Shadowfax Capital is a boutique merger and acquisition advisory firm providing a multi-disciplined approach to the widely underserved lower middle-market. Our clients are entrepreneurs, small business owners and investor groups who are interested in the purchase or sale of privately-held companies throughout all industry sectors. Our advisory team consists of entrepreneurial-minded merger and acquisition professionals with extensive experience and long-standing relationships with strategic acquirers, private equity firms, high net-worth individuals, and public companies. Our advisors…
CrestMount Advisors provides financial advisory services for mergers & acquisitions, strategic advisory work as well as private equity and debt financing for clients in the equipment and commercial finance, technology, healthcare, manufacturing and services industries. Our goal is to maximize value, increase liquidity and profitability as well as to assist our clients to grow.Each engagement is executed with the highest level of expertise and integrity. We look beyond the goal of executing a successful engagement to building a long term relationship. Our senior management team has built,…
STRATMOR aspires to be the most trusted consulting firm in the mortgage industry based on our reputation for providing candid, data-driven advice. We accomplish this by being the market information and intelligence hub of the industry, helping our mortgage customers to chart a sustainable strategic course.In all that the STRATMOR Goup does, we bring an unwavering commitment to objectivity. We never "pull punches" when it comes to telling a client what we think, even when they might not like to hear what we have to say or where it may be adverse to our own short-term interests. We are all…
The Canada Tech Accelerator (CTA) is an exclusive, federally funded program that works with high growth Canadian technology companies as they expand internationally. We have helped our portfolio of 600 companies raise over $500M in capital and generate $200M in revenue. Notable alumni include: Wealthsimple, Voices.com, Frank & Oak, iMirror, and League.
Mergers & Acquisitions Advisory (M&A); Investment Banking; Capital Raising; Direct/Principal/Sponsored Capital Investments in Companies & Businesses; Bank & Other Debt Financing; Strategic & Financial Consulting; Valuation Services; Business Planning; See below for IAP's expertise & competitive advantages...IAP has expertise & superior competitive advantages in the following services: Helping to sell businesses & companies for maximum value; Helping companies, investment groups/funds, & other institutions buy, acquire or invest in perfect & ideal…
We provide Consulting, Advisory and Sponsor/Capital services on the Buy-Side,Sell-Side, Organic Scaling and special scenarios from turn-arounds to roll-ups and special deal structures.
M&A advisory firm in the Pacific Northwest. The firm concentrates its practice in business transitions, exit planning, and mergers & acquisitions. The company is experienced in 338(h)(10) elections, conducting due diligence, advising on earn-outs, and marketing the firm to qualified buyers. Lyons Sullivan assists the seller with compliance for regulatory, state, and federal agencies; and in the preparation of a pitchbook or confidential information memorandum. David Lyons, the president, is a licensed attorney, and CPA.
Pi Capital is a global advisory firm with offices in the US and Asia.Our mission is to be the investment bankers clients turn to for transactions that facilitate their visions.The Pi Capital team has robust experience in providing advisory services related to raising capital in the private markets. The team has longstanding relationships with a wide variety of institutional investors that invest across the capital structure. They include leading global credit funds, banks, sovereign wealth funds, private equity firms, pensions, insurance companies and family offices. Pi Capital can…
Levantine & Co. provides independent and integrated financial advisory services to small and medium-sized enterprises looking to grow or restructure their businesses. This is achieved by leveraging our significant international capital markets experience gained in Africa, Europe, Middle East and the USA.Our mission is to bring value to our clients' businesses by advising on the most profitable way to structure their financing requirements. The Levantine & Co. team works on innovative, flexible and attractive facilities to optimise your funding requirements.CORPORATE FINANCERaising Capital: …
SBS Advisors has a long history of working with clients to strategically position them for success in the ever changing arena of mergers and acquisitions. We endeavor to bring the right senior banker experience and relationships to each transaction and take time to educate clients on all their options, so that they feel empowered to make decisions about their future. From growth and expansion through succession planning and sale, we can assist you throughout every stage of your business’ life cycle. We are focused on the lower middle market in the mid-Atlantic region, but regularly execute…
Established in 1987, Guzman & Company continues to build on its record of service as a top-ranked boutique investment bank and brokerage firm for our corporate and institutional clients. The firm embraces a spirit of entrepreneurship, innovation, and integrity.Guzman & Company’s corporate finance division specializes in equity and fixed income offerings, share repurchases, and liability management with expertise in targeted industry sectors. Over the years, the firm has earned a reputation for superior execution.
Structured Partners is the M&A advisory firm built by industry insiders, for industry leaders.We exclusively serve the building products and services sector. Our founding team has lived your journey: as private equity principals, C-suite operators, and senior investment bankers. Our unique perspective drives superior outcomes for clients.Our Practice AreasSell-Side M&A – We orchestrate competitive, confidential exit processes for companies with $5–200M in revenue, consistently achieving valuations that exceed expectations.Buy-Side Advisory – We serve as your dedicated corporate…
Our approach to M&A is something that has been developed and refined over a long period of time and has been configured into a consistent process that produces quality results. We have great relationships with a vast network of buyers and sellers to give your practice access to the entire market ensuring the best possible partnership is secured.
ValueScope is a leader in Measuring, Defending, and Creating value. Our deep expertise in the application of financial and econometric analysis to value measurement and shareholder value creation sets us apart. ValueScope services include financial valuations and business appraisal, expert witness testimony and litigation support including economic damages calculations, strategic analysis and planning, econometric analysis, transaction advisory, and estate planning.
I am a boutique sell-side M&A advisor to small cap (venture or early stage) technology and industrial companies, with a focus on recurring revenue businesses. While not all of my clients would be considered pure technology companies, they will all have some kind of technology differentiator. My clients tend to be earlier stage, focussed on driving top line growth and achieving 35% or better year over year growth, rather than maximizing EBITDA. They are often not profitable, by design, focussed instead on building enterprise value. They are often venture or angel backed, although some…
Grant Point Group is a boutique advisory firm providing investment banking and consulting services to small and middle market companies across a myriad of industries. We specialize not only in merger and acquisition advisory, but also in providing growth strategies for companies to create additional value and creating strategic partnerships to help business owners manage their day-to-day operations, so that they can ultimately maximize the value of the companies that they have built. We focus on both planning for a wide-range of capital and growth-strategies as well as process…
Fintech advisory firm with a core focus on payments and integrated software vendors. Founded in 2015, our reputation is built on delivering accretive results to clients across the fintech ecosystem. Our domain expertise is a direct result of founding, operating, and advising fintech companies for over 30 years.Our M&A practice focuses on exclusive sell side mandates and has completed $500M in deal activity for 2021. Our consulting practice focuses on developing compliance policies and procedures, go to market strategies, and portfolio optimizations for payment networks, sponsor banks,…
