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Other Diversified Financial Services Investment Banks - Axial

Members (155 results)

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
was acquired by
Advisor
Jul 2023
was acquired by

Legacy Capital Advisors

Investment Bank
  • 7 Total Closed Deals
Legacy Capital Advisors, LLC provides a very sophisticated level of Merger and Acquisition advisory services exclusively to closely-held, middle market companies. We utilize proven, unique, innovative processes to help our clients attain maximum value from Merger & Acquisition transactions while maintaining confidentiality and minimizing business disruption.Our principals have worked together as a team for over 20 years providing our clients with over $2 billion of liquidity. We have represented and advised business owners across a wide variety of industries with a core focus on…
Most Recent Transactions
Advisor
Jan 2013
secured investment from
Advisor
Dec 2012
secured investment from
Advisor
Sep 2011
was acquired by
Advisor
Oct 2010
secured investment from

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
Investor
Jan 2019
invested in
Investor
Jan 2019
invested in

Xnergy Financial

Investment Bank
  • 4 Total Closed Deals
Xnergy Financial, Member FINRA/ SIPC, is an international investment banking firm providing debt and equity and merger and acquisition services to emerging growth and middle market companies. Our extensive expertise in a broad range of industries enables us to deliver prompt, creative finance solutions to our clients regardless of complexity. Our sector specific team of professionals continuously tailors the finance solutions we provide to respond to the changing opportunities of our clients. Our services include debt and equity corporate finance, merger, acquisition, and disposition…
Most Recent Transactions
Advisor
Dec 2013
secured investment from
Advisor
Dec 2013
secured investment from
Advisor
Nov 2013
secured investment from
Advisor
Aug 2013
was acquired by

CTX Capital Securities

Investment Bank
  • 4 Total Closed Deals
We partner with middle market companies to provide them with Business Advisory and Investment Banking services. Our goal is to assist our partner companies in the evolution of their business as a trusted advisor for many years to come.Ultimately...we want to give you tour time back as a business owner. We are pleased to have the ability through established networks to provide capital sourcing services for our clients. We feel that the ability for you to utilize a professional in your capital sourcing process can be one that will pay dividends both in the present and future. Value creation can…
Most Recent Transactions
Advisor
Dec 2018
secured debt financing from
Advisor
Nov 2018
secured debt financing from
Advisor
Nov 2018
secured debt financing from
Advisor
Mar 2018
secured debt financing from

Granite Tower Capital

Investment Bank
  • 3 Total Closed Deals
Granite Tower Capital is an Advisory firm that specialises in arranging M&A, Debt Financing and the Raising of Equity for privately held Companies. We deal across Canada and in all Industries. Our mission is to help our clients succeed in all of their endeavours. At Granite Tower 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.
Most Recent Transactions
Advisor
Aug 2013
was acquired by
Advisor
Dec 2012
secured investment from
Advisor
Aug 2011
secured investment from

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

The Wall Street Organization, Inc.

Investment Bank
  • 3 Total Closed Deals
The Wall Street Organization, Inc.®, (WSO) was founded in 1997 by Stephen M. Cole to provide companies seeking funding for start-up, growth, reorganization or expanision with the tools they need to successfully identify and attract the right type of funding. One of the most difficult challenges for any entrepreneur or business seeking capital lies in capturing the interest of Broker/Dealers and Investors who are inundated with requests for funding. Mr. Cole's dual background in both Marketing and Advertising and Securities presented an elegant solution to this problem. The WSO specializes in…
Most Recent Transactions
Advisor
Jan 2014
secured investment from
Investor
Apr 2011
invested in
Advisor
Jan 2007
secured investment from

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

HarborLight Capital Markets, LLC

Investment Bank
  • 1 Total Closed Deal
HarborLight Capital Markets, LLC provides Investment Banking and capital-raising services to dynamic, well-led companies, utilizing both the institutional and retail distribution channels. Typical transaction size is $25M -$75M.
Most Recent Transactions
Advisor
May 2011
secured investment from

Lexis Consulting Private Limited

Investment Bank
  • 1 Total Closed Deal
Services include:* Business Valuations (using analysis of adjusted assets & liabilities, capitalized earnings, discounted cash flow, comparable public companies and comparable transactions)* Deal Structuring (acquisitions, mergers, divestitures, company sales, joint ventures, and financing using equity, mezzanine or debt)* Deal Negotiations (business sales, acquisitions, financing transactions)* Financial Models (for acquisitions, private equity, venture capital or debt financing)* Business Plans / Investor Presentations / Private Placement Memorandums (PPM), Investor Memorandums,…
Most Recent Transactions
Advisor
Apr 2012
was acquired by

Schwartz Heslin Group, Inc.

Investment Bank
  • 1 Total Closed Deal
SHG is an independent investment banking and strategic advisory firm located in the United States, Europe and internationally. We advise our clients in the areas of mergers, acquisitions, capital raising, business valuation, divestitures, recapitalizations, restructurings, and other strategic and corporate finance matters. We operate with the understanding that management consultants typically have limited knowledge of capital markets and investment banking. Likewise, investment bankers are typically transaction oriented and are seldom adept at advising companies on strategic or operational…
Most Recent Transactions
Advisor
Jan 2016
was acquired by

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

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

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