The investment banking team at Ladenburg Thalmann Financial Services (LTS)kept busy in Q2, raising more than $322 million for 13 companies. David Haen has no position in any of the stocks mentioned. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. 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. Because of our selectivity in choosing engagements, we have an excellent track record of completing strategic transactions. 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. Learn more about how we help business owners through each stage of their companys lifecycle. My team and I were impressed with Capstones team from the very beginning. We focus primarily on your personal and professional goals and help facilitate transactions that make sense to you for the long term. ET, 2 Reasons to Avoid a Roth 401(k) for Your Retirement Savings, Want $1 Million in Retirement? With multiple decades of experience, ACTs principals have represented a diverse range of industries, including manufacturing, contracting, wholesale, distribution and service industries. We commit senior, experienced investment bankers on every transaction. 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. 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. 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 are a leading middle market investment bank focused on getting the best deal for our clients. Private equity funds and others looking to, The investment banking engagement letter is the official representation of your companys relationship with your M&A advisor or investment bank,, 443 Park Avenue S, 8th Floor Interprise Partners is a minority owned and operated middle market investment and management group dedicated to providing capital services and solutions for lower middle . 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. Currently, it is up about 15% for the year but swelled up to 35% in July. 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. What follows highlights those banks with market caps between $250 million and $750 million. 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. "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. Making the world smarter, happier, and richer. 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. Adding to our experience in the middle market and . Our enthusiasm for healthcare allows us to stay ahead of developments. We have specific industry expertise in the business and financial services, transportation and logistics, industrial growth, information technology and consumer industries. We provide valuable financial and strategic advice throughout the business life cycle. If you are looking for straight-forward, transparent process management and advice on your M&A transaction, A. Buchholtz & Company can help you. Execute a confidential process with people we enjoy who value and desire the unique skill set and services offered by BAMA. Baird provides services to industries like healthcare, real estate, technology, energy, and industrial technology. Since 1992, the firms licensed professionals have closed transactions across a wide variety of industries. Our service offering at Gleason Advisors allows us to work with businesses facing a wide range of issues and financial challenges. 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. 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. Madison Street Capital is a trusted partner and industry-leading provider of financial advisory services, M&A assistance and business valuations., Industries: Manufacturing, Technology, Business Services, Energy & Utilities, Financial Services, Health Care, Industrials, Distribution, Life Sciences, Consumer Goods, Consumer Services, Telecommunications, Materials, 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. 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. Second-quarter. The SDR Ventures approach of thinking like owners helps businesses maximize their value. 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. We generate ideas for our middle-market clients using a holistic approach that combines our deep industry experience with unparalleled capital markets expertise. Weve been successfully advising business owners & investors throughout the United States since 1999. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies. FirePower Capitals M&A professionals have directly executed on 76 deals since 2013. *Average returns of all recommendations since inception. 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. 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. Our reputation is built on the people and institutions we represent, from private business owners to leading investors. Our service offering at Gleason Advisors allows us to work with businesses facing a wide range of issues and financial challenges. Middle market firms are mid-size businesses having annual revenues from $10 million up to $500 million and 100 to 2,000 employees. Investors are catching on to B. Riley's growth story, driving up shares more than 70% year-to-date. Securities offered through BellMark Partners, LLC, Member FINRA, Member SIPC 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. 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. Selling a business requires a specialist, not a general practitioner. We create value through acquisition, valuation and exit strategies, with a focus on businesses typically with annual revenue from $5 million to $150 million. With their guidance, we prepared a package that made us ready to enter the marketand ultimately, we found the perfect strategic buyerCapstone made the process virtually seamless and I could not be happier with the results. We understand the regulatory, reimbursement, technological, medical and patient environments locally and around the world. Get Started. In 2018, B. Riley acquired a majority ownership stake in National Securities (NHLD), a brokerage that helps fund many early stage biotechs. Were also the only firm that brings sellers to market in print, video and social media. Reach out to us today! : The advisors ability to balance selectivity, accuracy, and breadth when identifying potential buyers. Mr. Arthur Dae Kim is a seasoned principal investment, corporate finance, and loan syndication executive. 