Top Trucking Investment Banks

Orion Capital Group

5 Total Closed Deals

View Full Profile

Superior Execution We assist companies with annual revenues between $2 million and $100 million sell to buyers that are most likely to understand and pay for the value our clients have spent years building. Experience From Both Sides of the Table Collectively, our team has many decades of operational and mergers and acquisition experience including starting, growing, acquiring and selling successful businesses both as principals and advisors. Not only is our team stocked with successful entrepreneurs, but our principals have superior marketing, negotiation and strategy skills to keep you one…

Recent Transactions

View All

• Dec 2013 Advised Piedmont Pacific Corporation in its sale to H2O Innovation Inc. (TSXV:HEO)
• Apr 2013 Advised St. Francis School of Law in its sale to Baker College
• Jul 2012 Advised Bricsnet FM in its sale to Manhattan Software
• Jul 2011 Advised Applied Robotics/Torchmate in its sale to Lincoln Electric Holdings Inc.

Carl Marks Advisors

5 Total Closed Deals

View Full Profile

Carl Marks Advisors is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.At Carl Marks Advisors, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to…

Recent Transactions

View All

• Jun 2024 Advised JDC Power Systems in its sale to Madison River Capital
• Mar 2023 Advised Roane Metals Group in its sale to Commercial Metals Company
• Jul 2021 Advised WE Transport in its sale to Beacon Mobility
• Feb 2021 Advised Hawkins Point Partners in its sale to Lightview Capital

EOT Advisors

5 Total Closed Deals

View Full Profile

EOT Advisors is the first investment banking and financial advisory firm in the country dedicated to assisting business owners in selling to an Employee Ownership Trust (EOT). We work in all 50 states and internationally. Our aim is to provide a one-stop shop for EOTs. We assist with company structuring, transaction design, valuation, debt financing, capital raising, fiduciary services, and legal forms, as well as with creditors and the commercial real estate aspect of transactions.

Recent Transactions

View All

• Mar 2020 Advised Optimax Systems, Inc. in its sale to Optimax Systems, Inc. Perpetual Purpose Trust
• Oct 2019 Advised Paras and Associates in its sale to Paras and Associates Employee Ownership Trust
• Apr 2016 Advised Equity Atlas Inc in its sale to Equity Atlas Inc Employee Ownership Trust
• Feb 2016 Advised Metis Construction, Inc in its sale to Metis Construction, Inc Employee Ownership Trust

CTX Capital Securities

4 Total Closed Deals

View Full Profile

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…

Recent Transactions

View All

• Dec 2018 Assisted Confidential Company in securing debt financing from Confidential Company
• Nov 2018 Assisted Confidential Company in securing debt financing from Confidential Company
• Nov 2018 Assisted Confidential Company in securing debt financing from Confidential Company
• Mar 2018 Assisted Confidential Company in securing debt financing from Confidential Company

The Wilcox Group, LLC

4 Total Closed Deals

View Full Profile

Boutique Investment Bank Focused on Commercial & Industrial ClientsOver 75 transactions with aggregate value in excess of $4.0 billionWilcox Investment Bankers is a boutique specializing in providing merger & acquisition and capital raising advisory services to private, family and founder owned commercial and industrial businesses with revenue of $20-250 million.‍Clients hire us because we are a trusted advisor, providing high quality advice, individualized professional service, transaction experience, rigorous deal execution and industry knowledge. We value trust, honesty and…

Recent Transactions

View All

• Jan 2020 Advised Wagner Supply on an investment from Imperial Dade
• Oct 2018 Advised RK Pump & Supply on an investment from Clavis Capital Partners
• Aug 2018 Advised Energy Sales on an investment from Smith-Cooper International
• May 2018 Advised PetroSmith on an investment from Blue Wolf Capital Partners

Claiborne Advisors, Inc.

