Whether a start-up, a turnaround, the sale of your business or acquisition of another, we will provide outstanding, personal service.Visit Vertess Profile, Scott-Macon, Ltd. is one of the oldest independent investment banks in the United States with an emphasis on the middle market. The firm is based in Orlando, Florida, with locations throughout the country such as Philadelphia, Chicago, San Francisco, Denver, and Dallas., Industries: Manufacturing, Technology, Retail Business Services, Consumer Goods, Distribution, Health Care, Media, Consumer Services, Industrials, Life Sciences, Telecommunications, Financial Services, Visit Align Business Advisory Services Profile, When closely held, private companies have a need for financial advice in seeking a liquidity event or when capital needs to be raised, for example Gleason Advisors acts as a trusted partner to business owners and management. We specifically focus on clients looking to be acquired and companies wanting to make an acquisition. 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. : The advisors ability to balance selectivity, accuracy, and breadth when identifying potential buyers. 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. We guarantee integrity, confidentiality and a commitment to the best outcome for you, your company and your family. 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. The table below highlights seven of these publicly traded firms. : How many buy-side mandates (financial and strategic) align with the advisors engagements. We have seen firsthand that the growing and middle market companies are underserved and we are committed to changing that reality., Manufacturing, Financial Services, Consumer Goods, Industrials, Technology, Retail, Business Services, Health Care, Consumer Services, Life Sciences, Technology, Media, Business Services, Consumer Services, Manufacturing, Technology, Business Services, Energy & Utilities, Financial Services, Health Care, Industrials, Distribution, Life Sciences, Consumer Goods, Consumer Services, Telecommunications, Materials. Healthcare is a core growth industry that continues to innovate and evolve. Three key principles drive BAMAs work. Backed by the resources of a Top 10 Commercial Bank 1, Capital One Healthcare banking delivers client coverage for financing solutions that work for your businessin your sector.As a leading lender to middle market healthcare companies, our track record includes financing companies across the life cycle . Our team consists of dedicated professionals who apply their extensive expertise and experience to achieve maximum value for their companies and clients. 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. in Q1, compared with the same time period last year. The other categories are bulge bracket banks and boutique banks. Watch INTRO VIDEO. 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. : Buy-side demand for engagements represented by the advisor. Smaller deals means smaller fees. 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. Healthcare is a core growth industry that continues to innovate and evolve. We commit senior, experienced investment bankers on every transaction. 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. We commit senior, experienced investment bankers on every transaction. I chose Capstone after receiving a glowing recommendation from Chris Whelan at Health Express and they certainly lived up to it. Evangeline professionals bring their collective decades of experience to each assignment, having raised institutional capital and performed advisory services for deal sizes ranging from $10 million to over $100 million. Baird is a middle market investment banking firm founded in 1919 and has offices in the US, Europe, and Asia. Three key principles drive BAMAs work. Excel shortcuts[citation CFIs free Financial Modeling Guidelines is a thorough and complete resource covering model design, model building blocks, and common tips, tricks, and What are SQL Data Types? 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. Direct Access An increased emphasis on patient outcomes, cost pressures and demographic trends will continue to drive innovation and consolidation. Going into this process we felt that Capstone had the relationships and connections to properly represent us in this market and they did not disappoint. The middle market companies that are our principal focus typically have enterprise values that range between $10 and $200 million. Get Started. 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. A business owners definition of success is multi-faceted. 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. Scott-Macon Group, Inc. is one of the oldest independent investment banks in the United States with an emphasis on the middle market. 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. Visit theMember Closed Dealspage to see selected transactions that have been sourced and closed via Axial. 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. We welcome your inquiries and referrals and promise a prompt and professional response., Business Acquisition and Merger Associates is a results-oriented, middle market intermediary firm located in Charlotte, NC. B. Riley completed three acquisitions since the start of 2017, including the $160 million purchase of FBR & Co., an investment bank that boasts healthcare expertise. Providing value beyond dispute., Industries: Manufacturing, Consumer Goods, Industrials, Materials, Technology, Retail, Business Services, Distribution, Health Care, With over $2 billion in lower middle market transactions. With offices in Lafayette and New Orleans, LA, the firm offers corporate finance, securities placement, M&A and restructuring expertise. 