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Real Estate Investment Trusts (REITs) Investment Banks - Axial

Members (100 results)

Loewen, Ondaatje and McCutcheon USA Ltd

Investment Bank
  • 59 Total Closed Deals
Loewen, Ondaatje, McCutcheon USA Limited (LOM) is a registered Broker Dealer with FINRA and a member of SIPC. We provide both Advisory and Placement Agent services to our clients across the Technology, Healthcare, Real Estate and Energy sectors of the Market. At LOM, we believe the future of raising private capital can be much easier than it is today. We have created the Crowd Source Network to connect Issuers and Investors. Traditionally, the private placement process has been known for being complex and painfully inefficient while restricting broad investor access. This has created an…
Most Recent Transactions
Advisor
Sep 2014
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Advisor
Aug 2014
secured investment from
Advisor
Jun 2014
secured investment from
Advisor
May 2014
secured investment from

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
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Advisor
Jul 2014
secured investment from
Advisor
Mar 2014
was acquired by

Greenwich Capital Group

Investment Bank
  • 46 Total Closed Deals
Greenwich Capital Group (“GCG") is a leading middle-market investment bank that advises clients including closely-held and family-owned businesses, private equity firms, and public companies. GCG’s senior bankers have collectively advised on hundreds of transactions and average nearly 20 years of experience in mergers and acquisitions, with most having backgrounds with large U.S. and global firms. GCG is focused on advising clients in key industry verticals throughout the U.S.GCG was founded by entrepreneurially minded investment banking professionals focused on building an organization…
Most Recent Transactions
Advisor
Aug 2024
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Advisor
Jul 2024
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Advisor
Apr 2024
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Advisor
Feb 2024
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XLCS Partners

Investment Bank
  • 42 Total Closed Deals
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..
Most Recent Transactions
Advisor
Apr 2017
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Advisor
Dec 2016
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Advisor
Nov 2016
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Advisor
Nov 2016
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Commerce Street Capital, LLC

Investment Bank
  • 36 Total Closed Deals
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…
Most Recent Transactions
Advisor
Sep 2015
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Advisor
Jul 2015
was acquired by
Advisor
Jul 2015
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Advisor
Jul 2015
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Bryant Park Capital

Investment Bank
  • 36 Total Closed Deals
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.
Most Recent Transactions
Advisor
Dec 2024
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Advisor
Sep 2024
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Advisor
Jul 2024
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Advisor
Aug 2023
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Brock Capital Group, LLC

Investment Bank
  • 20 Total Closed Deals
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…
Most Recent Transactions
Advisor
Dec 2014
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Advisor
Nov 2014
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Advisor
Mar 2014
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Advisor
Jan 2014
was acquired by

Baird Business Owner Solutions

Investment Bank
  • 17 Total Closed Deals
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…
Most Recent Transactions
Advisor
Dec 2017
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Advisor
Oct 2017
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Advisor
Aug 2017
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Advisor
May 2017
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Szymon Zephan Capital

Investment Bank
  • 13 Total Closed Deals
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…
Most Recent Transactions
Advisor
Sep 2022
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Advisor
Jun 2022
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Advisor
Jun 2022
secured investment from
Advisor
Jun 2022
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Concord Financial Advisors, LLC

Investment Bank
  • 13 Total Closed Deals
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 /…
Most Recent Transactions
Advisor
Jun 2014
secured investment from
Advisor
Dec 2013
was acquired by
Advisor
Dec 2013
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Advisor
Dec 2013
was acquired by

CFG Capital Markets, LLC

Investment Bank
  • 11 Total Closed Deals
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.
Most Recent Transactions
Advisor
Sep 2017
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Advisor
Jun 2017
secured investment from
Advisor
Apr 2017
was acquired by
Advisor
Apr 2017
secured debt financing from

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
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Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
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RGL Advisors

Investment Bank
  • 9 Total Closed Deals
RGL Advisors delivers strategic insights that help you achieve business objectives, navigate competitive and regulatory landscapes, address corporate opportunities and challenges, and execute financial initiatives. Our size, reach, and ongoing dialogue with capital sources and corporate leader can provide you incredible access to relationships throughout the world, whether in a sales process, acquisition, or capital raise. In addition to bringing the best-suited parties to a transaction, we deliver high quality, independent services with deep industry expertise, robust analytics and extensive…
Most Recent Transactions
Advisor
Dec 2012
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Advisor
Jul 2010
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Advisor
Apr 2009
was acquired by
Advisor
May 2008
was acquired by

Black Legend Capital

Investment Bank
  • 7 Total Closed Deals
At Black Legend Capital, we have the ability to provide an attractive assortment of financial ventures. We partner with corporations and management teams to provide strategy and consulting resources to build and grow great companies and asset-based projects. We have facilitated several industry projects to generate leading returns for our clients.Black Legend Capital was formed in 2011 by senior bankers formerly with Bank of America Merrill Lynch and Duff & Phelps.Through tenure with Bank of America Merrill Lynch and Duff & Phelps, the senior members of the BLC team have completed…
Most Recent Transactions
Advisor
Apr 2015
secured investment from
Advisor
Feb 2015
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Advisor
Nov 2014
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Advisor
Feb 2011
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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
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Advisor
Feb 2016
was acquired by
Advisor
Jun 2015
secured investment from
Advisor
May 2014
was acquired by

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

Carl Marks Advisors

Investment Bank
  • 5 Total Closed Deals
Carl Marks Advisors is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.At Carl Marks Advisors, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to…
Most Recent Transactions
Advisor
Jun 2024
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Advisor
Mar 2023
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Advisor
Jul 2021
was acquired by
Advisor
Feb 2021
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
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Jan 2019
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Jan 2019
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Jan 2019
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Jan 2019
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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
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Advisor
Apr 2016
was acquired by
Advisor
Feb 2016
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
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Advisor
Nov 2018
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Advisor
Nov 2018
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Advisor
Mar 2018
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