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Top United States Investment Banks

Explore 792 United States Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

United States Investment Banks

792

Active Firms

795

TTM Deal Flow

$3M-$22M

Core Revenue Range

$500K-$4M

Core EBITDA Range

Top Sectors by Activity

Industrials 31%
Healthcare 15%
Technology 15%
Business Services 8%
Transportation 8%

Key Attributes

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

Showing 501-520 of 792 Investment Banks

Sorted by recent activity

BB&T Capital Markets

3 Total Closed Deals
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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

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  • 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

Heritage Capital Group

3 Total Closed Deals
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Heritage Capital Group is an investment banking and advisory firm with local presence and global reach via Oaklins. We provide decades of transaction and advisory experience across key industries for companies valued between $10 million and $200 million. Our clients benefit from the hands-on leadership of our senior advisors.

Recent Transactions

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  • Oct 2015 Advised Ellis & Associates, Inc. in its sale to Engineering Consulting Services
  • Sep 2014 Assisted Alhambra Theatre & Dining in securing debt financing from BB&T
  • Jun 2014 Advised Survival Straps on an investment from Not Disclosed

JCF Capital Markets, LLC

3 Total Closed Deals
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JCF Capital Markets LLCJCF Capital Markets LLC is a combination capital advisory, management consulting, and mergers and acquisitions firm with an international network of angel capital, family office, venture capital, private equity, and other institutional investors. Our accredited investor reach extends to over 900 angel capital groups, 20,000 angel investors, 750 family offices with $150B of assets under management, and over 4,300 venture capital and private equity firms.Our advisory services and investor network enables our clients to optimize the likelihood of funding a particular deal…

Recent Transactions

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  • Jan 2018 Advised Precise Real Estate Solutions, Inc. on an investment from JCF Capital Advisors, LLC
  • Dec 2017 Advised Precise Real Estate Services, Inc. on an investment from JCF Capital Advisors, LLC
  • Dec 2017 Advised Precise Real Estate Solutions, Inc. on an investment from JCF Capital Advisors LLC

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Mary Street Capital

3 Total Closed Deals
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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

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  • 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
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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

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  • 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
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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

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

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Axios Ventures, LLC

2 Total Closed Deals
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Global consultants and Middle-Market Investment Bankers. Initial focus on Aerospace and BA/GA (business aviation/general aviation), but now generalists in all disciplines/industries. Leverage relationships with ultra high net-worth clientele to gain new business. Success across four continents and over 20 countries.

Recent Transactions

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  • Feb 2010 Invested in Boston Heart Diagnostics
  • May 2000 Invested in VIP Jets

Technology Square Partners

2 Total Closed Deals
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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

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

Chiron Financial LLC

2 Total Closed Deals
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Chiron Financial LLC is an investment banking firm that arranges private placements of debt and equity capital as well as mergers, acquisitions and sales for middle market companies. We raise start-up capital and growth capital and also assist with refinancing, financial restructuring, and other special situations. Our clients have included companies in oil and gas, oil service and equipment, midstream and downstream energy, power, building products, basic materials, health care, real estate, retailing, light and heavy manufacturing, and non-profits.

Recent Transactions

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  • Mar 2020 Assisted Confidential Company in securing debt financing from Confidential Company
  • Mar 2019 Advised Confidential Company in its sale to Confidential Company

Olin Capital Advisors, Inc.

2 Total Closed Deals
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Olin Capital Advisors provides Mergers & Acquisitions Advisory services to buyers and sellers of businesses with an emphasis on the $5M-$500M revenue range. Additionally, we provide exit planning services, business valuations and capital raising for our clients. We take great pride in providing these services and all opportunities are handled in an ethical and respectful manner. Cliff Olin, Principal, is a Series 79 Investment Banker license holder.

Recent Transactions

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  • Nov 2012 Advised EcoSpect, Inc. in its sale to Management Buyout
  • Jan 2011 Advised Jericho Stone Unlimited in its sale to Strategic Buyer

Providence Advisors LLC

2 Total Closed Deals
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Providence Advisors, LLC, is a boutique investment bank providing mergers and acquisitions advisory services to lower middle market companies, private equity investors and management teams. We primarily advise on the sellside of transactions.  Our transactions range from $10 million to $100 million (total enterprise value) with an average exceeding $50 million over the last three years.  We have 30 years of experience in investment banking, have been in business for 20 years and operate nationwide. We have extensive experience in the packaging and containers, plastics and related…

Recent Transactions

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  • Dec 2021 Advised Custom Golf Car Supply in its sale to Arrowhead Engineered Products
  • Jul 2021 Advised Brave Quest Corp. dba eLogHomes in its sale to Salt Creek Capital

Oliver Investment Banking

2 Total Closed Deals
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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

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

7 Mile Advisors

2 Total Closed Deals
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What We Do:7MA provides Industry-Focused Investment Banking & Advisory Services globally. We advise on M&A and private capital transactions, and provide market insights. As a close knit team with a long history together and a laser focus on our target markets, we help our clients sell their companies, raise capital, grow through acquisitions, and evaluate new markets. Why Clients choose us:+ A senior-level advisor with deep industry experience manages each step of our assignments.+ We are protective of our clients’ business and confidentiality.+ Our financial, operational and industry…

Recent Transactions

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  • Apr 2021 Advised Confidential Company on an investment from Confidential Company
  • Sep 2018 Advised Confidential Company on an investment from Confidential Company

Crosstree Capital Partners, Inc.

