Top United States Investment Banks

TriSpan Partners

11 Total Closed Deals

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TriSpan Partners provides financial advisory services to emerging growth and middle market technology, media and consumer products companies. We are a highly experienced team dedicated to working with our clients to achieve their corporate finance objectives.We believe every business develops a growth plan that reflects the aspirations of its founders and positions the company to achieve its goals. Our role is to help our clients secure the essential growth capital or strategic partnerships that clear the path for success. We work with our clients to:Assess financing, partnership and M&A…

Recent Transactions

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• Dec 2012 Advised Stoneware Inc. in its sale to Lenovo Group Ltd. (SEHK:992)
• Jul 2012 Advised FlightBridge Inc. on an investment from Financial Investors
• May 2012 Advised AdMax in its sale to Komli Media
• Jul 2011 Advised Validus Medical Systems Inc. in its sale to Imprivata

India Brook Partners

11 Total Closed Deals

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India Brook Partners, LLC is an independent investment banking firm providing the highest level of value added advice and services to corporations and institutional investors, specializing in the food and beverage industry. We work with many management and family owned middle market companies and investors, focusing on mergers and acquisitions and financing transactions. We offer clients market access, specialized industry knowledge, valuation expertise and effective transaction management to achieve highly competitive results. The firm's website is at http://www.indiabrook.com.

Recent Transactions

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• Jul 2023 Advised Spangler in its sale to Kencraft
• Jul 2023 Advised TSC Holding Co. in its sale to Taormina Sales Company
• Jul 2023 Advised Taormina Sales Corp. in its sale to Campania Foods Company
• May 2017 Advised Nuts.com in its sale to Koppers Chocolate

Piper Group International, L.L.C.

11 Total Closed Deals

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Piper Group International, LLC (“PGI”) is a leading provider of middle-market Merger and Acquisition (“M&A”) services both national and internationally. For over four decades, we have focused on a single mission: to improve our clients’ positions. Our proven methods have resulted in years of bought and sold businesses.Our Core ValuesWE TRULY CARE. When we take on an engagement, we realize that you are placing your retirement or financial future in our hands. And we take this responsibility seriously — we respect the years you’ve taken to create this business and the importance…

Recent Transactions

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• Jan 2024 Advised Confidential Company on an investment from Confidential Company
• Jul 2023 Advised Animal Health Solutions, Inc in its sale to Equerry’s Inc.
• Jul 2023 Advised Home Care Options, Inc. in its sale to Senior Options, Inc.
• Jul 2023 Advised Christmas Mountains Manufacturing Inc. in its sale to The Lawn & Garden Performance Group, LLC

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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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Fortis Capital Management Group

11 Total Closed Deals

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Fortis Capital is a young innovative investment banking firm headquartered in the Palm Beaches, servicing the U.S., Canada and the Caribbean. Fortis has a pragmatic approach to every project with the ambition to be bold & audacious. The firm draws from a broad base of partner firms specializing in equity and/or debt, giving way to opportunistic private placement.The firm’s investment strategy is centered on identifying market inefficiencies and partnering with financial institutions & investment firms that recapitalize or reposition capital assets to assist in the growth of…

Recent Transactions

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• Aug 2023 Advised Custom Engineered Window & Door Company on an investment from Anonymous Company
• Aug 2023 Advised Agricultural Business on an investment from Anonymous Company
• Aug 2023 Advised Medical Device on an investment from Anonymous Company
• Aug 2023 Advised Fiber Recycling Company in its sale to Anonymous Company

Exitwise, LLC

11 Total Closed Deals

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Our clients recommend us to their friends because we help sell companies faster and for more money ... and the proof is in the data.By leveraging our global network of industry specialized, M&A experts, we create the best teams of M&A experts for each of our clients to create optimal outcomes.The right team of industry specialized, M&A experts will know your buyer pool better than anyone. This means your M&A team can create the right amount of buyer competition to help you maximize the sale of your business.

