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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 121-140 of 792 Investment Banks

Sorted by recent activity

Johnsen, Fretty, & Co.

17 Total Closed Deals
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JFC is a boutique investment banking firm specializing in providing M&A advisory, capital raising, and strategic consulting services to Out-of-Home, Place-based, and Digital Media companies (collectively "OOH"). Over the last 30 years, we have completed over 400 OOH transactions across North America, with aggregate deal value approx. $5.0 billion. Our clients include Traditional Outdoor companies (e.g. major-market, smaller-market billboards), Alternative OOH companies (e.g. street furniture, transit, in-store, resorts, washrooms, coffee-sleeves, etc), and Digital OOH media companies…

Recent Transactions

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  • Jul 2025 Advised Verde Outdoor LLC in its sale to Lamar Advertising
  • Jan 2025 Advised Las Vegas Billboards on an investment from Heritage/BH3
  • Feb 2023 Advised Johnsen, Fretty, & Co. on an investment from 2 Family Offices
  • Dec 2021 Advised Colossal Media in its sale to Lamar Advertising

Kinsella Group, Inc.

16 Total Closed Deals
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Kinsella Group is a middle-market boutique investment bank and business advisory firm representing sellers, buyers and companies seeking capital to grow. Our professionals hold SEC securities licenses as Broker/Dealer representatives. We focus today in the healthcare sector helping clients grow, generate liquidity and enhance financial and operational strength. Our Firm’s origins are in turnaround consulting and financial restructuring in the industrial space. Our principals have all held senior positions in operating companies having personal experience with issues business owners face…

Recent Transactions

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  • Sep 2019 Advised Jade Precision Medical Components in its sale to Arch Global Precision
  • Sep 2019 Advised Jade Equipment Corp. in its sale to Arch Global Precision
  • Aug 2019 Advised Undisclosed in its sale to Undisclosed
  • Jun 2019 Advised Advantage Manufacturing Technologies in its sale to Medin Technologies

CoView Capital, Inc.

16 Total Closed Deals
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CoView Capital, Inc. is an investment banking and advisory firm founded by senior professionals with extensive domestic and international experience. The firm was established to provide an innovative approach to traditional and complex financial issues facing both growing and mature companies. CoView's advisory and investment banking activities encompass a wide range of services including mergers and acquisitions,valuations, consulting and strategic planning, capital raising for expansion and acquisitions, leveraged recapitalizations, fairness opinions, due diligence reviews, and advising…

Recent Transactions

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  • Nov 2023 Advised Surge Private Equity in its sale to Coastal Amusement Inc.
  • Nov 2023 Advised Benchmark in its sale to Tiger Supplies
  • Jul 2023 Advised Respect Manufacturing in its sale to MYKU Biosciences LLC
  • Jul 2023 Advised Alliance Entertainment in its sale to Mecca Electronics

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Ankura Capital Advisors

16 Total Closed Deals
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Ankura Capital Advisors, LLC (ACA) (Member FINRA, SIPC) offers investment banking services related to mergers, acquisitions, and divestitures as well as private placement capital raises:M&A financial advisory for private and publicly traded companies, investment funds, and not-for-profit organizationsBuy-side advisorySell-side advisory (including dispositions of divisions and non-core assets)Private placement transactions: placement agent services in connection with the sale of equity, debt, and hybrid securities to financial investors and strategic partnersLoan brokeringCapital RaisingOur…

Recent Transactions

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  • Oct 2025 Advised Wilbur on an investment from Investible
  • Apr 2025 Assisted Broadway Strategic Return Fund in securing debt financing from BC Partners
  • Feb 2025 Advised DCL Monteith Plant in its sale to Lorama Group Inc.
  • Feb 2025 Advised DCL Waterfoot Plant in its sale to Lorama Group Inc.

Business Capital

14 Total Closed Deals
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Business Capital is a leading commercial finance and debt restructuring firm specializing in arranging customized debt based solutions for rapidly growing as well as distressed small and middle market companies nationwide who require a unique, timely and tailored financing structure to address their particular needs. In situations where conventional capital sources are not an option, Business Capital has repeatedly delivered financial solutions to a broad assortment of private and public companies seeking additional liquidity.

