Top Trucking Investment Banks

Xnergy Financial

4 Total Closed Deals

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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…

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• Dec 2013 Advised Interpreters Unlimited on an investment from Bank of Southern California
• Dec 2013 Advised Interpreters Unlimited on an investment from Bank of Southern California
• Nov 2013 Advised EMX on an investment from Peterson Partners
• Aug 2013 Advised Middlefork Development in its sale to MaxGo

Sequence Financial Specialists

4 Total Closed Deals

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Working with small and middle market companies, we assist our client's pursuit of their financial goals by building trusting relationships and utilizing our expertise in the transactional process while providing individually tailored services and solutions.

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• Dec 2013 Advised McCall Farms, Inc. in its sale to McCall Farms, Inc.
• Oct 2013 Advised Buy Here Pay Here Dealer on an investment from Private Investor
• Jul 2012 Advised French Quarter on an investment from Private Buyer
• Jun 2010 Advised All Seasons Ice, LLC in its sale to Large Competitor

RHK Capital

4 Total Closed Deals

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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.

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• Jul 2014 Advised HII Technologies, Inc. on an investment from Source Capital Group
• Jul 2014 Advised Sequoia Healthcare Managment, LLC on an investment from Source Capital Group - Credit Suisse
• Oct 2013 Advised ALLCARE Medical on an investment from Various
• Jan 2013 Advised Buccaneer Energy on an investment from Various

AllianceOne Enterprises

4 Total Closed Deals

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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…

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• Feb 2026 Advised Confidential Company in its sale to Confidential Company
• Sep 2025 Advised Confidential Company in its sale to Confidential Company
• Sep 2020 Advised Confidential Company in its sale to Confidential Company
• Aug 2020 Advised Confidential E-Commerce Apparel Company in its sale to Confidential Strategic

Bruderman Brothers

3 Total Closed Deals

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Bruderman Brothers is a multi-generational family business that provides investment banking services to closely-held companies and family businesses. We are not only intimately familiar with the objectives and challenges associated with transactions involving such businesses, but we understand the more subtle nuances as well. We know that the personal, estate, and familial impact of these transactions can be more important than anything else.Bruderman Brothers is about family. Our family has historically advised some of the world's most powerful and wealthy families, therefore it is only…

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• Oct 2019 Advised Superior Office Systems (SOS) on an investment from Rockwood Equity Partners
• Aug 2019 Advised J.Kings Food Service Professionals in its sale to Sysco Corporation
• Jan 2018 Advised Health Solutions Plus in its sale to Conduent

Adaptive Capital Partners

3 Total Closed Deals

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Adaptive Capital Partners is a boutique investment bank advising privately held businesses on sell-side M&A, capital raises, and strategic transactions. The firm was founded to address the need for more personalized, strategic advisory services within the middle market. Built on a commitment to integrity, excellence, and long-term partnership, the firm has quickly developed a reputation as a trusted advisor focused on delivering optimal outcomes for its clients. Our deep expertise and experience form the foundation for the comprehensive strategic services we provide today. Visit…

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• Mar 2026 Advised CFO Hub, LLC in its sale to Carr, Riggs & Ingram
• Jun 2025 Advised Kinco in its sale to Mechanix Wear
• Jan 2025 Advised enTrust Wealth Advisors in its sale to AlphaCore Wealth Advisory

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RA Capital Advisors

2 Total Closed Deals

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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…

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• Aug 2011 Advised Mosaic, Inc. in its sale to Linquest Corporation
• Aug 2011 Advised Gerber Scientific in its sale to Vector Capital for $283,000,000

Boustead Securities, LLC

2 Total Closed Deals

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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.

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• Feb 2013 Advised Drug Co. on an investment from Various investors
• Jan 2013 Advised Kiva Brand of Products on an investment from RG Barry

4Front Capital Partners

2 Total Closed Deals

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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

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• Sep 2017 Advised MJardin Holding Corp. on an investment from -
• Jan 2017 Assisted - in securing debt financing from -

Marber Capital

2 Total Closed Deals

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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…

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• Oct 2019 Assisted Confidential Company in securing debt financing from Confidential Company
• Oct 2019 Assisted Confidential Company in securing debt financing from Confidential Company

Infinity Capital Partners

2 Total Closed Deals

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Infinity Capital Partners serves middle-market business owners seeking to exit, grow or recapitalize their business. Founded in 2016, our team of consulting and investment banking professionals is committed to serving the unique needs of privately-owned, middle-market businesses. We work hand-in-hand with business owners to maximize the value of their objectives, either through strategic exits or capital raising activities. 

