Top United States Investment Banks

Stout Capital, LLC

1 Closed Deal via Axial 2 Total Closed Deals

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Stout is a global investment bank and advisory firm specializing in corporate finance, valuation, financial disputes, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters.Investment BankingOur industry-focused bankers specialize in mergers and acquisitions, private capital raising, and other financial advisory services for privately held businesses, portfolio companies of private…

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• Apr 2025 Advised Confidential Company in its sale to Confidential Buyer
• Jan 2024 Advised Confidential Company in its sale to Confidential Company

O'Keefe

1 Closed Deal via Axial 1 Total Closed Deal

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FOR BUSINESS OWNERSWe are financial advisors. Our expertise helps managers of private and public mid-sized companies through a variety of financial services including: turning around distressed operations, improving profitability and cash flow, obtaining new bank financing, attracting additional investors, navigating litigation, insolvency or bankruptcy, and buying or selling businesses. We preserve owners equity, create value, and save jobs.FOR BANKERSWe work with banks to maximize loan recoveries from financially troubled borrowers. We assist lenders in gathering reliable financial…

Recent Transactions

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• Apr 2022 Advised Laundry and Sterilization Company in its sale to Legato Equity

OneAccord Capital Advisors

1 Closed Deal via Axial 1 Total Closed Deal

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OneAccord Capital Advisors is a national investment bank working with business owners to transition privately owned companies and maximize the financial returns of their efforts. We specialize in owner-operated businesses in the $20-$200 million range.Our team is uniquely equipped to guide business owners because we are or have been business owners. We have sat in the owner/CEO seat, had to make the same decisions, and have firsthand experience in the sale process.Our core distinctive is an emphasis on transition instead of transaction. We emphasize candid business diagnostics &…

Recent Transactions

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• Mar 2024 Advised Confidential Company in its sale to Confidential Company

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• Industrials
  Precision Industrial Fabrication Manufacturer
  NDA Available CIM Available South Atlantic

  Revenue

  $3.9M

  EBITDA

  $1.1M

  Margin

  29%

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• Industrials
  Regional Fire Protection Services Platform
  NDA Available CIM Available Middle Atlantic

  Revenue

  $13.3M

  EBITDA

  $1.5M

  Margin

  11%

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• Transportation
  Industrial Equipment Platform With Meaningful EBITDA
  NDA Available CIM Available Eastern Midwest

  Revenue

  $36.7M

  EBITDA

  $9.5M

  Margin

  26%

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• Consumer Goods
  Outdoor Consumer Products Brand Platform
  NDA Available CIM Available Eastern Midwest

  Revenue

  $23.0M

  EBITDA

  $4.5M

  Margin

  20%

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• Technology
  Multi-Region IT Asset Disposition Provider
  NDA Available CIM Available West South Central

  Revenue

  $28.1M

  EBITDA

  $5.7M

  Margin

  20%

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• Technology
  Compliance-Driven Visitor Management Software Provider
  NDA Available CIM Available Eastern Midwest

  Revenue

  $3.7M

  EBITDA

  $1.7M

  Margin

  46%

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• Food & Hospitality
  Historic Winery and Hospitality Platform
  NDA Available CIM Available Middle Atlantic

  Revenue

  $13.2M

  EBITDA

  $1.3M

  Margin

  10%

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• Business Services
  Vertically Focused B2B Sales Development Provider
  NDA Available CIM Available South Atlantic

  Revenue

  $3.2M

  EBITDA

  $1.2M

  Margin

  37%

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Hyde Park Capital Advisors, LLC

155 Total Closed Deals

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Hyde Park Capital is one of the most active boutique investment banking firms in the United States, advising middle-market public and private companies across a wide range of industries. For more than 25 years, we have delivered trusted advisory services in mergers and acquisitions, capital raising, infrastructure and project finance, fairness opinions, and strategic financial advisory engagements.Our senior bankers bring decades of experience advising founder and family-owned businesses as well as private equity backed and publicly traded companies. We are widely recognized for our expertise…

Recent Transactions

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• Aug 2026 Advised Pro-Max in its sale to Madison River Capital
• Jul 2026 Advised Multi-Site Veterinary Practice in its sale to National, Privately Held Strategic
• Jul 2026 Advised Andrew Site Work in its sale to Crest Rock Partners
• Jul 2026 Advised Five Points Roofing Company in its sale to HighPoint Exterior Home Services

