Top Retail Investment Banks with Recent Private M&A Activity

204

Active Firms

264

TTM Deal Flow

$3M-$29M

Core Revenue Range

$500K-$4M

Core EBITDA Range

Top States by Activity

California 13%

Illinois 7%

Texas 7%

Florida 6%

New York 6%

Key Attributes

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

Destined

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We are a partnership of former business owners and operating executives. Our founders developed the Destined service offering after 20 years of experience building their own companies. We have a deep understanding of how middle market businesses operate. The goal in creating Destined was to combine extensive transaction experience with an analytical and quantitative framework in order to transfer our knowledge to business owners. Our unique service offering blends the organizational transformation elements of consulting with the strategic elements of finance. Our team is focused on the…

Recent Transactions

This member has no reported closed transactions.

Fairmount Partners LLC

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Fairmount Partners is one of the largest independent investment banking firms in the Mid-Atlantic region, focused exclusively on middle-market and emerging growth companies. We provide a range of investment banking and capital advisory services, including merger and acquisition advisory, private debt and equity placements, fairness opinions, valuations, and strategic advisory. The firm focuses its activities on companies in the Healthcare, Industrial & Consumer, IT & Business Services, and Technology industries. Our team has closed hundreds of mergers and acquisitions and capital formation…

Recent Transactions

This member has no reported closed transactions.

Threadstone Advisors

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Threadstone Advisors is a boutique investment bank focused exclusively on the Consumer & Retail sectors, with offices in New York City and Los Angeles

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.

FocalPoint Partners, LLC

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FocalPoint is a leading independent full-service Investment Bank. With a diverse range of M&A, capital raising, and restructuring advisory services, we are ideally positioned to meet the needs of middle market companies in all stages of the corporate life cycle. We pride ourselves on providing objective advice and "outside the box" thinking in order to come up with the right solutions for our clients without the conflicts experienced by many of our competitors. The following are some of the ways we differentiate from other middle market investment banks: - Not a One-Trick Pony: Our diverse…

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.

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CSG Partners

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Recognized as the nation’s leading leveraged ESOP practice, CSG Partners has completed hundreds of transactions for middle market companies, ranging in enterprise value from $10 million to nearly $2 billion.Founded in 2000 by Larry Kaplan, CSG is headquartered in New York and has additional offices in San Francisco, Washington, DC, and Louisville.

Recent Transactions

This member has no reported closed transactions.

Tobin & Company Investment Banking Group

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Tobin & Company Investment Banking Group provides a range of investment banking services tailored to the needs of lower-middle market businesses and their executives.Our firm provides a range of investment banking services tailored to the needs of middle market businesses, their investors and their executives. Tobin & Company is dedicated to providing successful solutions in each of its engagements. We are able to effectively assess market conditions and impart our knowledge of strategy, innovative business models, and technology to maximize our clients' return.The Tobin & Company team holds…

Recent Transactions

This member has no reported closed transactions.

Corporate Finance Associates - Lexington

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Corporate Finance Associates Worldwide (CFAW) is an international mergers and acquisition (M&A) firm that has completed over 3500 transactions since 1956. CFAW is one of North America's most well respected investment banking firms serving middle-market companies with sales between $10MM and $250MM.Our goal is to provide world-class investment banking services to business owners in our dynamic and diverse region. The Lexington office combines extensive knowledge and experience with innovation and creativity to lead clients through a successful transaction. The keys to CFAW's success are…

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.

Warson Capital Partners

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Warson Capital Partners is a St. Louis-based investment banking firm serving emerging growth companies and middle market companies nationwide. For more than 20 years, we have provided highly customized financial advisory services to these markets including:Capital Sourcing – equity and debt financingBridge Loan FinancingMergers & Acquisitions – sell-side and buy-side transactionsOther Financial Advisory Services including business strategy and planning, business valuations, due diligence, recaps, and distressed and work-out situations.We represent clients in first- and second-round…

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.

Meridian Capital LLC

93 Total Closed Deals

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Meridian Capital is a Seattle-based investment banking firm focused on providing merger, acquisition, divestiture and recapitalization advisory services to middle-market companies. The firm has an established track record of serving corporate clients in the U.S. and abroad with USD 15 million to USD 200 million in annual revenues. Meridian offers its clients unparalleled cross-border capabilities through its affiliation with Global M&A

Recent Transactions

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Mar 2018 Advised Jet Blast Deflectors Inc. in its sale to Hanover Partners, Northstar Capital, and Greyrock Capital Group
Feb 2018 Assisted Real Greek, LLC, DBA Ellenos in securing debt financing from SuperG Capital
Feb 2018 Advised Aurora Systems Inc., DBA AD Systems in its sale to Allegion plc
Jan 2018 Advised Smith and Greene Company in its sale to Edward Don and Company, a portfolio company of Vestar Capital Partners

Western Reserve Partners LLC

77 Total Closed Deals

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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.

Recent Transactions

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Nov 2015 Advised Verisma Systems, Inc. on an investment from NewSpring Capital and Blue Heron Capital
Apr 2015 Advised A.R.E. Accessories in its sale to TA Associates
Jul 2014 Advised Bock & Clark Corporation in its sale to Orchard Holdings Group
Jul 2014 Advised Stoneridge, Inc.Wiring Business Segment in its sale to Motherson Sumi Systems Limited

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Firms in the Retail 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 Retail Investment Banks is $3M-$29M, 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.

Relevant Retail 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 204 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Retail.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Retail Investment Banks directory reflects relevant experience or activity in Retail, 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 Retail, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 204 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 Retail Investment Banks directory, you can request information here.

Top Retail Investment Banks

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