We deliver streamlined, global, targeted and comprehensive fundraising strategies and process for industry leaders and emerging star alternative asset class investment managers exclusively focused on the institutional investment community. Our goal is to integrate placement and consultancy services that don’t drain our client’s internal resources. Our refined and well-structured process distills the essence of what make the team and the strategy successful.
CastleOak Securities, L.P. is a boutique investment bank focused on M&A and capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with six regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, municipal and money market securities.
BH Capital Ltd. is a professional consortium of Investment Bankers, Merchant Bankers and Finance Consultants. BH Capital Ltd. has provided pro active structured capitalization into commercial real estate, agriculture, transportation, retail, multi media and manufacturing & distribution for 30 years. We have extensive connectivity to capital markets, along with the expertise to the complex formation of capital to assist you in funding your business growth. We have a micro program that starts at $200k - $1 million, as well as our full program from $1 million to $100 million (or more if viable).…
Corporate Finance Associates (CFA) is one of North America's oldest and most prominent investment banking firms serving middle-market companies. In its over 60 year history, CFA has recorded thousands of successful transactions by working diligently on the client’s behalf. Our global footprint and network of over 50 experienced professionals make CFA uniquely qualified to help you realize your business goals.Our mission is to provide services that give your company an edge in the M & A market place. The CFA team has the investment banking track record and exceptional…
Objective, Investment Banking & Valuation (“Objective”) is a leading investment banking and valuation firm that services middle market companies within our industry practices: Business Services, Consumer, Healthcare Tech & Services, Life Sciences Services & Tech, Manufacturing & Distribution, and Technology. Within our industry practices we offer an investment banking group providing sell-side advisory, and a full-service valuation group providing tax compliance, financial reporting, transaction opinion, and…
Torrey Capital Group is an alternative investment marketing firm and provider of capital markets solutions to leading asset management companies. We partner with our clients to achieve their capital raising goals. Our approach is flexible and our services include identifying the appropriate target investor base, assisting in due diligence, structuring offering terms, executing the marketing plan, and introduction of strategic relationships. We typically are compensated solely by our investment managers based on success in their capital raising endeavors. We have a broad array of investor…
While many chief executives are charged with growing wealth for thousands of stakeholders, their personal portfolios and overall finances may not benefit from the same discipline, focus and risk management. Private Wealth Advisors offer specialized advice, as well as solutions and strategic planning should you choose to transition out of your current role to pursue opportunities outside corporate life.
Company and Industry FocusKrahn Capital Group works exclusively with successful, privately held businesses to provide customized solutions that optimize outcomes. We focus on companies in the lower middle market, typically with more than $10 million of revenue or more than $1 million of EBITDA.We have worked on transactions for privately held businesses in multiple industries, including consumer products, business services, manufacturing, and others.Sell-Side ServicesWe unlock client value through a confidential and competitive marketing process for owners of small and medium-sized businesses…
Boutique Investment Banking services for the Industrial Sector. Nationwide Merger & Acquisition and Capital Raise solutions tailored to the Manufacturing, Construction and Performance related industries.
Buy-Side Advisory Services for Healthcare industry. We are here to help strategic buyers as well as private Equity/venture capital firms take stakes in private healthcare companies.
BB&R Investment Banking is a strategic and financial advisory group that has been providing investment banking services since its establishment in 2008. Our principals have been established members since 1995 providing valuable advice and services to our clients. We use a "value added" approach to assist clients by utilizing our extensive industry experience and strategic relationships to optimize their financial structure and raise capital.Our firm has provided reliable valuation for transactions, coordinated strategic relationships, raised millions in capital and arranged bridge financing.…
Baker Tilly Capital, led by investment bankers and corporate finance specialists, has tactical experience creating acquisition strategies, identifying cost-effective financing alternatives, developing operational improvements, and harvesting invested capital through our sell-side services. Our goal is to form a critical and objective view of our clients and take the necessary steps to maximize value.With additional insight from wealth management, estate planning, and industry tax specialists, we can help you identify and prepare for a transaction; negotiate, structure, and close the deal; and…
Capital raising for small and middle market firms/projects. Transaction size $2mm to $300mm. Debt, mezzanine debt, junior capital, private equity, JVs, etc. Capital raising for -- Oil & gas producers, services, technology, minerals, etc.Food and beverages, nutrition. Software/technology. Manufacturing. Distribution/logistics. Business services. Communications. Retail. E-commerce. Distressed & turnarounds. Fast food. Convenience stores. Clothing/apparel manufacturing. Transportation.
M Barc Investment Group, Inc. helps connect innovative companies to our network of accredited investors. We are a SEC registered broker dealer specializing in Reg D 506 (b) and newly enacted 506 (c) offerings. Through our crowd funding process, companies benefit from reaching investment funds, family offices and high net worth investors, helping to fuel growth. Investors benefit from venture capital-like investment opportunities and diversification, potentially offering high risk-reward scenarios.
Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients achieve the lives they want. With a deep commitment to placing their clients’ interests first, Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients’ needs in all areas of their financial lives. The solutions our financial advisors…
Paladin Market Advisors, LLC provides investment banking services to public and private middle-market clients. The hallmark of our franchise centers around serving the individual needs of our clients – from the successful company that wants to fund future organic growth or buy a competitor, to the distressed enterprise that requires a complicated debt restructuring.Our restructuring advisors possess diverse, real-world operating experience and are known for their hands-on participation in every engagement. Our investment banking services focus on equity and debt sourcing for growth, working…
Agra Capital Partners is a Los Angeles-based private investment firm servicing small and middle market clients on a wide range of corporate finance transactions.We have considerable experience in a number of industries, specifically the entire range of health care, fintech, specialty & lender Finance, technology, energy, digital media and intellectual property - IP Patent financing. SERVICES:Private Equity PlacementsPrivate Debt / Mezzanine PlacementsCollateralized Patent fundingDivestituresDirect Investment / Merchant BankingRecapitalizations & RefinancingsAgra Capital has…
Comprehensive transaction advisory services for cross-border M&A and strategic partnerships. Takenaka Partners is a key member of the World Services Group (WSG), a global network whose members are among the top providers of professional business services. WSG members include more than 130 legal, accounting and financial advisory firms located in over 115 countries and throughout the United States.
Piper Jaffray is a leading middle market investment bank. Piper Jaffray offers a comprehensive range of services including M&A and capital raising across both public and private equity and debt markets.