Recent Transactions

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  • Jun 2015 Assisted Ice Cream Manufacturer in securing debt financing from Confidential
  • May 2015 Advised Hortau on an investment from Confidential Capital Provider
  • Mar 2015 Assisted General Engineering Contractor in securing debt financing from Confidential
  • Feb 2015 Assisted Frozen Treats Mfgr. in securing debt financing from Confidential

Transitus Capital

14 Total Closed Deals
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Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries. We offer clients a strategic approach to Merger & Acquisition advisory and Capital Raising Solutions. Our singular focus on the middle market allows us the opportunity to work closely with clients to provide top tier guidance throughout the transaction.

Recent Transactions

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  • Jul 2023 Advised Connectrac in its sale to LeGrand
  • Jul 2023 Advised Elite in its sale to LKQ
  • Jul 2023 Advised Made Ya Smile Dental in its sale to Dental Care Alliance
  • Jul 2023 Advised Standard Pump Parts in its sale to Hicks Equity Partners

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Chaffe & Associates, Inc.

14 Total Closed Deals
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Chaffe & Associates, Inc. was founded in 1982 by D.B.H. Chaffe III to provide specialized investment banking services to financial and business interests. Its clients include publicly held companies, family-owned businesses, banks and other financial institutions. Chaffe has earned a strong reputation as a valued resource for a broad base of clients that includes companies in numerous industries.

Recent Transactions

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  • Oct 2015 Advised Maritime International in its sale to Trelleborg AB
  • Oct 2015 Advised Mosquito Control Services in its sale to Scott Capital Partners
  • Aug 2012 Advised Petrex in its sale to NOV
  • Mar 2012 Advised The Standard Companies, Inc in its sale to DS Waters of America, Inc.

Corporate Finance Associates - Mid. South

13 Total Closed Deals
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CFA was ranked among the top 10 M&A Advisors for U.S. transactions under $50 million by Thomson Reuters, Corporate Finance Associates is an international investment banking firm serving middle-market businesses. For nearly 60 years, Corporate Finance Associates has been advocating on behalf of business owners who are restructuring a company, either through divestiture, merger, acquisition or recapitalization. We also frequently work with private equity firms and strategic buyers to find acquisition targets. As the whole is generally greater than the sum of the parts, a synergistic acquisition…

Recent Transactions

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  • Apr 2013 Advised Innovative Circuits, Inc. in its sale to High Point LLC
  • Dec 2012 Advised Key Staff Source in its sale to Qualified Staffing
  • Dec 2012 Advised n/a in its sale to n/a
  • Jul 2012 Advised Calco Travel, Inc.; Hotard Travel, Inc, and subsidiaries in its sale to Celerity Partners

Roadmap Advisors

13 Total Closed Deals
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Roadmap Advisors is a boutique investment banking firm providing acquisition search, sell-side and advisory services:For buyers, we execute proactive, thesis-driven acquisition searches to uncover, evaluate and close acquisitionsFor sellers, we leverage our intimate understanding of the buy-side perspective to extract full value in the sale of our clients’ companiesOur corporate advisory service helps clients identify pockets of opportunity and create significant value within their operationsWe have participated in tens of thousands of transaction opportunities throughout our…

Recent Transactions

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  • Oct 2024 Advised Aggregates Company in its sale to Aggregates Company
  • May 2024 Assisted Foodservice Company in securing debt financing from Specialty Finance Co.
  • Mar 2024 Advised Tank Cleaning Contractor in its sale to Family Office
  • Aug 2023 Advised Majestic Collision & Frame Repair in its sale to Merx Truck & Trailer

Ridgecrest Capital Partners

12 Total Closed Deals
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Ridgecrest Capital Partners is a private investment bank based in San Francisco providing expert merger and acquisitions, capital raising and financial restructuring advisory services for leading technology and other growth companies.Ridgecrest was founded in 2001 to address the unmet needs of middle market companies for top-quality investment banking services. The firm brings senior and experienced Wall Street investment banking talent to bear on typically smaller transactions—professional assistance that is rarely accessible in such situations. Members of our team have managed scores of…

Recent Transactions

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  • May 2022 Advised Constellation Software Inc. in its sale to Flash Networks
  • Feb 2022 Advised Mural in its sale to Luma Institute
  • Aug 2021 Advised Confidential Company on an investment from Confidential Company
  • May 2020 Advised Confidential Company on an investment from Confidential Company

MaximForte

12 Total Closed Deals
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MaximForte is a dedicated Investment Banking & Sell Side M&A advisory firm focused on founder-led and family-owned lower mid-market growth-oriented companies (EBITDA $2m - $50m). Our services include M&A Advisory, Capital Advisory (Debt and Equity) and Business Consulting. We represent companies based out of United States and Canada. MaximForte LLC offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.

