Top Other Diversified Financial Services Investment Banks with Recent Private M&A Activity

160

Active Firms

192

TTM Deal Flow

$3M-$31M

Core Revenue Range

$500K-$5M

Core EBITDA Range

Top States by Activity

California 14%

Florida 12%

New York 6%

Massachusetts 5%

New Jersey 5%

Key Attributes

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

FOCUS Investment Banking

4 Closed Deals via Axial

188 Total Closed Deals

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With more than three decades of experience, FOCUS Investment Banking is a trusted name in M&A advisory services with a nationwide footprint and a global reach. Headquartered in the Washington, DC metro area, FOCUS also has corporate offices in Atlanta and the Los Angeles metro area. Its team of 35+ senior bankers is supported by more than a dozen analysts, senior advisors and support staff. Each FOCUS banker maintains a core practice in one of the 12 industry verticals comprising the firm’s current areas of specialization, keeping FOCUS abreast of developments in today’s rapidly…

Recent Transactions

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Jun 2026 Advised Dirty Mids in its sale to Optimal Investment Group + Wayfinder Capital Partners
Sep 2025 Advised Confidential Company in its sale to Confidential Company
Jul 2025 Advised Verigent in its sale to Allied Resources Group (“ARG”)
May 2025 Advised FootingFirst LLC in its sale to Morton Buildings, Inc.

SDR Ventures

3 Closed Deals via Axial

91 Total Closed Deals Actively Sourcing Deals

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SDR Ventures is a Denver-based investment banking firm serving private business owners in the lower middle market, including companies with values up to $300 million. The SDR Ventures approach of THINKING LIKE OWNERS helps businesses maximize their value. Whether owners are looking to sell a business, buy a business or raise debt or equity, SDR is committed to helping them succeed. Our core services include: • M&A Transaction Advisory – Buy Side and Sell Side • Private Capital Formation – Debt and Equity • Strategic Advisory/Consulting Investment banking and securities are offered…

Recent Transactions

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Jun 2026 Advised Confidential Company in its sale to Confidential Company
Jan 2026 Advised Confidential Company in its sale to Confidential Company
Nov 2025 Advised Confidential Company in its sale to Confidential Company
Oct 2025 Advised Confidential Company in its sale to Confidential Company

Evangeline Securities

3 Closed Deals via Axial

9 Total Closed Deals

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Evangeline Securities provides investment banking services to lower middle market companies across a broad spectrum of industries. With offices in Lafayette and New Orleans, LA, the firm offers corporate finance, securities placement, M&A and restructuring expertise. Evangeline professionals bring their collective decades of experience to each assignment, having raised institutional capital and performed advisory services for deal sizes ranging from $20 million to over $200 million.Evangeline Securities was formed by a group of top tier Wall Street professionals with the singular goal of…

Recent Transactions

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Jun 2025 Advised “Lift-Off” Pipe Supports in its sale to Delta Machine & Ironworks
Nov 2023 Advised Longbranch Retreat and Recovery Centery in its sale to Abacus Investments
Mar 2023 Advised KnowledgeVine in its sale to Alliant Insurance Services
Dec 2021 Advised The Gauge House in its sale to Marigny Investments LLC

MidCap Advisors

2 Closed Deals via Axial

89 Total Closed Deals

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MidCap Advisors, a middle market investment bank headquartered in New York, specializing in mergers and acquisitions, corporate finance, capital raises, ownership transition planning, business valuations, and negotiation support services for companies generating $5 million to $250 million in revenues. A business owner's definition of success is multi-faceted. For some, it is selling a business for maximum value. For others, it is effecting a smooth ownership transition to key employees or family members. And for others, the question has not been fully answered yet. That’s why our…

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Feb 2021 Advised The Eye Health Group in its sale to Beverly Capital
Sep 2020 Advised Benson Young & Downs Insurance Agency Inc in its sale to The Barnstable County Mutual Insurance Company Inc
Feb 2020 Advised Aerial Electric in its sale to IES Holdings
Nov 2019 Advised Byrne Dairy Fluid Milk Operations in its sale to Upstate Niagra Cooperative Inc.

