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Real Estate Investment Trusts (REITs) Investment Banks

Axial’s lower middle market M&A directory includes information on 100 Real Estate Investment Trusts (REITs) Investment Banks. The information on these Real Estate Investment Trusts (REITs) Investment Banks was populated directly from the Axial platform. Click here to learn about joining Axial as a member to connect with more Real Estate Investment Trusts (REITs) Investment Banks like these. Let Axial help you identify your next M&A opportunity.

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Members (100 results)

Evangeline Securities

Investment Bank
  • 3 Closed Deals via Axial
  • 9 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jun 2025
was acquired by
Advisor
Nov 2023
was acquired by
Advisor
Mar 2023
was acquired by
Advisor
Dec 2021
was acquired by

Oberon Securities, LLC

Investment Bank
  • 1 Closed Deal via Axial
  • 145 Total Closed Deals
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…
Most Recent Transactions
Advisor
Apr 2023
was acquired by
Advisor
Nov 2022
was acquired by
Advisor
Sep 2022
was acquired by
Advisor
Aug 2022
was acquired by

Capital Canada Limited

Investment Bank
  • 1 Closed Deal via Axial
  • 38 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jul 2024
was acquired by
Advisor
Jun 2024
was acquired by
Advisor
Mar 2024
was acquired by
Advisor
Jan 2024
was acquired by

Young America Capital, LLC

Investment Bank
  • 1 Closed Deal via Axial
  • 32 Total Closed Deals
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…
Most Recent Transactions
Advisor
Dec 2025
secured investment from
Advisor
Aug 2025
was acquired by
Advisor
Jul 2025
secured investment from
Advisor
Dec 2024
secured investment from

Cornhusker Capital

Investment Bank
  • 1 Closed Deal via Axial
  • 11 Total Closed Deals
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.
Most Recent Transactions
Advisor
Oct 2024
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
secured investment from
Advisor
Oct 2022
secured investment from

Corporate Finance Associates - NE

Investment Bank
  • 1 Closed Deal via Axial
  • 11 Total Closed Deals
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…
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

Group M

Investment Bank
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
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.
Most Recent Transactions
Advisor
Sep 2020
was acquired by

Dresner Partners

Investment Bank
  • 50 Total Closed Deals
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…
Most Recent Transactions
Advisor
May 2023
was acquired by
Advisor
Mar 2015
secured investment from
Advisor
Jul 2014
secured investment from
Advisor
Mar 2014
was acquired by

FourBridges Capital Advisors

Investment Bank
  • 40 Total Closed Deals
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
Most Recent Transactions
Advisor
Jul 2025
was acquired by
Advisor
Apr 2025
was acquired by
Advisor
May 2024
was acquired by
Advisor
Jan 2024
was acquired by

Oaklyn Consulting

Investment Bank
  • 32 Total Closed Deals
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,…
Most Recent Transactions
Advisor
Nov 2025
was acquired by
Advisor
Oct 2024
was acquired by
Advisor
Aug 2024
was acquired by
Advisor
Jun 2024
was acquired by

Pickwick Capital Partners

Investment Bank
  • 29 Total Closed Deals
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…
Most Recent Transactions
Advisor
Apr 2023
was acquired by
Advisor
Feb 2023
was acquired by
Advisor
Dec 2022
was acquired by
Advisor
Jul 2022
was acquired by

Quazar

Investment Bank
  • 12 Total Closed Deals
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,…
Most Recent Transactions
Advisor
May 2024
was acquired by
Advisor
Apr 2024
was acquired by
Advisor
Apr 2024
was acquired by
Advisor
May 2023
was acquired by

Fortis Capital Management Group

Investment Bank
  • 11 Total Closed Deals
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…
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

GT Securities

Investment Bank
  • 10 Total Closed Deals
GT Securities provides investment banking services to emerging and middle market companies. We specialize in raising equity and debt capital and in executing acquisition, divestiture, and merger transactions for our clients. Our unique approach leverages Growthink's two core services — growth strategy consulting and corporate finance to provide unparalleled corporate advisory and capital raising services. GT Securities is the broker - dealer affiliate of Growthink, and is a member of FINRA and SIPC. Most boutique investment banks focus solely on corporate finance services and they fail to…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
May 2022
was acquired by
Advisor
Mar 2022
was acquired by

Artesia Capital, LLC

Investment Bank
  • 10 Total Closed Deals
Artesia Capital is a boutique investment bank and M&A advisory firm focused on securing debt and equity for middle-market and upper-middle-market companies. Artesia also offers advisory and investor relations services. We specialize in Consumer Products, Food and Beverages, Distilleries, Wineries, Retail, eCommerce, Packaging, Cannabis and CBD, Health Care, Packaging, SaaS, FinTech, Digital Media, Real Estate, Advertising, and Industrials.
Most Recent Transactions
Advisor
May 2024
secured debt financing from
Advisor
Jun 2023
secured debt financing from
Advisor
May 2023
was acquired by
Advisor
Mar 2023
secured debt financing from

JTW Advisors

Investment Bank
  • 4 Total Closed Deals
JTW Advisors LLC is an Investment Bank focused exclusively on the Construction industry. JTW offers the following services:• Mergers & Acquisitions - Sell-Side  and  Buy-Side• Capital Raising - Equity, Debt, Hybrid, Other (Lot/Land Banking)    
Most Recent Transactions
Advisor
Feb 2025
was acquired by
Advisor
Feb 2025
was acquired by
Advisor
Feb 2025
was acquired by
Advisor
Aug 2024
was acquired by

Gar Wood Securities, LLC

Investment Bank
  • 2 Total Closed Deals
Gar Wood Securities Private Capital Group extends the firm’s capital raising efforts to US middle market private companies seeking early stage funding, growth capital, recapitalization or funding for special situations. Via a network of institutional investors, family offices and investment advisors the placement team at Gar Wood is able to provide cost-effective access to capital solutions in an underserved segment of the industry.Industry FocusOur investor base is diverse and therefore enables Gar Wood Private Capital Group to engage clients across many sectors: alternative energy,…
Most Recent Transactions
Advisor
Nov 2025
secured investment from
Advisor
Nov 2016
secured investment from

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

Corporate Finance Associates - San Francisco

Investment Bank

    This member has no reported closed transactions.

Corporate Finance Associates (CFA) is one of North America's oldest and most prominent investment banking firms serving middle-market companies. In its over 60 year history, CFA has recorded thousands of successful transactions by working diligently on the client’s behalf. Our global footprint and network of over 50 experienced professionals make CFA uniquely qualified to help you realize your business goals.Our mission is to provide services that give your company an edge in the M & A market place. The CFA team has the investment banking track record and exceptional…

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
was acquired by
Advisor
Jul 2014
was acquired by
Advisor
Jul 2014
was acquired by

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