Recent Transactions

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  • May 2026 Assisted Private Healthcare Group in securing debt financing from Confidential Company
  • May 2026 Assisted Villa St Luc in securing debt financing from Confidential Company
  • May 2026 Assisted Centre D'Accueil Mon Chez Nous in securing debt financing from Confidential Company
  • Apr 2026 Advised Sahar Hospice in its sale to Confidential Company

iMerge Advisors

12 Total Closed Deals
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Since 2001, investment banking firm, iMerge Advisors has focused exclusively on small to mid-market technology companies within the internet, application software, software as a service (SaaS), and cloud computing verticals that are both growing and profitable with revenues exceeding $5 million and up. For more than a decade iMerge Advisors has provided exemplary mergers & acquisitions and investment banking services to those technology business owners wishing to position and capture the highest values for their businesses. Perhaps you have received an unsolicited approach from a buyer or…

Recent Transactions

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  • Aug 2023 Advised Testudodata in its sale to J2 Global
  • Aug 2023 Advised Cheap Hosting Directory in its sale to INet Interactive
  • Aug 2023 Advised Webcapades in its sale to ThinkPartnership
  • Aug 2023 Advised eEuroparts on an investment from Anonymous Company

Avalon Net Worth

12 Total Closed Deals
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Avalon Net Worth confidentially provides clients the quality and technical expertise of a major investment bank while maintaining the personal service and efficiency of a boutique firm. Since 1992, Avalon has worked with high caliber, committed business owners, senior executives and entrepreneurs as they have expanded businesses, re-capitalized or re-organized firms, sold or purchased companies, and gained liquidity for themselves and their shareholders. Our clients have ranged from mid-market private companies to Fortune 500 companies to early stage firms. Avalon Net Worth and Avalon…

Recent Transactions

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  • Aug 2023 Advised EC Outlook in its sale to Chem Connect
  • Aug 2023 Assisted Quad Logic in securing debt financing from Entrepreneur Growth Capital
  • Aug 2023 Advised Logistics Express Inc. in its sale to Private Equity Funds
  • Aug 2023 Advised AMIEE LYNN in its sale to Steve Madden Inc.

BlackTorch Capital

12 Total Closed Deals
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BlackTorch Capital is a results-driven investment banking firm providing strategic and financial solutions customized to meet the needs of public and private middle-market companies and their capital providers. SINGULAR SOLUTIONS No two companies are exactly alike. Their circumstances and challenges always differ. That’s why, before recommending any specific strategy, we always invest the time necessary to understand your issues, your business model and your objectives. Remaining flexible and focused allows us to create singular, innovative solutions. PROVEN EXPERIENCE Our senior investment…

Recent Transactions

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  • Aug 2014 Advised CloudCover in its sale to Not Disclosed
  • Jul 2014 Advised Dane Technologies on an investment from Not Disclosed
  • Jul 2014 Advised Comforts of Home in its sale to Not Disclosed
  • Jul 2014 Advised Boundary Medical in its sale to IMI Health

Mt. Vista Capital

12 Total Closed Deals
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Mt. Vista Capital, Inc. is full-service investment banking firm providing professional merger and acquisition, financial advisory and business valuation services exclusively to middle market companies. Our middle market focus on sell-side advisory is designed to provide efficient execution of our client's transaction while maximizing value. Our financial advisory services provide assistance to our clients in structuring and sourcing the capital resources they need to fund organic or acquisition growth strategies. To support both of these service areas we also provide business valuation…

Recent Transactions

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  • Oct 2013 Advised Chief Executive Boards International in its sale to Aegis Assistance, Inc
  • May 2013 Advised Experienced Commercial Printing Executives in its sale to Regional Commercial Printing Executives
  • May 2013 Advised Regional Healthcare Services Co. in its sale to Strategic Competitor
  • Jun 2012 Advised OFM, Inc. in its sale to Gen Cap America