Cornhusker Capital

1 Closed Deal via Axial

11 Total Closed Deals

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We are highly experienced Investment Bankers and Advisers focusing on the lower end of the middle market. Our sweet spot is companies with greater than $1.0 Million TTM EBITDA and less than $100 Million in annual revenues.

Recent Transactions

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Oct 2024 Advised Confidential Company in its sale to Confidential Company
Aug 2023 Advised Avalon Communications in its sale to FSH Communications
Aug 2023 Advised BB7 on an investment from Woodlawn Partners
Oct 2022 Advised Confidential Company on an investment from Confidential Company

Skyway Capital Markets

1 Closed Deal via Axial

7 Total Closed Deals

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Skyway Capital is a leading middle-market investment bank specializing in mergers & acquisitions, capital markets, and private capital advisory services.

Recent Transactions

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Dec 2024 Advised American Aluminum Accessories, LLC. in its sale to Gamber Johnson
Sep 2024 Advised REDCON Solutions Group in its sale to Sciath Security, LLC
Jul 2024 Advised UCPM Environmental Insurance on an investment from Bregal Sagemount
Jun 2024 Advised Aqua ChemPacs, LLC in its sale to Solenis

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Global Capital Markets Incorporated

1 Closed Deal via Axial

7 Total Closed Deals

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At Global Capital Markets we specialize in middle market transactions. We take a no-nonsense approach to achieving results in virtually all situations. This approach has made us a leading West Coast financial services provider. For over fifteen years, our team has offered companies a unique blend of sophisticated financial expertise and access to the global marketplace of buyers, sellers and financiers. In order to serve our clients to the fullest extent we generally focus our services on manufacturing, distribution, service and retail companies with revenues between $10 million and $200…

Recent Transactions

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Aug 2023 Advised Aremac Associates, Inc. in its sale to TESSEC
Aug 2023 Advised L Tech Network Services, Inc. in its sale to JK Holdings, LLC
Oct 2022 Advised Weber Plywood & Lumber Co. in its sale to Sierra Forest Products
Sep 2021 Advised Endural LLC in its sale to Salt Creek Capital

Victory Partners, LLC

1 Closed Deal via Axial

45 Total Closed Deals

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Victory Partners is unique, unlike any other financial advisory and private equity firm serving the middle market you will find. If you walk our halls, you will not find anyone who talks with a locked jaw or wears an ascot. None of us were sitting on the fortunes of our forefathers when we set out to build a world class firm. We have earned our reputation the old fashioned way, through hard work, perseverance, and truly understanding the tenets of entrepreneurialism. Everything we have built over the last 10 years has been around celebrating the entrepreneur. Our great economy…

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Oct 2022 Advised Signature Landscape Contractors, LLC in its sale to Appalachian Capital
Jan 2015 Invested in U.S. Organic Peroxides Division
Jan 2015 Advised Phoenix Radiology in its sale to PSS World Medical Inc.
Jan 2015 Advised Jolly Chef Express on an investment from Confidential

Corporate Finance Associates - NE

1 Closed Deal via Axial

11 Total Closed Deals

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Welcome to CFA-MidWest, the oldest and largest, mid-market, mergers & acquisition advisory firm in the region. We focus on providing a full range of M&A support services for middle market companies. We are committed to delivering results for our clients.As a business intermediary, CFA represents clients in the sale, merger, purchase, and valuation of closely held businesses. We specialize in manufacturing, distribution, and service companies who have sales of $3 Million to $100 Million located throughout the USA. We have represented clients from California to New York, from Washington state…

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Jul 2023 Advised Xaris in its sale to RiverDam
Jul 2023 Advised Oral Care in its sale to Tandartsprayktijk Kennermerland
Jul 2023 Advised Mikrona Group in its sale to WinterBerg Group
Jul 2023 Advised CLAAS in its sale to Feick

Group M

1 Closed Deal via Axial

1 Total Closed Deal

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Salient Finance is a corporate advisory firm providing consulting services covering business strategy, corporate development, mergers and acquisition, turn arounds, financial structuring and capital procurement services to established small and medium-sized companies based in North America. Our head office is located in Toronto, Ontario.

