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. Youre reading a free article with opinions that may differ from The Motley Fools Premium Investing Services. 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. *Updated for 2022: List of Boutique and Middle-Market Investment Banks* Boutique, Industry-Focused and Middle Market U.S. Investment Banks. Capstone executed an effective process that resulted in a superior outcome for RMD shareholders. Long-term investors have been rewarded with the stock appreciating nearly 210% over the past five years. Currently, it is up about 15% for the year but swelled up to 35% in July. Oppenheimer's stock slightly edged the S&P 500 by 1%, achieving a 20% return in 2019. Securities offered through BellMark Partners, LLC, Member FINRA, Member SIPC Direct Access Execute a confidential process with people we enjoy who value and desire the unique skill set and services offered by BAMA. 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). 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. We are excited to release Axials Q1 2022 Lower Middle Market Investment Banking League Tables. MidCap Advisors also represents corporations, private equity firms and investors who are seeking to grow through acquisition. 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 deliver a transaction experience built on senior-level execution, a client-centric model, and a commitment to building long-term relationships. 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. Axial is the trusted deal platform serving the lower middle market ($5-$250M TEV). 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. Here is a list of the top seven middle market investment banks: Thank you for reading CFIs middle market investment banks list. 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. At Bailey & Company, we're driven to deliver exceptional outcomes for our partners in the middle-market healthcare sector. 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 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. Quadriga Partners is a middle market investment bank offering merger and acquisition and capital raising advisory services exclusively to healthcare companies . While inflation and the possibility, 443 Park Avenue S, 8th Floor 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. Learn More. 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. Scott-Macon Group, Inc. is one of the oldest independent investment banks in the United States with an emphasis on the middle market. Corporate Finance will be in a specific group e.g. We are an independent investment bank that provides M&A advisory and investment banking services to middle market companies. They understand your local economy and business environment and have the authority to make lending decisions locally. 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. 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. 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. I was impressed with Capstones attention to detail throughout the transaction process. 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. The other categories are bulge bracket banks and boutique banks. "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. 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. . 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. Selling a business requires a specialist, not a general practitioner. 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. 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. 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. Since 1992, the firms licensed professionals have closed transactions across a wide variety of industries. Three key principles drive BAMAs work. 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. 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. 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. We dont sell you what you dont need. In 2018, B. Riley acquired a majority ownership stake in National Securities (NHLD), a brokerage that helps fund many early stage biotechs. : How broad or narrow are the advisors sell-side processes relative to their peers? About. 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. 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 work closely with our clients financial and legal advisors. We specialize in the middle market, where we have completed over 250 transactions with an aggregate transaction value in excess of $65 billion. : Buy-side demand for engagements represented by the advisor. 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. In 2018, 51 of 111 deals were related to healthcare. Our steady focus and expertise has forged invaluable relationships within the market and allows . The middle market companies that are our principal focus typically have enterprise values that range between $10 and $200 million. 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. New transactions marketed by Axial members increased by 26% YoY. If B. Riley continues to make smart, strategic acquisitions, the stock should appreciate in lockstep. 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. At CCP, our sole focus is on successfully closing M&A transactions for our clients. Learn more about how we help business owners through each stage of their companys lifecycle. Capstone Partners is among the largest and most active investment banking firms In the United States. Evangeline Securities provides investment banking services to lower middle market companies across a broad spectrum of industries. 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 . Auctus Capital Partners a multi-faceted financial group specializing in merger & acquisition advisory; institutional private placements of debt and equity; financial restructuring; valuation; and strategic consulting. 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. They were a true partner and trusted advisor every step of the way and created a well-designed competitive process which was key in achieving a great outcome. If you are looking for straight-forward, transparent process management and advice on your M&A transaction, A. Buchholtz & Company can help you. 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. 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? Over the past two years, the return exceeds 75%. 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 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. Ladenburg lists 25 healthcare deals on its website with several under $5 million in value. Interprise Partners is a minority owned and operated middle market investment and management group dedicated to providing capital services and solutions for lower middle . David Haen has no position in any of the stocks mentioned. Our focus is the same as yours: to help you achieve your growth goals. Our service offering at Gleason Advisors allows us to work with businesses facing a wide range of issues and financial challenges. While investment banking revenue is not broken out by sector, half of the 64 transactions completed in 2019 listed on Oppenheimer's website were in healthcare. 