1.800.860.4519

Sign In Get Started

Powered by Axial Data

Top Retail Distributors Investment Banks

Explore 214 Retail Distributors Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

Explore Firms Join Axial Explore Firms Join Axial

Axial Insights

Retail Distributors Investment Banks

214

Active Firms

430

TTM Deal Flow

$3M-$26M

Core Revenue Range

$500K-$4M

Core EBITDA Range

Top States by Activity

California 12%
Florida 10%
Texas 9%
New York 6%
Illinois 5%

Key Attributes

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

Showing 161-180 of 214 Investment Banks

Sorted by recent activity

Beechwood Capital Advisors

4 Total Closed Deals
View Full Profile
Beechwood Capital Advisors ("Beechwood") is a middle-market focused investment bank and financial advisor. Beechwood was founded in 2003 by a team of experienced Wall Street professionals.Beechwood's 3 partners have combined experience of almost 100 years. Each has owned and managed a FINRA broker-dealer along with other types of businesses providing for a unique perspective on client engagements. The partners of Beechwood are also registered representatives and supervisory principals of a broker-dealer with a long history of compliance and regulatory oversight. The Beechwood team has…

Recent Transactions

View All
  • Aug 2023 Advised Xevant on an investment from VC Equity
  • Aug 2023 Advised Allen Linen Supply in its sale to Strategic Buyer
  • Aug 2023 Advised Edison Price Lightning in its sale to Strategic Buyer
  • Aug 2023 Advised Online Consumer Products Company in its sale to European Strategic Buyer

Claiborne Advisors, Inc.

3 Total Closed Deals
View Full Profile
Claiborne Advisors, Inc. brings Wall Street partner-level experience and expertise to companies that need to merge/sell in a transaction too small for the major investment banks.David Duval takes on only a few, select clients each year in the Southwest. Clients are usually founder-owners or spinoffs from public companies. Mr. Duval closely and productively aligns with each, focusing on maximizing valuations before going to market.Securities offered through Burch & Company, Inc., member FINRA/SiPC. Burch and Claiborne are not affiliated entities.

Recent Transactions

View All
  • Oct 2019 Advised Dudley Kebow, Inc. in its sale to Progressive International Corp.
  • Oct 2014 Advised The Oceanscience Group Ltd. in its sale to Teledyne Technologies, Inc.
  • Dec 2004 Advised Titan Scan technolog in its sale to BeamOne

Granite Tower Capital

3 Total Closed Deals
View Full Profile
Granite Tower Capital is an Advisory firm that specialises in arranging M&A, Debt Financing and the Raising of Equity for privately held Companies. We deal across Canada and in all Industries. Our mission is to help our clients succeed in all of their endeavours. At Granite Tower 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.

Recent Transactions

View All
  • Aug 2013 Advised Peel Graphics in its sale to Advertek Printing
  • Dec 2012 Advised National Risk Assesments on an investment from Accord Financial
  • Aug 2011 Advised Advertek Printing on an investment from Bank of Montreal

BB&T Capital Markets

3 Total Closed Deals
View Full Profile
BB&T Capital Markets is a premier middle-market integrated provider of investment banking and capital markets services. Our Investment Banking specialists provide a full range of capital raising and advisory services to publicly traded and private companies, governments, and nonprofits. Our Investment Bankers work in close partnership with other capital markets specialists and senior corporate bankers, supporting each client with industry-focused strategic advisory services.

Recent Transactions

View All
  • Oct 2013 Advised Holley a portfolio company of MONOMOY Capital Partners in its sale to Lincolnshire
  • Oct 2013 Advised SMB Machinery in its sale to Highroad Capital Partners
  • Sep 2013 Advised SCT a portfolio company of Tillery Capital in its sale to Global Enviornment Fund

Mary Street Capital

3 Total Closed Deals
View Full Profile
We're dedicated to serving the middle market, providing modern, customized solutions, always with a future focus that goes beyond the deal. As an affiliate of Kaufman Rossin, we integrate investment banking with estate, tax, advisory and wealth management expertise to maximize value for business owners.

