We partner with middle market companies to provide them with Business Advisory and Investment Banking services. Our goal is to assist our partner companies in the evolution of their business as a trusted advisor for many years to come.Ultimately...we want to give you tour time back as a business owner. We are pleased to have the ability through established networks to provide capital sourcing services for our clients. We feel that the ability for you to utilize a professional in your capital sourcing process can be one that will pay dividends both in the present and future. Value creation can…
Xnergy Financial, Member FINRA/ SIPC, is an international investment banking firm providing debt and equity and merger and acquisition services to emerging growth and middle market companies. Our extensive expertise in a broad range of industries enables us to deliver prompt, creative finance solutions to our clients regardless of complexity. Our sector specific team of professionals continuously tailors the finance solutions we provide to respond to the changing opportunities of our clients. Our services include debt and equity corporate finance, merger, acquisition, and disposition…
The Investment Banking Group at Trust Advisory Group offers a wealth of Wall Street experience through our seasoned professionals to the underserved small cap company sector and start-up companies as well. We have successfully funded both public and private companies. We offer equity and debt financing to help further the growth of companies that are often overlooked by the larger investment banking firms. Structured finance vehicles have also been used to achieve the needs of larger companies, while creating specific advantages that enhance their balance sheets.
Ankura Capital Advisors, LLC (ACA) (Member FINRA, SIPC) offers investment banking services related to mergers, acquisitions, and divestitures as well as private placement capital raises:M&A financial advisory for private and publicly traded companies, investment funds, and not-for-profit organizationsBuy-side advisorySell-side advisory (including dispositions of divisions and non-core assets)Private placement transactions: placement agent services in connection with the sale of equity, debt, and hybrid securities to financial investors and strategic partnersLoan brokeringCapital RaisingOur…
BB&T Capital Markets is a premier middle-market integrated provider of investment banking and capital markets services. Our Investment Banking specialists provide a full range of capital raising and advisory services to publicly traded and private companies, governments, and nonprofits. Our Investment Bankers work in close partnership with other capital markets specialists and senior corporate bankers, supporting each client with industry-focused strategic advisory services.
Most Recent Transactions
Advisor
Oct 2013
Holley a portfolio company of MONOMOY Capital Partners
RA Capital Advisors is a leading private investment bank specializing in mergers and acquisitions, private financings, shareholder matters, restructurings and crisis situations for clients ranging from middle market companies to the Fortune 500. Founded in 1988, the firm has served as financial advisor on some of the most significant and complex transactions in U.S. corporate history. RA Capital Advisors is a private investment bank. TRUSTED ADVISORS Since inception, RA Capital Advisors has consummated transactions on behalf of our advisory clients with an aggregate value in excess of $60…
Boustead's bankers offer a wide range of capital market transactions -Raise equity for late-stage private or small cap public companies -Arrange senior or junior debt for US or international operations -Complete M&A projects efficiently and at best values -Assist with stock buybacks, M&A defense reviews, exchange offers, etc.
Technology Square Partners, LLC is a boutique advisory primarily to family offices and investment funds. The firm provides investment advisory, due diligence, strategy, and we often participate as an investor in our transactions. We are focused on introducing capital sources to late-stage venture capital, mezzanine, and middle-market companies. In many cases we take part in assisting operational management and board level advisory on an ongoing basis. We cater primarily to energy infrastructure, greentech/cleantech, media, telecommunications, Internet, healthcare, and biotechnology sectors,…
Mid-States Advisors is a family-owned boutique financial and business advisory firm that focuses on middle-market businesses looking for assistance with Mergers & Acquisitions, Debt Placement, and Fractional CFO services.Mid-States Capital, our predecessor entity, was founded in 1995 by Joe Alam Sr. after a successful career as a CPA and turnaround specialist. Mid-States Capital’s services focused on debt placement solutions for middle-market businesses dealing with unique or difficult issues, including workouts, highly-leveraged transactions, and high-growth situations.In 2015,…
LockeBridge is a Boston based investment banking advisory firm offering seasoned domestic and international representation to owners of lower-middle market companies. Our successful transaction experience includes seasoned representation in the sale, recapitalization, merger and acquisition of businesses to and for strategic buyers, financial partners, private investment groups, and publicly traded companies from around the world.
4Front Capital Partners is a boutique investment & merchant bank that focuses on raising capital for midsize Canadian and U.S companies. We screen deals for quality and help real capital meet real investment return opportunities. General StatsAmount raised in past 24 months: $200MMNumber of raises: 5Average size of raises: $40MM Total number of investments: 7
Marber Capital assists private companies from post-seed to middle market to prepare for capital raising (debt and equity), execute the raise, and then implements or enhances finance infrastructure and risk management procedures to grow the business. Mr. Berman has over 25 years’ experience in finance, first as an equity analyst covering manufacturers in Japan, then on the buy side with the Rockefeller family office doing deep-dive fundamental analysis, valuation and modeling for potential investment. His management experience began in the securities industry where he first led a small team…
SHG is an independent investment banking and strategic advisory firm located in the United States, Europe and internationally. We advise our clients in the areas of mergers, acquisitions, capital raising, business valuation, divestitures, recapitalizations, restructurings, and other strategic and corporate finance matters. We operate with the understanding that management consultants typically have limited knowledge of capital markets and investment banking. Likewise, investment bankers are typically transaction oriented and are seldom adept at advising companies on strategic or operational…
85 Advisors is a strategic and financial advisory firm that helps technology companies plan, analyze and execute successful growth, financing, and M&A strategies. We work closely with our clients' senior management and board of directors to evaluate, plan and execute myriad strategic alternatives, including mergers, acquisitions, financings, joint ventures, and divestitures. Our focus and expertise extend beyond traditional investment banking services and, accordingly, we serve as a trusted and objective advisor to growth-stage and middle market technology companies on a variety of…
Belstone Capital LLC is an independent advisory firm and merchant bank established to provide the owners and management of dynamic businesses with the same transaction capabilities typically reserved for multibillion-dollar deals. Our team is comprised of veterans from the top global private equity and investment banking institutions, and we use our creativity and best-in-class execution to deliver quality, integrity and performance in everything we do. We provide expertise in four areas of finance: Mergers & Acquisitions: Buy-side financial advisory including complex deal structuring, target…
Colliers Securities is a full-service investment bank and registered securities broker-dealer offering a wide array of products and services nationwide to meet the needs of corporate clients, institutional investors, and individuals.
HarborLight Capital Markets, LLC provides Investment Banking and capital-raising services to dynamic, well-led companies, utilizing both the institutional and retail distribution channels. Typical transaction size is $25M -$75M.
Spark-Binder Capital LLC is a licensed investment banker with a focus on raising capital on all levels of the capital stack. Engagements are in a myriad of industries both US and foreign with raises from five to two hundred million.
We are a client-focused boutique investment bank. With a management team of 16 Managing Directors, 250+ years of combined experience, and $2.8B+ of successfully completed transactions, our mission is to add value to client businesses via a suite of bespoke financial services to support accelerated growth. These include corporate finance analysis, enterprise valuation, structured finance, Mergers & Acquisitions (M&A) advisory, post-merger integration support, debt/equity capital raise, external financial audit, project rating, credit analysis, risk management advisory, leveraged buyout…
