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Specialized Consumer Services Investment Banks - Axial

Members (180 results)

GT Securities

Investment Bank
  • 10 Total Closed Deals
GT Securities provides investment banking services to emerging and middle market companies. We specialize in raising equity and debt capital and in executing acquisition, divestiture, and merger transactions for our clients. Our unique approach leverages Growthink's two core services — growth strategy consulting and corporate finance to provide unparalleled corporate advisory and capital raising services. GT Securities is the broker - dealer affiliate of Growthink, and is a member of FINRA and SIPC. Most boutique investment banks focus solely on corporate finance services and they fail to…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
May 2022
was acquired by
Advisor
Mar 2022
was acquired by

Westlake Securities

Investment Bank
  • 10 Total Closed Deals
Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired.
Most Recent Transactions
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
was acquired by

Artesia Capital, LLC

Investment Bank
  • 10 Total Closed Deals
Artesia Capital is a boutique investment bank and M&A advisory firm focused on securing debt and equity for middle-market and upper-middle-market companies. Artesia also offers advisory and investor relations services. We specialize in Consumer Products, Food and Beverages, Distilleries, Wineries, Retail, eCommerce, Packaging, Cannabis and CBD, Health Care, Packaging, SaaS, FinTech, Digital Media, Real Estate, Advertising, and Industrials.
Most Recent Transactions
Advisor
May 2024
secured debt financing from
Advisor
Jun 2023
secured debt financing from
Advisor
May 2023
was acquired by
Advisor
Mar 2023
secured debt financing from

FCL Capital Partners

Investment Bank
  • 6 Total Closed Deals
FCL Capital Partners is a nationally focused investment banking firm serving private companies seeking to sell their business, acquire another company, or secure additional capital for growth, buyout, restructuring, and recapitalization. Our principals have extensive Investment Banking and Restructuring experience at bulge-bracket investment banks and hedge funds advising public and private companies in various industries including consumer & retail, business services, transportation & logistics, and manufacturing. FCL's founder, Rafael De Paoli, has been a trusted…
Most Recent Transactions
Advisor
Nov 2024
was acquired by
Advisor
Sep 2024
was acquired by
Advisor
Jan 2024
was acquired by
Advisor
Oct 2023
was acquired by

JTW Advisors

Investment Bank
  • 4 Total Closed Deals
JTW Advisors LLC is an Investment Bank focused exclusively on the Construction industry. JTW offers the following services:• Mergers & Acquisitions - Sell-Side  and  Buy-Side• Capital Raising - Equity, Debt, Hybrid, Other (Lot/Land Banking)    
Most Recent Transactions
Advisor
Feb 2025
was acquired by
Advisor
Feb 2025
was acquired by
Advisor
Feb 2025
was acquired by
Advisor
Aug 2024
was acquired by

Gar Wood Securities, LLC

Investment Bank
  • 1 Total Closed Deal
Gar Wood Securities Private Capital Group extends the firm’s capital raising efforts to US middle market private companies seeking early stage funding, growth capital, recapitalization or funding for special situations. Via a network of institutional investors, family offices and investment advisors the placement team at Gar Wood is able to provide cost-effective access to capital solutions in an underserved segment of the industry.Industry FocusOur investor base is diverse and therefore enables Gar Wood Private Capital Group to engage clients across many sectors: alternative energy,…
Most Recent Transactions
Advisor
Nov 2016
secured investment from

Mentor Securities

Investment Bank
  • 1 Total Closed Deal
Mentor Securities is a preeminent middle market investment bank dedicated to providing the highest quality, step by step advice to help you maximize value and successfully complete a transaction. Our services provide clients with invaluable knowledge and advice about conducting board presentations, making court testimonies, managing leveraged buyouts and much more. Meeting with one of our professionals can provide you with the strategic alternative analysis you need.Our team has extensive experience in sellside and buyside mergers and acquisition advisory, from the sale of private and family…
Most Recent Transactions
Advisor
Aug 2022
secured investment from

Corporate Advisory Solutions, LLC

Investment Bank
  • 1 Total Closed Deal
ABOUT CORPORATE ADVISORY SOLUTIONSCorporate Advisory Solutions, LLC (CAS) has more than 40 years of combined experience providing independent investment and merchant banking services to the Tech-Enabled Outsourced Business Services (OBS) sector. Our deal team has completed over 125 transactions and generated $2B+ in deal value. We provide mergers and acquisition (M&A) advisory (sell-side and buy-side representation), market research, fair market valuations/fairness opinions, capital raising and business plan development/implementation services. For more information about CAS, please visit…
Most Recent Transactions
Advisor
Feb 2017
was acquired by

AllianceOne Enterprises

Investment Bank
  • 1 Total Closed Deal
AllianceOne Enterprises (“AllianceOne Enterprises” or “AOE”) is a boutique investment banking and financial advisory firm providing a specific range of services primarily to lower to middle market companies (enterprise values ranging from $5 million to $50 million). Since 1983, the professionals of AllianceOne Enterprises have worked with smaller companies of select sectors throughout the United States by evaluating and effecting both capital market and strategic transactions (mergers/acquisitions/divestitures).    AOE’s principals have a unique and complementary set of…
Most Recent Transactions
Advisor
Aug 2020
was acquired by

GVC Financial Services, LLC

Investment Bank
  • 1 Total Closed Deal
GVC Advisory Services Ltd (GVC) assists its clients by providing a thorough, independent evaluation and analysis of current operations, operating results, strategic planning, and the development of effective growth strategies. Our services are designed to provide improvements in cash flows, liquidity, and return on capital. Our mission statement is to maximize our clients' operational efficiencies and, in many cases, to prepare them for funding from the capital markets.GVC is composed of two principals and two executives possessing over 40 years of relevant business, advisory and investment…
Most Recent Transactions
Advisor
Sep 2014
was acquired by

Clifton Larson Allen

Investment Bank

    This member has no reported closed transactions.