Recent Transactions

View All
  • Jun 2024 Advised Confidential Company on an investment from Confidential Company
  • Jun 2023 Advised Bar Maid Corporation in its sale to Winco (The Foodware Group)
  • Jun 2023 Assisted Confidential Company in securing debt financing from Truist Bank

Centennial Peaks Capital

3 Total Closed Deals
View Full Profile
Strategic. Operational. Creative. Centennial Peaks Capital is a Denver-based boutique investment banking firm that leverages the deep strategic and transactional experience of its partners to provide highly specialized and objective transaction advice and services. The partners have considerable experience and direct operational responsibility inside corporate environments, resulting in a deeper understanding of what your organization is going through and how others will view your business. The team possesses decades of demonstrated success evaluating, structuring, managing, and executing…

Recent Transactions

View All
  • Jun 2019 Advised PG Dental Holdings, LLC on an investment from TriSpan Opportunities Fund LP
  • Apr 2019 Advised Canadian Subsidiary of CPI Card Group Inc. (Nasdaq: PMTS; TSX: PMTS) in its sale to Allcard Limited
  • Nov 2018 Advised Sola Salon Studios on an investment from PNC Riverarch Capital

Stop Browsing. Start Transacting.

Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.
Get Started Today

RedShift Advisors

1 Total Closed Deal
View Full Profile
RedShift Advisors is a lower middle market investment bank. It provides merger, acquisition, and capital raising services to owners and investors.

Recent Transactions

View All
  • Apr 2023 Advised Confidential Company on an investment from Confidential Company

Clifton Larson Allen

1 Total Closed Deal
View Full Profile
CLA is the 8th largest accounting firm in the United States and provides a range of professional services to over 70,000 business clients. Our firm has over 125 offices across the country and we have deep expertise in a number of industry verticals. Our Transaction Services group works with businesses looking to transition ownership through investment banking and related services.

Recent Transactions

View All
  • Dec 2024 Advised Garven Holdings, LLC in its sale to Card Factory

Sagewood Advisors

1 Total Closed Deal
View Full Profile
Sagewood Advisors is a boutique strategic advisory firm focused on exit strategy, business succession, and strategic mergers & acquisitions transactions.

Recent Transactions

View All
  • Jan 2023 Advised a privately owned rural hospital in its sale to a PE-backed national healthcare group

Daybreak Capital Partners

1 Total Closed Deal
View Full Profile
Specialty investment banking firm focused on advanced industrials, software, technology, business services, consumer and retail sectors.

Recent Transactions

View All
  • May 2014 Advised V3 Systems, Inc. in its sale to Sphere 3D Corporation

HarborLight Capital Markets, LLC

1 Total Closed Deal
View Full Profile
HarborLight Capital Markets, LLC provides Investment Banking and capital-raising services to dynamic, well-led companies, utilizing both the institutional and retail distribution channels. Typical transaction size is $25M -$75M.

Recent Transactions

View All
  • May 2011 Advised Romark Labs on an investment from LP's

Wellfleet Investments, LLC.

1 Total Closed Deal
View Full Profile
Wellfleet Investment LLC (“Wellfleet”) is a boutique financial services and consulting firm principally located in Great Neck, New York. It was founded in 1986 and since then has been engaged in a wide range of investment and merchant banking, venture capital, financial, strategic consulting and wealth management services. Wellfleet, through its principal, also sponsored several private equity investments.

Recent Transactions

View All
  • Jun 2020 Assisted Confidential Company in securing debt financing from Confidential Company

Dragonfly Capital

1 Total Closed Deal
View Full Profile
Dragonfly Capital is an investment banking firm headquartered in Charlotte, North Carolina.We focus on the specific needs of management and owners of small and middle-market companies primarily in North America. Dragonfly Capital is an independent advisory boutique dedicated to offering unbiased advice and assistance to our clients regarding private capital placements, mergers and acquisitions, and other financial assignments.Dragonfly Capital works with companies in emerging industries (such as alternative energy, life sciences, communications, and information technology) and traditional…

Recent Transactions

View All
  • Jan 2021 Advised Amp Energy on an investment from The Carlyle Group

Planned Exits

1 Total Closed Deal
View Full Profile
Scott is a lifetime entrepreneur turned Exit Planner and M&A Advisor. Mr. Garrison has exited six companies in which he owned 10-35% and has served as the VP of Sales & Marketing for 2 companies that made the INC 5000 list a total of 10 times.

