Top South Carolina Investment Banks with Recent Private M&A Activity

2 Closed Deals via Axial

3 Total Closed Deals

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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

Recent Transactions

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Apr 2019 Advised Delek Royalty US on an investment from G&H Ventures, LLC
Jan 2019 Advised Undisclosed on an investment from G&H Ventures, LLC
Oct 2018 Advised Lane Capital Markets on an investment from Confidential Company

Mt. Vista Capital

12 Total Closed Deals

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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…

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Oct 2013 Advised Chief Executive Boards International in its sale to Aegis Assistance, Inc
May 2013 Advised Experienced Commercial Printing Executives in its sale to Regional Commercial Printing Executives
May 2013 Advised Regional Healthcare Services Co. in its sale to Strategic Competitor
Jun 2012 Advised OFM, Inc. in its sale to Gen Cap America

Sequence Financial Specialists

4 Total Closed Deals

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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.

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Dec 2013 Advised McCall Farms, Inc. in its sale to McCall Farms, Inc.
Oct 2013 Advised Buy Here Pay Here Dealer on an investment from Private Investor
Jul 2012 Advised French Quarter on an investment from Private Buyer
Jun 2010 Advised All Seasons Ice, LLC in its sale to Large Competitor

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.

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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)

AMB Wealth

37 Total Closed Deals

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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…

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Aug 2023 Advised RWJ Barnabas Health in its sale to Famliy First
Jul 2023 Advised Honor Health in its sale to FastMed
Jul 2023 Advised HCA Healthcare in its sale to FastMed
Sep 2022 Advised PhyMed Inc. on an investment from CRH

The Capital Corporation

1 Total Closed Deal

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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…

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Oct 2014 Advised LOI on an investment from to be announced

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Herlong & Company

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Recent Transactions

This member has no reported closed transactions.

Firms in the South Carolina 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.

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in South Carolina may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Not necessarily. A firm’s location does not always define its geographic reach. Many Investment Banks based in South Carolina are active across multiple regions, while firms based elsewhere may also participate in the South Carolina market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Investment Banks in South Carolina, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 7 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 South Carolina Investment Banks directory, you can request information here.

Top South Carolina Investment Banks

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