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Top Third Party Logistics (3PL) Investment Banks

Explore 251 Third Party Logistics (3PL) Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Third Party Logistics (3PL) Investment Banks

251

Active Firms

460

TTM Deal Flow

$3M-$27M

Core Revenue Range

$500K-$4M

Core EBITDA Range


California 12%
Florida 10%
Texas 9%
New York 6%
Illinois 5%

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

Showing 161-180 of 251 Investment Banks

Sorted by recent activity

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…

Recent Transactions

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  • Aug 2014 Advised Insight Merchandising, Inc. in its sale to Hudson Ferry Capital
  • Jul 2014 Advised Lone Star Tank Rental in its sale to General Finance Corporation
  • Jun 2014 Advised Downing Wellhead Equipment, Inc. in its sale to Argonaut Private Equity
  • Feb 2014 Advised M&N Construction in its sale to APi Group, Inc.
Western Reserve Partners LLC provides M&A, capital raising and other financial advisory services to middle market companies across a focused set of industry verticals, including industrial, business services, consumer, healthcare, technology and real estate. Each engagement is tailored to our client's specific objectives and relevant market dynamics. Thoughtful advice, keen market insight and well-crafted transaction processes have resulted in over 80% of our sell-side engagements closing at valuation ranges that meet or exceed expectations.

Recent Transactions

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  • Nov 2015 Advised Verisma Systems, Inc. on an investment from NewSpring Capital and Blue Heron Capital
  • Apr 2015 Advised A.R.E. Accessories in its sale to TA Associates
  • Jul 2014 Advised Bock & Clark Corporation in its sale to Orchard Holdings Group
  • Jul 2014 Advised Stoneridge, Inc.Wiring Business Segment in its sale to Motherson Sumi Systems Limited

TM Capital Corp.

75 Total Closed Deals
Founded in 1989, TM Capital is the client-first investment banking team advising industry-leading companies across North America and around the world. In everything we do, our professionals share a relentless commitment to engineering extraordinary outcomes with an unmatched standard of client care. Over the last three decades, we have completed more than 450 transactions with a combined value in excess of $30 billion. With offices in Atlanta, Boston and New York, our mission critical capabilities include: complex mergers and acquisitions; debt and equity financings; minority and majority…

Recent Transactions

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  • Sep 2023 Advised Delaware Valley Floral Group in its sale to Staple Street Capital
  • Aug 2023 Advised Minuteman Security Technologies, Inc. in its sale to Tenex Capital Management
  • Jul 2023 Advised Pinnacle Cranes Holding, LLC in its sale to Atlantic & Southern Equipment
  • Jul 2023 Advised Hydraulex in its sale to BBB Industries
Copper Run Capital is a boutique M&A advisory firm focused on serving the needs of the lower middle market. Our firm is committed to providing lower middle market companies with high quality merger and acquisition advisory services. We provide clients with senior level attention and are 100% focused on achieving our client’s objectives.Copper Run Capital LLC was founded to make merger and acquisition advice and assistance available to corporations and individuals whose transactions are too small or infrequent to attract the interest of bulge bracket investment bankers. Many of our clients…

Recent Transactions

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  • Feb 2024 Advised Fire Safety Pros in its sale to PERFORMANCE SYSTEMS INTEGRATION, LLC
  • Feb 2024 Advised FSP in its sale to CERTASITE
  • Feb 2024 Advised WHIPPLE EYE CENTER in its sale to BRIDGEVIEW EYE PARTNERS
  • Dec 2023 Advised EBERHARD ROOFING in its sale to Confidential Company

Cascadia Capital LLC

58 Total Closed Deals
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…

Recent Transactions

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  • Mar 2022 Advised Psychiatric Centers at San Diego in its sale to Mindpath Health
  • Feb 2022 Advised Three Bears Alaska on an investment from Westward Partners
  • Feb 2022 Advised Credence in its sale to Certn
  • Feb 2022 Advised DentalXchange on an investment from Bregal Sagemount
Greenwich Capital Group (“GCG") is a leading middle-market investment bank that advises clients including closely-held and family-owned businesses, private equity firms, and public companies. GCG’s senior bankers have collectively advised on hundreds of transactions and average nearly 20 years of experience in mergers and acquisitions, with most having backgrounds with large U.S. and global firms. GCG is focused on advising clients in key industry verticals throughout the U.S.GCG was founded by entrepreneurially minded investment banking professionals focused on building an organization…