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., Manufacturing, Financial Services, Industrials, Materials, Technology, Energy & Utilities, Business Services, Distribution, Health Care, Consumer Services, Media, Real Estate, Telecommunications, Technology, Business Services, Media, Energy & Utilities, Telecommunications, Manufacturing, Industrials, Consumer Goods, Financial Services, Technology, Retail, Business Services, Energy & Utilities, Materials, Distribution, Health Care, Media, Consumer Services, Real Estate, Life Sciences, Telecommunications, Manufacturing, Consumer Goods, Technology, Retail, Business Services, Distribution, Manufacturing, Consumer Goods, Business Services, Financial Services. 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. 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. B. Riley (RILY 4.54%) is a diversified financial services company offering capital raising and financial advisory services to businesses and individuals. His knowledge acquired over the years is extremely helpful in developing a relationship with clients. 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. While inflation and the possibility, 443 Park Avenue S, 8th Floor 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. Healthcare is a core growth industry that continues to innovate and evolve. At CCP, our sole focus is on successfully closing M&A transactions for our clients. We have also worked with healthcare companies at the board and operational levels to formulate and execute key strategic, operational, and financial objectives. 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 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 dont sell you what you dont need. According to PlacementTracker, a leading source for data and analysis on private placements, B.Riley led 17 ATMs in Q2 2019, totaling nearly $1.9 billion in committed capital. This focus of talent and experience gives our clients the high level of service that they require and deserve. Salt Creek Partners (SCP) is a boutique M&A advisory firm operating in the Southwest, Southeast, New England and Gulf Coast regions. 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. 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 are excited to release Axials Q1 2020 Lower Middle Market League Tables. We specialize in the middle market, where we have completed over 250 transactions with an aggregate transaction value in excess of $65 billion. BDO Capital Advisors delivers differentiated middle-market investment banking advice to established Healthcare & Life Sciences companies across a range of sub-sectors. We advise private, owner-operated Canadian companies on their major transactional activity: mergers & acquisitions (sell- and buy-side) and growth. Axial is the trusted deal platform serving the lower middle market ($5-$250M TEV). We are an independent investment bank that provides M&A advisory and investment banking services to middle market companies. Our work spans most industries except for resource extraction, pharmaceuticals and life sciences. What is a Middle Market Investment Bank? Sign In Global M&A deal value and volume dropped by almost 20% in Q1, compared with the same time period last year. "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. . The middle market companies that are our principal focus typically have enterprise values that range between $10 and $200 million. They expertly guided us through the process and achieved for us the result that we wanted. 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. ICCG assumes the role of intermediary between buyer and seller, so that you are holistically served. Global M&A deal value and volume dropped by. Even before our formation, we have had an unwavering focus on middle market healthcare. Scott-Macon Group, Inc. is one of the oldest independent investment banks in the United States with an emphasis on the middle market. 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. 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. We are headquartered near Seattle, in Bellevue, WA. This translated into fees of $11.5 million, essentially flat from the prior year. 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. In select situations, Auctus also provides debt/equity cash infusions to lower middle market companies through its affiliate Auctus Partners, L.P. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients., Industries: Business Services, Consumer Goods, Consumer Services, Distribution, Energy & Utilities, Financial Services, Health Care, Industrials, Life Sciences, Manufacturing, Materials, Media, Real Estate, Retail, Technology, Telecommunications, FirePower Capitals M&A professionals have directly executed on 76 deals since 2013. They can be summed up in one sentence. Price as of February 28, 2023, 4:00 p.m. Capstone Headwaters is one of the biggest middle-market investment banks with 18 offices the United States, and branches in the UK and Brazil. We offer sell-side and buy-side advisory services with senior-level attention and a tailored approach for each of our clients. Visit theMember Closed Dealspage to see selected transactions that have been sourced and closed via Axial. A business owners definition of success is multi-faceted. Business Acquisition and Merger Associates is a results-oriented, middle market intermediary firm located in Charlotte, NC. 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. 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. Were equally comfortable representing sellers and buyers our only objective is to help you accomplish your goals efficiently and professionally. 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. 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 . Congratulations to Q1s Top 25 lower middle market investment banks for their results in the first quarter of the new year. To keep learning and advancing your career, we highly recommend these additional resources: A free, comprehensive best practices guide to advance your financial modeling skills, Financial Modeling & Valuation Analyst (FMVA), Commercial Banking & Credit Analyst (CBCA), Capital Markets & Securities Analyst (CMSA), Certified Business Intelligence & Data Analyst (BIDA), Financial Planning & Wealth Management (FPWM). 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. 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. We have no conflict of interest from corporate initiatives to sell multiple products and services to every client. 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. 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., Industries: Manufacturing, Consumer Goods, Woodbridge International markets your company to more buyers globally than any other Sell-Side M&A firm. plastic bowls poundland, encouraging funeral sermons,