Westbury Group

150 Total Closed Deals

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Westbury Group LLC is a FINRA-registered boutique investment bank with national and international reach, dedicated to providing superior financial and strategic advisory services for mid-market firms, on transactions ranging from $20 million to $900 million and above. Our financial professionals have a wealth of experience in a broad range of industries, including Technology, Healthcare, Aerospace/Government/Defense, Advanced Manufacturing and Energy. Drawing on this experience and using our specialized capabilities, our teams assist clients with mergers and acquisitions, raising debt and…

Recent Transactions

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• Apr 2024 Advised Confidential Company in its sale to Confidential Company
• Aug 2023 Advised Microlution, Inc. in its sale to Georg Fischer AG
• Aug 2023 Advised Heartland Water Technology, Inc. in its sale to Private Equity Investor
• Jun 2022 Advised Body Sculpt Intl LLC in its sale to BODY CONTOUR CENTERS, LLC

Brookwood Associates

149 Total Closed Deals

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Senior-Level Execution With more than 150 years of collective experience spanning over $10 billion in transaction volume, Brookwood's managing directors work hands-on with each client to determine and execute the right investment banking solution. Middle-Market Expertise Our exclusive focus on middle-market companies gives us exceptional insight into the strategic, valuation and transaction issues that are unique to this market. This expertise includes robust Market Knowledge and access to buyers on a worldwide basis. Superior Performance Above all, our clients are interested in superior…

Recent Transactions

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• Dec 2017 Advised Togo’s Holdings, LLC in its sale to Nimes Capital
• Oct 2017 Advised Smash Management Inc in its sale to World Wide Wings, LLC and Partners Group
• Aug 2017 Advised Taco Bell Corp. in its sale to American Franchise Corp.
• Aug 2017 Advised Silver Diner on an investment from Goode Partners

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Bridgepoint Investment Banking

147 Total Closed Deals

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Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint is a tenacious, creative and results-oriented boutique investment bank focused on impact and value creation for the companies we serve. We provide confidential, independent and unconflicted solutions and strategic advice. We have an unequivocal focus on our clients and their prosperity. We measure our performance by the long-term success of our clients.Together, Bridgepoint principals have more than…

Recent Transactions

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• Sep 2025 Advised Confidential Company in its sale to Confidential Company
• Mar 2025 Advised Confidential Company on an investment from Confidential Company
• Jul 2024 Advised Confidential Company on an investment from Confidential Company
• Mar 2024 Advised W-S Companies in its sale to Groome (portfolio of Argosy Private Equity)

Headwaters MB Healthcare

141 Total Closed Deals

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The HeadwatersMB Healthcare & Life Sciences leadership team is comprised of industry veterans with over 100 years of collective experience. Our middle market clients receive bulge bracket level service, expert advice and 24/7 access to our senior bankers. We bring deep industry knowledge and transactional skills to our client base. Our services include company sales, recapitalizations, leveraged buyouts, debt & equity financing, and buy-side acquisition advisory. The industry segments in which we have closed transactions include: Providers and Services, Managed Care, Healthcare IT, Medical…

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• May 2016 Assisted Ambitions Disability Support Services in securing debt financing from Undisclosed
• Mar 2016 Advised Leading Multi-Clinic Physical Therapy Practice in its sale to US Physical Therapy Inc.
• Feb 2016 Advised Onsite Dental in its sale to Undisclosed
• Jun 2015 Advised Onsite Dental on an investment from Undisclosed

Atlas Technology Group, LLC

131 Total Closed Deals

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Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies. Our other services cover the full range of strategic transactions including buy-side M&A advisory, private placements, carve outs, and spin offs. We offer our combination of sector-based expertise and investment banking skills to companies globally from our offices in San Francisco.The quality of our differentiated advice is a function of both our focus and the depth of experience of our partners, who were senior technology…

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• Feb 2023 Advised Storeforce in its sale to AKKR
• Jan 2023 Advised Ziftsolutions in its sale to INVESTCORP
• Jan 2023 Advised Qudini in its sale to VERINT
• Oct 2022 Advised Scope 5 in its sale to ENVIRON

