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Once you sit down at ICCGs table, you will see for yourself the difference in our experience and sense the comfortable confidence you deserve.Visit ICCGs Profile, Industries: Aerospace & Defense, Health Care, Vertess was formed by a visionary group of results-oriented professionals as an alternative to traditional M+A firms and investment banks. Since 1992, the firms licensed professionals have closed transactions across a wide variety of industries. The firm is comprised of senior professionals who have extensive transaction experience with a broad range of companies and transaction sizes in the areas of mergers and acquisitions, debt and equity financing, valuations and fairness opinions and general corporate financial consulting.Visit Scott-Macons Profile, Industries: Industrials, Consumer Goods, Manufacturing, Health Care, Business Services, Materials, Consumer Services, Technology, Media, Business Acquisition and Merger Associates is a results-oriented, middle market intermediary firm located in Charlotte, NC. Cowen (COWN 0.31%) is a brokerage and investment bank with two-thirds of its investment banking revenue from the healthcare space. Cross Keys is an independent investment bank providing financial and strategic advice including M&A, restructurings and financings to middle market companies nationwide. : How many buy-side mandates (financial and strategic) align with the advisors engagements. Due to Alaskas very low level of VC and PE activity, the returns tend to be higher and deal quality better than in other, more competitive markets. According to PlacementTracker, a leading source for data and analysis on private placements, B.Riley led 17 ATMs in Q2 2019, totaling nearly $1.9 billion in committed capital. Learn More. In launching this firm, we assembled a team of complementary partners who have proven track records with managing complex financial transactions, providing investment banking services, performing market research and analysis, guiding companies from concept through hyper growth, and building companies towards an exit. I am pleased that I chose Capstone to represent me in the market. Healthcare. My team and I were impressed with Capstones team from the very beginning. Our focus is the same as yours: to help you achieve your growth goals. Capstone's Healthcare Team understands the mindset of strategic buyers and how to manage towards an optimal result. Building Products & Construction Services, Annual Education & Training Industry Report 2023 Middle Market M&A Activity and Outlook, Application Development & Deployment M&A Update February 2023, Building Products M&A Volume Remains Robust Despite Labor Shortages and Supply Chain Delays, Mission Critical Demand Supports Strong Security Solutions M&A, Capstone Partners Continues to Acquire Senior Talent; Strengthens Transportation, Logistics & Supply Chain Group, Capstone Partners Advises Garlock Pipeline Technologies (GPT) on Sale to Branford Castle; Simultaneously Completes Sale Leaseback of Manufacturing Facility to Maximize Shareholder Value, Special Situations & Corporate Restructuring, Aerospace, Defense, Government & Security, Founding Board member, Pinnacle Family Services, Behavioral Healthcare Services Market Update: Behavioral Health Crisis Continues to Drive Merger and Acquisition Activity, ToxStrategies Acquisition by Renovus Capital Highlights Growing Demand for Recession-Resistant Assets, Turnaround & Restructuring for Business Stability, Electronic Medical Records / Records Mgmt. The other categories are bulge bracket banks and boutique banks. Because of our selectivity in choosing engagements, we have an excellent track record of completing strategic transactions. Making the world smarter, happier, and richer. in Q1, compared with the same time period last year. Our team consists of dedicated professionals who apply their extensive expertise and experience to achieve maximum value for their companies and clients. Ladenburg needs a catalyst to revive its stock and warrant further evaluation. The healthcare teams professionalism and dedication was exceptional. Particular specialization in media and tech., Industries: Technology, Media, Business Services, Consumer Services, Madison Street Capital is an international investment banking firm dedicated to the highest standards of integrity and professionalism provides corporate financial advisory services, mergers and acquisitions expertise, valuation services, and financial opinions to publicly and privately held businesses through our offices in North America, Asia, and Africa. The rate at which buyers on the Axial network pursued those transactions increased by 7% QoQ: Axials Lower Middle Market Investment Banking League Tables aggregate and rank Axial sell-side M&A advisors based on their quarterly deal activity. Combined, these groups allow us to serve our clients as a more complete financial advisor. Axial is the trusted deal platform serving the lower middle market ($5-$250M TEV). If our business philosophy aligns with yours, then lets talk about working together., Industries: Distribution, Industrials, Health Care, Business Services, Consumer Goods, Consumer Services, Life Sciences, Manufacturing, Technology, Visit