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Specialized Consumer Services Investment Banks - Axial

Members (180 results)

Mt. Vista Capital

Investment Bank
  • 12 Total Closed Deals
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
was acquired by
Advisor
May 2013
was acquired by
Advisor
May 2013
was acquired by
Advisor
Jun 2012
was acquired by

Founders Advisors

Investment Bank
  • 11 Total Closed Deals
Founders Advisors is an independent investment banking firm, headquartered in Birmingham, Alabama, that is committed to providing customized corporate finance solutions for our clients. Our comprehensive range of complementary, value-added services include merger & acquisition, capital market, strategic financial and real estate investment advisory. We continue to build our reputation by delivering creative and sophisticated solutions, providing a superior level of customer service and personal attention, producing a track record of successful results, and conducting ourselves every day with…
Most Recent Transactions
Advisor
Jun 2017
was acquired by
Advisor
May 2017
secured investment from
Advisor
Feb 2017
was acquired by
Advisor
Jan 2017
secured investment from

WoodRock & Co.

Investment Bank
  • 11 Total Closed Deals
WoodRock & Co. offers private investment banking services to emerging growth and middle- market companies. Working as a partner with our clients, we help move companies through the capital markets and complexities of growth. With backgrounds in investment banking, corporate development, venture capital and finance, our team brings a wealth of experience to the table and offers the kind of direct, personal service and long-term attention that large financial advisory firms often cannot provide. Based in Houston, WoodRock has worked with clients in many areas of the country and across…
Most Recent Transactions
Advisor
Jul 2014
was acquired by
Advisor
Dec 2013
secured investment from
Advisor
Oct 2013
secured investment from
Advisor
Jul 2013
was acquired by

Livingstone Partners

Investment Bank
  • 10 Total Closed Deals
Livingstone is an international mid-market M&A and debt advisory firm with offices in Beijing, Chicago, Düsseldorf, London, Los Angeles, Madrid and Stockholm. We have deep industry expertise, and extensive global coverage, with dedicated teams across our offices serving five segments: Business Services, Consumer, Healthcare, Industrial, and Media & Technology.
Most Recent Transactions
Advisor
Oct 2024
was acquired by
Advisor
Oct 2024
was acquired by
Advisor
Sep 2024
was acquired by
Advisor
Sep 2024
was acquired by

Mirus Capital Advisors, Inc.

Investment Bank
  • 10 Total Closed Deals
Successful business owners have turned to Mirus Capital Advisors for more than 30 years to help them realize their ultimate accomplishment – the sale of their business. Mirus is a leading New England based firm with over 300 closed transactions focused on providing exceptional investment banking services to our middle-market clients. As a middle-market investment bank focused on mergers and acquisitions, Mirus drives successful deals for companies in the consumer, industrial, business services, healthcare and technology industries. Mirus has proven time and again that its deep industry…
Most Recent Transactions
Advisor
Apr 2024
was acquired by
Advisor
Apr 2024
was acquired by
Advisor
Mar 2024
was acquired by
Advisor
Dec 2023
was acquired by

Viant Capital

Investment Bank
  • 10 Total Closed Deals
Viant Capital is a San Francisco-based boutique investment bank committed to providing emerging growth and small to mid-market companies with high quality strategic advisory and capital raising services. Since 1998, Viant Capital has consistently produced superior outcomes for our clients and their shareholders. Leveraging decades of strategic, financial, and operational experience, our professionals provide each of our clients with in-depth industry knowledge and expert advice on the optimal way to approach strategic and financing processes. We believe in developing strong relationships with…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by

TrueNorth Capital Partners, LLC

Investment Bank
  • 10 Total Closed Deals
TrueNorth was founded with a clear sense of purpose and direction: provide exceptional, unfiltered and unbiased merger and acquisition and restructuring advice to middle market companies. Our firm understands those issues unique to this market and works within a structure that guarantees senior level execution. The TrueNorth team has the integrity and foresight to forego short term gain in favor of creating lasting relationships borne of trust. The founding members of TrueNorth have built their careers and reputations serving this market and understanding its intricacies. They have evidenced…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by

