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Top Specialty Stores Investment Banks

Explore 145 Specialty Stores Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Specialty Stores Investment Banks

145

Active Firms

195

TTM Deal Flow

$3M-$31M

Core Revenue Range

$500K-$4M

Core EBITDA Range


California 14%
Florida 8%
Ontario 8%
New Jersey 6%
New York 6%

Best For: Complex Transactions | Typical Fee: Retainer & Success fee | Coverage: Dedicated, Sector-Focused Deal Teams

Showing 1-20 of 145 Investment Banks

Sorted by recent activity

Auctus Capital Partners

3 Closed Deals via Axial 64 Total Closed Deals Actively Sourcing Deals
Auctus Capital Partners is a multi-faceted investment bank specializing in merger & acquisition advisory, institutional private placements of debt and equity capital, financial restructuring, valuation, and strategic consulting. With best-in-class access to strategic and financial buyers, as well as global capital providers, our bankers identify opportunities and navigate challenges with a local understanding on a global scale.

Recent Transactions

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  • Dec 2025 Assisted Puzzle Healthcare in securing debt financing from HCAP
  • Aug 2025 Advised Engage CX on an investment from PNC
  • Apr 2025 Advised United Transportation LLC in its sale to Graxon Logistics LLC
  • Feb 2025 Assisted Sempera Organics in securing debt financing from Newtek Bank

MidCap Advisors

2 Closed Deals via Axial 89 Total Closed Deals
MidCap Advisors, a middle market investment bank headquartered in New York, specializing in mergers and acquisitions, corporate finance, capital raises, ownership transition planning, business valuations, and negotiation support services for companies generating $5 million to $250 million in revenues. A business owner's definition of success is multi-faceted. For some, it is selling a business for maximum value. For others, it is effecting a smooth ownership transition to key employees or family members. And for others, the question has not been fully answered yet. That’s why our…

Recent Transactions

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  • Feb 2021 Advised The Eye Health Group in its sale to Beverly Capital
  • Sep 2020 Advised Benson Young & Downs Insurance Agency Inc in its sale to The Barnstable County Mutual Insurance Company Inc
  • Feb 2020 Advised Aerial Electric in its sale to IES Holdings
  • Nov 2019 Advised Byrne Dairy Fluid Milk Operations in its sale to Upstate Niagra Cooperative Inc.

Tower Partners

2 Closed Deals via Axial 62 Total Closed Deals
Founded in 2008, Tower Partners is a premier national investment bank servicing the lower middle market. The team at Tower Partners has completed engagements with more than $30 billion in transaction value. Tower Partners specialize in providing Wall Street level investment banking to Main Street, with a focus on family, founder, and entrepreneurial-led businesses. Tower Partners has established itself as the go-to advisor for middle-market clients seeking high-quality execution and strategic advisory. The firm is headquartered in Columbia, MD with offices in New York, NY, and Greenwich,…

Recent Transactions

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  • Jun 2026 Advised Social Commerce Club in its sale to Podean
  • May 2026 Advised Gulf Coast Crane Services, LLC in its sale to ProLift Rigging Company, LLC
  • Mar 2026 Advised Inbounds LLC in its sale to Exact Customer
  • Feb 2026 Advised Georgia Long-Term Care & Consulting in its sale to HealthDrive

Oberon Securities, LLC

1 Closed Deal via Axial 145 Total Closed Deals
Oberon Securities is a New York based boutique investment bank that addresses the financial needs of emerging and mid-size businesses across a broad range of industries. Our company was founded in 2001 by senior professionals who have extensive Wall Street experience in investment banking, venture capital and research. Oberon provides customized financial solutions to emerging and middle market companies that are seeking assistance with their M&A and financing needs. Oberon's professionals have an average of more than 15 years on Wall Street; that combined experience and our small and…

Recent Transactions

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  • Apr 2023 Advised Foresight Technologies in its sale to Sela Software Labs
  • Nov 2022 Advised Skin Cancer & Aesthetic Surgery in its sale to Forefront Dermatology
  • Sep 2022 Advised 360 Market Reach in its sale to Leger Marketing
  • Aug 2022 Advised The Shine App in its sale to Headspace