Business Acquisition & Merger Associates Profile, Plethora Businesses is a leading M&A firm specializing in mergers, acquisitions and appraisals. To keep learning and advancing your career, we highly recommend these additional resources: A free, comprehensive best practices guide to advance your financial modeling skills, Financial Modeling & Valuation Analyst (FMVA), Commercial Banking & Credit Analyst (CBCA), Capital Markets & Securities Analyst (CMSA), Certified Business Intelligence & Data Analyst (BIDA), Financial Planning & Wealth Management (FPWM). Cash flow concerns, compliance issues, tax strategies, personal and financial liabilities, and responsibility for loyal and long term employees are all common concerns. Thoughtful advice, keen market insight, bespoke but technology-driven transaction processes and a quickly-expanding network have led to our deals getting over the finish line with significantly more certainty and creativity than our competitors can point to., Industries: Manufacturing, Consumer Goods, Industrials, Technology, Business Services, Retail, Materials, Distribution, Health Care, Life Sciences, Consumer Services, Telecommunications, With more than three decades of experience, FOCUS Investment Banking is a trusted name in middle market M&A advisory services worldwide. FOCUS works to understand each clients strategic and financial objectives, craft the best plan to achieve these goals and deliver success. 41 North is a fully licensed Investment Bank which provides mergers & acquisition and growth capital advice to companies looking for high touch, professional, and experienced principal to principal service. We have seen firsthand that the growing and middle market companies are underserved and we are committed to changing that reality., Industries: Manufacturing, Financial Services, Consumer Goods, Industrials, Technology, Retail, Business Services, Health Care, Consumer Services, Life Sciences, A. Jerry Baker, the President of the Baker Group has over 50 years experience as an entrepreneur, who started and developed many companies over his career. Concord Ventures also provides financing services for acquisitions and recapitalizations and offers business valuation services. Visit Concord Ventures Profile, Industries: Industrials, Technology, Business Services, Materials, Energy & Utilities, Consumer Goods, Health Care, Consumer Services, Distribution, Manufacturing, Founded in 1987, Mirus is a leading New England based firm focused on providing exceptional investment banking services to our middle-market clients. We commit senior, experienced investment bankers on every transaction. Healthcare Investment Bankers Specializing in the Middle Market Coker Capital provides mergers and acquisitions services to middle-market healthcare companies. A middle market investment bank is an investment bank whose focus is the middle market, composed of mid-tier companies whose annual revenues fall between $10 million and $1 billion. LPSs unique combination of deep industry and transactional expertiseputs them in a unique position to guide dental professionals looking tomonetize their lifes workVisit Large Practice Sales Profile, Concord Ventures is a boutique investment banking firm representing business sellers in the $3,000,000-$500,000,000 value range in manufacturing, service, distribution, retail, and technology. Sign up to receive our monthly e-newsletter, plus periodic news, reports, and invitations from Capstone Partners. Investing in Oppenheimer (OPY -0.20%) provides exposure to a mid-market bank and its dividend but does not provide voting rights because nearly all its voting stock, or Class B shares, is entirely owned (97.5%) by Chairman and CEO Albert G. Lowenthal. Execute a confidential process with people we enjoy who value and desire the unique skill set and services offered by BAMA. Smaller deals means smaller fees. Baird is a middle market investment banking firm founded in 1919 and has offices in the US, Europe, and Asia. FirePower Capitals M&A professionals have directly executed on 76 deals since 2013. "SDR Ventures is a Denver-based investment banking firm serving private business owners in the lower middle market, including companies with values up to $300 million. We guarantee senior level attention, a tireless work ethic and a creative, entrepreneurial approach to every transaction with the ultimate goal of building a long-term, successful relationship with our clients., Industries: Manufacturing, Financial Services, Industrials, Materials, Technology, Energy & Utilities, Business Services, Distribution, Health Care, Consumer Services, Media, Real Estate, Telecommunications, Crewe Capital, LLC is an independent investment banking, securities, and mergers and acquisitions firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, and family offices., Industries: Technology, Business Services, Media, Energy & Utilities, Telecommunications, XLCS Partners, Inc. is an independent investment banking firm that provides M&A advisory, capital raising and debt advisory for select clients globally. We specifically focus on clients looking to be acquired and companies wanting to make an acquisition. Whether owners are looking to sell a business, buy