Top Personal Products Investment Banks

MHT Partners

42 Total Closed Deals

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As owners of our firm, we think like entrepreneurs, bringing unparalleled level of passion and intensity to every transaction.MHT Partners is committed to delivering a higher level of service, combined with exceptional execution, for our clients. We have deep industry knowledge in the sectors we serve and, with offices coast to coast, employ a network of professionals who know the players, the market and how to position, negotiate and close the deal.We advise leaders of niche markets who are selling a company, buying a company or raising capital for growth.MHT Partners serves a variety of…

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• Sep 2017 Advised Corporate United in its sale to Omnia Partners
• Aug 2017 Advised Sales Benchmark Index on an investment from Alaris Royalty Corp.
• Jul 2017 Advised School Improvement Network in its sale to Frontline Education
• Jul 2017 Advised Dermatologists of Central States in its sale to Dermatology & Skin Surgery Center, PLC

Berman Capital

37 Total Closed Deals

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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…

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• Jun 2015 Advised BAART in its sale to Webster Capital
• Nov 2012 Advised Cal Saw Canada in its sale to A Strategic Partner
• Feb 2011 Advised Laboratory Sales Limited in its sale to Wheaton Industries
• Jun 2010 Advised Arvilla Oilfield Services in its sale to Select Energy Services

Commerce Street Capital, LLC

36 Total Closed Deals

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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…

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• Sep 2015 Advised Schwertner State Bank in its sale to R Bank
• Jul 2015 Advised Independent Bank of Texas in its sale to Veritex Community Banks
• Jul 2015 Advised Vision Bank in its sale to Texas Bank and Trust
• Jul 2015 Advised The Bank of Fayetteville in its sale to Farmers & Merchants Bank

Daroth Capital Advisors

22 Total Closed Deals

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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…

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• Jan 2014 Advised Federal on an investment from Ableco
• Jan 2014 Advised Fairchild Corp. on an investment from GoldenTree Asset Management
• Jan 2014 Advised Paragon Imaging in its sale to Overwatch Systems
• Jan 2014 Advised AIS in its sale to Federal It Systems

OR Capital Group

16 Total Closed Deals

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Company OverviewOR Capital Group, Inc. is a full-service investment bank focused on lower middle-market businesses. We advise on M&A, capital raises, and restructurings across industries including Media & Entertainment, Consumer & Retail, Food & Beverage, Technology, Business Services, Healthcare, and Aerospace & Defense.Mission & ValuesWe are driven by a commitment to excellence, integrity, and client success. Our values emphasize purpose-driven collaboration, continuous improvement, respect, and forward-thinking solutions in an evolving market. We truly believe when…

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• Feb 2026 Advised Tubebuddy in its sale to GameSquare Holdings Inc (NASDAQ: GAME)
• Jan 2026 Advised Giant Worldwide in its sale to Cineverse Corp (NASDAQ: CNVS)
• Dec 2023 Advised Connor Concepts on an investment from Capital Spring
• Dec 2023 Advised Tropicale Food on an investment from Wind Point Partners

Concord Financial Advisors, LLC

13 Total Closed Deals

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Concord Financial Advisors, LLC is a boutique investment banking and financial advisory firm serving public and private middle market companies in the United States. Concord specializes in private placements of senior debt and subordinated debt / mezzanine financing for companies requiring turnarounds, recapitalizations and growth. Private & Public Companies (Typically $20MM - $300MM in revenues) Private Equity Groups and their portfolio companies Family Businesses Entrepreneurs making acquisitions or seeking growth capital Financial Institutions looking to exit certain credit Manufacturing /…

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• Jun 2014 Advised Scrap Metal Processor on an investment from Senior Secured Credit Facility
• Dec 2013 Advised Secures $4,000,000 Million Senior Secured Credit Facility in its sale to Granite and Marble Distributor
• Dec 2013 Advised $5 Million Cash Flow Term Loan in its sale to Pizza Franchisor
• Dec 2013 Advised $7,000,000 Million Senior Secured Credit Facilities on an investment from Specialized Heavy Equipment Services Company

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J.H. Chapman Group, LLC

13 Total Closed Deals

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J.H. Chapman Group, LLC is the food industry's leading strategic advisory firm, delivering over 25 years of buy-side and sell-side expertise to clients ranging from private, closely-held businesses to Fortune 500 companies. J.H. Chapman's food industry experience includes branded and private label food product manufacturing, processing and distribution, food service operations and logistics, food ingredients, equipment as well as restaurants and non-food consumer products. The Firm's philosophy is to bring senior-level attention to every stage of an engagement so that clients receive honest,…

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• Aug 2014 Advised Continental Seasoning, Inc. on an investment from Newly Weds Foods, Inc.
• Jul 2013 Advised Florida Food Products' Aloe Vera business and ALOE CON products on an investment from IMPROVE USA
• May 2013 Advised Flat Out Crazy Restaurant Group sold its restaurant holdings FlatTop and StirCrazy on an investment from 363 Sale
• Dec 2012 Advised Custom Food Products, LLC in its sale to CTI Foods

Aurum Capital Connect

13 Total Closed Deals

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Aurum Capital Connect is a Denver- and Dallas-based investment bank and strategic advisory group that specializes in M&A and capital formation for middle market companies. We firmly believe active involvement with our client companies is key to success; we work closely with management teams to develop and execute strategy, open doors to capital, and create meaningful exits.