3 Total Closed Deals

View Full Profile

Claiborne Advisors, Inc. brings Wall Street partner-level experience and expertise to companies that need to merge/sell in a transaction too small for the major investment banks.David Duval takes on only a few, select clients each year in the Southwest. Clients are usually founder-owners or spinoffs from public companies. Mr. Duval closely and productively aligns with each, focusing on maximizing valuations before going to market.Securities offered through Burch & Company, Inc., member FINRA/SiPC. Burch and Claiborne are not affiliated entities.

Recent Transactions

View All

• Oct 2019 Advised Dudley Kebow, Inc. in its sale to Progressive International Corp.
• Oct 2014 Advised The Oceanscience Group Ltd. in its sale to Teledyne Technologies, Inc.
• Dec 2004 Advised Titan Scan technolog in its sale to BeamOne

Stop Browsing. Start Transacting.

Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.

Get Started Today

Granite Tower Capital

3 Total Closed Deals

View Full Profile

Granite Tower Capital is an Advisory firm that specialises in arranging M&A, Debt Financing and the Raising of Equity for privately held Companies. We deal across Canada and in all Industries. Our mission is to help our clients succeed in all of their endeavours. At Granite Tower Capital, every customer is important. And our reputation hinges on the fact that we treat even our smallest clients with the same respect and diligence we would treat our largest clients. We earn the trust of our clients and our lenders by our actions every single day.

Recent Transactions

View All

• Aug 2013 Advised Peel Graphics in its sale to Advertek Printing
• Dec 2012 Advised National Risk Assesments on an investment from Accord Financial
• Aug 2011 Advised Advertek Printing on an investment from Bank of Montreal

BB&T Capital Markets

3 Total Closed Deals

View Full Profile

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.

Recent Transactions

View All

• Oct 2013 Advised Holley a portfolio company of MONOMOY Capital Partners in its sale to Lincolnshire
• Oct 2013 Advised SMB Machinery in its sale to Highroad Capital Partners
• Sep 2013 Advised SCT a portfolio company of Tillery Capital in its sale to Global Enviornment Fund

Mary Street Capital

3 Total Closed Deals

View Full Profile

We're dedicated to serving the middle market, providing modern, customized solutions, always with a future focus that goes beyond the deal. As an affiliate of Kaufman Rossin, we integrate investment banking with estate, tax, advisory and wealth management expertise to maximize value for business owners.

Recent Transactions

View All

• Jun 2024 Advised Confidential Company on an investment from Confidential Company
• Jun 2023 Advised Bar Maid Corporation in its sale to Winco (The Foodware Group)
• Jun 2023 Assisted Confidential Company in securing debt financing from Truist Bank

Centennial Peaks Capital

3 Total Closed Deals

View Full Profile

Strategic. Operational. Creative. Centennial Peaks Capital is a Denver-based boutique investment banking firm that leverages the deep strategic and transactional experience of its partners to provide highly specialized and objective transaction advice and services. The partners have considerable experience and direct operational responsibility inside corporate environments, resulting in a deeper understanding of what your organization is going through and how others will view your business. The team possesses decades of demonstrated success evaluating, structuring, managing, and executing…

Recent Transactions

View All

• Jun 2019 Advised PG Dental Holdings, LLC on an investment from TriSpan Opportunities Fund LP
• Apr 2019 Advised Canadian Subsidiary of CPI Card Group Inc. (Nasdaq: PMTS; TSX: PMTS) in its sale to Allcard Limited
• Nov 2018 Advised Sola Salon Studios on an investment from PNC Riverarch Capital

Donnelly Penman & Partners

2 Total Closed Deals

View Full Profile

About Donnelly Penman & PartnersDonnelly Penman & Partners is one of the largest independently owned, middle-market investment banking firms headquartered in the Midwest. Our experienced team provides a full range of corporate finance and financial advisory services to both public and private companies, including capital raising, mergers and acquisitions, and general financial advisory services such as fairness opinions and valuations. Our expertise in the automotive, industrial, and financial institution industries allows us to provide our clients with the highest level of creativity and…

