Top Regional Banks Investment Banks with Recent Private M&A Activity

115

Active Firms

145

TTM Deal Flow

$4M-$31M

Core Revenue Range

$500K-$6M

Core EBITDA Range

Top States by Activity

Florida 13%

California 10%

Texas 8%

New York 6%

Massachusetts 5%

Key Attributes

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

Ehrenberg Chesler Investment Bankers

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Ehrenberg Chesler is a private investment bank that delivers the highest level of independent strategic advice to our clients. As a small firm, senior team members focus on each of our client's needs, providing the uncommonly high level of service and integrity for which Ehrenberg Chesler is known.We provide merger & acquisition, private placement, financial restructuring, and advisory services to companies with capital needs, or that are otherwise confronting financial change. In addition to our work on larger transactions, we pride ourselves on the lasting relationships we have built with…

Recent Transactions

This member has no reported closed transactions.

Crosbie & Company Inc.

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Crosbie is an independent, employee owned Canadian investment banking firm that provides a wide array of financial advisory services to private and public companies, their boards, shareholders and other key stakeholders.With a reputation and expertise built through advising on hundreds of successful M&A, financing and restructuring transactions over 25 years, we are able to mobilize quickly to provide advice and complete transactions that add significant value for our clients.Areas of expertise include advising on the sale of companies, mergers and acquisitions, providing valuations and…

Recent Transactions

This member has no reported closed transactions.

Navigant Capital Advisors

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Navigant Capital Advisors ("NCA") is the dedicated corporate finance business unit of Navigant Consulting, Inc. NCA serves the middle market Investment Banking, Restructuring, Valuation, and Transaction Advisory needs of companies, private equity groups, lenders, and other creditor constituencies.With over 100 dedicated and experienced finance professionals nationwide, NCA advises on mergers, acquisitions, and divestitures; arranges private placements of debt and equity; and, provides a full range of corporate finance services in any industry.In an era of distress, disputes, and financial and…

Recent Transactions

This member has no reported closed transactions.

Loofbourrow Associates Inc.

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Founded 1980, Loofbourrow is a private investment bank doing private placements of debt and equity of between $5 and 500 million.

Recent Transactions

This member has no reported closed transactions.

MSC-BD, LLC a division of Madison Street Capital

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MSC-BD, LLC is a division of Madison Street Capital, an investment banking firm providing corporate financial advisory services, mergers and acquisitions expertise, valuation services and financial opinions to publicly and privately held businesses through our offices in North America, Asia and Africa.

Recent Transactions

This member has no reported closed transactions.

ONEtoONE Corporate Finance

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Independent and expert advice on Corporate Finance ServicesOur global infrastructure, investment banking expertise, and best-in-class technology makes ONEtoONE the best adviser for any middle-market M&A transaction

Recent Transactions

This member has no reported closed transactions.

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Tokenomix

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REVOLUTIONARY BLOCKCHAIN & DIGITAL ASSET INVESTMENT BANKINGADVANCING THE SCOPE OF CAPITAL MARKETSWITH COMPLIANT SOLUTIONS FOR TOKENIZED SECURITIESTokenomix is the premier security token investment bank that is leading a revolution in corporate finance and the capital markets. Tokenomix is opening the new world of blockchain assets and delivering it via the best practices of traditional finance and smart contracts . We deliver an optimized hybrid banking approach, providing guided solutions that challenge conventional thinking.The focus of Tokenomix is to make it easy for businesses,…

Recent Transactions

This member has no reported closed transactions.

Davos Partners LLC

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Davos Partners is a boutique investment bank headquartered in Denver, Colorado. We specialize in the discrete negotiation and management of transactions involving the sale or purchase of a private business enterprise. We work diligently to partner with entrepreneurs, ambitious business owners, and management teams to provide capital to grow existing lines, acquire new ones, buy-out existing owners and explore new frontiers.

Recent Transactions

This member has no reported closed transactions.

Corporate Finance Associates - San Francisco

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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…

Recent Transactions

This member has no reported closed transactions.

IG Private Company Advisory

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IG Private Company Advisory services encompass corporate finance (institutional private placements of debt and equity) and mergers and acquisitions advice. These investment banking services cater to middle-market firms with revenues ranging from $20 million to $1 billion.IG Private Company Adviosry is a part of IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million…

Recent Transactions

This member has no reported closed transactions.