PCE Investment Bankers

107 Total Closed Deals

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PCE is a leading investment bank that delivers M&A, ESOP, valuation, and advisory services to middle-market business owners across the U.S. With decades of experience, sector depth, and a people-first mindset, we help entrepreneurs and their advisors navigate complex transitions with clarity and confidence.From growth planning to exit strategy, we’re more than dealmakers — we’re long-term partners committed to maximizing value and preserving legacy. Headquartered in Orlando, with offices in Atlanta, Chicago, Denver, and New Jersey, our national footprint ensures local insight and…

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• Dec 2025 Advised JF Lomma in its sale to Bay Crane Services
• Jun 2025 Advised The Appliance Barn in its sale to Grand Appliance
• May 2025 Advised American Door Products Inc. in its sale to Riverbend Industries Inc.
• Apr 2025 Advised Confidential Company in its sale to Confidential Company

NewCap Partners Inc.

88 Total Closed Deals

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NewCap Partners is a 30 year old investment bank serving the lower middle market. We work with business owners, boards, shareholders and management teams to develop and execute on financial transactions and implement strategies to maximize shareholder value. Our senior investment bankers have experience dealing with both public and private companies in a variety of industries. The industry expertise of our bankers is complemented by independent industry consultants who provide us with contacts and insights into a variety of industries.Over the last 30 years, we have completed a variety of…

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• Oct 2023 Advised I3D MFG in its sale to BTX Precision
• Dec 2021 Advised Eagle Engineered Solutions in its sale to Beehive3D
• Apr 2021 Advised Morf3D in its sale to Nikon
• Aug 2020 Advised Altivon in its sale to ConvergeOne

Quarton International

81 Total Closed Deals

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Quarton International is a leading middle market investment banking firm that specializes in sell-side merger and acquisition advisory and capital raisings. Quarton has 11 offices throughout North America and Europe with over 20 partners and 60 employees.

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• Feb 2017 Advised Exactech Spine Division in its sale to ChoiceSpine
• Feb 2017 Advised NuStep in its sale to Main Street Capital Corporation
• Feb 2017 Advised Solid Surfaces in its sale to Clio Holdings
• Jan 2017 Advised Top Master, Inc. in its sale to Clio Holdings

GulfStar Group

73 Total Closed Deals

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GulfStar is one of the leading middle market investment banking firms in the United States. We help business owners succeed by offering a level of negotiation experience, strategic and valuation insights and transaction guidance you simply won’t find elsewhere or doing it yourself. How? We recruit top talent and foster a culture that is personally invested in the results we help our clients achieve. Our services include mergers and acquisitions, private placements, and financial advisory services. To date, GulfStar has completed more than 700 transactions involving buyers and sellers from…

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• Apr 2016 Advised Cactus Fuel, LLC in its sale to Hastings Equity Partners
• Mar 2016 Advised Gibson Applied Technology & Engineering, Inc. on an investment from Morgan Stanley Credit Partners
• Dec 2015 Advised The Infinity Group in its sale to Wood Group
• Dec 2015 Advised XL Parts in its sale to Marubeni America Corporation

The DAK Group

73 Total Closed Deals

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The DAK Group. is an established middle market investment bank providing advisory and execution of exit strategies, divestitures, mergers, acquisitions, financing and restructuring solutions. Committed to optimizing value for the business owner and stakeholders, The DAK Group applies a hallmark approach characterized by a deep understanding of the strategic value of a business. Since its founding in 1984, The DAK Group has successfully closed hundreds of transactions involving public and privately-held corporations, cross-border transactions, family businesses and financial sponsors. T

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• Sep 2025 Advised Coastal Properties in its sale to Howard Hanna Allen Tate Real Estate
• May 2025 Advised Couranto in its sale to Prenax
• Apr 2025 Advised Trademark Roofing LLC in its sale to Unified Service Partners
• Mar 2025 Advised Drape Kings in its sale to Quest Events

Forbes Partners

72 Total Closed Deals

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Forbes Partners, founded in 2004, with offices in Denver, CO, Salt Lake City, UT, and Charlotte, NC, is an award-winning investment bank with expertise in mergers and acquisitions, raising capital, and financial restructuring within the middle market. Senior advisors at Forbes Partners have 300+ years and $85+ billion of combined transaction experience across a wide variety of industries and around the globe. Our team works with a select few clients each year to tell their unique stories, advocate fiercely on their behalf, and drive maximum value for their company. Our experienced bankers…

