Top Real Estate Services Investment Banks with Recent Private M&A Activity

105

Active Firms

174

TTM Deal Flow

$3M-$27M

Core Revenue Range

$500K-$5M

Core EBITDA Range

Top States by Activity

California 13%

Florida 9%

New York 7%

Massachusetts 5%

Louisiana 4%

Key Attributes

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

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,…

Recent Transactions

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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…

Recent Transactions

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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

Calabasas Capital

10 Total Closed Deals

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Calabasas Capital is a boutique financial advisory firm primarily serving lower-middle-market (typically with between $10MM and $100MM in revenue) privately-held companies, business owners and entrepreneurs.• Our goal is always to Maximize Value for our clients• We provide customized advisory services tailored to each client’s unique circumstances and opportunities• Our team members each have over 20 years experience in investment banking, private equity and Big 4 public accounting. Our services include:• Sell Side Mergers & Acquisitions• Private Equity &…

Recent Transactions

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Jan 2023 Advised Bandwagon Brokerage in its sale to Wholesale Produce Supply
Aug 2022 Advised Innovative Plastics in its sale to Global Supply LLC
Jul 2022 Advised Moulded Fibre Technology, Inc. in its sale to CKF Inc.
Dec 2021 Advised InvoTech Systems in its sale to HID Global

GT Securities

10 Total Closed Deals

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Founded in 2002, GT Securities is a modern, tech-driven investment bank and broker-dealer platform that facilitates winning transactions between our 300+ independent investment banker partners, companies looking to grow or exit, and investors/buyers seeking ROI. We have successfully passed multiple regular cycle FINRA, SEC, and state securities examinations & audits and have a fully “clean” compliance record.

Recent Transactions

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Aug 2023 Advised Metropolitan Skin Clinic in its sale to Growthink Capital
Aug 2023 Advised MPulse Software, Inc. in its sale to Anonymous Company
May 2022 Advised Blue Whale Materials in its sale to Ara Partners
Mar 2022 Advised Agro Logistic Systems Inc. in its sale to MGK

Artesia Capital, LLC

10 Total Closed Deals

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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.

Recent Transactions

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May 2024 Assisted Sunshine Enclosures in securing debt financing from Confidential Company
Jun 2023 Assisted Aggrigator in securing debt financing from US Strategic Capital
May 2023 Advised Dog Park Publishing in its sale to I'd Rather Be With My Dog
Mar 2023 Assisted Sunshine Packaging in securing debt financing from Oxford Bank

The Chicago Corporation

6 Total Closed Deals

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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…

Recent Transactions

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Jul 2017 Advised Benefit Administrative Systems, LLC in its sale to HealthComp Holdings
Feb 2016 Advised Holton Food Products Company in its sale to Mantrose-Haeuser Co., Inc
Jun 2015 Advised Bridgeview Bancorp, Inc. on an investment from Various Investors
May 2014 Advised Go Packaging, LLC in its sale to Welch Packaging Group

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Syed Brokerage & Capital Co.

6 Total Closed Deals

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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.

Recent Transactions

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Dec 2016 Advised Schiller Plaza Commons on an investment from A1 Schiller Plaza LLC
Oct 2016 Assisted Midwest Gas Inc. in securing debt financing from Syed Brokerage & Capital Co.
May 2015 Advised Vishna Inc. on an investment from Syed Brokerage & Capital Co.
Jan 2015 Advised Lewis Ave Food Inc. in its sale to Investor

Salomon Whitney LLC

5 Total Closed Deals

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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…

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Jan 2019 Invested in LYFT
Jan 2019 Invested in Palantir Usa Inc.
Jan 2019 Invested in Airbnb
Jan 2019 Invested in Pinterest

Primary Capital Inc

4 Total Closed Deals

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Primary Capital LLC (PC) is a full service investment banking firm registered with the Securities and Exchange Commission (SEC), and a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We provide a broad range of banking and advisory services with a focus on the needs of small to midsized public companies and late stage private companies. We provide direction, capital, and strategic relationships to companies that meet our criteria. Our range of services also includes providing fairness opinions in connection with…

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Mar 2013 Advised Jiangxi Kaiyuan Anfu Ham Co., Ltd on an investment from PE Fund in China
Oct 2012 Advised Net Element on an investment from Cazador Acquisition Corporation (SPAC)
Sep 2011 Advised Fujian Feichi Machinery Co., Ltd. on an investment from China Renaissance Capital Investment
May 2008 Advised SinoHub on an investment from China PE Fund

Xnergy Financial

4 Total Closed Deals

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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…

Recent Transactions

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Dec 2013 Advised Interpreters Unlimited on an investment from Bank of Southern California
Dec 2013 Advised Interpreters Unlimited on an investment from Bank of Southern California
Nov 2013 Advised EMX on an investment from Peterson Partners
Aug 2013 Advised Middlefork Development in its sale to MaxGo

