FirePower Capitals M&A professionals have directly executed on 76 deals since 2013. 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. We specifically focus on clients looking to be acquired and companies wanting to make an acquisition. 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. 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. Three factors disproportionately drive league table ranking: For detailed methodology, see the end of this feature. Adding to our experience in the middle market and . Not only did they possess in-depth sector knowledge, they truly understood and prioritized my desire to partner with a like-minded organization. The investment banks at the top of the Axial League Table are leaders across the following categories: Together, the top 25 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. Quadriga Partners is a middle market investment bank offering merger and acquisition and capital raising advisory services exclusively to healthcare companies . Our focus is the same as yours: to help you achieve your growth goals. We commit senior, experienced investment bankers on every transaction. A full-service investment bank built for the middle market. 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. At CCP, our sole focus is on successfully closing M&A transactions for our clients. Cost basis and return based on previous market day close. 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. We can help formulate acquisition strategies, identify prospective acquisition targets, initiate contact, assist in negotiating terms of an acquisition, and help obtain acquisition financing when necessary. Visit MidCap Advisors Profile, Industries: Consumer Goods, Industrials, Technology, Retail, Business Services, Financial Services, Materials, Consumer Services, Media, Telecommunications, Energy & Utilities, We have served as a trusted partner to businesses in the HVAC, Plumbing and Mechanical contractors, providing a range of services including valuation, accounting, research and financial analysis. David Haen has no position in any of the stocks mentioned. Working with our global affiliations and strategic alliances we access the global financial markets as well as having the clout necessary to successfully service a full array of financial needs.Visit Madison Global Partners Profile, Industries: Telecommunication, Software & Technology, Health Care, Frontier Investment Banking is a leading, boutique investment banking firm focused on providing Merger & Acquisition, Corporate Finance and other advisory services to middle market companies and their owners.Visit Frontier Investment Bankings Profile, Industries: Manufacturing, Software & Technology, Health Care, Consumer Products, Logistics & Transportation, Supply & Distribution, Chemical, Aerospace, Food & Agribusiness, Steel & Metals, Telecommunications, Media & Entertainment, Advertising & Marketing Services, Consumer Services, Financial Services, Financial Institutions, Business Services, Building Construction, Utilities & Energy Services, Retail, Industrial Services, Oil & Gas, XLCS Partners, Inc. is an independent investment banking firm that provides M&A advisory, capital raising and debt advisory for select clients globally. Congratulations to Q1s Top 25 lower middle market investment banks for their results in the first quarter of the new year. As weve seen in the past, the lower middle market, resilient as ever, remained surprisingly active despite the broader market volatility. 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. "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. 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. 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. Youre reading a free article with opinions that may differ from The Motley Fools Premium Investing Services. We specialize in the middle market, where we have completed over 250 transactions with an aggregate transaction value in excess of $65 billion. Engaged Capstone Partners for Performance Improvement, Restructuring, and Insolvency Services. 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. Ladenburg's performance has been lacking. 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. We create a competitive auction for your company by contacting 50 times more buyers than other investment bankers do. It focuses exclusively on the healthcare, medical technology and life sciences sector. 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. We offer sell-side and buy-side advisory services with senior-level attention and a tailored approach for each of our clients. 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. They can be summed up in one sentence. Capstone Capital Markets LLC is a subsidiary of Huntington Bancshares Incorporated. Cowen (COWN 0.31%) is a brokerage and investment bank with two-thirds of its investment banking revenue from the healthcare space. The investment banking team at Ladenburg Thalmann Financial Services (LTS)kept busy in Q2, raising more than $322 million for 13 companies. "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. A business owners definition of success is multi-faceted. If our business philosophy aligns with yours, then lets talk about working together.Visit Business Acquisition & Merger Associates Profile, Industries: Distribution, Industrials, Health Care, Business Services, Consumer Goods, Consumer Services, Life Sciences, Manufacturing, Technology, Shorelines team of experienced M&A advisors successfully markets, negotiates, and closes sale, acquisition and financing transactions for the owners of privately held companies. 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., : Business Services, Consumer Goods, Consumer Services, Distribution, Energy & Utilities, Financial Services, Health Care, Industrials, Life Sciences, Manufacturing, Materials, Media, Real Estate, Retail, Telecommunications. Our tactical services include transaction advisory for buyers and sellers as well financing and recapitalization.Visit Boulevard & Cos Profile, Industries: Manufacturing, Distribution, Industrials, Health Care, Business Services, Media, Retail, Consumer Services, Energy & Utilities, Materials, Technology, Life Sciences, Consumer Goods, Real Estate, Financial Services, 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. 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. Healthcare. 