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Members (66 results)

Uni Advisors

Investment Bank

    This member has no reported closed transactions.

Uni Advisors’ mission is to address the special investment banking needs of a growing middle market, a market underserved by large Wall Street firms. Uni is a boutique firm that works with a limited, select group of clients. Each client is served by senior bankers who have years of experience, having handled hundreds of transactions.

MMI Business Advisors

Investment Bank

    This member has no reported closed transactions.

We serves lower middle market companies with investment banking oriented services. MMI Business Advisors help our clients transition their business to the next stage through selling their business, buying other companies, securing debt financing and providing advisory to those who are weighing their options. We know and live in the CPG and food space and have over 125+ combined years of CPG, food and deal making expertise. We have access to unparalleled insight through research, institutional knowledge and extensive network of contacts.

Rock House Capital Advisors LLC

Investment Bank

    This member has no reported closed transactions.

Investment Banking for the Middle Market Rock House Capital Advisors was formed to provide investment banking services to middle-market companies at a level of excellence that we think has been scarce since the banking industry consolidation that took place after the repeal of Glass-Steagall. We founded the firm on the old-school view that investment banking should be based on long-term client relationships and that our reputation is our most valuable asset. We are passionate about helping successful entrepreneurs grow and create meaningful wealth as well as jobs for our economy. Navigating…

Share Financial

Investment Bank

    This member has no reported closed transactions.

Share Financial Services has been specializing in church and non-profit finance since 1970. As a premier investment banking consulting firm headquartered in Dallas, Texas, we have assisted approximately 1,400 churches with financing for building, renovating, expanding, and refinancing of existing debt. Total financings are approaching one billion dollars. By following our Core Values and lending very responsibly, we are able to provide churches the opportunity to expand their reach and enrich the lives of their communities and their membership. The firm is able to finance these…

Pasadera Capital

Investment Bank

    This member has no reported closed transactions.

Pasadera Capital is a boutique investment bank that provides mergers & acquisition, private placement, and advisory services to middle market companies and larger corporate clients. From mature companies seeking to sell their business to growing companies requiring growth capital, Pasadera provides our clients with a level of transaction expertise that is typically only available to much larger companies. Pasadera works with client companies from our offices in Texas, Northern California, and Colorado. Our firm has experience working with clients across a wide array of industries. Our firm's…

Artisan Investment Banking

Investment Bank

    This member has no reported closed transactions.

We are not your typical investment bank. We are not a high-volume firm, nor are we a broker. We are a trusted partner and steward to family and privately-held businesses who have a story to tell. We advise our clients on achieving liquidity or preparing for future growth through M&A, private capital formation, capital structure advisory, as well as family business / board consulting and shareholder engagement.

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