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• Oct 2025 Advised HP EnviroVision on an investment from Confidential Company
• Sep 2025 Advised Lion Fencing and Steel Supplies on an investment from Alterna Capital Partners
• Jun 2025 Advised Encore Engineering Holdings on an investment from Confidential Company
• Sep 2024 Advised Origins Lab in its sale to Montrose Environmental Group

UHY Advisors Corporate Finance, LLC

12 Total Closed Deals

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Our firm's National Transaction Services Group is comprised of seasoned, multi-disciplined professionals that bring a different aspect and perspective to bear in the transaction process, providing a uniquely integrated services approach to client service and product delivery. We do not believe that “one size fits all”; as each transaction is distinct. We offer services tailored for each transaction and seek opportunities for our clients to maximize their return on investment, while minimizing risks.

Recent Transactions

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• Oct 2014 Advised Sur-Flo Plastics & Engineering in its sale to Crowne Group, LLC
• Oct 2014 Advised Gentz Aero in its sale to MB Aerospace
• Oct 2014 Advised Fluid Automation Inc. in its sale to Graco Inc.
• Oct 2014 Advised Marshall E. Campbell Co. in its sale to LaSalle Electric Supply

Brooks, Houghton & Company, Inc.

12 Total Closed Deals

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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…

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• Jul 2015 Assisted Mad Catz in securing debt financing from NewStar Business Credit LLC and Faunus Group International, Inc.
• Jun 2015 Advised The Pharma Partners on an investment from Undisclosed
• Dec 2014 Advised Confidential in its sale to Liberty Tile & Escrow Co
• Oct 2014 Advised Confidential in its sale to Amax Incporated

Founders Advisors

11 Total Closed Deals

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Founders Advisors is an independent M&A advisory firm committed to serving founder and family-owned businesses. Where others look to extract value, we look to create it. With deep expertise and connections across all major industries and playbooks for how to optimize businesses for their next stage of growth, we're here to serve.We provide full-service deal team from start to finish, and a comprehensive approach to buyer outreach. A sophisticated "wall street" approach, but only in the good ways. All this is in service of finding the deal that works hardest for you and your…

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• Jun 2017 Advised Retirement Online LLC d/b/a RothIRA.com in its sale to Investopedia
• May 2017 Advised Bulldog Media Group, Inc on an investment from Go Capital LLC
• Feb 2017 Advised Bravo Food Service in its sale to Four Foods Group
• Jan 2017 Advised Circle 8 Crane Services on an investment from Trive Capital

WoodRock & Co.

11 Total Closed Deals

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WoodRock & Co. offers private investment banking services to emerging growth and middle- market companies. Working as a partner with our clients, we help move companies through the capital markets and complexities of growth. With backgrounds in investment banking, corporate development, venture capital and finance, our team brings a wealth of experience to the table and offers the kind of direct, personal service and long-term attention that large financial advisory firms often cannot provide. Based in Houston, WoodRock has worked with clients in many areas of the country and across…

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• Jul 2014 Advised Foxborough Peak Disposal Co., LLC in its sale to TexCom Resources Inc.
• Dec 2013 Advised Rebellion Photonics on an investment from Tinicum L.P. and Affiliated Funds
• Oct 2013 Advised Radiant Oil & Gas on an investment from Senior Debt Provider
• Jul 2013 Advised Rock River Resources on an investment from Bridgehouse Capital

Osprey Capital Partners

11 Total Closed Deals

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OUR STORYOsprey Capital Partners is a leading Mid-Market Investment Bank. Operating since 1998, we have consistently provided Canadian companies and their stakeholders with best in class M&A and Financial Advisory services. With thousands of capital sources and strategic relationships, and a proven proprietary process, we work to provide our clients with the best possible outcome, whether they Sell a Business, Buy a Business, or Finance a Business.Welcome to Osprey Capital.OUR SERVICESOur success in servicing our clients’ M&A, financing and strategic requirements is a…

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• Sep 2024 Advised Comsense in its sale to Advantive
• Sep 2023 Advised A.O. Wilson in its sale to Massey Capital
• Mar 2023 Assisted Ciscom Corp in securing debt financing from HSBC
• Nov 2022 Advised Tayco in its sale to BRC Group of Companies

SSG Capital Advisors, LLC

11 Total Closed Deals

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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.