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. They expertly guided us through the process and achieved for us the result that we wanted. Healthcare is in Cowen's DNA Cowen ( COWN 0.31%) is a brokerage and investment bank with two-thirds of its investment banking revenue from the healthcare space. Cowen's stock has had its ups and downs this year. We advise private, owner-operated Canadian companies on their major transactional activity: mergers & acquisitions (sell- and buy-side) and growth. 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. 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. And since our fees are based on the work we do for you not on some large overhead or personnel department that we have to support youll find a relationship with us particularly rewarding, indeed.Visit SF&P Advisors Profile, Industries: HVAC, Plumbing, Mechanical Contractors, Consumer Services, Industrials, Baker Group M&A Consultants, Inc. is different in numerous ways. 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. Capstone's Healthcare Team understands the mindset of strategic buyers and how to manage towards an optimal result. We dont sell you what you dont need. 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. 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. 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. These league tables are assembled based, This is a guest post from FOCUS Investment Banking who has been an Axial member since 2010 and an official, Axial is excited to release our Q3 2022 Lower Middle Market Investment Banking League Tables. They can be summed up in one sentence. We know the key players and can take a global perspective on any M&A deal. 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. Watch INTRO VIDEO. Unlike traditional league table structures that have remained the same for years, where firms are 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. 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. It works on an employee-owned model with more than 3100 professionals working on all continents. His knowledge acquired over the years is extremely helpful in developing a relationship with clients. 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 . Ladenburg needs a catalyst to revive its stock and warrant further evaluation. Thats why our experienced and knowledgeable advisors created and adopted a 360 degree approach to help business owners identify and accomplish all of their goals. Additionally, FBR provided capabilities for At-The-Market (ATM) offerings which have become a regular mechanism for biotechs to raise money. We are focused on supporting middle market companies and their stakeholders with particular expertise in the consumer, restaurant, retail, healthcare, business services and . At Bailey & Company, we're driven to deliver exceptional outcomes for our partners in the middle-market healthcare sector. Our customers are businesses with annual revenues of $10 million . 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. Capstone executed an effective process that resulted in a superior outcome for RMD shareholders. Reach out to us today! 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. You dont have to take our word for it watch our video testimonials after weve closed their deal., Industries: Business Services, Consumer Goods, Consumer Services, Distribution, Energy & Utilities, Financial Services, Health Care, Industrials, Life Sciences, Manufacturing, Materials, Media, Real Estate, Retail, Telecommunications, Align Business Advisory Services (Align) is a nationwide Mergers & Acquisitions Advisory firm focused on the lower-middle-market. 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). 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. 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. 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. 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. Selling a business requires a specialist, not a general practitioner. List of Excel Shortcuts Middle market companies and private equity funds rely on our creative solutions, thoughtful insight and truthful advice when considering exiting their companies, making strategic acquisitions, partnering with private equity sponsors and raising debt or equity capital.and raising debt or equity capital., Industries: Manufacturing, Industrials, Consumer Goods, Financial Services, Technology, Retail, Business Services, Energy & Utilities, Materials, Distribution, Health Care, Media, Consumer Services, Real Estate, Life Sciences, Telecommunications, Global Wired Advisors is a leading Digital Investment Bank focused on helping founders and families exit the highly successful companies they have built. This is a guest post from FOCUS Investment Banking who has been an Axial member since 2010 and an official, With inflation surging, many families are getting more selective about how they spend. An increased emphasis on patient outcomes, cost pressures and demographic trends will continue to drive innovation and consolidation. The Capstone team was extremely helpful during our journey to find just the right partner and worked diligently with our executive staff and legal advisors to make sure we were meeting all of our objectives. Structured Query Language (known as SQL) is a programming language used to interact with a database. Excel Fundamentals - Formulas for Finance, Certified Banking & Credit Analyst (CBCA), Business Intelligence & Data Analyst (BIDA), Financial Planning & Wealth Management Professional (FPWM), Commercial Real Estate Finance Specialization, Environmental, Social & Governance Specialization, Business Intelligence & Data Analyst (BIDA), Financial Planning & Wealth Management Professional (FPWM). 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. We do business throughout the US, but we have unmatched expertise in the Alaska market. What is a Middle Market Investment Bank? Our team can support you in virtually every aspect whether you're considering a buy-side or sell-side transaction. We do business throughout the US, but we have unmatched expertise in the Alaska market. This year it's flat. They have worked in virtually all industries and have served as trusted advisors to many companies when buying or selling their businesses. We are excited to release Axials Q1 2020 Lower Middle Market League Tables. Direct Access Axial is excited to release our 2022 Lower Middle Market Investment Banking League Tables. Being one of the largest M&A firms in the Midwest focused exclusively on the lower middle market, we bring a team of specialist, our proprietary Assurance 360 process and the full benefits of being a founding member of the Cornerstone International Alliance to clients to achieve extraordinary results., Industries: Industrials, Manufacturing, Technology, Distribution, Financial Services, Healthcare, Business Services, Consumer Goods, Life Sciences, Materials, Telecommunications, Energy & Utilities, Consumer Services, Media, Retail, Visit Cornerstone Business Services Profile, 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. 