2 Total Closed Deals
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Crosstree Capital Partners, Inc. is a specialty advisory firm with a dedicated focus on select subsectors of the life sciences and healthcare industries, including pharmaceutical outsourcing, diagnostic products and services, life sciences tools, medical technology, and healthcare information technology. Within these subsectors, Crosstree assists clients with corporate finance activities, including mergers and acquisitions advisory and growth capital financings. Crosstree's deep sector coverage offers clients unique industry insights, well-established strategic relationships across the globe…

Recent Transactions

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  • Oct 2017 Advised ResearchPoint Global in its sale to WuXi AppTec
  • Sep 2017 Advised Trevigen in its sale to Bio-Techne

Drake Woodschoo LLC

2 Total Closed Deals
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Drake Woodschoo LLC is a premier Investment Banking Consulting Company, based in Washington DC. From our nations Capital, we provide Investment Banking services to Companys and Governments around the world.

Recent Transactions

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  • Aug 2025 Advised Confidential Company in its sale to Confidential Company
  • Sep 2020 Advised EPI Valves Texas LLC in its sale to Oiltech Houston

Catapult Growth Partners

2 Total Closed Deals
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Catapult Growth Partners is a leading North American Consultancy and Investment Bank focused on the business services sector. Over the past decade Catapult has helped clients Accelerate Profitable Growth through effective Strategy Development, Practical Execution Support, Talent Acquisition and Management. Catapult has an outstanding track record enabling firms to grow, and position for exit. With offices in Denver, Los Angeles, New York and Toronto, Catapult Growth Partners is your trusted advisor for helping companies achieve their goals.We help our clients:• Accelerate Profitable Growth:…

Recent Transactions

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  • Aug 2018 Advised RO Innovation in its sale to Upland Softward
  • Jun 2016 Invested in Boulder Logic

Sword, Rowe & Company

2 Total Closed Deals
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Sword Rowe is a boutique merchant bank that provides strategic, financial, and transaction advisory services to clients in the music and entertainment industry.With an expertise in creative-focused businesses, Sword Rowe has been a strategic and financial advisor to a notable list of music-rights companies including SOCAN, Audible Magic, Atlas Music Publishing, Songspace and MixCloud. Music & Entertainment ContentMusic PublishingMusic RightsMusic MarketingStreaming & Digital DistributionRecorded MusicFilm & Television Production & DistributionMedia & ConsumerMedia…

Recent Transactions

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  • Oct 2013 Advised Atlas Music Publishing on an investment from Virgo Investment Group and a consortium of strategic individuals
  • Sep 2013 Advised AS Roma S.P.V. on an investment from Capital Provider

A. B. Nicholas

2 Total Closed Deals
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A. B. Nicholas is the leading provider of custom stock portfolio loan financing and credit. Through partnerships with four major licensed U. S. brokerage/banking giants, A. B. Nicholas has arranged for its clients unique, feature-rich, wholesale credit lines at very low costs and rates and high loan-to-value. Designed principally for the franchise, business-buying, and commercial real estate markets, A. B. Nicholas' LeverageLine now dominates it's market niche. All lenders are fully licensed FINRA/SIPC; all lender advisors are handpicked FINRA members in good standing with multiple licensure.

Recent Transactions

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  • May 2015 Advised Mathnasium on an investment from Michael Rourke
  • Dec 2013 Advised Massage Envy on an investment from Wishes to Remain Anonymous in a Public Forum Like This

Schwartz Heslin Group, Inc.

1 Total Closed Deal
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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…

Recent Transactions

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  • Jan 2016 Advised Ushers Machine & Tool Company in its sale to Aalberts Industries

RedShift Advisors

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

Recent Transactions

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

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the United States 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 United States Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for United States Investment Banks is $3M-$22M, 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 location when evaluating Investment Banks?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in United States may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all Investment Banks in this directory operate exclusively in United States?

Not necessarily. A firm’s location does not always define its geographic reach. Many Investment Banks based in United States are active across multiple regions, while firms based elsewhere may also participate in the United States market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare Investment Banks in United States?

When comparing Investment Banks in United States, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 792 firms included in the directory and can help identify firms that align with your needs.

How do I connect with United States 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 United States Investment Banks directory, you can request information here.

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