a business or raise debt or equity, SDR is committed to helping them succeed., Industries: Manufacturing, Consumer Goods, Industrials, Business Services, Technology, Distribution, Health Care, Energy & Utilities, Financial Services, Materials, Consumer Services, Life Sciences, Media, Real Estate, Salt Creek Partners (SCP) is a boutique M&A advisory firm operating in the Southwest, Southeast, New England and Gulf Coast regions. Combined, these groups allow us to serve our clients as a more complete financial advisor. Our professionals draw on specialized expertise in partnering with middle-market firms in all industry verticals and niche markets to achieve an optimal outcome through a variety of transactions. Over 3,500 advisory firms and 1,800 corporate and financial buyers have joined Axial to efficiently connect with relevant capital partners, source actionable deals, and build new relationships. Our service offering at Gleason Advisors allows us to work with businesses facing a wide range of issues and financial challenges. This added volatility and lack of dividend compared to the other firms discussed may make conservative investors more reluctant to own Cowen. Cowen's stock has had its ups and downs this year. Middle market investment banks are financial institutions or intermediaries that deal mostly with mid-market firms, specifically for raising debt or equity capital, as well as mergers and acquisitions. If B. Riley continues to make smart, strategic acquisitions, the stock should appreciate in lockstep. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. The Motley Fool has no position in any of the stocks mentioned. Miller Buckfire & Co. (Restructuring focused) Morgan Keegan & Co. WR Hambrecht & Co. Montgomery & Co. (Media & Internet and Technology focused) Stephens, Inc. Stifel Financial; Capstone Partners; CSG . Our deep industry knowledge and extensive network, combined with practical hands-on strategy experience, enables us to quickly identify the connections that result in multiple opportunities to maximize ownership value, and ensure successful outcomes.Visit Mictrotech Ventures Profile, Axis Global Advisory isa merchant banking and advisory firm that helps investors connect with great investments. Our videos pique buyers interest, allowing them to meet our clients on-screen and spotlight the companys unique competitive advantages. Baker Group M&A Consultants can discuss with clients different types of transactions and structures to consider. Visit Baker Group M&As Profile, Large Practice Sales (LPS) is an M&A Advisory firm, focused exclusively on representing dental practices in M&A transactions. Axial is the trusted deal platform serving the lower middle market ($5-$250M TEV). Capstone Capital Markets LLC provides financial advisory services and does not accept deposits, extend credit or engage in trading activity. Our enthusiasm for healthcare allows us to stay ahead of developments. Clarkes Industry Focus is Transportation, Logistics and Technology. Brentwood Capital Advisors provides world-class investment banking advisory to healthcare services, healthcare technology, and business services companies. It focuses exclusively on the healthcare, medical technology and life sciences sector. Serving small business owners, entrepreneurs, private equity firms and strategic sellers of businesses For transaction sizes of $10 million to $1 billion of value. We are an independent investment bank that provides M&A advisory and investment banking services to middle market companies. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies. Our clients are located from coast to coast and our specialists have closed more than 200 M&A transactions.Visit Clayton Capital Partners Profile, Industries: Aerospace, HVAC, Transportation, Software & Technology, Manufacturing, Business Services, JD Merit is a leading boutique investment bank focused on middle market companies between $10MM $200MM in revenues. Healthcare Investment Banking Managed through Cain Brothers, a division of KeyBanc Capital Markets . Our team has more than 30 years of experience working in diverse industries, which has enabled us to build our services and solutions in strategy, consulting, mergers, acquisitions and capital finding that assist our clients in maximizing their potential., : Technology, Distribution, Energy & Utilities, Industrials, Technology, Energy & Utilities, Health Care, Manufacturing, Media, Business Services, Industrials, Life Sciences. aerospace and defense, healthcare, etc and more middle-market * Wells Fargo - Regional coverage and MM investment banking, formerly had Sponsors group * Rothschild - West Coast Coverage for sure, mix of industries * Lincoln International . We focus primarily on your personal and professional goals and help facilitate transactions that make sense to you for the long term. We focus on strategic exits and add-on acquisitions for companies with EBITDA of $500K to $10 million and Enterprise Value of $2 to $100 million. Our M&A consulting background translates into a deep understanding of the distinct challenges and opportunities faced by middle market healthcare companies. Evangeline Securities provides investment banking services to lower middle market companies