DBO Partners is an independent investment banking firm based in San Francisco founded in 2012 by Morgan Stanley investment banking veterans. Our partners each bring over 20 years of experience advising leading companies and institutions on their most important strategic and financial transactions. Our Firm offers expertise across a broad range of investment banking advisory services, including: mergers and acquisitions, leveraged buyouts, debt and equity capital raising, shareholder relations and financing and general partner advisory services. In addition to our investment banking advisory…
The Chicago Corporation is an independent Chicago-based investment banking firm focused on providing middle-market companies with a range of financial and corporate advisory services including merger and acquisitions, institutional debt and equity capital raising, and financial restructuring. The Chicago Corporation leverages the broad experience of its team to evaluate and implement financial strategies designed to maximize the value of a client's business. The firm is committed to a "client-first" approach, which ensures that its professionals work together to find the best market-based…
ALPINE CAPITAL INTERNATIONAL LLC. is part of the ALPINE GROUP of COMPANIES established in 1994. While the other affiliated members of the group provide a variety of services to international clients, ALPINE CAPITAL INTERNATIONAL LLC focuses on investment advisory services. In particular, we provide the 4 M's: M&A: superior merger and acquisition services, private equity and financial advisory services MANAGEMENT: temporary and permanent management capacity for the investment opportunities when required METHODS: strategic advice for the investment opportunities in growth by acquisition and…
Peter A. Sokoloff Co.primarily advises on corporate mergers and acquisitions within specific industries in which the firm has deep knowledge and relationships. Founded in 1997, the firm has achieved international standing by covering the vital industries of Security and Telecommunications.Within Telecommunications our firm specializes in MA of the vendors who provide software and services to carriers and enteprrises. Our Security practice includes hardware, software and services businesses who provide physical and logical security products and services to protect Homeland Security,…
Most Recent Transactions
Advisor
May 2017
Apollo Video Technology
was acquired by
Luminator Group/Audax Private Equity
Advisor
Dec 2015
Cortel
was acquired by
Ridgemont Equity Partners
Advisor
Jul 2014
Tarshan
was acquired by
Enabil
Advisor
Jun 2013
Card Scanning Solutions
was acquired by
Red Oak Growth Partners, Insight Ventures Partners, Egis Capital
Executing M&A and capital raising transactions requires the counsel of advisors with firsthand knowledge of the costs and value drivers associated with these transactions. Our senior principals are all former business owners who have been charged with similar decisions and have lived with the results in a way few investment banking advisors have. We will evaluate timeframe, expectations, current market conditions and viable alternatives. We understand that each situation is unique and deserves its own distinct strategy. With headquarters in Chicago and offices nationwide, you will find that…
Ravinia Capital LLC is a boutique investment bank located in Chicago, IL. Ravinia advisory services are tailored towards middle market clients throughout the U.S, focusing on Mergers & Acquisition structuring, debt advisory, and strategic consulting. Ravinia's client focus is at the heart of everything we do.Our boutique advisory practice is typically centered around privately-held companies with revenues between $25 million to $350 million. Ravinia has a demonstrated a successful track record with clients that are both profitable and unprofitable.Ravinia Capital has been routinely…
Investment Bank , Accredited and Certified Merger & Acquisitions Advisor, Business and Commercial Investments Intermediary/Broker Expert, Investment Advisor, Consultant, 30+ Years Exp. of Verifiable Business Accomplishments, Steering Growth, Assets Wealth Expansion, Profit Generation Demonstration Proven Success in Delivering High Profits Attainment Through Targeted Innovative Business, and Investments Strategies.