Quazar

12 Total Closed Deals
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Quazar Capital Corporation, founded in 1990, is a private Investment Banking firm specializing in Merger and Acquisition (M&A) services including:Sell-Side AdvisoryBusiness Planning & Exit PlanningGrowth Planning & Buy-Side Advisory, andFinancing & Deblt PlacementQuazar typically works with private and closely-held businesses with sales between $5 Million and $100 Million. There is no substitute for experience and integrity when you retain merger and acquisition professionals to help you buy or sell a company. With Quazar’s 30-plus years of successfully working with numerous companies,…

Recent Transactions

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  • May 2024 Advised Brainier Solutions in its sale to ClearCompany
  • Apr 2024 Advised SET Environmental in its sale to Foothills Environmental
  • Apr 2024 Advised Versa-Lok Family of Companies in its sale to CC Companies and Rock Hard Landscape Supply
  • May 2023 Advised Gentle Transitions of California in its sale to Corporate Relocation International

Sperry, Mitchell & Company, Inc.

12 Total Closed Deals
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Sperry, Mitchell & Company was founded in 1986 to provide private companies with a level of merger and acquisition expertise generally available only to larger, public companies. Since our founding, we have built our business on a foundation of experience, commitment, integrity and results. Our only business is representing owners of private companies seeking a sale or merger. We have purposely chosen to represent sellers exclusively to avoid conflicts of interest and to allow complete independence in representing our clients. We never represent or advise buyers. Sperry, Mitchell & Company is…

Recent Transactions

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  • Nov 2014 Advised Jansy Packaging, LLC in its sale to Eureka Growth Capital
  • Oct 2014 Advised Cue & Case Sales Inc. in its sale to Escalade, Incorporated (NASDAQ:ESCA)
  • Apr 2014 Advised Litecontrol Corporation in its sale to Hubbell Inc. (NYSE:HUB.B)
  • Mar 2014 Advised Susquehanna Services, Inc. in its sale to Specialty Waste Operating Partners

Clarke Advisors LLC

12 Total Closed Deals
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Clarke Advisors LLC is a specialized Financial Advisory and Merchant Banking Firm, providing the highest quality Investment Banking services including institutional financing, merger, acquisition and divestiture for small to medium-sized private and public companies. Clarke's Industry Focus is Transportation, Logistics and Technology. Members of Clarke are FINRA Licensed Series 7, 79 and 63 . Based in the Phoenix metropolitan area, Clarke's services include: Sell-Side, Buy-Side and Capital Market placements including; venture capital, private equity and debt recapitalization's Clarke's…

Recent Transactions

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  • Jun 2024 Advised Confidential Company in its sale to Confidential Company
  • Aug 2023 Advised Midstate Mechanical in its sale to Bain Capital
  • Aug 2023 Advised AG Express Line Inc. in its sale to Caymus Capital
  • Aug 2023 Advised Proserv Logistics in its sale to Action Heavy Haul LLC

Dunning Capital LLC

11 Total Closed Deals
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At Dunning Capital we provide investment banking and financial consulting services to emerging and middle-market companies. We manage acquisition and divesture transactions, raise private capital, provide strategic advice for corporate development, and strive to ensure the successful planning and implementation of future transactions.Based in Raleigh since 2000, North Carolina, our firm services a broad range of companies in the Mid-Atlantic and Southeast that require assistance with growth opportunities or execution of strategic projects and transactions.

Recent Transactions

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  • Jul 2023 Advised Super Market Information Systems on an investment from The Provident Bank
  • Jul 2023 Advised Sabex, Inc. in its sale to Roundtable Healthcare Partners, L.P.
  • Jul 2023 Advised Clark's Pharmacy in its sale to Rite Aid
  • Jul 2023 Advised Center Pharmacy in its sale to Stanley Labs

Argo Capital Advisors

11 Total Closed Deals
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ARGO Capital Advisors is a New York-based firm providing investment banking and strategic advisory services. We provide guidance and support to entrepreneurs and companies across a wide range of industries, including but not limited to Consumer, Industrials, Logistics, Distribution, Software, Tech-enabled Services, Fintech and Cannabis. ARGO helps companies launch, establish and develop themselves into successful and mature operations as well as guide the entrepreneurs through capital raises, funding rounds, recapitalizations, sales, or acquisition financing transactions. Our traditional…

Recent Transactions

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  • Aug 2023 Assisted Confidential Company in securing debt financing from Confidential Company
  • Jul 2023 Advised Bennington in its sale to Polaris
  • Jul 2023 Advised PINK Jeep Tours in its sale to Herschend Family
  • Jul 2023 Advised Kinetek in its sale to Nidec

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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