Recent Transactions

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• Mar 2024 Advised TakeLessons in its sale to Betterfly
• Jul 2023 Advised One Monroe in its sale to Great Lakes Tile Products
• Jul 2023 Advised Artech in its sale to The Dako Group
• Jul 2023 Advised Vista Equity Partners in its sale to EventUp

CFG Capital Markets, LLC

11 Total Closed Deals

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CFG Capital Markets, LLC is a fully-registered (member FINRA, SIPC) investment banking and securities firm that offers capital raising, M&A, and strategic advisory services to a broad spectrum of healthcare operating and healthcare real estate companies. CFG Capital Markets, LLC maintains a fixed income division that provides both issuers and investors access to the taxable and tax-exempt fixed income markets.

Recent Transactions

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• Sep 2017 Advised HHA, Inc. in its sale to Meridian Behavioral Health Systems
• Jun 2017 Advised Undisclosed on an investment from Silver Oak Services Partners, LLC
• Apr 2017 Advised Pine Grove, Inc. in its sale to Meridian Behavioral Health Systems
• Apr 2017 Advised Oxford Senior Living on an investment from American Housing REIT

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Momentum Advisory Partners

11 Total Closed Deals

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Momentum Advisory Partners is an M&A Advisory firm focused exclusively on the staffing and workforce solutions industry. The company brings over a decade of experience working with clients in evaluating some of their most strategic and complex decisions. Momentum provides independent, uncompromised advice which makes it uniquely suited to offer a broad range of advisory services to its clients. Advisory services include mergers, acquisitions and divestitures, across the Staffing and Workforce Solutions, Technology and Healthcare sectors. Momentum’s experienced professionals have an…

Recent Transactions

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• Aug 2023 Advised New Elevations in its sale to TurnBerry Solutions
• Aug 2023 Advised Dako in its sale to Artech
• Jul 2023 Advised Net Polarity on an investment from Saicon
• Jul 2023 Advised Collab Infotech in its sale to Aequor

Three Sixty Seven Advisors

10 Total Closed Deals

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Three Sixty Seven Advisors is a full-service M&A advisory firm serving the needs of mid-sized companies. We offer all the expertise and resources of our larger competitors, but our boutique approach and middle-market focus allow us to offer personalized guidance and one-on-one attention to help solve your company’s unique challenges.

Recent Transactions

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• Aug 2023 Advised Sonoran in its sale to Kleen-Tech
• Aug 2023 Advised Signature Building Maintenance in its sale to Kleen-Tech
• Aug 2023 Advised ForCare Medical Center in its sale to Dermatology Medical Partners
• Aug 2023 Advised Capitol City Janitorial in its sale to Pritchard Industries

Salem Partners LLC

10 Total Closed Deals

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Salem Partners is a leading Los Angeles-based investment bank and wealth management firm. We build relationships using our judgment, objectivity and expertise to create significant long-term value for our clients.Our investment banking professionals leverage extensive domain knowledge and industry relationships to provide insightful strategic advice and successful transaction execution.Salem Partners’ media and entertainment practice acts as true specialists for clients that finance, produce and distribute media content. We have designed a full suite of specifically tailored investment…

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• Dec 2022 Advised Inwesco Incorporated in its sale to CRH
• Dec 2022 Advised Internet Video Archive in its sale to Fabric Origin, Inc.
• Mar 2022 Advised 1091 Pictures in its sale to Chicken Soup for the Soul Entertainment
• Dec 2021 Advised eTribez Casting Software in its sale to Talent Systems

Livingstone Partners

10 Total Closed Deals

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Livingstone is an international mid-market M&A and debt advisory firm with offices in Beijing, Chicago, Düsseldorf, London, Los Angeles, Madrid and Stockholm. We have deep industry expertise, and extensive global coverage, with dedicated teams across our offices serving five segments: Business Services, Consumer, Healthcare, Industrial, and Media & Technology.