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• Mar 2024 Advised Renters Warehouse in its sale to GA Technologies
• Jan 2024 Advised Infinity Pharmaceuticals, Inc. in its sale to Anonymous Company
• Jan 2024 Advised Christmas by Krebs Corporation in its sale to The Gerson Companies
• Nov 2023 Advised EFS Parlin Holdings, LLC in its sale to TigerGenCo

Pallas Partners

10 Total Closed Deals

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Pallas Partners is a boutique advisory firm focused on M&A Advisory, Strategic Advisory, and Capital Advisory for lower middle-market, privately held companies. Founded in 2007 with offices in Louisville, KY, and Nashville, TN, our senior team has experience leading companies through growth, transition, and exit.We serve:Founders and family-owned businesses seeking to maximize exit valuePrivate equity and family offices looking to divest, expand, or enhance portfolio performanceStrategic buyers and institutional investors pursuing targeted acquisition…

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• Sep 2024 Advised Huncilman Sheet Metal Fabrication in its sale to NIX
• Apr 2020 Advised Oliva Torras in its sale to Bracket Systems, Inc
• Dec 2018 Advised Kentuckiana Allergy in its sale to Family Allergy & Asthma
• May 2017 Advised Malone Workforce Solutions in its sale to Allstaff

TrueNorth Capital Partners, LLC

10 Total Closed Deals

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TrueNorth was founded with a clear sense of purpose and direction: provide exceptional, unfiltered and unbiased merger and acquisition and restructuring advice to middle market companies. Our firm understands those issues unique to this market and works within a structure that guarantees senior level execution. The TrueNorth team has the integrity and foresight to forego short term gain in favor of creating lasting relationships borne of trust. The founding members of TrueNorth have built their careers and reputations serving this market and understanding its intricacies. They have evidenced…

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• Aug 2023 Advised Alaniz and Sons in its sale to Private Equity Capital
• Aug 2023 Advised Bicron Electronics Company in its sale to iNRCORE, LLC
• Aug 2023 Advised Cap Street in its sale to American Packing and Gasket
• Aug 2023 Advised Analytic Stress in its sale to Capstreet

Genesis Capital, LLC

10 Total Closed Deals

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Genesis Capital is an independent investment and merchant banking firm dedicated to working with family-owned and entrepreneur-led businesses, public corporations, and institutional investors to achieve their most important strategic initiatives."Focus on Need vs. Size"Our mission is to best serve clients through our "Focus on Need vs. Size". Genesis Capital has worked with clients in excess of $30 billion to under $25 million of enterprise value and has completed transactions ranging from over $1 billion to under $10 million. Our clients include leading public corporations, private…

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• Dec 2022 Advised Rusty Taco in its sale to Gala Capital Partners
• Sep 2022 Advised Kwalu in its sale to Dunes Point Capital, LLC
• Sep 2022 Advised Network Controls in its sale to Abacus Investments
• Jun 2022 Advised Construction Implements Depot in its sale to LFM Capital

Bayfield Partners

10 Total Closed Deals

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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…

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• Jul 2023 Assisted The BlackStone Group in securing debt financing from Oxbow Carbon & Minerals
• Jul 2023 Advised Core Metal Group in its sale to Ospraie
• Jul 2023 Advised Mexico Metals in its sale to Marco International
• Jul 2023 Advised The Academic Palm Beaches in its sale to Palm Beach Day School

Whipstitch Capital

10 Total Closed Deals

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We make the right deals happen at the right time. For our clients, we:Sell all or a majority of your company so shareholders can monetize their ownership;Assist larger companies and investors with acquisitions; andRaise capital from the right investor at the best-possible terms.Our comprehensive expertise covers all aspects of M&A and capital raising, including:Financial, strategic and operational transaction preparation;Due diligence;Deal structuring and negotiation; andDocumentationWe’re about the true consumer product and retail innovators who fight the good fight, take risks, and change…

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• Aug 2023 Advised Purely Elizabeth in its sale to SEMCAP
• Aug 2023 Advised Rocco & Roxie Supply in its sale to Pet IQ
• Aug 2023 Advised Brothers International Ingredients in its sale to BCP
• Aug 2023 Advised Keystone Natural in its sale to House Foods

Legacy Capital Advisors

7 Total Closed Deals

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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…

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• Jan 2013 Advised APCI Systems, LLC on an investment from Stupp Bros., Inc.
• Dec 2012 Advised Big Tex Trailer Manufacturing on an investment from H.I.G.
• Sep 2011 Advised Peoplelink Staffing Solutions, LLC in its sale to Groupe CRIT SA
• Oct 2010 Advised TurtleWax Auto Appearance Centers on an investment from Various Entities