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• Aug 2017 Advised Drillright Technology, Inc. in its sale to Integrity Directional Services
• Apr 2017 Advised Wolverine Tube, Inc. in its sale to Shawnee Tubing Solutions

SafeWater Capital, LLC

1 Total Closed Deal

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SafeWater Capital, LLC (”SWC”) is a middle-market, special situations advisory firm that offers the entire spectrum of special situations, corporate finance, turnaround and restructuring services to privately-held companies.The SWC team has been carefully drafted from a wide variety of specialty backgrounds, including: investment banking, commercial banking, big four accounting, consulting, and the legal profession. Our professionals have experience in practically every aspect of middle market problem solving, including: Capital Raising, M&A, Financial Restructuring,…

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• Sep 2022 Advised GirtonLLL Transport in its sale to TFI International

Wiss Capital Advisors

1 Total Closed Deal

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Wiss Capital Advisors is the specialized investment banking division of Wiss & Company, a Top 100 accounting firm with over 50 years of experience. We concentrate on providing expert sell-side M&A advisory services tailored to lower-middle market companies. Our mission is to empower business owners to navigate the complexities of mergers and acquisitions with confidence and precision.Mission: To empower lower-middle market companies with strategic sell-side M&A advisory services that maximize value and ensure successful transactions.Services:Sell-side M&A…

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

Dougherty & Company LLC

1 Total Closed Deal

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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.

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• Aug 2019 Assisted Confidential Company in securing debt financing from Confidential Company

Vaupen Financial Advisors, LLC

1 Total Closed Deal

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Vaupen Financial Advisors, LLC is a boutique investment banking & advisory firm headquartered in Miami, Florida. We provide corporate finance and advisory services to lower middle-market clients in the United States and Latin America. Our typical client is a private company seeking a capital or advisory transaction of a minimum of $5 million, up to $75 Million. Services include raising Capital; Structured financings; Sell – side Mergers & Acquisitions Advisory services; as well as Debt Restructuring, & Loan Workout Advisory services and execution. We have…

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• Dec 2020 Advised Confidential Company on an investment from Confidential Company

Watercress Capital

1 Total Closed Deal

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Watercress Capital was formed with the goal of connecting Family Offices and Private Equity Groups with lower to middle-market deal flow across the United States, with a focus in the Southeast.

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

Regent Financial

1 Total Closed Deal

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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…

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• Mar 2022 Assisted Deshbandhu Group in securing debt financing from N/A

Gideon Liberty & Co.

1 Total Closed Deal

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Unlike traditional brokers, the firm prioritizes strategic buyer alignment over volume-driven processes. Gideon Liberty develops comprehensive valuation narratives that showcase growth trajectory, competitive positioning, and long-term value drivers — enabling owners to attract premium offers.The firm is distinguished by its transparency and confidentiality standards, providing owners with clear visibility into buyer outreach, inquiry engagement, and executed NDAs before any sensitive information is disclosed.

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• Apr 2026 Advised Industrial Company in its sale to Strategic buyer

Schwendel-Van Deusen

1 Total Closed Deal

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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…

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• Apr 2026 Advised EpiVax in its sale to SV Health Investors

GVC Financial Services, LLC

1 Total Closed Deal

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GVC Advisory Services Ltd (GVC) assists its clients by providing a thorough, independent evaluation and analysis of current operations, operating results, strategic planning, and the development of effective growth strategies. Our services are designed to provide improvements in cash flows, liquidity, and return on capital. Our mission statement is to maximize our clients' operational efficiencies and, in many cases, to prepare them for funding from the capital markets.GVC is composed of two principals and two executives possessing over 40 years of relevant business, advisory and investment…

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• Sep 2014 Advised Manufactruing Company in its sale to Private Equity Firm