Recent Transactions

View All

• Jan 2024 Advised Confidential Company on an investment from Confidential Company
• Dec 2023 Advised Confidential Company in its sale to Confidential Company

Technology Square Partners

2 Total Closed Deals

View Full Profile

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,…

Recent Transactions

View All

• Jul 2016 Invested in TotalHousehold Inc
• Jun 2014 Advised Ma Nian China E-Commerce SPV, L.P. on an investment from Undisclosed

Oliver Investment Banking

2 Total Closed Deals

View Full Profile

OIB is a firm focused on the needs of lower and middle-market businesses. We begin by understanding your business and personal goals, without an agenda. We are FINRA licensed and dedicated to professionalism, integrity, and confidentiality. Our services include assisting in the purchase or sale of a business, sourcing financing, and transaction planning and preparation. We know you have a busy schedule and we are willing to meet you or talk at your convenience, before or after business hours. Work with Oliver Investment Banking - Your local investment bank serving Colorado Springs, Denver…

Recent Transactions

View All

• Oct 2023 Advised Confidential Company on an investment from Confidential Company
• Apr 2022 Advised Confidential Company on an investment from Confidential Company

RedShift Advisors

1 Total Closed Deal

View Full Profile

RedShift Advisors is a lower middle market investment bank. It provides merger, acquisition, and capital raising services to owners and investors.

Recent Transactions

View All

• Apr 2023 Advised Confidential Company on an investment from Confidential Company

The Capital Corporation

1 Total Closed Deal

View Full Profile

Over the last 20 years, The Capital Corporation has established itself as one of the premier, lower middle market investment banking firms in the country.We specialize in navigating our clients through the complicated and time intensive processes of selling their businesses, acquiring other businesses, and/or securing capital. Our niche is to represent "lower middle market" companies that have revenues between $10 million and $100 million. Over the last two decades, we have continuously refined our networks, approach, and skill-sets needed in order to successfully close transactions with…

Recent Transactions

View All

• Oct 2014 Advised LOI on an investment from to be announced

Daybreak Capital Partners

1 Total Closed Deal

View Full Profile

Specialty investment banking firm focused on advanced industrials, software, technology, business services, consumer and retail sectors.

Recent Transactions

View All

• May 2014 Advised V3 Systems, Inc. in its sale to Sphere 3D Corporation

WI

Wellfleet Investments, LLC.

1 Total Closed Deal

View Full Profile

Wellfleet Investment LLC (“Wellfleet”) is a boutique financial services and consulting firm principally located in Great Neck, New York. It was founded in 1986 and since then has been engaged in a wide range of investment and merchant banking, venture capital, financial, strategic consulting and wealth management services. Wellfleet, through its principal, also sponsored several private equity investments.

Recent Transactions

View All

• Jun 2020 Assisted Confidential Company in securing debt financing from Confidential Company

Dragonfly Capital

1 Total Closed Deal

View Full Profile

Dragonfly Capital is an investment banking firm headquartered in Charlotte, North Carolina.We focus on the specific needs of management and owners of small and middle-market companies primarily in North America. Dragonfly Capital is an independent advisory boutique dedicated to offering unbiased advice and assistance to our clients regarding private capital placements, mergers and acquisitions, and other financial assignments.Dragonfly Capital works with companies in emerging industries (such as alternative energy, life sciences, communications, and information technology) and traditional…

Recent Transactions

View All

• Jan 2021 Advised Amp Energy on an investment from The Carlyle Group

PE

Planned Exits

1 Total Closed Deal

View Full Profile

Scott is a lifetime entrepreneur turned Exit Planner and M&A Advisor. Mr. Garrison has exited six companies in which he owned 10-35% and has served as the VP of Sales & Marketing for 2 companies that made the INC 5000 list a total of 10 times.

Recent Transactions

View All

• Nov 2025 Advised Confidential Company in its sale to Confidential Company

SC

Spark-Binder Capital

1 Total Closed Deal

View Full Profile

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.

Recent Transactions

View All

• Jun 2023 Advised Witheld on an investment from Witheld