Cross Keys' Generalist Group Expertise. We focus primarily on your personal and professional goals and help facilitate transactions that make sense to you for the long term. Capstone Partners is one of the few middle market firms with a strong national footprint and a vast international reach. Ladenburg lists 25 healthcare deals on its website with several under $5 million in value. 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. Middle market firms are mid-size businesses having annual revenues from $10 million up to $500 million and 100 to 2,000 employees. It works on an employee-owned model with more than 3100 professionals working on all continents. In select situations, Auctus also provides debt/equity cash infusions to lower middle market companies through its affiliate Auctus Partners, L.P. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients., Industries: Business Services, Consumer Goods, Consumer Services, Distribution, Energy & Utilities, Financial Services, Health Care, Industrials, Life Sciences, Manufacturing, Materials, Media, Real Estate, Retail, Technology, Telecommunications, FirePower Capitals M&A professionals have directly executed on 76 deals since 2013. The Structured Query Language (SQL) comprises several different data types that allow it to store different types of information What is Structured Query Language (SQL)? Three key principles drive BAMAs work. 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. Our teams of financial professionals and primary support teams have decades of experience in catering to the needs of small and middle market companies, institutional investors, family offices, and individuals. Scott-Macon Group, Inc. is one of the oldest independent investment banks in the United States with an emphasis on the middle market. Each of our Managing Directors has over 25 years of working experience in both domestic and international capital markets, with extensive experience communicating and negotiating with strategic or financial buyers., Industries: Manufacturing, Consumer Goods, Woodbridge International markets your company to more buyers globally than any other Sell-Side M&A firm. Ladenburg needs a catalyst to revive its stock and warrant further evaluation. Serving small business owners, entrepreneurs, private equity firms and strategic sellers of businesses For transaction sizes of $10 million to $1 billion of value. 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. in Q1, compared with the same time period last year. 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. 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., Manufacturing, Financial Services, Industrials, Materials, Technology, Energy & Utilities, Business Services, Distribution, Health Care, Consumer Services, Media, Real Estate, Telecommunications, Technology, Business Services, Media, Energy & Utilities, Telecommunications, Manufacturing, Industrials, Consumer Goods, Financial Services, Technology, Retail, Business Services, Energy & Utilities, Materials, Distribution, Health Care, Media, Consumer Services, Real Estate, Life Sciences, Telecommunications, Manufacturing, Consumer Goods, Technology, Retail, Business Services, Distribution, Manufacturing, Consumer Goods, Business Services, Financial Services. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies. Capstone Partners' Healthcare Investment Banking Group provides M&A, capital formation, and financial advisory services to a wide variety of middle market healthcare companies across several different sectors. An increased emphasis on patient outcomes, cost pressures and demographic trends will continue to drive innovation and consolidation. Baird is a middle market investment banking firm founded in 1919 and has offices in the US, Europe, and Asia. Reach out to us today! Quadriga Partners is a middle market investment bank offering merger and acquisition and capital raising advisory services exclusively to healthcare companies . Learn More Watch Video. Our buyer clients are both financial and strategic buyers, management teams, private equity groups and mezz lenders who are looking to invest in good companies. Making the world smarter, happier, and richer. : The advisors ability to generate positive outcomes for their client. Cowen, like the other banks, is diversified with several businesses driving revenue. Sign up to receive our monthly e-newsletter, plus periodic news, reports, and invitations from Capstone Partners. Evangeline Securities provides investment banking services to lower middle market companies across a broad spectrum of industries. Evangeline Securities was formed by a group of top tier Wall Street professionals with the singular goal of providing the highest level of capital and advisory services. 