Recent Transactions

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  • Aug 2024 Advised Alpha Metalcraft Group in its sale to Industrial Growth Partners
  • Jul 2024 Advised TopFlite Components in its sale to kSARIA Corporation
  • Apr 2024 Advised Venshure Test Services in its sale to AB Dynamics plc
  • Feb 2024 Advised Midwest Glass Fabricators, Inc. in its sale to Oldcastle BuildingEnvelope, Inc.

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MHT Partners

42 Total Closed Deals
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…

Recent Transactions

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  • Sep 2017 Advised Corporate United in its sale to Omnia Partners
  • Aug 2017 Advised Sales Benchmark Index on an investment from Alaris Royalty Corp.
  • Jul 2017 Advised School Improvement Network in its sale to Frontline Education
  • Jul 2017 Advised Dermatologists of Central States in its sale to Dermatology & Skin Surgery Center, PLC

Berman Capital

37 Total Closed Deals
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…

Recent Transactions

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  • Jun 2015 Advised BAART in its sale to Webster Capital
  • Nov 2012 Advised Cal Saw Canada in its sale to A Strategic Partner
  • Feb 2011 Advised Laboratory Sales Limited in its sale to Wheaton Industries
  • Jun 2010 Advised Arvilla Oilfield Services in its sale to Select Energy Services
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…

Recent Transactions

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  • Sep 2015 Advised Schwertner State Bank in its sale to R Bank
  • Jul 2015 Advised Independent Bank of Texas in its sale to Veritex Community Banks
  • Jul 2015 Advised Vision Bank in its sale to Texas Bank and Trust
  • Jul 2015 Advised The Bank of Fayetteville in its sale to Farmers & Merchants Bank
Daroth Capital Advisors LLC, a New York-based investment bank, provides a full array of financial advisory services to companies, financial sponsors and institutional investors. We work with our clients to identify, structure and execute diverse and innovative transactions. Daroth is registered as a broker dealer with the SEC and is a member of the Financial Industry Regulatory Authority "FINRA" (www.finra.org), the largest non-governmental regulator for all securities firms doing business in the United States, and SIPC. Significant experience advising on middle market M&A transactions…

Recent Transactions

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  • Jan 2014 Advised Federal on an investment from Ableco
  • Jan 2014 Advised Fairchild Corp. on an investment from GoldenTree Asset Management
  • Jan 2014 Advised Paragon Imaging in its sale to Overwatch Systems
  • Jan 2014 Advised AIS in its sale to Federal It Systems
Mann, Armistead & Epperson, Ltd. is a privately owned investment banking and corporate advisory firm. Based in Richmond, Virginia, our firm assists public and private companies in maximizing shareholder and corporate wealth. We bring value to our clients by assisting them to initiate, structure and execute a diverse range of innovative corporate financial and shareholder-related transactions. Our clients deal directly with the founding partners, who bring to the table over 100 years of aggregate investment banking experience. Our track record is undeniably strong - the result of having faced…

Recent Transactions

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  • Jul 2023 Advised Mancon in its sale to Empire Machinery & Supply Corp.
  • Jul 2023 Advised Technimark, Inc. in its sale to Wellmark, Inc.
  • Jul 2023 Advised Carolina Container in its sale to Scotland Container, Inc.
  • Oct 2021 Advised Franchise Group Inc. in its sale to Badcock Home Furniture & more

Cronus Partners

18 Total Closed Deals
Cronus Partners is an independent investment banking firm that provides financial advisory and investment banking services to clients that engage in middle-market transactions domestically or internationally. Our advisory services are distinguished by a disciplined evaluation of client objectives and competencies and a commitment to the successful execution of important corporate transactions and objectives.The key to our success is a strategic, relationship-based approach that integrates Wall Street expertise with attentive boutique service. We provide insight and expertise while maintaining…