DelMorgan & Co

1 Closed Deal via Axial 90 Total Closed Deals
Heading into 2026, the M&A landscape is building on momentum from a strong 2025, with dealmakers increasingly confident in strategic transactions that enhance competitive positioning. Across the market, this year is shaping up to see broader participation beyond headline megadeals, with middle-market activity gaining traction as financing conditions continue to provide tailwinds and private equity and strategic buyers are increasingly bullish about the deployment of capital. Interest rate expectations and macro signals remain decidedly positive, with a generally accommodative…

Recent Transactions

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  • Oct 2025 Assisted Angry Chickz in securing debt financing from Saratoga Partners
  • Sep 2025 Advised 2050 Partners in its sale to West Monroe
  • Jul 2025 Assisted Confidential Company in securing debt financing from Confidential Company
  • Dec 2024 Advised Mighty Pilates in its sale to Norbrook Equity Partners

Capital Canada Limited

1 Closed Deal via Axial 38 Total Closed Deals
Capital Canada Limited is an independent investment banking firm providing expert, financial advice to corporations and entrepreneurs in Canada and abroad. With a focus in the private capital markets, Capital Canada brings to bear the application of innovative and independent financial skills, targeted towards the unique characteristics of its clients. Capital Canada recognizes that effective corporate finance requires evaluation of financial needs, an understanding of corporate goals, awareness of market attitudes, knowledge of funding sources, as well as an ability to develop the best…

Recent Transactions

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  • Jul 2024 Advised Essential Turbines Inc. in its sale to Swift Anchor Holdings
  • Jun 2024 Advised Steelhorse Freight Services Inc. in its sale to Wildwood Transport Inc.
  • Mar 2024 Advised LJW Tank Lines in its sale to TFI International
  • Jan 2024 Advised Bridgehead in its sale to Pilot Coffee Roasters

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RLS Associates

1 Closed Deal via Axial 13 Total Closed Deals Actively Sourcing Deals
RLS Associates is a middle market private investment banking firm specializing in Mergers, Acquisitions, Divestitures and Strategic Management Consulting services to middle market companies with sales of $1M to $100M. RLS serves a wide variety of industries, including manufacturing, distribution, service and technology. The common theme to most assignments is that at least one of the parties to each transaction will be closely-held business.

Recent Transactions

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  • Oct 2025 Advised L&R Installation, Inc. in its sale to The Symmetrical Group
  • Jun 2025 Advised Rhoads & O’Hara Architectural Products, LLC in its sale to Richelieu America Ltd.
  • Aug 2023 Advised Turf Management in its sale to Holganix
  • Jul 2022 Advised Strinos in its sale to Quadshift

Now Capital Partners

1 Closed Deal via Axial 11 Total Closed Deals
Now Capital Partners is a full-service investment bank specializing in capital raise, M&A, and long-term capital planning. The Now Capital team consists of experienced and knowledgeable finance professionals who have an extensive track record of success in lower- and middle-market capital raise and M&A transactions.

Recent Transactions

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  • Jul 2026 Advised S&W Foundation in its sale to NorthEnd Associates
  • Dec 2025 Advised Bair Medical Spa in its sale to Alpha Aesthetics
  • Nov 2025 Advised Enchanted Medical Transport in its sale to Medstar Transportation
  • Oct 2025 Advised DJ trailers in its sale to Endurance Holdings

Skyway Capital Markets

1 Closed Deal via Axial 7 Total Closed Deals
Skyway Capital is a leading middle-market investment bank specializing in mergers & acquisitions, capital markets, and private capital advisory services.

Recent Transactions

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  • Dec 2024 Advised American Aluminum Accessories, LLC. in its sale to Gamber Johnson
  • Sep 2024 Advised REDCON Solutions Group in its sale to Sciath Security, LLC
  • Jul 2024 Advised UCPM Environmental Insurance on an investment from Bregal Sagemount
  • Jun 2024 Advised Aqua ChemPacs, LLC in its sale to Solenis

Global Capital Markets Incorporated

1 Closed Deal via Axial 7 Total Closed Deals
At Global Capital Markets we specialize in middle market transactions. We take a no-nonsense approach to achieving results in virtually all situations. This approach has made us a leading West Coast financial services provider. For over fifteen years, our team has offered companies a unique blend of sophisticated financial expertise and access to the global marketplace of buyers, sellers and financiers. In order to serve our clients to the fullest extent we generally focus our services on manufacturing, distribution, service and retail companies with revenues between $10 million and $200…