Recent Transactions

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Sep 2020 Advised Confidential Company in its sale to Confidential Buyer

Hyde Park Capital Advisors, LLC

147 Total Closed Deals

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Hyde Park Capital is one of the most active boutique investment banking firms in the United States, advising middle-market public and private companies across a wide range of industries. For more than 25 years, we have delivered trusted advisory services in mergers and acquisitions, capital raising, infrastructure and project finance, fairness opinions, and strategic financial advisory engagements.Our senior bankers bring decades of experience advising founder and family-owned businesses as well as private equity backed and publicly traded companies. We are widely recognized for our expertise…

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Jun 2026 Advised GOHUNT in its sale to Brandt Information Services
Jun 2026 Advised Procare Ambulance on an investment from Prodos Capital and Manolin Investment Group
Jan 2026 Advised Syracuse Orthopedic Specialists and Affiliates in its sale to Evolve Orthopedic Partners
Aug 2025 Advised Commercial Residential Aluminum in its sale to Garden City Equity

PCE Investment Bankers

107 Total Closed Deals

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PCE is a leading investment bank that delivers M&A, ESOP, valuation, and advisory services to middle-market business owners across the U.S. With decades of experience, sector depth, and a people-first mindset, we help entrepreneurs and their advisors navigate complex transitions with clarity and confidence.From growth planning to exit strategy, we’re more than dealmakers — we’re long-term partners committed to maximizing value and preserving legacy. Headquartered in Orlando, with offices in Atlanta, Chicago, Denver, and New Jersey, our national footprint ensures local insight and…

Recent Transactions

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Dec 2025 Advised JF Lomma in its sale to Bay Crane Services
Jun 2025 Advised The Appliance Barn in its sale to Grand Appliance
May 2025 Advised American Door Products Inc. in its sale to Riverbend Industries Inc.
Apr 2025 Advised Confidential Company in its sale to Confidential Company

Dresner Partners

50 Total Closed Deals

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Dresner Partners is a middle market investment bank specializing in mergers & acquisition advisory, financial restructuring and corporate turnarounds, institutional private placements of debt and equity, valuation and strategic consulting. Our clients are middle market companies operating both in the U.S. and internationally. We are deeply committed to exceeding client expectations and maintaining the highest levels of integrity. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients. The Firm's…

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May 2023 Advised Vic West Importers d/b/a Grandpa Gus' in its sale to VCM Products
Mar 2015 Advised Damian Services Corp on an investment from Sterling Bancorp
Jul 2014 Advised Guardian Industries on an investment from Altra Industrial
Mar 2014 Advised G2 Partners in its sale to Excellere Partners

Cassel Salpeter & Co.

47 Total Closed Deals

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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…

Recent Transactions

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May 2024 Advised Intergalactic in its sale to Aldevron LLC
Apr 2024 Advised Bird in its sale to Third Lane Mobility Inc.
Dec 2023 Assisted Healthly LLC in securing debt financing from Corbel Capital Partners
Feb 2021 Assisted Plantation Boat Mart & Marina, Inc. in securing debt financing from Capital Provider

The McLean Group, LLC

44 Total Closed Deals

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The McLean Group is an investment bank providing mergers and acquisitions (M&A), capital formation, market intelligence, business valuation, litigation support and exit planning services to middle market businesses. Headquartered in Washington, DC's technology, communications and government contracting corridor, we are among the largest independent middle market investment banks in the nation. The McLean Group has a presence in more than 30 cities in the US and Canada, serving domestic and international clients with a broad resume of successfully consummated financial transactions. Our…

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Jun 2019 Advised CDM Fitness Holding in its sale to Spanos Barber Jesse & Co
Jun 2019 Advised KeyLogic in its sale to IIA Technologies
Apr 2019 Advised Trowbridge & Trowbridge, LLC in its sale to Enlightenment Capital
Mar 2019 Advised Phacil in its sale to ByLight

XLCS Partners

42 Total Closed Deals

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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..