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., 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. Over the past two years, the return exceeds 75%. PlacementTracker listed Cowen as the most active publicly listed placement agent, leading more than $1.1 billion in investments across 17 deals in the second quarter. That said, the Class A shares receive the dividend and allow you to invest in a company with private client, asset management, and capital markets which includes investment banking. If you are looking for straight-forward, transparent process management and advice on your M&A transaction, A. Buchholtz & Company can help you. Seller clients include business owners who desire recapitalizations for founder-family business transfer, growth capital, corporate divestitures and those seeking business transfer due to retirement, health, family or personal reasons. With offices in Lafayette and New Orleans, LA, the firm offers corporate finance, securities placement, M&A and restructuring expertise. We do business throughout the US, but we have unmatched expertise in the Alaska market. We are so glad that we chose Capstone as our partner. We specifically focus on clients looking to be acquired and companies wanting to make an acquisition. Execute a confidential process with people we enjoy who value and desire the unique skill set and services offered by BAMA. It focuses exclusively on the healthcare, medical technology and life sciences sector. We generate ideas for our middle-market clients using a holistic approach that combines our deep industry experience with unparalleled capital markets expertise. "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. Currently, it is up about 15% for the year but swelled up to 35% in July. We have successfully guided clients through many stages of life helping them create, preserve, and transfer wealth. The Motley Fool has no position in any of the stocks mentioned. Scott-Macon's Healthcare Investment Banking Group includes professionals with more than 25 years of experience in investment banking as well as significant transaction experience within the healthcare . We do business throughout the US, but we have unmatched expertise in the Alaska market. He can relate to a business of any size. We create value through acquisition, valuation and exit strategies, with a focus on businesses typically with annual revenue from $5 million to $150 million. Our reputation is built on the people and institutions we represent, from private business owners to leading investors. Combined, these groups allow us to serve our clients as a more complete financial advisor. Price as of February 28, 2023, 4:00 p.m. Watch INTRO VIDEO. Axial is excited to release our 2022 Lower Middle Market Investment Banking League Tables. 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. We have successfully managed and handled engagements in a wide variety of industries and are recognized as a leader in assisting in the sale, or purchase of businesses. 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. Client quality (based on pursuits per deal), Buy-side targeting (pursuit rate per deal), Deal outcome (down-funnel LOI and closure activity), Business Acquisition and Merger Associates, : Business Services, Consumer Goods, Consumer Services, Distribution, Energy & Utilities, Financial Services, Health Care, Industrials, Life Sciences, Manufacturing, Materials, Media, Real Estate, Retail, Technology, Telecommunications. Healthcare Investment Banking Managed through Cain Brothers, a division of KeyBanc Capital Markets . 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. 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. 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). Brentwood Capital Advisors provides world-class investment banking advisory to healthcare services, healthcare technology, and business services companies. We create a competitive auction for your company by contacting 50 times more buyers than other investment bankers do. We identify the right strategic partners, maximize synergy . Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies. In partnering with Boulevard, our clients and portfolio investments gain access to capital, opportunities, networks and transactional resources that have historically been reserved for large companies. Investors are catching on to B. Riley's growth story, driving up shares more than 70% year-to-date. B. Riley is interesting to watch, particularly if more strategic acquisitions are announced. Our professional experiences as entrepreneurs, operators, investors and deal professionals enable us to rapidly understand the goals of owners, operators and businesses as well as develop effective strategic plans and efficiently utilize transactional tactics to achieve those goals. : Buy-side demand for engagements represented by the advisor. Whether your goal is strengthening your business or building and managing personal wealth we work as your partner; striving to deliver the most comprehensive service to further develop and protect your financial future. 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. 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. Get Started. The investment banks at the top of the Axial League Table are leaders across the following three categories: Axial League Table data incorporates and includes: Together, the top 20 investment banks are those who work with the most in-demand clients; balance breadth, selectivity, and accuracy in the buyers they engage; and generate the largest number of positive outcomes for their clients. Jerrys experience in starting companies, building companies, taking companies public, selling companies, dealing with national accounting firms and major law firms in numerous negotiations and leading and mentoring employees to successful careers is priceless when it comes to selecting a deal maker. With more than 130 middle market banking offices nationwide, Wells Fargo offers you experienced relationship and lending managers who live and work where you do. We dont sell you what you dont need. Three key principles drive BAMAs work. . 