Shoreline uses its decades of business experience to understand its clients objectives and achieve optimal results.Visit Shoreline Partners Profile, Industries: Business Services, Industrials, Construction, Agriculture, Consumer, Microtech Ventures is focused on strategic venture capital, angel investing, and M&A advisory services. 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. New York, NY 10016, 2010-2023 Axial Networks, Inc. All Rights Reserved, Weekly articles and reports covering private capital market trends, : Buy-side demand for engagements represented by the advisor, : The advisors ability to balance selectivity, accuracy, and breadth when identifying potential buyers, : The advisors ability to generate positive outcomes for their client. We are excited to release Axials Q1 2022 Lower Middle Market Investment Banking League Tables. Were equally comfortable representing sellers and buyers our only objective is to help you accomplish your goals efficiently and professionally. Our goal is to serve not simply as a business brokerage, but as a success strategy firm, driving superior outcomes for our clients. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. B. Riley (RILY 4.54%) is a diversified financial services company offering capital raising and financial advisory services to businesses and individuals. Want to learn more about the services we provide for owners, investors, and creditors of middle market Healthcare companies? Additionally, FBR provided capabilities for At-The-Market (ATM) offerings which have become a regular mechanism for biotechs to raise money. Our M&A consulting background translates into a deep understanding of the distinct challenges and opportunities faced by middle market healthcare companies. Visit theMember Closed Dealspage to see selected transactions that have been sourced and closed via Axial. Invest better with The Motley Fool. 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. in Q1, compared with the same time period last year. 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. Our customers are businesses with annual revenues of $10 million . Learn More. We are so glad that we chose Capstone as our partner. 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. 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. "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. 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. Even before our formation, we have had an unwavering focus on middle market healthcare. We understand the regulatory, reimbursement, technological, medical and patient environments locally and around the world. 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. 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. 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., Manufacturing, Consumer Goods, Industrials, Technology, Business Services, Retail, Materials, Distribution, Health Care, Life Sciences, Consumer Services, Telecommunications. 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. Oppenheimer's stock slightly edged the S&P 500 by 1%, achieving a 20% return in 2019. Adding to our experience in the middle market and . Because of our selectivity in choosing engagements, we have an excellent track record of completing strategic transactions. They understand your local economy and business environment and have the authority to make lending decisions locally. We guide clients through mergers and acquisitions, equity and debt capital raises, private placements, and financial restructurings. They took the time to understand the company, understood the real value, and then they truly delivered. This focus of talent and experience gives our clients the high level of service that they require and deserve. While inflation and the possibility, 443 Park Avenue S, 8th Floor Making the world smarter, happier, and richer. I am pleased that I chose Capstone to represent me in the market. These situations often call on us to leverage our symbiotic relationship with the services of Gleason Experts, where we have deep expertise in forensic accounting, litigation support, and bankruptcy proceedings. 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. Over 3,500 advisory firms and 1,800 corporate and financial buyers have joined Axial to efficiently connect with relevant capital partners, source actionable deals, and build new relationships. : How broad or narrow are the advisors sell-side processes relative to their peers. Weve been successfully advising business owners & investors throughout the United States since 1999. 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. Their team of industry professionals align buyers and sellers in successful transactions, providing advice and guidance before, during, and after the transaction. Second-quarter investment banking revenues totaled $104.3 million, a 30% increase from the same period in 2018. A full-service investment bank built for the middle market. They expertly guided us through the process and achieved for us the result that we wanted. 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. We are headquartered near Seattle, in Bellevue, WA. 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. This year it's flat. Healthcare. Middle market investment banks are distinguished from the others by the following attributes: Mid-market firms are generally classified into the following three categories: Middle market investment banks interact with middle-market firms with annual revenue of less than $1 billion and a deal size of less than $500 million. Execute a confidential process with people we enjoy who value and desire the unique skill set and services offered by BAMA. 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. B. Riley is interesting to watch, particularly if more strategic acquisitions are announced. 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. Interprise Partners is a minority owned and operated middle market investment and management group dedicated to providing capital services and solutions for lower middle . 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. 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. Smaller deals means smaller fees. We provide valuable financial and strategic advice throughout the business life cycle. 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). The Healthcare team is comprised of experienced executives from a broad spectrum of healthcare provider services, home health and hospice, and behavioral health. