Top Real Estate Investment Trusts (REITs) Investment Banks with Recent Private M&A Activity

100

Active Firms

154

TTM Deal Flow

$3M-$26M

Core Revenue Range

$500K-$4M

Core EBITDA Range

Top States by Activity

California 14%

Florida 10%

New York 8%

Massachusetts 6%

Louisiana 5%

Key Attributes

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

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

Oberon Securities, LLC

1 Closed Deal via Axial

145 Total Closed Deals

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Oberon Securities is a New York based boutique investment bank that addresses the financial needs of emerging and mid-size businesses across a broad range of industries. Our company was founded in 2001 by senior professionals who have extensive Wall Street experience in investment banking, venture capital and research. Oberon provides customized financial solutions to emerging and middle market companies that are seeking assistance with their M&A and financing needs. Oberon's professionals have an average of more than 15 years on Wall Street; that combined experience and our small and…

Recent Transactions

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Apr 2023 Advised Foresight Technologies in its sale to Sela Software Labs
Nov 2022 Advised Skin Cancer & Aesthetic Surgery in its sale to Forefront Dermatology
Sep 2022 Advised 360 Market Reach in its sale to Leger Marketing
Aug 2022 Advised The Shine App in its sale to Headspace

Capital Canada Limited

1 Closed Deal via Axial

38 Total Closed Deals

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Capital Canada Limited is an independent investment banking firm providing expert, financial advice to corporations and entrepreneurs in Canada and abroad. With a focus in the private capital markets, Capital Canada brings to bear the application of innovative and independent financial skills, targeted towards the unique characteristics of its clients. Capital Canada recognizes that effective corporate finance requires evaluation of financial needs, an understanding of corporate goals, awareness of market attitudes, knowledge of funding sources, as well as an ability to develop the best…

Recent Transactions

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Jul 2024 Advised Essential Turbines Inc. in its sale to Swift Anchor Holdings
Jun 2024 Advised Steelhorse Freight Services Inc. in its sale to Wildwood Transport Inc.
Mar 2024 Advised LJW Tank Lines in its sale to TFI International
Jan 2024 Advised Bridgehead in its sale to Pilot Coffee Roasters

Young America Capital, LLC

1 Closed Deal via Axial

32 Total Closed Deals

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Young America Capital leverages strong relationships with banks, venture-capital and private-equity funds, family offices, fund-of-funds, foundations, hedge funds, Fortune 500 M&A executives and large employers' retirement systems to facilitate clients' goals. Advisor to: Investment managers in the alternative-asset classes, including venture capital, private equity, and hedge funds. YAC provides advisory services in the areas of fund structuring, fund-raising/marketing, LP relations, and back-office operations. Advisor to: Businesses seeking seed stage, early stage, and mezzanine debt and/or…

Recent Transactions

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Dec 2025 Advised Confidential Company on an investment from Confidential Company
Aug 2025 Advised The Spinnaker in its sale to OCRooms
Jul 2025 Advised VitaCup on an investment from Confidential Company
Dec 2024 Advised Confidential Company on an investment from Confidential Buyer

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

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…

Recent Transactions

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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

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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

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

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..

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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

FourBridges Capital Advisors

40 Total Closed Deals

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FourBridges Capital is an investment banking firm that serves business owners across the Southeast. We act as the interface between our clients and the capital markets, helping them to identify potential investors or acquisition targets and successfully complete transactions. Our senior professionals draw on both expertise in investment banking and experience as C-level executives, and they have spent most of their careers serving the middle market. For information regarding our past deals, please visit: fourbridgescapital.com/transactions

Recent Transactions

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Jul 2025 Advised Metro Plumbing Heating and Air in its sale to USA Hometown Experts
Apr 2025 Advised Confidential Company in its sale to Confidential Company
May 2024 Advised Available Plastics Inc. in its sale to Confidential Company
Jan 2024 Advised Southeast Lineman Training Center in its sale to Warren Equity Partners

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,…

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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

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

Pickwick Capital Partners

29 Total Closed Deals

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Pickwick Capital Partners, LLC assists middle-market companies and alternative investment firms achieve their strategic, financing and M&A objectives. We do this through a focused and collaborative process driven by the talent of our advisors, who bring a wealth of experience from leading investment banks such as Morgan Stanley, Jefferies & Company, Deutsche Bank, Merrill Lynch, and others.Our team is comprised of energetic, hands-on solution providers. We focus on quality, and each and every transaction is important to us. Pickwick clients can be assured their advisors are true partners with…

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Apr 2023 Advised Harmony Energy Technology in its sale to Zircon Corporation
Feb 2023 Advised Telegia Communications in its sale to One Ring Networks
Dec 2022 Advised Topo Athletic in its sale to Designer Brands
Jul 2022 Advised Desert iNET in its sale to BAM Broadband

Brock Capital Group, LLC

20 Total Closed Deals

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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…