Genesis Capital, LLC

Investment Bank
  • 10 Total Closed Deals
Genesis Capital is an independent investment and merchant banking firm dedicated to working with family-owned and entrepreneur-led businesses, public corporations, and institutional investors to achieve their most important strategic initiatives."Focus on Need vs. Size"Our mission is to best serve clients through our "Focus on Need vs. Size". Genesis Capital has worked with clients in excess of $30 billion to under $25 million of enterprise value and has completed transactions ranging from over $1 billion to under $10 million. Our clients include leading public corporations, private…
Most Recent Transactions
Advisor
Dec 2022
was acquired by
Advisor
Sep 2022
was acquired by
Advisor
Sep 2022
was acquired by
Advisor
Jun 2022
was acquired by

Calabasas Capital

Investment Bank
  • 10 Total Closed Deals
Calabasas Capital is a boutique financial advisory firm primarily serving lower-middle-market (typically with between $10MM and $100MM in revenue) privately-held companies, business owners and entrepreneurs.• Our goal is always to Maximize Value for our clients• We provide customized advisory services tailored to each client’s unique circumstances and opportunities• Our team members each have over 20 years experience in investment banking, private equity and Big 4 public accounting. Our services include:• Sell Side Mergers & Acquisitions• Private Equity &…
Most Recent Transactions
Advisor
Jan 2023
was acquired by
Advisor
Aug 2022
was acquired by
Advisor
Jul 2022
was acquired by
Advisor
Dec 2021
was acquired by

Bayfield Partners

Investment Bank
  • 10 Total Closed Deals
Bayfield Partners is a boutique investment bank serving private middle market and emerging growth companies. The firm provides M&A and capital raising services to entrepreneur and family owned companies that prefer an extra level of personal attention. Advisory services include buy-side and sell-side M&A, as well as general strategic advisory. Capital raising includes venture capital, growth equity, private equity, bank debt, private senior debt and mezzanine debt. Bayfield serves clients in all industries, including industrial, energy, gaming, healthcare, business services, consumer and…
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by

CriticalPoint Partners

Investment Bank
  • 8 Total Closed Deals
CriticalPoint Partners (CPP) is an M&A Advisory Firm and Investment Bank, headquartered in Los Angeles. Focused on sourcing, negotiating and executing a range of transactions for our clients, we strive to enhance shareholder value through acquisitions, or to maximize proceeds in a business sale. We take a long-term view with respect to our clients and build partnerships that span the course of multiple transactions. CPP was founded upon the core principle of providing world-class strategic advice to lower middle market companies. As experienced principal investors, we bring decades of deal…
Most Recent Transactions
Advisor
Nov 2014
was acquired by
Advisor
May 2014
was acquired by
Investor
Mar 2014
acquired
Advisor
Nov 2013
was acquired by

MS Capital Advisors

Investment Bank
  • 6 Total Closed Deals
MS Capital Advisors Ltd. is a private investment banking and corporate financial advisory firm committed to providing discreet, trusted advice and transactional services across a broad range of industries and situations. Mark Stafford founded MSCA in 2006, intending to impart high quality, "Big Firm" execution and services to small and middle market companies. Although Mr. Stafford has worked on both large and small transactions during his investment banking years at Bankers Trust, The Bank of New York and Fieldstone Private Capital Group, he has enjoyed and had more of an overall impact…
Most Recent Transactions
Advisor
Apr 2015
was acquired by
Advisor
Oct 2014
was acquired by
Advisor
Jun 2014
was acquired by
Advisor
Oct 2011
secured investment from

Clear Capital Advisors

Investment Bank
  • 6 Total Closed Deals
CLEAR CAPITAL ADVISORS is a Los Angeles-based financial advisory firm focused exclusively on the needs of management and shareholders. We provide the full spectrum of merger, acquisition, capital raising, and strategic advisory services to middle market and emerging growth companies. We work closely with our clients to understand all facets of their business as well as their objectives. We use our substantial transaction experience and market insight to design a specific plan of action to achieve our client's strategic and financial goals. We have an outstanding record of delivering…
Most Recent Transactions
Advisor
Sep 2013
was acquired by
Advisor
Jul 2013
secured investment from
Advisor
Jul 2013
secured investment from
Advisor
Apr 2013
was acquired by

The Chicago Corporation

Investment Bank
  • 6 Total Closed Deals
The Chicago Corporation is an independent Chicago-based investment banking firm focused on providing middle-market companies with a range of financial and corporate advisory services including merger and acquisitions, institutional debt and equity capital raising, and financial restructuring. The Chicago Corporation leverages the broad experience of its team to evaluate and implement financial strategies designed to maximize the value of a client's business. The firm is committed to a "client-first" approach, which ensures that its professionals work together to find the best market-based…
Most Recent Transactions
Advisor
Jul 2017
was acquired by
Advisor
Feb 2016
was acquired by
Advisor
Jun 2015
secured investment from
Advisor
May 2014
was acquired by

Syed Brokerage & Capital Co.