RA Capital Advisors

2 Total Closed Deals

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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…

Recent Transactions

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Aug 2011 Advised Mosaic, Inc. in its sale to Linquest Corporation
Aug 2011 Advised Gerber Scientific in its sale to Vector Capital for $283,000,000

Watermark Advisors

2 Total Closed Deals

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Watermark prepares buyers and sellers to achieve ultimate success in their mergers and acquisitions endeavors. The firm uniquely offers "the M&A Bridge Approach." This is a collaborative, comprehensive approach that includes necessary steps in three phases of preparation, transaction, and integration. Watermark has served over 85 clients including 23 transaction clients. Through its various due diligence partners it uniquely serves in helping the client avoid fumbles and landmines in the M&A process.

Recent Transactions

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Jun 2021 Advised SouthEastern, LLC in its sale to Class Valuation, LLC
Jun 2019 Advised kVA LLC in its sale to Underwriters Laboratories (UL)

Narrow Gate Funding, LLC

2 Total Closed Deals

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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…

Recent Transactions

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Jul 2018 Advised Oil Company on an investment from Private Party
Jun 2018 Advised Not Disclosed at This Time on an investment from Private Party

4Front Capital Partners

2 Total Closed Deals

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4Front Capital Partners is a boutique investment & merchant bank that focuses on raising capital for midsize Canadian and U.S companies. We screen deals for quality and help real capital meet real investment return opportunities. General StatsAmount raised in past 24 months: $200MMNumber of raises: 5Average size of raises: $40MM Total number of investments: 7

Recent Transactions

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Sep 2017 Advised MJardin Holding Corp. on an investment from -
Jan 2017 Assisted - in securing debt financing from -

Marber Capital

2 Total Closed Deals

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Marber Capital assists private companies from post-seed to middle market to prepare for capital raising (debt and equity), execute the raise, and then implements or enhances finance infrastructure and risk management procedures to grow the business. Mr. Berman has over 25 years’ experience in finance, first as an equity analyst covering manufacturers in Japan, then on the buy side with the Rockefeller family office doing deep-dive fundamental analysis, valuation and modeling for potential investment. His management experience began in the securities industry where he first led a small team…

Recent Transactions

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Oct 2019 Assisted Confidential Company in securing debt financing from Confidential Company
Oct 2019 Assisted Confidential Company in securing debt financing from Confidential Company

Infinity Capital Partners

2 Total Closed Deals

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Infinity Capital Partners serves middle-market business owners seeking to exit, grow or recapitalize their business. Founded in 2016, our team of consulting and investment banking professionals is committed to serving the unique needs of privately-owned, middle-market businesses. We work hand-in-hand with business owners to maximize the value of their objectives, either through strategic exits or capital raising activities.

Recent Transactions

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Aug 2017 Advised Drillright Technology, Inc. in its sale to Integrity Directional Services
Apr 2017 Advised Wolverine Tube, Inc. in its sale to Shawnee Tubing Solutions

Regent Financial

1 Total Closed Deal

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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…

Recent Transactions

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Mar 2022 Assisted Deshbandhu Group in securing debt financing from N/A

Schwendel-Van Deusen

1 Total Closed Deal

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Our investment banking services are crafted to empower businesses and investors to achieve their financial aspirations. We offer an array of financial services, including capital sourcing, mergers and acquisitions, debt and equity financing, and other intricate financial transactions. Our team of seasoned professionals possesses a profound comprehension of the global financial markets and collaborates closely with clients to devise bespoke solutions that cater to their unique needs. Whether you're a burgeoning start-up seeking to raise capital or a well-established corporation aiming to…

Recent Transactions

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Apr 2026 Advised EpiVax in its sale to SV Health Investors

Jahani & Associates

1 Total Closed Deal

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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.

Recent Transactions

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Nov 2020 Assisted Confidential Company in securing debt financing from Confidential Company

Clements Capital LLC

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Commercial Mortgage Banking and Business Capital Consulting related to Corporate Finance with a focus on term assets (real estate and equipment). Collaboration with private equity firms, hedge funds, commercial banks, law firms, accounting firms, investment bankers, commercial finance companies (ABL and Structured Finance lenders), and turnaround/management consultants.Distressed Debt focus helping developers salvage residential and mixed-use development projects. Arranging Discounted Payoffs (DPO's) and repricing of developmental projects through institutional funds.Specialties: Construction…

Recent Transactions

This member has no reported closed transactions.

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Firms in the Real Estate Services 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 Services Investment Banks is $3M-$27M, with a core EBITDA range of $500K-$5M. 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 105 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 Services 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 105 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 Services Investment Banks directory, you can request information here.

Top Real Estate Services Investment Banks

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