Roy Street Advisors

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We have been in the M & A sector for over 30 years with experience as investment bankers and as the Managing Director of P-Squared Management Enterprises, a Dalio family office funded lower-middle marked PE firm. At Roy Street Advisors we represent business owners, prospective buyers, and family offices in their quest to exit or acquire businesses with EBITDA of $1.0+ million.

Recent Transactions

This member has no reported closed transactions.

Victorem Group

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Victorem Group provides strategic advisory in the execution of mergers, sales, acquisitions, joint ventures, spin-offs, divestitures, and other restructurings. Our global M&A experience allows us to provide our clients' transaction opportunities all around the globe. Our network of contacts provides Victorem a competitive advantage over firms outside the region.STRATEGIC FINANCIAL PLANNING & ANALYSISVictorem’s extensive experience with global industries allows us to implement the best practices in order to assist our clients in the architecture of their short- and long-term…

Recent Transactions

This member has no reported closed transactions.

Dark Horse Advisors LLC

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Independent capital markets advisor with specialty in debt advisory and placements of debt. Since 2007 advised on and placed over 30 transactions totaling nearly $900 million, with diversity around industries, commitment size, issue and structure.Specialties: Private Placements, ABL and Cash Flow Lending, Leveraged Buyouts, Mergers and Acquisitions, Capital FormationSecurities-related services provided by Burch & Company, Inc., member FINRA SIPC (www.finra.org www.sipc.org). Dark Horse Advisors LLC and Burch & Company, Inc. are unaffiliated entities. Any third party posts linked to…

Recent Transactions

This member has no reported closed transactions.

Greenwich Capital Group

46 Total Closed Deals

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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…

Recent Transactions

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Aug 2024 Advised Alpha Metalcraft Group in its sale to Industrial Growth Partners
Jul 2024 Advised TopFlite Components in its sale to kSARIA Corporation
Apr 2024 Advised Venshure Test Services in its sale to AB Dynamics plc
Feb 2024 Advised Midwest Glass Fabricators, Inc. in its sale to Oldcastle BuildingEnvelope, Inc.

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…

Recent Transactions

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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

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 /…

Recent Transactions

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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

Vesta Partners

12 Total Closed Deals

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Vesta Partners is an investment banking and strategic services firm that serves the hospitality, healthcare, sports, real estate, financial services and financial technology industries. The firm specializes in mergers & acquisitions, capital raising, financial restructuring, and strategic initiative support. The firm's principals have led or advised on some of the more significant transactions and strategic initiatives in the industries they serve. Additionally, the firm has considerable cross-border transaction experience that can be leveraged by clients with international capital raising or…

Recent Transactions

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Sep 2010 Advised Naked Pizza International Franchise Company, LLC on an investment from KBO International Pizza Holdings, LLC
Sep 2010 Advised KBO Mid Atlantic Pizza Holding Company, LLC on an investment from Private Investors
Dec 2008 Advised Joint-Venture With Chip Eng Seng Corporation Ltd. to Develop CityVista Residences, Singapore on an investment from Lehman Brothers Real Estate Partners II
Jun 2007 Advised Novotel Hotel at Clarke Quay, Singapore in its sale to Accor, S.A.-led Investment Group

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…

Recent Transactions

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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

Carl Marks Advisors

5 Total Closed Deals

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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…

Recent Transactions

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Jun 2024 Advised JDC Power Systems in its sale to Madison River Capital
Mar 2023 Advised Roane Metals Group in its sale to Commercial Metals Company
Jul 2021 Advised WE Transport in its sale to Beacon Mobility
Feb 2021 Advised Hawkins Point Partners in its sale to Lightview Capital

EOT Advisors

5 Total Closed Deals

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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.

Recent Transactions

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Mar 2020 Advised Optimax Systems, Inc. in its sale to Optimax Systems, Inc. Perpetual Purpose Trust
Oct 2019 Advised Paras and Associates in its sale to Paras and Associates Employee Ownership Trust
Apr 2016 Advised Equity Atlas Inc in its sale to Equity Atlas Inc Employee Ownership Trust
Feb 2016 Advised Metis Construction, Inc in its sale to Metis Construction, Inc Employee Ownership Trust

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Firms in the Regional Banks 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 Regional Banks Investment Banks is $4M-$31M, with a core EBITDA range of $500K-$6M. 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 Financial Services 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 115 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Regional Banks Investment Banks directory reflects relevant experience or activity in Financial Services, 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 Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 115 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 Regional Banks Investment Banks directory, you can request information here.

Top Regional Banks Investment Banks

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