Recent Transactions

View All
  • Nov 2025 Advised Confidential Company in its sale to Confidential Company

Spark-Binder Capital

1 Total Closed Deal
View Full Profile
Spark-Binder Capital LLC is a licensed investment banker with a focus on raising capital on all levels of the capital stack. Engagements are in a myriad of industries both US and foreign with raises from five to two hundred million.

Recent Transactions

View All
  • Jun 2023 Advised Witheld on an investment from Witheld

HamptonRock Partners

View Full Profile
HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory & CFO services.HamptonRock provides differentiated strategic and tactical advice as well as unparalleled execution to both private companies and investors. The leadership team has significant experience representing business leaders across a broad range of industry sectors. We deliver candid, thoughtful advice to ensure our clients achieve their desired outcomes.

Recent Transactions

This member has no reported closed transactions.

WestPark Capital

View Full Profile
WestPark Capital, Inc. is a full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors. We are committed to forging lasting partnerships with emerging growth companies and the investors who back them. Our simple approach is to provide customized financial solutions for virtually any need. A complete range of investment banking and brokerage services are available to our valued corporate and individual clients. Our Capabilities: Our corporate finance professionals have…

Recent Transactions

This member has no reported closed transactions.

BVFR & Associates LLC

View Full Profile
BVFR LOAN SERVICESCash Flow Loan ProgramWe provide small businesses with the capital they need to grow.We judge the health of your business based on your cash flow not just credit scores. Our in depth understanding of small businesses means that we can provide capital in as fast as 2 business days.USDA Business and Industry (B&I) Guaranteed LoanA USDA Business and Industry (B & I) Guaranteed Loan offers advantages to both borrowers (even those who financially qualify for conventional loans) and lenders.Small Business Administration (SBA) 7(A) Guaranteed LoanThe SBA 7(A) Guaranteed Loan…

Recent Transactions

This member has no reported closed transactions.

Pierian Partners, LLC

View Full Profile
Pierian Partners is a specialty advisory firm focusing on financial restructuring, mergers and acquisitions and unique corporate finance issues. Pierian Partners, with its affiliates, is committed to working with a select group of clients and providing them with creative, conflict-free counsel and superior results.Pierian leverages its extensive experience and relationships to develop creative solutions for our clients on a variety of corporate finance issues including:-Financial Restructuring Advisory-Distressed and Non-Distressed Mergers & Acquisitions-Evaluation of Alternatives-Access to…

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the Retail Distributors 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.

What information is included in each Investment Bank profile?

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.

What company sizes are most common for Retail Distributors Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for Retail Distributors 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.

How important is Distribution experience when evaluating Investment Banks?

Relevant Distribution 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 214 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Distribution.

Do all Investment Banks in this directory focus exclusively on Distribution?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Retail Distributors Investment Banks directory reflects relevant experience or activity in Distribution, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare Investment Banks with experience in Distribution?

When comparing Investment Banks with experience in Distribution, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 214 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Retail Distributors Investment Banks?

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 Retail Distributors Investment Banks directory, you can request information here.

Want to Keep Exploring?

Enter your details to access all firm profiles.

Let us curate Relevant Introductions.

Rather than a one-off introduction to company, work with an Axial Exit Consultant to find the best options from our network of 2,500 M&A advisors — at no cost to you.

Companies sold using Axial Advisor Finder:

Get Introduced to the Right Advisors

This service is complimentary and all information is confidential. Looking to learn more? Complete the form above.

By providing telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt of further messaging.

You’re All Set

We’ve received your request. An Axial Exit Consultant will reach out shortly to coordinate next steps.

While you’re waiting, you can learn more about our advisor introduction offering here.

We've Received Your Request

A member of our team will follow up to coordinate next steps.

 Explore Axial
Template