Recent Transactions

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  • Mar 2018 Advised Geo-Synthetics, LLC in its sale to Babcock Power Environmental, Inc.
  • Mar 2018 Advised Aerokool Aviation in its sale to Kelly Aerospace
  • Dec 2017 Advised Birken Manufacturing Company on an investment from Webster Bank NA
  • Feb 2017 Advised MAX Environmental Technologies, Inc. in its sale to Altus Capital Partners
Concord Financial Advisors, LLC is a boutique investment banking and financial advisory firm serving public and private middle market companies in the United States. Concord specializes in private placements of senior debt and subordinated debt / mezzanine financing for companies requiring turnarounds, recapitalizations and growth. Private & Public Companies (Typically $20MM - $300MM in revenues) Private Equity Groups and their portfolio companies Family Businesses Entrepreneurs making acquisitions or seeking growth capital Financial Institutions looking to exit certain credit Manufacturing /…

Recent Transactions

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  • Jun 2014 Advised Scrap Metal Processor on an investment from Senior Secured Credit Facility
  • Dec 2013 Advised Secures $4,000,000 Million Senior Secured Credit Facility in its sale to Granite and Marble Distributor
  • Dec 2013 Advised $5 Million Cash Flow Term Loan in its sale to Pizza Franchisor
  • Dec 2013 Advised $7,000,000 Million Senior Secured Credit Facilities on an investment from Specialized Heavy Equipment Services Company
Aurum Capital Connect is a Denver- and Dallas-based investment bank and strategic advisory group that specializes in M&A and capital formation for middle market companies. We firmly believe active involvement with our client companies is key to success; we work closely with management teams to develop and execute strategy, open doors to capital, and create meaningful exits.

Recent Transactions

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  • Oct 2025 Advised HP EnviroVision on an investment from Confidential Company
  • Sep 2025 Advised Lion Fencing and Steel Supplies on an investment from Alterna Capital Partners
  • Jun 2025 Advised Encore Engineering Holdings on an investment from Confidential Company
  • Sep 2024 Advised Origins Lab in its sale to Montrose Environmental Group
Brooks, Houghton & Company, Inc. ("BHC") is a merchant banking firm dedicated to providing investment banking services and direct investment to middle market private and public companies, and emerging-growth companies. Formed in 1989, BHC emphasizes building long-term relationships with its clients by providing quality, innovative solutions to corporate finance needs, and recognizes the importance of relationships that are established through mutual trust and professional execution. BHC has expertise in manufacturing, specialty distribution and business services. Additionally, the firm has…

Recent Transactions

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  • Jul 2015 Assisted Mad Catz in securing debt financing from NewStar Business Credit LLC and Faunus Group International, Inc.
  • Jun 2015 Advised The Pharma Partners on an investment from Undisclosed
  • Dec 2014 Advised Confidential in its sale to Liberty Tile & Escrow Co
  • Oct 2014 Advised Confidential in its sale to Amax Incporated

Founders Advisors

11 Total Closed Deals
Founders Advisors is an independent M&A advisory firm committed to serving founder and family-owned businesses. Where others look to extract value, we look to create it. With deep expertise and connections across all major industries and playbooks for how to optimize businesses for their next stage of growth, we're here to serve.We provide full-service deal team from start to finish, and a comprehensive approach to buyer outreach. A sophisticated "wall street" approach, but only in the good ways. All this is in service of finding the deal that works hardest for you and your…

Recent Transactions

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  • Jun 2017 Advised Retirement Online LLC d/b/a RothIRA.com in its sale to Investopedia
  • May 2017 Advised Bulldog Media Group, Inc on an investment from Go Capital LLC
  • Feb 2017 Advised Bravo Food Service in its sale to Four Foods Group
  • Jan 2017 Advised Circle 8 Crane Services on an investment from Trive Capital
Capital Strategies Group ("CSG") was established in 1993. CSG works with Florida based clients delivering practical and valuable advice in a wide variety of financial engagements. We offer a wide range of investment banking services including:Private placements/Capital RaisingCompany sale or M&A assistanceBuy-side supportCorporate FinanceBridge and mezzanine financingBalance sheet restructuringStrategic partneringStrategic ConsultingCSG is relationship-oriented and works to provide creative and value-enhancing solutions to meet the expectations of our clients. Our team of professionals…