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.

Wiss Capital Advisors

Investment Bank

    This member has no reported closed transactions.

Wiss Capital Advisors is the specialized investment banking division of Wiss & Company, a Top 100 accounting firm with over 50 years of experience. We concentrate on providing expert sell-side M&A advisory services tailored to lower-middle market companies. Our mission is to empower business owners to navigate the complexities of mergers and acquisitions with confidence and precision.Mission: To empower lower-middle market companies with strategic sell-side M&A advisory services that maximize value and ensure successful transactions.Services:Sell-side M&A…

Metro Equity Capital

Investment Bank

    This member has no reported closed transactions.

Metro provides assistance in Buying or Selling Businesses and also provides Financial Advisory and strategic Investment Banking services. Metro’s Investment Banking services includes debt financing, institutional equity, merger, acquisition and divestiture for small to medium-sized private and public companies (those between $10 million and $500 million in revenue). Our capital market team is managed by licensed Investment Bankers with extensive experience in institutional equity, debt financing, and mezzanine finance for small to medium-sized private and public companies. As seasoned…

Aaron, Bell International Inc.

Investment Bank

    This member has no reported closed transactions.

Aaron, Bell International (ABI), founded in 1989, is an independent investment bank focused on middle market private sector transactions.For over 30 years, ABI has been dedicated to delivering strategic fit transactions that maximize value and enable clients to achieve their strategic objectives.ABI has provided over 200 clients with mergers, acquisitions, recapitalizations, wealth diversification planning, and market valuation services in the U.S. and abroad. ABI clients are typically companies with EBITDA of $1 million to $25 million and enterprise values of $5 million to $250 million. ABI…

Schwendel-Van Deusen

Investment Bank

    This member has no reported closed transactions.

Our investment banking services are crafted to empower businesses and investors to achieve their financial aspirations. We offer an array of financial services, including capital sourcing, mergers and acquisitions, debt and equity financing, and other intricate financial transactions. Our team of seasoned professionals possesses a profound comprehension of the global financial markets and collaborates closely with clients to devise bespoke solutions that cater to their unique needs. Whether you're a burgeoning start-up seeking to raise capital or a well-established corporation aiming to…

Brookwood Associates

Investment Bank
  • 149 Total Closed Deals
Senior-Level Execution With more than 150 years of collective experience spanning over $10 billion in transaction volume, Brookwood's managing directors work hands-on with each client to determine and execute the right investment banking solution. Middle-Market Expertise Our exclusive focus on middle-market companies gives us exceptional insight into the strategic, valuation and transaction issues that are unique to this market. This expertise includes robust Market Knowledge and access to buyers on a worldwide basis. Superior Performance Above all, our clients are interested in superior…
Most Recent Transactions
Advisor
Dec 2017
was acquired by
Advisor
Oct 2017
was acquired by
Advisor
Aug 2017
secured investment from
Advisor
Aug 2017
was acquired by

Meridian Capital LLC

Investment Bank
  • 93 Total Closed Deals
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
Most Recent Transactions
Advisor
Mar 2018
was acquired by
Advisor
Feb 2018
was acquired by
Advisor
Feb 2018
secured debt financing from
Advisor
Jan 2018
was acquired by

EdgePoint Capital Advisors

Investment Bank
  • 82 Total Closed Deals
EdgePoint is a leading Merger & Acquisition advisory firm, specializing in middle market mergers, acquisitions, management buyouts, and corporate divestitures for businesses and owners. EdgePoint is a registered broker dealer and a member of FINRA.The professionals at EdgePoint have an extensive track record of helping business owners evaluate, improve, and sell their businesses. We feel that we are not just selling a company...we are selling your business. We provide clients a unique combination of large corporate finance expertise and deep middle-market knowledge, gained through years of…
Most Recent Transactions
Advisor
Jun 2022
was acquired by
Advisor
Jun 2022
secured investment from
Advisor
Apr 2022
was acquired by
Advisor
Mar 2022
was acquired by

Western Reserve Partners LLC

Investment Bank
  • 77 Total Closed Deals
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.
Most Recent Transactions
Advisor
Nov 2015
secured investment from
Advisor
Apr 2015
was acquired by
Advisor
Jul 2014
was acquired by
Advisor
Jul 2014
was acquired by

GulfStar Group

Investment Bank
  • 73 Total Closed Deals
GulfStar is one of the leading middle market investment banking firms in the United States. We help business owners succeed by offering a level of negotiation experience, strategic and valuation insights and transaction guidance you simply won’t find elsewhere or doing it yourself. How? We recruit top talent and foster a culture that is personally invested in the results we help our clients achieve. Our services include mergers and acquisitions, private placements, and financial advisory services. To date, GulfStar has completed more than 700 transactions involving buyers and sellers from…
Most Recent Transactions
Advisor
Apr 2016
was acquired by
Advisor
Mar 2016
secured investment from
Advisor
Dec 2015
was acquired by
Advisor
Dec 2015
was acquired by

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