Recent Transactions

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• Oct 2024 Advised RH Marine in its sale to VINCI Energies
• Oct 2024 Advised Bakker Sliedrecht in its sale to VINCI Energies
• Sep 2024 Advised Clafis Ingenieus in its sale to Team Eiffel
• Sep 2024 Advised Cine City in its sale to Pathe

Mirus Capital Advisors, Inc.

10 Total Closed Deals

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Successful business owners have turned to Mirus Capital Advisors for more than 30 years to help them realize their ultimate accomplishment – the sale of their business. Mirus is a leading New England based firm with over 300 closed transactions focused on providing exceptional investment banking services to our middle-market clients. As a middle-market investment bank focused on mergers and acquisitions, Mirus drives successful deals for companies in the consumer, industrial, business services, healthcare and technology industries. Mirus has proven time and again that its deep industry…

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• Apr 2024 Advised ONSET in its sale to LI-COR
• Apr 2024 Advised LidoChem in its sale to Valudor Products, LLC
• Mar 2024 Advised BradFord in its sale to Prince
• Dec 2023 Advised Applied Biomath in its sale to Certara

FTI Capital Advisors

10 Total Closed Deals

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The Corporate Finance/Restructuring practice at FTI Consulting focuses on strategic, operational, financial and capital needs of businesses. We address the full spectrum of financial and transactional challenges faced by companies, boards, private equity sponsors, creditor constituencies and other stakeholders. Our success depends upon achieving optimal results for our clients.

Recent Transactions

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• Sep 2023 Advised Socialyte in its sale to Dolphin Entertainment
• Aug 2023 Advised Seafolly and JETS in its sale to Strategic Buyer
• Aug 2023 Advised Finscore in its sale to CTOS Digital
• May 2023 Advised Beehive in its sale to e&

Turnstone Investment Banking

10 Total Closed Deals

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Founded on decades of trusted advisory experience, Turnstone Investment Banking is a leading independent investment banking firm serving family and founder owned businesses across the Midwest and throughout the United States. Headquartered in Kansas City, the firm combines senior-level attention, deep transactional expertise, and a relationship-driven approach to guide clients through complex and transformative business decisions.Turnstone is a FINRA-registered investment banking firm, and the team brings more than a century of combined experience across mergers and acquisitions, capital…

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• Oct 2025 Advised Circle C Paving in its sale to Pavement Preservation Group
• Mar 2025 Advised Allied Materials & Equipment in its sale to Maple Hill Capital
• Nov 2024 Advised Vance Brothers in its sale to Pavement Preservation Group
• Jun 2023 Advised Chance Rides Manufacturing Inc. in its sale to Permanent Equity

Viant Capital

10 Total Closed Deals

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Viant Capital is a San Francisco-based boutique investment bank committed to providing emerging growth and small to mid-market companies with high quality strategic advisory and capital raising services. Since 1998, Viant Capital has consistently produced superior outcomes for our clients and their shareholders. Leveraging decades of strategic, financial, and operational experience, our professionals provide each of our clients with in-depth industry knowledge and expert advice on the optimal way to approach strategic and financing processes. We believe in developing strong relationships with…

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• Aug 2023 Advised Entwine in its sale to Extron
• Aug 2023 Advised Monkey Group in its sale to EZ Cater
• Aug 2023 Advised CDTA in its sale to DISA
• Aug 2023 Advised Parley Pro in its sale to LexisNexis

Calabasas Capital

10 Total Closed Deals

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Calabasas Capital is a boutique financial advisory firm primarily serving lower-middle-market (typically with between $10MM and $100MM in revenue) privately-held companies, business owners and entrepreneurs.• Our goal is always to Maximize Value for our clients• We provide customized advisory services tailored to each client’s unique circumstances and opportunities• Our team members each have over 20 years experience in investment banking, private equity and Big 4 public accounting. Our services include:• Sell Side Mergers & Acquisitions• Private Equity &…