Recent Transactions

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  • Jul 2023 Advised Pfingsten Partners LLC in its sale to Industrial Lighting Products
  • Jul 2023 Advised Preferred Voice, Inc. in its sale to ClearSky Technologies
  • Jul 2023 Advised Class Valuation in its sale to Accusured Management
  • Jul 2023 Advised Encompass in its sale to CyberTest
OUR STORYOsprey Capital Partners is a leading Mid-Market Investment Bank. Operating since 1998, we have consistently provided Canadian companies and their stakeholders with best in class M&A and Financial Advisory services. With thousands of capital sources and strategic relationships, and a proven proprietary process, we work to provide our clients with the best possible outcome, whether they Sell a Business, Buy a Business, or Finance a Business.Welcome to Osprey Capital.OUR SERVICESOur success in servicing our clients’ M&A, financing and strategic requirements is a…

Recent Transactions

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  • Sep 2024 Advised Comsense in its sale to Advantive
  • Sep 2023 Advised A.O. Wilson in its sale to Massey Capital
  • Mar 2023 Assisted Ciscom Corp in securing debt financing from HSBC
  • Nov 2022 Advised Tayco in its sale to BRC Group of Companies

Pallas Partners

10 Total Closed Deals
Pallas Partners is a boutique advisory firm focused on M&A Advisory, Strategic Advisory, and Capital Advisory for lower middle-market, privately held companies. Founded in 2007 with offices in Louisville, KY, and Nashville, TN, our senior team has experience leading companies through growth, transition, and exit.We serve:Founders and family-owned businesses seeking to maximize exit valuePrivate equity and family offices looking to divest, expand, or enhance portfolio performanceStrategic buyers and institutional investors pursuing targeted acquisition…

Recent Transactions

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  • Sep 2024 Advised Huncilman Sheet Metal Fabrication in its sale to NIX
  • Apr 2020 Advised Oliva Torras in its sale to Bracket Systems, Inc
  • Dec 2018 Advised Kentuckiana Allergy in its sale to Family Allergy & Asthma
  • May 2017 Advised Malone Workforce Solutions in its sale to Allstaff

Wood Warren & Co.

10 Total Closed Deals
Wood Warren is a boutique investment banking firm focused on serving companies throughout the supply chains in the Food, Beverage, and Agriculture industries. The Firm, located in the San Francisco Bay Area, was founded in 1991 and provides mergers and acquisitions, capital raising and corporate finance advisory services. Since its inception, the Firm’s mission has been to bring Wall Street experience, expertise, and execution capabilities to early-stage and middle-market companies. Wood Warren draws on its experience to develop customized solutions for each of our clients with the…

Recent Transactions

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  • Jul 2023 Advised Bacchus Fulfillment in its sale to Wine Shipping
  • Nov 2019 Advised MainSheet Capital in its sale to Anderson Valley Brewing Company
  • Oct 2019 Advised Gar Tootelian, Inc. in its sale to Bennett Water Systems
  • Jan 2015 Advised Roll Global, LLC in its sale to Mercier

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the Third Party Logistics (3PL) 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 Third Party Logistics (3PL) Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for Third Party Logistics (3PL) Investment Banks is $3M-$27M, 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 Industrials experience when evaluating Investment Banks?

Relevant Industrials 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 251 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Industrials.

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

Not necessarily. Many firms are active across multiple industries, so inclusion in the Third Party Logistics (3PL) Investment Banks directory reflects relevant experience or activity in Industrials, 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 Industrials?

When comparing Investment Banks with experience in Industrials, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 251 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Third Party Logistics (3PL) 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 Third Party Logistics (3PL) Investment Banks directory, you can request information here.


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