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Dec 2014 Advised WesTest Engineering Corporation in its sale to Rantec Power Systems
Nov 2014 Assisted Aerofleet in securing debt financing from Board Advisory
Mar 2014 Advised Exosome Diagnostics on an investment from Qiagen
Jan 2014 Advised Chrysler Group LLC in its sale to Fiat North America LLC

Baird Business Owner Solutions

17 Total Closed Deals

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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…

Recent Transactions

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Dec 2017 Advised Pluto Corporation in its sale to Derby Supply Chain Solutions
Oct 2017 Advised StaffMasters, Inc. in its sale to Hire Dynamics
Aug 2017 Advised Kay Manufacturing in its sale to SRS Ventures
May 2017 Advised Grandview Gallery in its sale to CID Capital

Szymon Zephan Capital

13 Total Closed Deals

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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…

Recent Transactions

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Sep 2022 Assisted Confidential Company in securing debt financing from Confidential Company
Jun 2022 Advised Confidential Company on an investment from Confidential Company
Jun 2022 Advised Confidential Company on an investment from Confidential Company
Jun 2022 Advised Confidential Company on an investment from Confidential Company

MaximForte

12 Total Closed Deals

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MaximForte is a dedicated Investment Banking & Sell Side M&A advisory firm focused on founder-led and family-owned lower mid-market growth-oriented companies (EBITDA $2m - $50m). Our services include M&A Advisory, Capital Advisory (Debt and Equity) and Business Consulting. We represent companies based out of United States and Canada. MaximForte LLC offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.

Recent Transactions

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May 2026 Assisted Private Healthcare Group in securing debt financing from Confidential Company
May 2026 Assisted Villa St Luc in securing debt financing from Confidential Company
May 2026 Assisted Centre D'Accueil Mon Chez Nous in securing debt financing from Confidential Company
Apr 2026 Advised Sahar Hospice in its sale to Confidential Company

Quazar

12 Total Closed Deals

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Quazar Capital Corporation, founded in 1990, is a private Investment Banking firm specializing in Merger and Acquisition (M&A) services including:Sell-Side AdvisoryBusiness Planning & Exit PlanningGrowth Planning & Buy-Side Advisory, andFinancing & Deblt PlacementQuazar typically works with private and closely-held businesses with sales between $5 Million and $100 Million. There is no substitute for experience and integrity when you retain merger and acquisition professionals to help you buy or sell a company. With Quazar’s 30-plus years of successfully working with numerous companies,…

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May 2024 Advised Brainier Solutions in its sale to ClearCompany
Apr 2024 Advised SET Environmental in its sale to Foothills Environmental
Apr 2024 Advised Versa-Lok Family of Companies in its sale to CC Companies and Rock Hard Landscape Supply
May 2023 Advised Gentle Transitions of California in its sale to Corporate Relocation International

Fortis Capital Management Group

11 Total Closed Deals

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Fortis Capital is a young innovative investment banking firm headquartered in the Palm Beaches, servicing the U.S., Canada and the Caribbean. Fortis has a pragmatic approach to every project with the ambition to be bold & audacious. The firm draws from a broad base of partner firms specializing in equity and/or debt, giving way to opportunistic private placement.The firm’s investment strategy is centered on identifying market inefficiencies and partnering with financial institutions & investment firms that recapitalize or reposition capital assets to assist in the growth of…

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Aug 2023 Advised Custom Engineered Window & Door Company on an investment from Anonymous Company
Aug 2023 Advised Agricultural Business on an investment from Anonymous Company
Aug 2023 Advised Medical Device on an investment from Anonymous Company
Aug 2023 Advised Fiber Recycling Company in its sale to Anonymous Company

CFG Capital Markets, LLC

11 Total Closed Deals

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CFG Capital Markets, LLC is a fully-registered (member FINRA, SIPC) investment banking and securities firm that offers capital raising, M&A, and strategic advisory services to a broad spectrum of healthcare operating and healthcare real estate companies. CFG Capital Markets, LLC maintains a fixed income division that provides both issuers and investors access to the taxable and tax-exempt fixed income markets.

Recent Transactions

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Sep 2017 Advised HHA, Inc. in its sale to Meridian Behavioral Health Systems
Jun 2017 Advised Undisclosed on an investment from Silver Oak Services Partners, LLC
Apr 2017 Advised Pine Grove, Inc. in its sale to Meridian Behavioral Health Systems
Apr 2017 Advised Oxford Senior Living on an investment from American Housing REIT

Firms in the Real Estate Investment Trusts (REITs) 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 Real Estate Investment Trusts (REITs) Investment Banks is $3M-$26M, with a core EBITDA range of $500K-$4M. 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 Real Estate 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 100 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Real Estate.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Real Estate Investment Trusts (REITs) Investment Banks directory reflects relevant experience or activity in Real Estate, 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 Real Estate, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 100 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 Real Estate Investment Trusts (REITs) Investment Banks directory, you can request information here.

Top Real Estate Investment Trusts (REITs) Investment Banks

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