Investment Bank
  • 6 Total Closed Deals
Investment Bank , Accredited and Certified Merger & Acquisitions Advisor, Business and Commercial Investments Intermediary/Broker Expert, Investment Advisor, Consultant, 30+ Years Exp. of Verifiable Business Accomplishments, Steering Growth, Assets Wealth Expansion, Profit Generation Demonstration Proven Success in Delivering High Profits Attainment Through Targeted Innovative Business, and Investments Strategies.
Most Recent Transactions
Advisor
Dec 2016
secured investment from
Advisor
Oct 2016
secured debt financing from
Advisor
May 2015
secured investment from
Advisor
Jan 2015
was acquired by

Reynolds Advisory Partners, LLC

Investment Bank
  • 5 Total Closed Deals
Reynolds Advisory Partners is a boutique investment bank specializing in mergers and acquisitions, capital raising and related financial advisory services focused on middle market clients nationwide. We provide differentiated, value added advice and services to clients facing complex strategic decisions and transactions. We believe that clients are best served by the most experienced and skilled professional bankers available who also share in our "client-first" philosophy. The senior bankers at Reynolds Advisory Partners average over 25 years of experience, have collectively completed over…
Most Recent Transactions
Advisor
Jan 2014
was acquired by
Advisor
Nov 2013
was acquired by
Advisor
Dec 2012
was acquired by
Advisor
Jun 2011
was acquired by

Carl Marks Advisors

Investment Bank
  • 5 Total Closed Deals
Carl Marks Advisors is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.At Carl Marks Advisors, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to…
Most Recent Transactions
Advisor
Jun 2024
was acquired by
Advisor
Mar 2023
was acquired by
Advisor
Jul 2021
was acquired by
Advisor
Feb 2021
was acquired by

Salomon Whitney LLC

Investment Bank
  • 5 Total Closed Deals
Our investment banking products are tailored to various client needs. Developing a thorough understanding of our client’s specific goals and evaluating the market dynamics of various industry sectors, we strive to provide unbiased finance solutions.​Our ability to analyze all aspects of our client companies and assess the feasibility of all corporate finance options, allows us to recommend a solution tailored specifically for our clients. Building strong relationships with major institutional, strategic and corporate investors are powerful resources used to implement our corporate…
Most Recent Transactions
Investor
Jan 2019
invested in
Investor
Jan 2019
invested in
Investor
Jan 2019
invested in
Investor
Jan 2019
invested in

EOT Advisors

Investment Bank
  • 5 Total Closed Deals
EOT Advisors is the first investment banking and financial advisory firm in the country dedicated to assisting business owners in selling to an Employee Ownership Trust (EOT). We work in all 50 states and internationally. Our aim is to provide a one-stop shop for EOTs. We assist with company structuring, transaction design, valuation, debt financing, capital raising, fiduciary services, and legal forms, as well as with creditors and the commercial real estate aspect of transactions.
Most Recent Transactions
Advisor
Mar 2020
was acquired by
Advisor
Oct 2019
was acquired by
Advisor
Apr 2016
was acquired by
Advisor
Feb 2016
was acquired by

Stang Capital Advisory LLC

Investment Bank
  • 5 Total Closed Deals
Stang Capital Advisory LLC assists companies in raising new and incremental capital and improves the relationship between companies and their financing partners.Through our 25+ years of financial industry experience, we combine our knowledge of the capital providers that are interested in financing middle market and recurring revenue businesses with our ability to best present the corporate strategic plan and key financial metrics to smoothly facilitate the financing.“Securities transactions conducted through TCC Securities, LLC, an affiliated company, registered Broker/Dealer and Member of…
Most Recent Transactions
Advisor
Aug 2018
was acquired by
Advisor
May 2018
secured debt financing from
Advisor
Feb 2018
secured debt financing from
Advisor
Jun 2016
secured debt financing from

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