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. : How many buy-side mandates (financial and strategic) align with the advisors engagements. We deliver a transaction experience built on senior-level execution, a client-centric model, and a commitment to building long-term relationships. Combined, these groups allow us to serve our clients as a more complete financial advisor. 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. Sign up to receive our monthly e-newsletter, plus periodic news, reports, and invitations from Capstone Partners. 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. 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. If B. Riley continues to make smart, strategic acquisitions, the stock should appreciate in lockstep. 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. 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. The one-year and two-year charts show a 20% decline while the stock fell nearly 50% over the past five years. We are headquartered near Seattle, in Bellevue, WA. The Motley Fool has a disclosure policy. 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. 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 reputation is built on the people and institutions we represent, from private business owners to leading investors. Scott-Macon Group, Inc. is one of the oldest independent investment banks in the United States with an emphasis on the middle market. The middle market companies that are our principal focus typically have enterprise values that range between $10 and $200 million. 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. Our goal is to serve not simply as a business brokerage, but as a success strategy firm, driving superior outcomes for our clients. . Household names like Citigroup, Goldman Sachs, JP Morgan Chase, and Morgan Stanleyhandle the biggest, most promising IPOs and financing rounds. *Average returns of all recommendations since inception. We create value through acquisition, valuation and exit strategies, with a focus on businesses typically with annual revenue from $5 million to $150 million. : The advisors ability to balance selectivity, accuracy, and breadth when identifying potential buyers. Our work spans most industries except for resource extraction, pharmaceuticals and life sciences. With a seasoned team of investment bankers and experienced healthcare services advisory professionals, Cross Keys understands the rapidly changing marketplace and the . Watch our video to learn more . We provide strategic consulting to re position and optimize companies wanting to sell in order to ultimately increase its valuation. We advise private, owner-operated Canadian companies on their major transactional activity: mergers & acquisitions (sell- and buy-side) and growth. Securities products and services are offered by licensed securities representatives of Capstone Capital Markets LLC, registered broker-dealer and member, FINRA and SIPC. We identify the right strategic partners, maximize synergy . This translated into fees of $11.5 million, essentially flat from the prior year. However, for the first six months of 2019, investment banking revenues of $21.4 million declined 24% from the prior year's period. To make the world smarter, happier, and richer. Price as of February 28, 2023, 4:00 p.m. 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. Sign In For CEOs and dealmakers in the lower middle market, these league tables are a useful barometer to measure how an investment bank ranks against its peers, and how effective they are in financing and selling lower middle market businesses in various sectors. 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. Salt Creek Partners (SCP) is a boutique M&A advisory firm operating in the Southwest, Southeast, New England and Gulf Coast regions. Securities offered through BellMark Partners, LLC, Member FINRA, Member SIPC We generate ideas for our middle-market clients using a holistic approach that combines our deep industry experience with unparalleled capital markets expertise. 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? Because of our selectivity in choosing engagements, we have an excellent track record of completing strategic transactions. Cash flow concerns, compliance issues, tax strategies, personal and financial liabilities, and responsibility for loyal and long term employees are all common concerns. We provide valuable financial and strategic advice throughout the business life cycle. Middle market companies and private equity funds rely on our creative solutions, thoughtful insight and truthful advice when considering exiting their companies, making strategic acquisitions, partnering with private equity sponsors and raising debt or equity capital.and raising debt or equity capital. Visit XLCS Partners Profile, Industries: Manufacturing, Industrials, Consumer Goods, Financial Services, Technology, Retail, Business Services, Energy & Utilities, Materials, Distribution, Health Care, Media, Consumer Services, Real Estate, Life Sciences, Telecommunications. The SDR Ventures approach of, Manufacturing, Consumer Goods, Industrials, Business Services, Technology, Distribution, Health Care, Energy & Utilities, Financial Services, Materials, Consumer Services, Life Sciences, Media, Real Estate. Whether you are searching for a new platform, growing through an add-on acquisition, or preparing for a sale, we are ready to assist you with one main objective in mind, to maximize the value of your business., Industries: Manufacturing, Consumer Goods, Energy & Utilities, Health Care, Life Sciences, Visit Pacifica Business Advisors Profile, ACT Capital Advisors has facilitated the mergers, acquisitions, and divestitures of hundreds of companies. MidCap Advisors also represents corporations, private equity firms and investors who are seeking to grow through acquisition. We have also worked with healthcare companies at the board and operational levels to formulate and execute key strategic, operational, and financial objectives. 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.