Recent Transactions

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  • Aug 2023 Advised Aremac Associates, Inc. in its sale to TESSEC
  • Aug 2023 Advised L Tech Network Services, Inc. in its sale to JK Holdings, LLC
  • Oct 2022 Advised Weber Plywood & Lumber Co. in its sale to Sierra Forest Products
  • Sep 2021 Advised Endural LLC in its sale to Salt Creek Capital

The DVS Group

1 Closed Deal via Axial 61 Total Closed Deals
The DVS Group is a boutique mergers and acquisitions firm. We're deal people - who deal with people. We find and combine the right people, the right capital, and the company. Money matters - it's just not the only thing that matters. Our client's definition of success drives our engagement.

Recent Transactions

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  • Jan 2024 Advised Confidential Company in its sale to Confidential Company
  • Jan 2018 Advised Paper and Dust Pros in its sale to Mr. Rick Roberts & Mr. Geoff Coit
  • Nov 2017 Advised A+ Insulation in its sale to IBP
  • Sep 2017 Advised Patriot Outfitters in its sale to Galls

Victory Partners, LLC

1 Closed Deal via Axial 45 Total Closed Deals
Victory Partners is unique, unlike any other financial advisory and private equity firm serving the middle market you will find.  If you walk our halls, you will not find anyone who talks with a locked jaw or wears an ascot.  None of us were sitting on the fortunes of our forefathers when we set out to build a world class firm.  We have earned our reputation the old fashioned way, through hard work, perseverance, and truly understanding the tenets of entrepreneurialism. Everything we have built over the last 10 years has been around celebrating the entrepreneur.  Our great economy…

Recent Transactions

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  • Oct 2022 Advised Signature Landscape Contractors, LLC in its sale to Appalachian Capital
  • Jan 2015 Invested in U.S. Organic Peroxides Division
  • Jan 2015 Advised Phoenix Radiology in its sale to PSS World Medical Inc.
  • Jan 2015 Advised Jolly Chef Express on an investment from Confidential

Corporate Finance Associates - NE

1 Closed Deal via Axial 11 Total Closed Deals
Welcome to CFA-MidWest, the oldest and largest, mid-market, mergers & acquisition advisory firm in the region. We focus on providing a full range of M&A support services for middle market companies. We are committed to delivering results for our clients.As a business intermediary, CFA represents clients in the sale, merger, purchase, and valuation of closely held businesses. We specialize in manufacturing, distribution, and service companies who have sales of $3 Million to $100 Million located throughout the USA. We have represented clients from California to New York, from Washington state…

Recent Transactions

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  • Jul 2023 Advised Xaris in its sale to RiverDam
  • Jul 2023 Advised Oral Care in its sale to Tandartsprayktijk Kennermerland
  • Jul 2023 Advised Mikrona Group in its sale to WinterBerg Group
  • Jul 2023 Advised CLAAS in its sale to Feick

Stout Capital, LLC

1 Closed Deal via Axial 2 Total Closed Deals
Stout is a global investment bank and advisory firm specializing in corporate finance, valuation, financial disputes, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters.Investment BankingOur industry-focused bankers specialize in mergers and acquisitions, private capital raising, and other financial advisory services for privately held businesses, portfolio companies of private…

Recent Transactions

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  • Apr 2025 Advised Confidential Company in its sale to Confidential Buyer
  • Jan 2024 Advised Confidential Company in its sale to Confidential Company

Group M

1 Closed Deal via Axial 1 Total Closed Deal
Salient Finance is a corporate advisory firm providing consulting services covering business strategy, corporate development, mergers and acquisition, turn arounds, financial structuring and capital procurement services to established small and medium-sized companies based in North America. Our head office is located in Toronto, Ontario.

