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…
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…
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.
Goldmark Advisors is an investment banking firm providing conventional, specialty, and dedicated financial services to a broad client base of both private and public growth companies. Our management team is well seasoned with several decades of experience in the fundamentals of Investment Banking, Private Equity Funding, Specialty Financing, in addition to owning, operating, and managing public and private businesses. Our business approach to investments is based on sound and successful fundamentals of business: strong management, operational and financial success, and a proven long-term…
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…
Corporate Finance Associates provides clients with financial advisory services and access to capital resources to help companies successfully sell, buy or finance a business. As one of North America’s largest investment banking firms serving middle-market businesses, we are a respected advisor to private corporate clients, as well as public companies.CFA is known for superior M&A advisory skills and capital raising expertise that have resulted in the facilitation of thousands of transactions over the last five decades. Our investment banking professionals provide a broad range of services…
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…
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…
Victorem Group provides strategic advisory in the execution of mergers, sales, acquisitions, joint ventures, spin-offs, divestitures, and other restructurings. Our global M&A experience allows us to provide our clients' transaction opportunities all around the globe. Our network of contacts provides Victorem a competitive advantage over firms outside the region.STRATEGIC FINANCIAL PLANNING & ANALYSISVictorem’s extensive experience with global industries allows us to implement the best practices in order to assist our clients in the architecture of their short- and long-term…
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…
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…
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…
The McLean Group is an investment bank providing mergers and acquisitions (M&A), capital formation, market intelligence, business valuation, litigation support and exit planning services to middle market businesses. Headquartered in Washington, DC's technology, communications and government contracting corridor, we are among the largest independent middle market investment banks in the nation. The McLean Group has a presence in more than 30 cities in the US and Canada, serving domestic and international clients with a broad resume of successfully consummated financial transactions. Our…
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…
XLCS Partners, Inc. is an independent investment banking firm that provides M&A advisory, capital raising and debt advisory for select clients globally. Middle market companies and private equity funds rely on our creative solutions, thoughtful insight and truthful advice when considering exiting their companies, making strategic acquisitions, partnering with private equity sponsors and raising debt or equity capital.and raising debt or equity capital..
Most Recent Transactions
Advisor
Apr 2017
SSP Innovations
secured investment from
Warren Equity Partners
Advisor
Dec 2016
Broken Arrow Communications
was acquired by
Blue Sage Capital and Private Equity Capital Corporation
Advisor
Nov 2016
White Distribution & Supply
was acquired by
Slate Capital Group
Advisor
Nov 2016
The Industrial Graphics Division of GSI Technologies
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…
Carriage Hill is an investment bank that specializes in privately negotiated transactions between private middle market companies and high quality private equity groups. This is accomplished without the use of traditional books and the auction process. We have a prominent record and respected reputation for successfully helping shareholders of privately held middle market companies navigate the challenges of reorganizing assets, accelerating growth through acquisitions, finding hidden value, resolving shareholder disputes, planning generational transitions and planning exit strategies.…
Based in Austin Texas, Focus Strategies has earned a reputation as a premier middle-market investment bank focused on serving the unique needs of privately held businesses seeking capital or ownership transition. Built on an impeccable reputation for high integrity, we help companies and their owners flourish by applying broad experience, industry expertise, hands-on guidance and local knowledge to maximize shareholder value. Focus Strategies specializes in merger and acquisition advisory, raising capital and providing strategic advisory services for founder-owned middle market companies. We…
Employing the unparalleled collective experience and relationships of its 45+ managing directors, Brock Capital Group offers investment banking advisory and consulting services to clients on a broad variety of matters at the most senior level. Brock partners include former heads of investment banking groups at global Wall Street firms as well as C-level executives and directors of Fortune 500 companies. No other firm brings the same level of expertise to middle market clients. Services include advising and leading private company sales, corporate spin-outs, management buy-outs, private…