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. 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. 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). Capstone Partners' Healthcare Investment Banking Team has represented many leading middle market companies across a variety of subsectors, including healthcare services, medical devices and biopharma/life sciences. Investment banking generated less than 5% of total revenues, so it is hardly a driver for stock performance. In 2018, B. Riley acquired a majority ownership stake in National Securities (NHLD), a brokerage that helps fund many early stage biotechs. 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 offer sell-side and buy-side advisory services with senior-level attention and a tailored approach for each of our clients. Capstone Capital Markets LLC provides financial advisory services and does not accept deposits, extend credit or engage in trading activity. 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. 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. Sign In About us. We know for a business owner the decision to sell a business is typically an emotional, life changing decision that is not to be taken lightly. New York, NY 10016, 2010-2023 Axial Networks, Inc. All Rights Reserved, Weekly articles and reports covering private capital market trends, : Buy-side demand for engagements represented by the advisor, : The advisors ability to balance selectivity, accuracy, and breadth when identifying potential buyers, : The advisors ability to generate positive outcomes for their client. Below this tier, several middle market investment banks tailor their offerings to micro, small, and mid-cap life sciences companies. We could not imagine going through this with any other partner. 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. . 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. 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. Independent of Clayton Capital Partners, our firms professionals have owned and operated more than 30 companies. Securities products and services are offered by licensed securities representatives of Capstone Capital Markets LLC, registered broker-dealer and member, FINRA and SIPC. We guide clients through mergers and acquisitions, equity and debt capital raises, private placements, and financial restructurings. Congratulations to Q1s Top 25 lower middle market investment banks for their results in the first quarter of the new year. 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. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. With drug development price tags ranging from several hundred million to $2.5 billion, bankers fiercely compete to get a piece of the hefty fees when it's time to raise more money. Oppenheimer's stock slightly edged the S&P 500 by 1%, achieving a 20% return in 2019. Quadriga Partners is a middle market investment bank offering merger and acquisition and capital raising advisory services exclusively to healthcare companies . Cross Keys is an independent investment bank providing financial and strategic advice including M&A, restructurings and financings to middle market companies nationwide. These mid-market banks play a necessary role in the ecosystem to fund the scientists, physicians, and entrepreneurs seeking to discover and develop new medical advancements. 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. . For some, it is selling a business for maximum value. Our dedicated sponsor coverage team is solely focused on serving middle market private equity firms. I was impressed with Capstones attention to detail throughout the transaction process. Mr. Arthur Dae Kim is a seasoned principal investment, corporate finance, and loan syndication executive. : How many buy-side mandates (financial and strategic) align with the advisors engagements. They clearly knew the industry, sector, and buyer landscapes, and they were fantastic at driving the deal process through closing by remaining hyper-focused until the very end. Invest better with The Motley Fool. 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. 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. Our customers are businesses with annual revenues of $10 million . Since its beginning in 1995, The Firm has grown from its headquarters in Dallas, Texas, and offices in Los Angeles, Houston, Denver, St Louis and Mexico City, but provides service to companies across the continental United States. Middle market firms are mid-size businesses having annual revenues from $10 million up to $500 million and 100 to 2,000 employees. While these may not be familiar names, healthcare investors would be smart to get to know these growing financial businesses with a footprint in the medical space. Our steady focus and expertise has forged invaluable relationships within the market and allows . Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Our principals have closed mergers and acquisitions totaling over $2 billion in total corporate transactional value. Since 1988, Jerry Bakers companies have consulted with and successfully concluded over 200 transactions in numerous industries. We have successfully guided clients through many stages of life helping them create, preserve, and transfer wealth. Buchholtz & Company team members have closed hundreds of transactions. If you are looking for straight-forward, transparent process management and advice on your M&A transaction, A. Buchholtz & Company can help you. Cain Brothers & Company is a healthcare investment bank operating as a division of KeyBanc Capital Markets. Cowen's stock has had its ups and downs this year. We provide strategic consulting to re position and optimize companies wanting to sell in order to ultimately increase its valuation. The Healthcare team is comprised of experienced executives from a broad spectrum of healthcare provider services, home health and hospice, and behavioral health. Our Healthcare Group has the deep industry knowledge and capital markets experience to help execute strategic financial solutions for our clients in rapidly changing environments. Our videos pique buyers interest, allowing them to meet our clients on-screen and spotlight the companys unique competitive advantages. We are a leading middle market investment bank focused on getting the best deal for our clients. HAS BEEN ACQUIRED UNDER CHAPTER 11 363 BY. We have no conflict of interest from corporate initiatives to sell multiple products and services to every client. 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 do business throughout the US, but we have unmatched expertise in the Alaska market. Learn More. 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. Additionally, FBR provided capabilities for At-The-Market (ATM) offerings which have become a regular mechanism for biotechs to raise money. He can relate to a business of any size. Our focus is the same as yours: to help you achieve your growth goals. Their team of industry professionals align buyers and sellers in successful transactions, providing advice and guidance before, during, and after the transaction. We create a competitive auction for your company by contacting 50 times more buyers than other investment bankers do. Combined, these groups allow us to serve our clients as a more complete financial advisor. The Motley Fool has a disclosure policy. New York, NY 10016, 2010-2023 Axial Networks, Inc. All Rights Reserved, Weekly articles and reports covering private capital market trends, Momentum from a record-breaking year of deal-making set the stage for what was expected to be a very active Q1. Making the world smarter, happier, and richer. Capstone Partners is one of the few middle market firms with a strong national footprint and a vast international reach. 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. The firm specializes in sell-side M&A Advisory engagements in the e-commerce ecosystem, including consumer brands and e-tailers, Amazon-centric businesses, SaaS companies, digital marketing agencies, and logistics and fulfillment businesses., Industries: Manufacturing, Consumer Goods, Technology, Retail, Business Services, Distribution, True North Mergers & Acquisitions advisors serve business owners from across the country who want to sell companies that generate annual revenue between $5 million and $150 million., Industries: Industrials, Manufacturing, Consumer Goods, Business Services, Financial Services. 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. 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. We sought an engaged partner, capable of helping Aspen with strategic planning, infrastructure development, and growth initiatives including expanded product adoption, international expansion, and acquisitions. Our team can support you in virtually every aspect whether you're considering a buy-side or sell-side transaction. FOCUS is a partner driven firm and all 25+ bankers are seasoned C-level operating executives and most have participated in transactions as a principal. Get Started. List of Excel Shortcuts I am pleased that I chose Capstone to represent me in the market. Our work spans most industries except for resource extraction, pharmaceuticals and life sciences. Healthcare. Spurred by shifts in reimbursement and policy reform, healthcare is in an era of unprecedented complexity and change. Most research and development stage biotechs produce no revenue, causing them to regularly return to investors for additional capital. Because of our selectivity in choosing engagements, we have an excellent track record of completing strategic transactions. Price as of February 28, 2023, 4:00 p.m. They took the time to understand the company, understood the real value, and then they truly delivered. The healthcare teams professionalism and dedication was exceptional. They can be summed up in one sentence. Our mission is to accelerate the development of MEMS, sensors, and microtechnologies for the advancement of human civilization and the improvement of quality of life. We then employ tactical services to achieve those strategic goals. I urge caution before buying this stock, and make sure you're comfortable with its brokerage and asset management divisions that are responsible for more than 80% of total revenues. Baird provides services to industries like healthcare, real estate, technology, energy, and industrial technology. 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. Learn more about how we help business owners through each stage of their companys lifecycle.

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