Recent Transactions

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  • Sep 2020 Advised Confidential Company in its sale to Confidential Buyer
Hyde Park Capital is one of the most active boutique investment banking firms in the United States, advising middle-market public and private companies across a wide range of industries. For more than 25 years, we have delivered trusted advisory services in mergers and acquisitions, capital raising, infrastructure and project finance, fairness opinions, and strategic financial advisory engagements.Our senior bankers bring decades of experience advising founder and family-owned businesses as well as private equity backed and publicly traded companies. We are widely recognized for our expertise…

Recent Transactions

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  • Jun 2026 Advised GOHUNT in its sale to Brandt Information Services
  • Jun 2026 Advised Procare Ambulance on an investment from Prodos Capital and Manolin Investment Group
  • Jan 2026 Advised Syracuse Orthopedic Specialists and Affiliates in its sale to Evolve Orthopedic Partners
  • Aug 2025 Advised Commercial Residential Aluminum in its sale to Garden City Equity

PCE Investment Bankers

107 Total Closed Deals
PCE is a leading investment bank that delivers M&A, ESOP, valuation, and advisory services to middle-market business owners across the U.S. With decades of experience, sector depth, and a people-first mindset, we help entrepreneurs and their advisors navigate complex transitions with clarity and confidence.From growth planning to exit strategy, we’re more than dealmakers — we’re long-term partners committed to maximizing value and preserving legacy. Headquartered in Orlando, with offices in Atlanta, Chicago, Denver, and New Jersey, our national footprint ensures local insight and…

Recent Transactions

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  • Dec 2025 Advised JF Lomma in its sale to Bay Crane Services
  • Jun 2025 Advised The Appliance Barn in its sale to Grand Appliance
  • May 2025 Advised American Door Products Inc. in its sale to Riverbend Industries Inc.
  • Apr 2025 Advised Confidential Company in its sale to Confidential Company
M&A Expertise for Families and FoundersLocated in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing closely-held and family businesses valued between $25 million and $250 million. CMG specializes in helping owners of leading companies in unique and niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. We fully understand and appreciate the unique dynamics of closely-held and family businesses and the importance of their legacies.While CMG provides a full range of investment…

Recent Transactions

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  • May 2023 Advised Warren Electric in its sale to The Nudyne Group
  • Feb 2023 Advised GEM Manufacturing on an investment from CORE Industrial Partners
  • Feb 2023 Advised Confidential Company in its sale to Confidential Company
  • Jan 2023 Advised Williams Distributing in its sale to Daikin Comfort Technologies, Inc.

VRA Partners, LLC

51 Total Closed Deals
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…

Recent Transactions

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  • Aug 2023 Advised Advanced Practice Education Associates, Inc. in its sale to Assessment Technologies Institute, LLC
  • May 2023 Advised SquareMouth in its sale to Specialty Program Group, LLC
  • Apr 2023 Advised Modus eDiscovery Inc. in its sale to Repario
  • Sep 2022 Advised Business Intelligence Associates in its sale to HaystackID

Dresner Partners

50 Total Closed Deals
Dresner Partners is a middle market investment bank specializing in mergers & acquisition advisory, financial restructuring and corporate turnarounds, institutional private placements of debt and equity, valuation and strategic consulting. Our clients are middle market companies operating both in the U.S. and internationally. We are deeply committed to exceeding client expectations and maintaining the highest levels of integrity. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients. The Firm's…

Recent Transactions

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  • May 2023 Advised Vic West Importers d/b/a Grandpa Gus' in its sale to VCM Products
  • Mar 2015 Advised Damian Services Corp on an investment from Sterling Bancorp
  • Jul 2014 Advised Guardian Industries on an investment from Altra Industrial
  • Mar 2014 Advised G2 Partners in its sale to Excellere Partners

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the Specialty Stores 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.

What information is included in each Investment Bank profile?

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.

What company sizes are most common for Specialty Stores Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for Specialty Stores Investment Banks is $3M-$31M, with a core EBITDA range of $500K-$4M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is Retail experience when evaluating Investment Banks?

Relevant Retail experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 145 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Retail.

Do all Investment Banks in this directory focus exclusively on Retail?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Specialty Stores Investment Banks directory reflects relevant experience or activity in Retail, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare Investment Banks with experience in Retail?

When comparing Investment Banks with experience in Retail, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 145 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Specialty Stores Investment Banks?

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 Specialty Stores Investment Banks directory, you can request information here.


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