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Members (7 results)
- 2 Closed Deals via Axial
- 3 Total Closed Deals
The firm was founded in 2018 to assist emerging firms acquire the capital needed for further growth. We have done transactions in the energy market, general manufacturing, and software development areas. Most of our clients are looking for capital in the range of $3,000,000 to $35,000,000
Most Recent Transactions
Advisor
Apr 2019
Delek Royalty US
secured investment from
G&H Ventures, LLC
Advisor
Jan 2019
Undisclosed
secured investment from
G&H Ventures, LLC
Investor
Oct 2018
Lane Capital Markets
secured investment from
Anonymous
Mt. Vista Capital, Inc. is full-service investment banking firm providing professional merger and acquisition, financial advisory and business valuation services exclusively to middle market companies. Our middle market focus on sell-side advisory is designed to provide efficient execution of our client's transaction while maximizing value. Our financial advisory services provide assistance to our clients in structuring and sourcing the capital resources they need to fund organic or acquisition growth strategies. To support both of these service areas we also provide business valuation…
Most Recent Transactions
Advisor
Oct 2013
Chief Executive Boards International
was acquired by
Aegis Assistance, Inc
Advisor
May 2013
Experienced Commercial Printing Executives
was acquired by
Regional Commercial Printing Executives
Advisor
May 2013
Regional Healthcare Services Co.
was acquired by
Strategic Competitor
Advisor
Jun 2012
OFM, Inc.
was acquired by
Gen Cap America
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.
Most Recent Transactions
Advisor
Jun 2021
SouthEastern, LLC
was acquired by
Class Valuation, LLC
Advisor
Jun 2019
kVA LLC
was acquired by
Underwriters Laboratories (UL)
BackgroundOur investment banking group focuses solely on healthcare advisory and combines a wide array of services and capabilities with the passion, responsiveness and precision of a boutique firm. Our diverse professional experience allows us to be a leading advisor to growth-oriented and middle-market healthcare organizations as they undertake integral, strategic initiatives at key inflection points in their life cycle.Our Investment Banking CapabilitiesSell-Side AdvisoryOur services include advising on appropriate exit strategies, preparing company information, identifying and contacting…
Most Recent Transactions
Advisor
Aug 2023
RWJ Barnabas Health
was acquired by
Famliy First
Advisor
Jul 2023
HCA Healthcare
was acquired by
FastMed
Advisor
Jul 2023
Honor Health
was acquired by
FastMed
Advisor
Sep 2022
PhyMed Inc.
secured investment from
CRH
Working with small and middle market companies, we assist our client's pursuit of their financial goals by building trusting relationships and utilizing our expertise in the transactional process while providing individually tailored services and solutions.
Most Recent Transactions
Advisor
Dec 2013
McCall Farms, Inc.
was acquired by
McCall Farms, Inc.
Advisor
Oct 2013
Buy Here Pay Here Dealer
secured investment from
Private Investor
Advisor
Jul 2012
French Quarter
secured investment from
Private Buyer
Advisor
Jun 2010
All Seasons Ice, LLC
was acquired by
Large Competitor
Over the last 20 years, The Capital Corporation has established itself as one of the premier, lower middle market investment banking firms in the country.We specialize in navigating our clients through the complicated and time intensive processes of selling their businesses, acquiring other businesses, and/or securing capital. Our niche is to represent "lower middle market" companies that have revenues between $10 million and $100 million. Over the last two decades, we have continuously refined our networks, approach, and skill-sets needed in order to successfully close transactions with…
Most Recent Transactions
Advisor
Oct 2014
LOI
secured investment from
to be announced
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