Who are the top lower middle market investment banks?

Axial’s league tables hub highlights the top lower middle market investment banks featured in our quarterly ranking publication.

Discover The League Table Recipients

Explore the firms that lead the way in delivering exceptional client value and unmatched performance.

Period:

Rank	Firm Name	Axial Member Since	Most Common Industry Vertical	Axial Marketed Deals	Closed Deals
1	Ad Astra Equity Advisors	2022	Industrials	34	2
2	FOCUS Investment Banking	2009	Technology	202	178
3	The Advisory	2024	Industrials	19	1
4	ASA Ventures Group	2020	Healthcare	30	8
5	Vesticor Advisors	2013	Industrials	60	5
6	The Bloom Organization, LLC	2023	Healthcare	23	14
7	Solganick & Co.	2012	Technology	46	16
8	Peakstone Group	2010	Consumer Goods	188	52
9	Madison Street Capital	2011	Industrials	382	63
10	Corum Group	2009	Technology	76	189
11	Gleason Advisors	2017	Industrials	25	20
12	TREP Advisors	2021	Industrials	49	26
13	Exit Partners, LLC	2016	Energy & Renewables	88	25
14	ACT Capital Advisors	2009	Industrials	162	93
15	Vertess Healthcare Advisors, LLC	2015	Healthcare	131	67
16	NorthStar Mergers & Acquisitions	2022	Industrials	9	1
17	A Neumann Associates, LLC	2009	Industrials	217	11
18	Good Hope Advisors	2019	Industrials	16	16
19	Decosimo Corporate Finance	2015	Industrials	6	0
20	Founder M&A	2024	Industrials	19	9
21	Mor-Liquidity M&A	2016	Industrials	20	8
22	Olympic M&A	2024	Healthcare	10	0
23	Embarc Advisors	2020	Technology	28	8
24	NextGen Partners	2024	Healthcare	1	0
25	McDonald Dalton Capital Partners	2019	Energy & Renewables	13	21

Most Frequently Featured Banks

Rankings That Go Beyond Deal Volume

Leveraging 14+ years of unmatched insights, we focus on 3 additional categories aside from deal volume.

Buyer Targeting

Precision in selecting and approaching the right buyers.

Client Quality

Representing clients that buyers actively seek, measured by buyer interest in deals.

Process Effectiveness

Delivering successful outcomes at every stage from NDA signature to closure.

Common Questions Answered

Who is eligible for Axial's league tables?

Only active investment banks & M&A advisory firms on the Axial platform are eligible for league table rankings.

To qualify, a firm must be in good standing and must have marketed at least one deal that garnered interest from an Axial buyer in the previous period.

How often do you publish league tables?

League Tables are published quarterly, showcasing the top 25 lower middle market investment banks from the previous quarter. The exception is in Q4, when we release an annual edition that highlights the top 25 lower middle market investment banks for the entire calendar year.

What is the methodology for Axial's league table rankings?

Axial’s league table ranking methodology is driven by three factors:

Client Quality: Representing clients that buyers actively seek, measured by buyer interest in deals.
Buyer Targeting: Precision in selecting and approaching the right buyers.
Process Effectiveness: Delivering successful outcomes at every stage from NDA signature to closure.

Does the methodology change?

The league table methodology remains largely consistent. However, the Axial team conducts annual reviews to identify any opportunities for refinement and improvement.

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