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies. Cost basis and return based on previous market day close. Learn More Watch Video. Over the past two decades, thousands of owners, investors, and creditors have trusted Capstone Partners to advise with their strategic decision-making in order to maximize financial outcomes at every stage of the . 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. Whether owners are looking to sell a business, buy a business or raise debt or equity, SDR is committed to helping them succeed., Industries: Manufacturing, Consumer Goods, Industrials, Business Services, Technology, Distribution, Health Care, Energy & Utilities, Financial Services, Materials, Consumer Services, Life Sciences, Media, Real Estate, Salt Creek Partners (SCP) is a boutique M&A advisory firm operating in the Southwest, Southeast, New England and Gulf Coast regions. 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. We are a leading middle market investment bank focused on getting the best deal for our clients. 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 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. 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. 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 commit senior, experienced investment bankers on every transaction. MidCap Advisors also represents corporations, private equity firms and investors who are seeking to grow through acquisition. Global M&A deal value and volume dropped by. Axial is the trusted deal platform serving the lower middle market ($5-$250M TEV). Visit theMember Closed Dealspage to see selected transactions that have been sourced and closed via Axial. 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. We provide strategic consulting to re position and optimize companies wanting to sell in order to ultimately increase its valuation. Securities products and services are offered by licensed securities representatives of Capstone Capital Markets LLC, registered broker-dealer and member, FINRA and SIPC. Our team consists of dedicated professionals who apply their extensive expertise and experience to achieve maximum value for their companies and clients. 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. 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. Healthcare is a core growth industry that continues to innovate and evolve. 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 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. The investment banking team at Ladenburg Thalmann Financial Services (LTS)kept busy in Q2, raising more than $322 million for 13 companies. 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. 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. And for others, the question has not been fully answered yet. Investment banks generate handsome revenues by advising and facilitating the financing of innovative biotech and life sciences companies. They can be summed up in one sentence. Our principals have closed mergers and acquisitions totaling over $2 billion in total corporate transactional value. 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. Capstone's Healthcare Team understands the mindset of strategic buyers and how to manage towards an optimal result. 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. 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. Youre reading a free article with opinions that may differ from The Motley Fools Premium Investing Services. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies. Cross Keys Overview Brochure. 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. Baird is a middle market investment banking firm founded in 1919 and has offices in the US, Europe, and Asia. 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. 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. Cain Brothers & Company is a healthcare investment bank operating as a division of KeyBanc Capital Markets. We have specific industry expertise in the business and financial services, transportation and logistics, industrial growth, information technology and consumer industries. 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. We have no conflict of interest from corporate initiatives to sell multiple products and services to every client. 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. Serving small business owners, entrepreneurs, private equity firms and strategic sellers of businesses For transaction sizes of $10 million to $1 billion of value. Capstone Partners is one of the few middle market firms with a strong national footprint and a vast international reach. 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. Three key principles drive BAMAs work. Since 1992, the firms licensed professionals have closed transactions across a wide variety of industries. 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. 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. His knowledge acquired over the years is extremely helpful in developing a relationship with clients. The firm focuses on mandates from $20mm to $500mm in size where it can model 20% + annual returnsVisit Axis Global Advisorys Profile, Industries: Food & Beverage, Industrials, Pharmaceuticals, Business Services, Boulevard is a boutique, investment banking and private investment firm focused on working with owners, operators, and businesses active in the middle market. 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. Axial is the trusted deal platform serving the lower middle market ($5-$250M TEV). In 2018, B. Riley acquired a majority ownership stake in National Securities (NHLD), a brokerage that helps fund many early stage biotechs. Capstone Partners is among the largest and most active investment banking firms In the United States. We have also worked with healthcare companies at the board and operational levels to formulate and execute key strategic, operational, and financial objectives. 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. We achieve this in particular by leveraging the strong relationships we have forged over in our niche industry focus. 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 Over 3,500 advisory firms and 2,000 corporate and financial buyers have joined Axial to efficiently connect with relevant capital partners, source actionable deals, and build new relationships. 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. 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. 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. 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. 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. 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.