merger, acquisition, divestiture, debt and equity financing, capital restructuring and advisory services. All of our Partners have more than 25 years of experience in financial services and are experienced in structuring, financing, negotiating and closing complex transactions across…
Most Recent Transactions
Advisor
Apr 2015
secured investment from
Advisor
Oct 2014
was acquired by
Advisor
Nov 2013
was acquired by
Advisor
Nov 2013
was acquired by

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