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. Buy These 2 Stocks in 2023 and Hold for the Next Decade, Warren Buffett's Latest $2.9 Billion Buy Brings His Total Investment in This Stock to $66 Billion in 4 Years, 2 Stocks That Are About to Make Their Shareholders Richer, Join Over Half a Million Premium Members And Get More In-Depth Stock Guidance and Research, Copyright, Trademark and Patent Information. At CCP, our sole focus is on successfully closing M&A transactions for our clients. Interprise Partners is a minority owned and operated middle market investment and management group dedicated to providing capital services and solutions for lower middle . Corporate Finance will be in a specific group e.g. 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 on strategic exits and add-on acquisitions for companies with EBITDA of $500K to $10 million and Enterprise Value of $2 to $100 million. In 2018, B. Riley acquired a majority ownership stake in National Securities (NHLD), a brokerage that helps fund many early stage biotechs. If B. Riley continues to make smart, strategic acquisitions, the stock should appreciate in lockstep. Most research and development stage biotechs produce no revenue, causing them to regularly return to investors for additional capital. We know the key players and can take a global perspective on any M&A deal. Providing value beyond dispute., Manufacturing, Consumer Goods, Industrials, Materials, Technology, Retail, Business Services, Distribution, Health Care, Manufacturing, Consumer Goods, Energy & Utilities, Health Care, Life Sciences, : Consumer Goods, Industrials, Materials, Energy & Utilities, Financial Services, Retail, Technology, Business Services, Health Care, Consumer Services, Media, Real Estate, Life Sciences, Telecommunications, Industrials, Manufacturing, Technology, Distribution, Financial Services, Healthcare, Business Services, Consumer Goods, Life Sciences, Materials, Telecommunications, Energy & Utilities, Consumer Services, Media, Retail, 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. Adding to our experience in the middle market and . FOCUS works to understand each clients strategic and financial objectives, craft the best plan to achieve these goals and deliver success. Because of our selectivity in choosing engagements, we have an excellent track record of completing strategic transactions. The investment banking team at Ladenburg Thalmann Financial Services (LTS)kept busy in Q2, raising more than $322 million for 13 companies. 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. In the middle market, in particular, healthcare services such as behavioral health, in-home care and staffing, remained hot, with consolidation led by private equity and a handful of strategic acquirers. Axial is the trusted deal platform serving the lower middle market ($5-$250M TEV). Axial league tables take into account three main characteristics: client quality, buy-side targeting, and process effectiveness (for detailed methodology, see the end of this feature). Second-quarter investment banking revenues totaled $104.3 million, a 30% increase from the same period in 2018. 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. "MidCap Advisors, a middle market investment bank headquartered in New York, with offices in Chicago and Boston, specializes in mergers and acquisitions, corporate finance, capital raises, ownership transition planning, business valuations and negotiation support services for companies generating $5 million to $250 million in revenues. Our track record of success has provided us with an understanding and appreciation of the unique challenges presented by each industry, and allows us to continue to best realize the goals of our clients., Industries: Consumer Goods, Industrials, Materials, Energy & Utilities, Financial Services, Retail, Technology, Business Services, Health Care, Consumer Services, Media, Real Estate, Life Sciences, Telecommunications, Cornerstone Business Services is a boutique investment bank serving the lower middle market, domestically and internationally for over 20 years. Even before our formation, we have had an unwavering focus on middle market healthcare. . 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 Some of the most well-known middle-market investment banks are Robert W. Baird, Piper Jaffray & Co, Needham & Co, and Stifel Financial Corp. A middle market investment bank is one of the broader categories under investment banking operations. Unlike traditional league table structures that have remained the same for years, with firms being assessed against deal volume and deal dollar volume, Axial league tables surface data on investment banks that reveal their selectivity, the relative attractiveness of their clients businesses, and their overall sell-side process efficacy. Business Acquisition and Merger Associates, Visit Business Acquisition & Merger Associates Profile, Visit Frontier Investment Bankings Profile. Combined, these groups allow us to serve our clients as a more complete financial advisor. David Haen has no position in any of the stocks mentioned. With offices in Lafayette and New Orleans, LA, the firm offers corporate finance, securities placement, M&A and restructuring expertise. Here is a list of the top seven middle market investment banks: Thank you for reading CFIs middle market investment banks list. Our customers are businesses with annual revenues of $10 million . The other categories are bulge bracket banks and boutique banks. Momentum from a record-breaking year of deal-making set the stage for what was expected to be a very active Q1. We specialize in the middle market, where we have completed over 250 transactions with an aggregate transaction value in excess of $65 billion.

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