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• Oct 2024 Assisted All Copy Products in securing debt financing from Confidential Company
• Nov 2023 Advised Orion Space Solutions in its sale to Arcfield
• Oct 2023 Advised Colony Gums in its sale to Brenntag
• Oct 2023 Advised Confidential Company in its sale to Confidential Company

MelCap Partners

62 Total Closed Deals

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MelCap Partners, LLC is an independent, private investment-banking firm providing financial advisory services to middle market companies, including sell-side and buy-side advisory services, the private placement of debt & equity capital, and general advisory services. MelCap focuses on middle market transactions between $10 million and $250 million. Please see our website for additional information (www.melcap.com).

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• Feb 2025 Advised Confidential Company in its sale to Confidential Company
• Feb 2024 Advised Performance Produce, LLC in its sale to GrubMarket, Inc.
• Nov 2023 Advised Selinsky FORCE in its sale to KLH Capital
• Nov 2023 Advised Crozier Welding, LLC in its sale to Confidential Company

Paragon Ventures LLC

58 Total Closed Deals

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Paragon Ventures is one of the nation’s leading specialists in the merger, acquisition, and divestiture of private mid-market companies. As an intermediary with experience and expertise, we can facilitate the entire process of buying or selling a business. We specialize in the healthcare and life sciences industries including all sectors of pharmacy distribution, home healthcare, respiratory care, infusion therapies, sleep therapy, nursing services, behavioral health, hospice, medical supply, medical device and related medical technologies.

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• Apr 2026 Advised Kennebec Rehab in its sale to NSM
• Mar 2026 Advised Infusacare in its sale to Horizon
• Aug 2025 Advised Texas Infusion in its sale to PE Funded
• Apr 2025 Advised Heron & Smith in its sale to National Seating & Mobility

Carter Morse & Goodrich

53 Total Closed Deals

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M&A Expertise for Families and FoundersLocated in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing closely-held and family businesses valued between $25 million and $250 million. CMG specializes in helping owners of leading companies in unique and niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. We fully understand and appreciate the unique dynamics of closely-held and family businesses and the importance of their legacies.While CMG provides a full range of investment…

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• May 2023 Advised Warren Electric in its sale to The Nudyne Group
• Feb 2023 Advised GEM Manufacturing on an investment from CORE Industrial Partners
• Feb 2023 Advised Confidential Company in its sale to Confidential Company
• Jan 2023 Advised Williams Distributing in its sale to Daikin Comfort Technologies, Inc.

VRA Partners, LLC

51 Total Closed Deals

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VRA Partners is an independent investment banking firm that focuses on providing merger and acquisition advisory services to leading middle-market companies and private equity groups located throughout the U.S. VRA Partners also assists companies with raising capital for growth, acquisitions, recapitalization, going-private and management buy-out transactions, as well as provides fairness opinions, valuations and strategic advisory services. The professionals of VRA Partners have completed more than 550 transactions with aggregate transaction value in excess of $40 billion across a broad…

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• Aug 2023 Advised Advanced Practice Education Associates, Inc. in its sale to Assessment Technologies Institute, LLC
• May 2023 Advised SquareMouth in its sale to Specialty Program Group, LLC
• Apr 2023 Advised Modus eDiscovery Inc. in its sale to Repario
• Sep 2022 Advised Business Intelligence Associates in its sale to HaystackID

Dresner Partners

50 Total Closed Deals

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Dresner Partners is a middle market investment bank specializing in mergers & acquisition advisory, financial restructuring and corporate turnarounds, institutional private placements of debt and equity, valuation and strategic consulting. Our clients are middle market companies operating both in the U.S. and internationally. We are deeply committed to exceeding client expectations and maintaining the highest levels of integrity. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients. The Firm's…

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• May 2023 Advised Vic West Importers d/b/a Grandpa Gus' in its sale to VCM Products
• Mar 2015 Advised Damian Services Corp on an investment from Sterling Bancorp
• Jul 2014 Advised Guardian Industries on an investment from Altra Industrial
• Mar 2014 Advised G2 Partners in its sale to Excellere Partners