Corporate Finance Associates (CFA) is one of North America's oldest and most prominent investment banking firms serving middle-market companies, recording thousands of successful transactions in 60 plus years of service. Founded in 1956 in CFA has grown to over 14 offices in the United States and 7 in Europe. CFA is actually100%owned by the management of these offices. An important ingredient in the success of CFA is our offering personalized service to complete complex transactions. This is evident in our organizational structure: it is purposefully flat.There is no "hand-off" to a junior…
Reynolds Advisory Partners is a boutique investment bank specializing in mergers and acquisitions, capital raising and related financial advisory services focused on middle market clients nationwide. We provide differentiated, value added advice and services to clients facing complex strategic decisions and transactions. We believe that clients are best served by the most experienced and skilled professional bankers available who also share in our "client-first" philosophy. The senior bankers at Reynolds Advisory Partners average over 25 years of experience, have collectively completed over…
Superior Execution We assist companies with annual revenues between $2 million and $100 million sell to buyers that are most likely to understand and pay for the value our clients have spent years building. Experience From Both Sides of the Table Collectively, our team has many decades of operational and mergers and acquisition experience including starting, growing, acquiring and selling successful businesses both as principals and advisors. Not only is our team stocked with successful entrepreneurs, but our principals have superior marketing, negotiation and strategy skills to keep you one…
Investment Banking Services for Privately Held Businesses Focusing on privately held companies, Lexbridge International Mergers and Acquisitions Group (Lexbridge) offers comprehensive, global investment banking services for mergers and acquisitions; corporate finance, including private placement of debt and equity; and strategic partnerships and joint ventures. Services We successfully fill the gap between larger international investment banking companies who are not able to economically provide services to smaller and mid-sized businesses, and local intermediaries who can give clients only…
Carl Marks Advisors is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.At Carl Marks Advisors, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to…
Since our inception in 1995, Corporate Financial Advisors, LLC has been a financial consulting firm dedicated to providing clients with litigation and valuation services.Located in Milwaukee and Waukesha, Wisconsin, we combine extensive experience with our Midwestern roots to provide local, national and international clients with a seasoned yet practical approach to addressing the opportunities and challenges they face.
Our investment banking products are tailored to various client needs. Developing a thorough understanding of our client’s specific goals and evaluating the market dynamics of various industry sectors, we strive to provide unbiased finance solutions.Our ability to analyze all aspects of our client companies and assess the feasibility of all corporate finance options, allows us to recommend a solution tailored specifically for our clients. Building strong relationships with major institutional, strategic and corporate investors are powerful resources used to implement our corporate…
EOT Advisors is the first investment banking and financial advisory firm in the country dedicated to assisting business owners in selling to an Employee Ownership Trust (EOT). We work in all 50 states and internationally. Our aim is to provide a one-stop shop for EOTs. We assist with company structuring, transaction design, valuation, debt financing, capital raising, fiduciary services, and legal forms, as well as with creditors and the commercial real estate aspect of transactions.
Stang Capital Advisory LLC assists companies in raising new and incremental capital and improves the relationship between companies and their financing partners.Through our 25+ years of financial industry experience, we combine our knowledge of the capital providers that are interested in financing middle market and recurring revenue businesses with our ability to best present the corporate strategic plan and key financial metrics to smoothly facilitate the financing.“Securities transactions conducted through TCC Securities, LLC, an affiliated company, registered Broker/Dealer and Member of…
Aspenwood Capital specializes in private placements for small-cap public and select private companies, structuring financing for private companies interested in going public, and other forms of creative financing. Aspenwood Capital specializes in raising capital for small-cap public companies and lower middle-market private businesses that are demonstrating strong revenue growth and exceptional potential. Its principals and key associates are experts in identifying the proper structure and capital sources relative to current market conditions. Whether you are looking to sell minority or…
TriPoint Global Equities, LLC, a FINRA member firm, is a boutique investment bank, with corporate finance and sales and trading services. TriPoint focuses on providing U.S. and non-U.S. companies of up to $500 million in revenue with capital raising services, corporate finance advisory services and assistance with navigating the regulatory environment for companies listing on U.S. markets. BANQ®, the online division of TriPoint, is a fully electronic platform that takes the entire public and private offering process online and provides instantaneous confirmation and deposit of all investment…
Green Circle is an investment bank that focuses on serving companies within the world of Health & Wellness (with a particular emphasis on natural products). Our clients typically generate between $5MM to $100MM in revenues. In the fashion of a true boutique, our team of experienced Managing Directors personally handle every step of a client engagement. Green Circle professionals provide sophistication and transaction experience to small and mid-sized companies that are often family-owned or led by entrepreneurs.The firm is run by seasoned professionals with experience in investment…
We partner with middle market companies to provide them with Business Advisory and Investment Banking services. Our goal is to assist our partner companies in the evolution of their business as a trusted advisor for many years to come.Ultimately...we want to give you tour time back as a business owner. We are pleased to have the ability through established networks to provide capital sourcing services for our clients. We feel that the ability for you to utilize a professional in your capital sourcing process can be one that will pay dividends both in the present and future. Value creation can…
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