across a broad spectrum of industries. closed 100+ transactions valued over $40B with specialization in healthcare . Buchholtz & Company team members have closed hundreds of transactions. Our services include accomplishing mergers and acquisitions, obtaining financing, sourcing loans for distressed or bridge finance situations, and financial restructuring., Industries: Technology, Energy & Utilities, Health Care, Manufacturing, Media, Business Services, Industrials, Life Sciences, Bengur Bryan & Co., Inc. is an investment banking firm that provides merger and acquisition advice, private placements of equity and debt, and financial advisory services including valuations, fairness opinions and restructuring advice. We understand the regulatory, reimbursement, technological, medical and patient environments locally and around the world. About. Middle market investment banks are financial institutions or intermediaries that deal mostly with mid-market firms, specifically for raising debt or equity capital, as well as mergers and acquisitions. They have worked in virtually all industries and have served as trusted advisors to many companies when buying or selling their businesses. At Boulevard, we believe value creation begins with developing a strong multi-faceted strategy that addresses the goals of all stakeholders in the company including employees, shareholders, customers, suppliers and the community. Cain Brothers & Company is a healthcare investment bank operating as a division of KeyBanc Capital Markets. Private equity funds and others looking to, The investment banking engagement letter is the official representation of your companys relationship with your M&A advisor or investment bank,, 443 Park Avenue S, 8th Floor With our transactional expertise, capital markets experience, industry sector background, and valuation knowledge, EBB Group assists middle-market executives, directors and investors in assessing various strategic alternatives, which may include mergers/acquisitions, divestitures and capital enhancement transactions (e.g., securities offerings). Business Acquisition and Merger Associates, Visit Business Acquisition & Merger Associates Profile, Visit Frontier Investment Bankings Profile. At Bailey & Company, we're driven to deliver exceptional outcomes for our partners in the middle-market healthcare sector. The firm is based in Orlando, Florida, with locations throughout the country such as Philadelphia, Chicago, San Francisco, Denver, and Dallas., Manufacturing, Technology, Retail Business Services, Consumer Goods, Distribution, Health Care, Media, Consumer Services, Industrials, Life Sciences, Telecommunications, Financial Services. They took the time to understand the company, understood the real value, and then they truly delivered. These situations often call on us to leverage our symbiotic relationship with the services of Gleason Experts, where we have deep expertise in forensic accounting, litigation support, and bankruptcy proceedings. However, just as the economy was finally beginning to move on from the Covid-era, a new, yet no-less complex set of uncertainties was introduced into the markets: inflation, broken supply chains, and war in Europe triggered extreme volatility in the public markets, and dampened the pace of M&A in the private markets. . We welcome your inquiries and referrals and promise a prompt and professional response.. Were equally comfortable representing sellers and buyers our only objective is to help you accomplish your goals efficiently and professionally. Learn more about how we help business owners through each stage of their companys lifecycle. Axial is excited to release our 2022 Lower Middle Market Investment Banking League Tables. We have completed over 200 M&A and equity transactions in our history and our senior team represents decades of deal experience in the technology, consumer products, industrial products and services, business services, and heathcare industries. It works on an employee-owned model with more than 3100 professionals working on all continents. BDO Capital Advisors delivers differentiated middle-market investment banking advice to established Healthcare & Life Sciences companies across a range of sub-sectors. Securities offered through BellMark Partners, LLC, Member FINRA, Member SIPC Adding to our experience in the middle market and . Madison Street Capital is a trusted partner and industry-leading provider of financial advisory services, M&A assistance and business valuations., Industries: Manufacturing, Technology, Business Services, Energy & Utilities, Financial Services, Health Care, Industrials, Distribution, Life Sciences, Consumer Goods, Consumer Services, Telecommunications, Materials, Venture North is firm based in Anchorage, Alaska that provides a full suite of services to our buy-side, sell-side and capital finding clients. We advise private, owner-operated Canadian companies on their major transactional activity: mergers & acquisitions (sell- and buy-side) and growth. Learn More Watch Video. Cross Keys Overview Brochure. Shoreline uses its decades of business experience to understand its clients objectives and achieve optimal results.Visit Shoreline Partners Profile, Industries: Business