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.
SafeWater Capital, LLC (”SWC”) is a middle-market, special situations advisory firm that offers the entire spectrum of special situations, corporate finance, turnaround and restructuring services to privately-held companies.The SWC team has been carefully drafted from a wide variety of specialty backgrounds, including: investment banking, commercial banking, big four accounting, consulting, and the legal profession. Our professionals have experience in practically every aspect of middle market problem solving, including: Capital Raising, M&A, Financial Restructuring,…
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…
Jahani and Associates (J&A) is a privately held investment bank headquartered in New York City. J&A specializes in the intangible assets of the healthcare and technology verticals. The firm provides capital advisory, mergers and acquisitions (M&A) advisory, and management consulting services to clients all over the globe.
Dinan & Company, LLC was founded with the singular purpose of providing the highest standards of professionalism, sophistication and execution expertise in Merger and Acquisition transactions to middle-market companies comparable to that afforded to the Fortune 500 at full-service Wall Street investment banks. We are an established, middle-market investment bank that specializes in providing merger & acquisition, valuation and fairness opinions, and merchant banking advisory services.Throughout our 27 year history, we have been dedicated to building the firm by delivering top-quality…
Corporate Finance Associates Worldwide (CFAW) is an international mergers and acquisition (M&A) firm that has completed over 3500 transactions since 1956. CFAW is one of North America's most well respected investment banking firms serving middle-market companies with sales between $10MM and $250MM.Our goal is to provide world-class investment banking services to business owners in our dynamic and diverse region. The Lexington office combines extensive knowledge and experience with innovation and creativity to lead clients through a successful transaction. The keys to CFAW's success are…
Independent and expert advice on Corporate Finance ServicesOur global infrastructure, investment banking expertise, and best-in-class technology makes ONEtoONE the best adviser for any middle-market M&A transaction
Corporate Finance Associates (CFA) is one of North America's oldest and most prominent investment banking firms serving middle-market companies. In its over 60 year history, CFA has recorded thousands of successful transactions by working diligently on the client’s behalf. Our global footprint and network of over 50 experienced professionals make CFA uniquely qualified to help you realize your business goals.Our mission is to provide services that give your company an edge in the M & A market place. The CFA team has the investment banking track record and exceptional…
We have been in the M & A sector for over 30 years with experience as investment bankers and as the Managing Director of P-Squared Management Enterprises, a Dalio family office funded lower-middle marked PE firm. At Roy Street Advisors we represent business owners, prospective buyers, and family offices in their quest to exit or acquire businesses with EBITDA of $1.0+ million.
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
Jet Blast Deflectors Inc.
was acquired by
Hanover Partners, Northstar Capital, and Greyrock Capital Group
Advisor
Feb 2018
Real Greek, LLC, DBA Ellenos
secured debt financing from
SuperG Capital
Advisor
Feb 2018
Aurora Systems Inc., DBA AD Systems
was acquired by
Allegion plc
Advisor
Jan 2018
Smith and Greene Company
was acquired by
Edward Don and Company, a portfolio company of Vestar Capital Partners
We are M&A Advisors for Privately-held CompaniesAllegiance Capital is an M&A advisory and investment banking firm that has been providing expert financial services to small and mid-sized, privately-held companies since 1998. Its specialty is representing privately-owned companies with annual revenues between $20 million and $500 million. Its clients are business owners, partners, families and entrepreneurs who want to sell their company, transition to new management, or bring on a financial partner to grow their business. Allegiance Capital also specializes in raising capital and facilitating…
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…
The DAK Group. is an established middle market investment bank providing advisory and execution of exit strategies, divestitures, mergers, acquisitions, financing and restructuring solutions. Committed to optimizing value for the business owner and stakeholders, The DAK Group applies a hallmark approach characterized by a deep understanding of the strategic value of a business. Since its founding in 1984, The DAK Group has successfully closed hundreds of transactions involving public and privately-held corporations, cross-border transactions, family businesses and financial sponsors. T
We are an independent investment bank founded in 2000, positioned nationally and internationally, and organized into a number of industry practice areas:Business ServicesConsumer & RetailEnergy & Applied TechnologiesFood, Beverage & AgribusinessHealthcareIndustrialsRobotics, Automation & Artificial IntelligenceTechnologyWe work with private and public companies throughout their life cycle – from growth equity financing and later-stage capital raises, including PIPE financings and private debt, to mergers, acquisitions and restructurings. We offer the following investment banking…
VRA Partners is an independent investment banking firm that focuses on providing merger and acquisition advisory services to leading middle-market companies and private equity groups located throughout the U.S. VRA Partners also assists companies with raising capital for growth, acquisitions, recapitalization, going-private and management buy-out transactions, as well as provides fairness opinions, valuations and strategic advisory services. The professionals of VRA Partners have completed more than 550 transactions with aggregate transaction value in excess of $40 billion across a broad…
Cassel Salpeter & Co. LLC is an independent investment banking firm that provides advice to middle market and emerging growth companies in the U.S. and worldwide. Together, the firm’s professionals have more than 100 years of experience providing private and public companies with a broad spectrum of investment banking and financial advisory services, including: mergers and acquisitions; equity and debt capital raises; fairness and solvency opinions; valuations; and restructurings, such as 363 sales and plans of reorganization. Cofounded by James Cassel and Scott Salpeter, the firm provides…
As owners of our firm, we think like entrepreneurs, bringing unparalleled level of passion and intensity to every transaction.MHT Partners is committed to delivering a higher level of service, combined with exceptional execution, for our clients. We have deep industry knowledge in the sectors we serve and, with offices coast to coast, employ a network of professionals who know the players, the market and how to position, negotiate and close the deal.We advise leaders of niche markets who are selling a company, buying a company or raising capital for growth.MHT Partners serves a variety of…
Berman Capital is dedicated to helping company owners and shareholders sell their business or raise capital for the highest possible price and the best possible fit for their employees, company, themselves and their families.Our experience proves this out: Since 1971 the principals at Berman Capital have completed over 70 multi-million-dollar merger & acquisition transactions working almost exclusively with private, entrepreneur driven companies. At Berman Capital, we pride ourselves on being a small, boutique FINRA regulated firm:- We focus on assisting mid-market companies (generating an…
Commerce Street Capital, LLC, Member FINRA/SIPC, is a premier investment banking firm serving financial institutions and middle-market companies. We value collaboration with our client partners and enjoy building long term relationships established on a foundation of mutual respect, common goals, and uncommon integrity. Led by veterans of the financial industry, Commerce Street Capital’s practice includes: - Mergers & Acquisitions - Recapitalizations - Private Placement of Debt & Equity - Regulatory Advisory - Valuations & Fairness Opinions - Community Bank Capital Markets Services - SBIC…
Founded in 2003 by senior bankers from leading Wall Street firms, Triangle advises and represents middle-market businesses on a confidential basis – and without conflicts of interest – to achieve optimal results for our clients. We have a long track record of success in developing and executing mergers and acquisitions, financing transactions and rendering fairness opinions. We are most often engaged to lead assignments for: - Privately held corporations - Private equity groups and their portfolio companies - Corporations doing divestitures and carve-outsOur professionals have…
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