"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. 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 do business throughout the US, but we have unmatched expertise in the Alaska market. 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. At Bailey & Company, we're driven to deliver exceptional outcomes for our partners in the middle-market healthcare sector. 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 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. 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. 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. 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. The middle market companies that are our principal focus typically have enterprise values that range between $10 and $200 million. With multiple decades of experience, ACTs principals have represented a diverse range of industries, including manufacturing, contracting, wholesale, distribution and service industries. In 2018, B. Riley acquired a majority ownership stake in National Securities (NHLD), a brokerage that helps fund many early stage biotechs. We focus exclusively on the middle market, an area traditionally under served by Wall Street, and provide the . Invest better with The Motley Fool. Making the world smarter, happier, and richer. We are headquartered near Seattle, in Bellevue, WA. We know the key players and can take a global perspective on any M&A deal. Investment banking generated less than 5% of total revenues, so it is hardly a driver for stock performance. David Haen has no position in any of the stocks mentioned. Cross Keys Overview Brochure. The table below highlights seven of these publicly traded firms. 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. closed 100+ transactions valued over $40B with specialization in healthcare . Some of the most well-known middle-market investment banks are Robert W. Baird, Piper Jaffray & Co, Needham & Co, and Stifel Financial Corp. A middle market investment bank is one of the broader categories under investment banking operations. 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. Buchholtz & Company team members have closed hundreds of transactions. Independent of Clayton Capital Partners, our firms professionals have owned and operated more than 30 companies. Visit theMember Closed Dealspage to see selected transactions that have been sourced and closed via Axial. Serving small business owners, entrepreneurs, private equity firms and strategic sellers of businesses For transaction sizes of $10 million to $1 billion of value. 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. Our knowledgeable experts have a proven track record of guiding business transactions to successful closings in a confidential manner., Industries: Consumer Goods, Industrials, Materials, Retail, Business Services, Consumer Services, Media, Evangeline Securities provides investment banking services to lower middle market companies across a broad spectrum of industries. With a long track record of success, we are dedicated to delivering results that maximize value for clients. Oppenheimer's stock slightly edged the S&P 500 by 1%, achieving a 20% return in 2019. About. We provide strategic consulting to re position and optimize companies wanting to sell in order to ultimately increase its valuation. ICCG assumes the role of intermediary between buyer and seller, so that you are holistically served. 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. List of Excel Shortcuts We commit senior, experienced investment bankers on every transaction. Learn More Watch Video. 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. HAS BEEN ACQUIRED UNDER CHAPTER 11 363 BY. This focus of talent and experience gives our clients the high level of service that they require and deserve. 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. Three key principles drive BAMAs work. 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. Our steady focus and expertise has forged invaluable relationships within the market and allows . The other categories are bulge bracket banks and boutique banks. 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. 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. 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 . 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. 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. 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. It works on an employee-owned model with more than 3100 professionals working on all continents. Execute a confidential process with people we enjoy who value and desire the unique skill set and services offered by BAMA. The Motley Fool has a disclosure policy. Even before our formation, we have had an unwavering focus on middle market healthcare. 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). 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 do business throughout the US, but we have unmatched expertise in the Alaska market. Careers Investor . 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 have specific industry expertise in the business and financial services, transportation and logistics, industrial growth, information technology and consumer industries. If B. Riley continues to make smart, strategic acquisitions, the stock should appreciate in lockstep. Members of Clarke are FINRA Licenses Series 7, 79 and 63., Industries: Technology, Distribution, Energy & Utilities, Industrials, Telos Capital Advisors (www.TelosCap.com) is an investment banking firm that helps privately-held companies sell their businesses, acquire other businesses, and raise capital. 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. 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. For some, it is selling a business for maximum value. Cash flow concerns, compliance issues, tax strategies, personal and financial liabilities, and responsibility for loyal and long term employees are all common concerns. Their team of industry professionals align buyers and sellers in successful transactions, providing advice and guidance before, during, and after the transaction. 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. : How many buy-side mandates (financial and strategic) align with the advisors engagements. 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. However, just as the economy was finally beginning to move on from the Covid-era, a new, yet no-less complex set of uncertainties was introduced into the markets: inflation, broken supply chains, and war in Europe triggered extreme volatility in the public markets, and dampened the pace of M&A in the private markets. 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. 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. We guarantee integrity, confidentiality and a commitment to the best outcome for you, your company and your family. : Buy-side demand for engagements represented by the advisor. Watch INTRO VIDEO. Securities products and services are offered by licensed securities representatives of Capstone Capital Markets LLC, registered broker-dealer and member, FINRA and SIPC. Their team of industry professionals align buyers and sellers in successful transactions, providing advice and guidance before, during, and after the transaction. Mirus Capital Advisors is the parent company of Mirus Securities, Inc. Mirus Securities, Inc. is a member of FINRA / SIPC.Visit Mirus Capital Advisors Profile, Industries: Consumer Goods, Industrials, Retail, Technology, Business Services, Health Care, Consumer Services, Media, Life Sciences, Materials, Financial Services, Energy & Utilities, Telecommunications, At Madison Global Partners, we believe financial expertise coupled with personalized service is key to meeting the needs to achieve your objectives in todays markets. 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. We provide strategic consulting to re position and optimize companies wanting to sell in order to ultimately increase its valuation. 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. : How many buy-side mandates (financial and strategic) align with the advisors engagements. Investors are catching on to B. Riley's growth story, driving up shares more than 70% year-to-date. Since 1992, the firms licensed professionals have closed transactions across a wide variety of industries. This year it's flat. As weve seen in the past, the lower middle market, resilient as ever, remained surprisingly active despite the broader market volatility. Capstone Partners' Healthcare Investment Banking Group provides M&A, capital formation, and financial advisory services to a wide variety of middle market healthcare companies across several different sectors. Particular specialization in media and tech., Industries: Technology, Media, Business Services, Consumer Services, Madison Street Capital is an international investment banking firm dedicated to the highest standards of integrity and professionalism provides corporate financial advisory services, mergers and acquisitions expertise, valuation services, and financial opinions to publicly and privately held businesses through our offices in North America, Asia, and Africa. 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. This translated into fees of $11.5 million, essentially flat from the prior year. in Q1, compared with the same time period last year. We provide valuable financial and strategic advice throughout the business life cycle. They can be summed up in one sentence. Mr. Arthur Dae Kim is a seasoned principal investment, corporate finance, and loan syndication executive. 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. Capstone's Healthcare Team understands the mindset of strategic buyers and how to manage towards an optimal result. The middle market companies that are our principal focus typically have enterprise values that range between $10 and $200 million. However, for the first six months of 2019, investment banking revenues of $21.4 million declined 24% from the prior year's period. 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. Capstone Partners is among the largest and most active investment banking firms In the United States. Sign In My team and I were impressed with Capstones team from the very beginning. 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., 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. 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. FOCUS works to understand each clients strategic and financial objectives, craft the best plan to achieve these goals and deliver success. We are focused on supporting middle market companies and their stakeholders with particular expertise in the consumer, restaurant, retail, healthcare, business services and . We have specific industry expertise in the business and financial services, transportation and logistics, industrial growth, information technology and consumer industries. These banks operate a variety of businesses, but investment banking generally provides a healthy portion of top-line revenues.
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