Recent Transactions

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• Jan 2023 Advised Bandwagon Brokerage in its sale to Wholesale Produce Supply
• Aug 2022 Advised Innovative Plastics in its sale to Global Supply LLC
• Jul 2022 Advised Moulded Fibre Technology, Inc. in its sale to CKF Inc.
• Dec 2021 Advised InvoTech Systems in its sale to HID Global

Veber Partners

10 Total Closed Deals

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VEBER PARTNERS LLC was founded in 1989. The firm is one of the premier private investment banking firms in the Pacific Northwest which focuses on Mergers and Acquisitions, private placements, merchant banking, leveraged buy-outs, management buy-outs, capital restructuring, fairness opinions, valuations, Business Energy Tax Credit placements, and other financial advisory services. It operates in five primary sectors including manufacturing/distribution, technology, business services, consumer/retail and healthcare. Veber Partners has broad industry exposure, with particular expertise in…

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• Aug 2023 Advised LifeBalance in its sale to Alliant Insurance Services
• Aug 2023 Advised Cyclone Bicycle in its sale to Action Bicycle USA
• Aug 2023 Advised CDSG in its sale to Digistor
• Aug 2023 Advised Midway LLC in its sale to Moonstruck Chocolates

XC

XMS Capital Partners

10 Total Closed Deals

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XMS Capital Partners goes beyond transaction-focused investment banking. Our clients know us for our thoughtful judgment, in-depth collaboration and creative solutions. Our unwavering commitment to providing the right advice is how we become a trusted advisor. That's Involvement Banking.

Recent Transactions

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• Jul 2024 Advised Statrad in its sale to I-Med Network Radiology
• Aug 2023 Advised Perceptron in its sale to Atlas Copco
• Jul 2023 Advised Bush Brothers in its sale to Heartwood Partners
• Jun 2022 Advised AON in its sale to tcdi

TerraNova Capital Partners, Inc.

10 Total Closed Deals

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TerraNova Capital is an investment, merchant banking and advisory firm focused on small-to-middle market companies. TerraNova Capital Equities, the investment bank, provides financial and capital solutions, while TerraNova Capital Partners focuses on merger and acquisition (M&A) advice and finance and merchant banking.Our senior bankers have decades of investment banking and operating experience in their respective industries. The collective expertise of our team includes equity and debt capital raising, sell side and buy side M&A advisory…

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• Aug 2023 Advised ComSovereign in its sale to Anonymous Company
• Aug 2023 Advised FortunaPIX Inc in its sale to TerraNova Capital Partners, Inc.
• Aug 2023 Advised GBV Biopharma, Inc. on an investment from TerraNova Capital Equities, Inc.
• Aug 2023 Advised Liquid OTC LLC on an investment from TerraNova Capital Partners, Inc.

GT Securities

10 Total Closed Deals

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Founded in 2002, GT Securities is a modern, tech-driven investment bank and broker-dealer platform that facilitates winning transactions between our 300+ independent investment banker partners, companies looking to grow or exit, and investors/buyers seeking ROI. We have successfully passed multiple regular cycle FINRA, SEC, and state securities examinations & audits and have a fully “clean” compliance record.

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• Aug 2023 Advised Metropolitan Skin Clinic in its sale to Growthink Capital
• Aug 2023 Advised MPulse Software, Inc. in its sale to Anonymous Company
• May 2022 Advised Blue Whale Materials in its sale to Ara Partners
• Mar 2022 Advised Agro Logistic Systems Inc. in its sale to MGK

Westlake Securities

10 Total Closed Deals

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Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired.

Recent Transactions

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• Aug 2023 Advised Little Woodrow's on an investment from PGIM Private Capital
• Aug 2023 Advised McDonald Welding Supply in its sale to John Sales & Services
• Aug 2023 Advised Rollin Greens on an investment from AMEDEO
• Aug 2023 Advised Applied Natural Gas Fuels Inc. on an investment from PIMCO