Recent Transactions

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Apr 2017 Advised SSP Innovations on an investment from Warren Equity Partners
Dec 2016 Advised Broken Arrow Communications in its sale to Blue Sage Capital and Private Equity Capital Corporation
Nov 2016 Advised The Industrial Graphics Division of GSI Technologies in its sale to Cypress MultiGraphics
Nov 2016 Advised White Distribution & Supply in its sale to Slate Capital Group

Oaklyn Consulting

38 Total Closed Deals

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Oaklyn Consulting is a different kind of investment banking advisor for small to mid-sized organizations. We help clients negotiate mergers, acquisitions, capital raises, recapitalizations and joint ventures.We serve founder-owned and investor-backed businesses as well as nonprofits, co-ops, and professional services firms.We have earned the trust of referral partners, who are investment bankers, investors, lenders, lawyers, wealth advisors and similar professionals.Working as consultants, or "hourly investment bankers," we help where traditional investment banking advisors cannot.Since 2016,…

Recent Transactions

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Jun 2026 Advised 911 Custom in its sale to LEHR Upfitters Holdings
Apr 2026 Advised Calmont Beverage in its sale to Baker Distributing
Nov 2025 Advised Confidential Company in its sale to Confidential Company
Nov 2025 Advised Shotflow in its sale to Creative Force

Sterling Point Advisors

37 Total Closed Deals

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Sterling Point Advisors is a boutique mergers and acquisitions advisory firm serving family-owned and privately-held businesses. We help business owners navigate the strategic challenges of growing or exiting their businesses.

Recent Transactions

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Jan 2025 Advised Confidential Company in its sale to Confidential Company
Jan 2025 Advised Fire Safety Products in its sale to PE backed company
Apr 2024 Advised Confidential Company in its sale to Confidential Company
Feb 2024 Advised Scale Systems Inc. (B&D Industrial) in its sale to System Scale Corporation

CoveView Advisors

37 Total Closed Deals

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CoveView is an Independent advisory firm, providing corporate finance services to corporations, private equity firms and financial institutions. Our partners average more than 25 years of experience in mergers and acquisitions, capital markets, private equity, leveraged finance, and restructuring.We bring continuous senior-level attention to every engagement with a focus on delivering unbiased strategic advice without the burden of institutional constraints or conflicts of interest. We have perspective from both middle market and big company experience that we bring to every client…

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May 2018 Assisted Long's in securing debt financing from Confidential Company
May 2018 Assisted Abode in securing debt financing from Confidential Company
Mar 2018 Advised Beaulieu Group in its sale to Engineered Floors, LLC
Feb 2018 Advised Bedrock Manufacturing Co. on an investment from Multiple Investors

Bryant Park Capital

36 Total Closed Deals

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Founded in 1991, Bryant Park Capital is a boutique investment bank, which excels in helping both public and private companies meet their strategic objectives through Mergers and Acquisitions, Capital Raising, and Strategic Advisory. The partners have completed over 400 deals, representing over $30 billion in transaction value.

Recent Transactions

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Dec 2024 Assisted Pasadena Private Lending in securing debt financing from Confidential Company
Sep 2024 Assisted Deminor Recovery Services in securing debt financing from Confidential Company
Jul 2024 Assisted High Rise Financial in securing debt financing from Confidential Company
Aug 2023 Assisted Modeso in securing debt financing from Confidential Company

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Firms in the Other Diversified Financial Services 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 Other Diversified Financial Services Investment Banks is $3M-$31M, with a core EBITDA range of $500K-$5M. 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 160 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 Other Diversified Financial Services 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 160 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 Other Diversified Financial Services Investment Banks directory, you can request information here.

Top Other Diversified Financial Services Investment Banks

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