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. Healthcare is a core growth industry that continues to innovate and evolve. We could not imagine going through this with any other partner. Cowen's stock has had its ups and downs this year. At MelCap Partners, our nearly two decades of experience working with clients for healthcare M&A transactions given us a breadth of knowledge and relationships in your space. We guide clients through mergers and acquisitions, equity and debt capital raises, private placements, and financial restructurings. The firm was founded by a former dental executive and an investment banker, who joined forces to provide investment banking services to the very underserved dental practitioner community. We commit senior, experienced investment bankers on every transaction. We advise private, owner-operated Canadian companies on their major transactional activity: mergers & acquisitions (sell- and buy-side) and growth. We have successfully guided clients through many stages of life helping them create, preserve, and transfer wealth. 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 provide strategic consulting to re position and optimize companies wanting to sell in order to ultimately increase its valuation. Execute a confidential process with people we enjoy who value and desire the unique skill set and services offered by BAMA. Axis representsselect special situations and private investment opportunities to some of the largest and most sophisticated global investors who are looking for investment ideas that will deliver high returns. My team and I were impressed with Capstones team from the very beginning. Many organizations will adapt to changes through mergers and . SCP serves business leaders in the emerging growth and middle markets. 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. 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. Healthcare Investment Banking M&A Investment Banking FOCUS has provided M&A advisory and corporate finance services to leading healthcare since 1982. 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. Our videos pique buyers interest, allowing them to meet our clients on-screen and spotlight the companys unique competitive advantages. 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. This year it's flat. Adding to our experience in the middle market and . With offices in Lafayette and New Orleans, LA, the firm offers corporate finance, securities placement, M&A and restructuring expertise. 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 sought an engaged partner, capable of helping Aspen with strategic planning, infrastructure development, and growth initiatives including expanded product adoption, international expansion, and acquisitions. Were also the only firm that brings sellers to market in print, video and social media. We guarantee integrity, confidentiality and a commitment to the best outcome for you, your company and your family. 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. Because of our selectivity in choosing engagements, we have an excellent track record of completing strategic transactions. 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. It works on an employee-owned model with more than 3100 professionals working on all continents. These banks operate a variety of businesses, but investment banking generally provides a healthy portion of top-line revenues. We are so glad that we chose Capstone as our partner. *Average returns of all recommendations since inception. I chose Capstone after receiving a glowing recommendation from Chris Whelan at Health Express and they certainly lived up to it. 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. They have worked in virtually all industries and have served as trusted advisors to many companies when buying or selling their businesses. 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 . . Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. 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. 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. They expertly guided us through the process and achieved for us the result that we wanted. Sign up to receive our monthly e-newsletter, plus periodic news, reports, and invitations from Capstone Partners. 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 have no conflict of interest from corporate initiatives to sell multiple products and services to every client. Get Started. Our work spans most industries except for resource extraction, pharmaceuticals and life sciences. A Boutique Investment Bank Focused on Providing Industry-Leading Advice to Transformative Companies The depth and breadth of our healthcare experience make pH suited to advise healthcare companies throughout their product life cycle, regardless of the stage of their development or geographic region. : How many buy-side mandates (financial and strategic) align with the advisors engagements. Cross Keys Overview Brochure. 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. Ladenburg needs a catalyst to revive its stock and warrant further evaluation. Mr. Arthur Dae Kim is a seasoned principal investment, corporate finance, and loan syndication executive. Our privacy policy describes how your data will be processed. Capstone Capital Markets LLC is a subsidiary of Huntington Bancshares Incorporated. 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. As a full-service Broker / Dealer, licensed in all 50 states, JD Merit executes sell-side M&A, buy-side M&A, and capital advisory services. As weve seen in the past, the lower middle market, resilient as ever, remained surprisingly active despite the broader market volatility. Investors are catching on to B. Riley's growth story, driving up shares more than 70% year-to-date. We then employ tactical services to achieve those strategic goals. They took the time to understand the company, understood the real value, and then they truly delivered. We create value through acquisition, valuation and exit strategies, with a focus on businesses typically with annual revenue from $5 million to $150 million. 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. Household names like Citigroup, Goldman Sachs, JP Morgan Chase, and Morgan Stanleyhandle the biggest, most promising IPOs and financing rounds. 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., Kroll's Healthcare Investment Banking Practice Advised NXC Imaging on Its Sale to Canon Medical Systems USA, Inc. Aug 18, 2022.

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