Services, Industrials, Construction, Agriculture, Consumer, Microtech Ventures is focused on strategic venture capital, angel investing, and M&A advisory services. Members of Clarke are FINRA Licenses Series 7, 79 and 63., Industries: Technology, Distribution, Energy & Utilities, Industrials, Telos Capital Advisors (www.TelosCap.com) is an investment banking firm that helps privately-held companies sell their businesses, acquire other businesses, and raise capital. Our goal is to serve not simply as a business brokerage, but as a success strategy firm, driving superior outcomes for our clients. ICCG assumes the role of intermediary between buyer and seller, so that you are holistically served. ET, 2 Reasons to Avoid a Roth 401(k) for Your Retirement Savings, Want $1 Million in Retirement? At CCP, our sole focus is on successfully closing M&A transactions for our clients. Spurred by shifts in reimbursement and policy reform, healthcare is in an era of unprecedented complexity and change. Middle Market Investment Banks #1- William Blair & Co. #2 - Baird #3 - Houlihan Lokey #4 - Lincoln International #5 - Lazard #6 - Stifel #7 - Harris William & Co. #8 - Brown Gibbons Lang & Co. #9 - Raymond James #10 - KPMG Corporate Finance Recommended Articles You are free to use this image on you website, templates, etc., Over 3,500 advisory firms and 2,000 corporate and financial buyers have joined Axial to efficiently connect with relevant capital partners, source actionable deals, and build new relationships. Long-term investors have been rewarded with the stock appreciating nearly 210% over the past five years. Investment banking generated less than 5% of total revenues, so it is hardly a driver for stock performance. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Get Started. This year it's flat. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies. Global M&A deal value and volume dropped by almost 20% in Q1, compared with the same time period last year. Retirement plan structures for businesses and long-term planning for estates and individuals utilizing funds, fixed income, equities, and insurance products are all employed from an independent platform providing unbiased service. As weve seen in the past, the lower middle market, resilient as ever, remained surprisingly active despite the broader market volatility. With multiple decades of experience, ACTs principals have represented a diverse range of industries, including manufacturing, contracting, wholesale, distribution and service industries. Our cadre of over 30 senior advisors are available to advise and assist bankers when deep industry domain knowledge is appropriate., Industries: Advanced Manufacturing, Automotive Aftermarket, Business Services, E-commerce, Food & Beverage, Government Aerospace & Defense, Industrials & Energy, Healthcare, Human Capital Management, Life Sciences, Technology Services, Supply Chain, Telecommunications, 41 North is a fully licensed Investment Bank which provides mergers & acquisition and growth capital advice to companies looking for high touch, professional, and experienced principal to principal service. Madison Street Capitals professionals precisely analyze each clients needs to determine the best match between buyers and sellers, arrange cost-effective financing, and produce capitalization structures that maximize each clients potential. Our reputation is built on the people and institutions we represent, from private business owners to leading investors. In addition, JD Merit offers other Investment banking services such as debt and equity capital raises, corporate finance and valuation, and real estate & project finance.Visit JD Merits Profile, Industries: Banking & Financial Services, Business Services, Construction / Trades, Building Supply, Consumer & Retail, Energy & Applied Technology, Oil & Gas / Mining, Food & Agribusiness, Healthcare, Pharmaceuticals & BioTech, Industrials, Manufacturing & Distribution, Real Estate, Gaming & Lodging, TMT, Transportation & Logistics, EBB Group is a boutique investment banking firm that provides select financial advisory services exclusively to middle-market companies with enterprise values from $10-200 million. We have successfully guided clients through many stages of life helping them create, preserve, and transfer wealth. Additionally, Cowen's investment management division oversees funds that buy royalties of marketed drugs and invests in private healthcare companies. Sign In Bengur Bryan & Co., Inc. is an investment banking firm that provides merger and acquisition advice, private placements of equity and debt, and financial advisory services including valuations, fairness opinions and restructuring advice. Venture North is firm based in Anchorage, Alaska that provides a full suite of services to our buy-side, sell-side and capital finding clients. This focus of talent and experience gives our clients the high level of service that they require and deserve. We create value through acquisition, valuation and exit strategies, with a focus on businesses typically with annual revenue from $5 million to $150 million. In 2018, B. Riley acquired a majority ownership stake in National Securities (NHLD), a brokerage that helps fund many early stage biotechs.