We have specific industry expertise in the business and financial services, transportation and logistics, industrial growth, information technology and consumer industries. 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. Many organizations will adapt to changes through mergers and . 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. 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. Investment banks generate handsome revenues by advising and facilitating the financing of innovative biotech and life sciences companies. 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. Cross Keys is an independent investment bank providing financial and strategic advice including M&A, restructurings and financings to middle market companies nationwide. We are so glad that we chose Capstone as our partner. 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. 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. Not only did they possess in-depth sector knowledge, they truly understood and prioritized my desire to partner with a like-minded organization. Were equally comfortable representing sellers and buyers our only objective is to help you accomplish your goals efficiently and professionally. B. Riley is interesting to watch, particularly if more strategic acquisitions are announced. *Average returns of all recommendations since inception. 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. The Motley Fool has a disclosure policy. 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. 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. Deep industry experienceand customized solutionsacross the healthcare landscape. Middle market firms are mid-size businesses having annual revenues from $10 million up to $500 million and 100 to 2,000 employees. . Execute a confidential process with people we enjoy who value and desire the unique skill set and services offered by BAMA. 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. SCP serves business leaders in the emerging growth and middle markets. Cowen (COWN 0.31%) is a brokerage and investment bank with two-thirds of its investment banking revenue from the healthcare space. We then employ tactical services to achieve those strategic goals. : How broad or narrow are the advisors sell-side processes relative to their peers? Our reputation is built on the people and institutions we represent, from private business owners to leading investors. 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. We offer sell-side and buy-side advisory services with senior-level attention and a tailored approach for each of our clients. 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). Below this tier, several middle market investment banks tailor their offerings to micro, small, and mid-cap life sciences companies. Client quality (based on pursuits per deal), Buy-side targeting (pursuit rate per deal), Deal outcome (down-funnel LOI and closure activity), Business Acquisition and Merger Associates, : Business Services, Consumer Goods, Consumer Services, Distribution, Energy & Utilities, Financial Services, Health Care, Industrials, Life Sciences, Manufacturing, Materials, Media, Real Estate, Retail, Technology, Telecommunications. . ICCG assumes the role of intermediary between buyer and seller, so that you are holistically served. 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 I am pleased that I chose Capstone to represent me in the market. Axial is the trusted deal platform serving the lower middle market ($5-$250M TEV). With a seasoned team of investment bankers and experienced healthcare services advisory professionals, Cross Keys understands the rapidly changing marketplace and the . A full-service investment bank built for the middle market. 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 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. 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. The other categories are bulge bracket banks and boutique banks. 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). Cash flow concerns, compliance issues, tax strategies, personal and financial liabilities, and responsibility for loyal and long term employees are all common concerns. Securities offered through BellMark Partners, LLC, Member FINRA, Member SIPC 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. 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. Evangeline Securities provides investment banking services to lower middle market companies across a broad spectrum of industries. However, for the first six months of 2019, investment banking revenues of $21.4 million declined 24% from the prior year's period. Cross Keys Overview Brochure. Get Started. Reach out to us today! These banks operate a variety of businesses, but investment banking generally provides a healthy portion of top-line revenues. 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. Household names like Citigroup, Goldman Sachs, JP Morgan Chase, and Morgan Stanleyhandle the biggest, most promising IPOs and financing rounds. Congratulations to Q1s Top 25 lower middle market investment banks for their results in the first quarter of the new year. 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. 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 (RILY 4.54%) is a diversified financial services company offering capital raising and financial advisory services to businesses and individuals. At CCP, our sole focus is on successfully closing M&A transactions for our clients. We are excited to release Axials Q1 2022 Lower Middle Market Investment Banking League Tables. We understand the regulatory, reimbursement, technological, medical and patient environments locally and around the world. 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. The healthcare teams professionalism and dedication was exceptional. 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., 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. Smaller deals means smaller fees. Here is a list of the top seven middle market investment banks: Thank you for reading CFIs middle market investment banks list. 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. Kroll's Healthcare Investment Banking Practice Advised NXC Imaging on Its Sale to Canon Medical Systems USA, Inc. Aug 18, 2022. Currently, it is up about 15% for the year but swelled up to 35% in July. 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. My team and I were impressed with Capstones team from the very beginning. Our services include accomplishing mergers and acquisitions, obtaining financing, sourcing loans for distressed or bridge finance situations, and financial restructuring., Industries: Technology, Energy & Utilities, Health Care, Manufacturing, Media, Business Services, Industrials, Life Sciences, 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. Most research and development stage biotechs produce no revenue, causing them to regularly return to investors for additional capital. Learn more about how we help business owners through each stage of their companys lifecycle. We provide valuable financial and strategic advice throughout the business life cycle. 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. We know the key players and can take a global perspective on any M&A deal. Want to learn more about the services we provide for owners, investors, and creditors of middle market Healthcare companies? 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. 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. closed 100+ transactions valued over $40B with specialization in healthcare . We provide valuable financial and strategic advice throughout the business life cycle. Our experience within the healthcare middle-market extends beyond investment banking to include private equity, transactional law, and management consulting. With a long track record of success, we are dedicated to delivering results that maximize value for clients. 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. 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. We have successfully guided clients through many stages of life helping them create, preserve, and transfer wealth. Baird provides services to industries like healthcare, real estate, technology, energy, and industrial technology. 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. Buchholtz & Company team members have closed hundreds of transactions. 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. Scott-Macon Group, Inc. is one of the oldest independent investment banks in the United States with an emphasis on the middle market. We have also worked with healthcare companies at the board and operational levels to formulate and execute key strategic, operational, and financial objectives. 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. 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). . Independent of Clayton Capital Partners, our firms professionals have owned and operated more than 30 companies. Thats why our experienced and knowledgeable advisors created and adopted a 360 degree approach to help business owners identify and accomplish all of their goals. Buy These 2 Stocks in 2023 and Hold for the Next Decade, Warren Buffett's Latest $2.9 Billion Buy Brings His Total Investment in This Stock to $66 Billion in 4 Years, 2 Stocks That Are About to Make Their Shareholders Richer, Join Over Half a Million Premium Members And Get More In-Depth Stock Guidance and Research, Copyright, Trademark and Patent Information. Investors are catching on to B. Riley's growth story, driving up shares more than 70% year-to-date. New transactions marketed by Axial members increased by 26% YoY. 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. List of Excel Shortcuts Invest better with The Motley Fool. 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. 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. 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 . 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. With offices in Lafayette and New Orleans, LA, the firm offers corporate finance, securities placement, M&A and restructuring expertise. Cost basis and return based on previous market day close. Combined, these groups allow us to serve our clients as a more complete financial advisor. FirePower Capitals M&A professionals have directly executed on 76 deals since 2013. The middle market companies that are our principal focus typically have enterprise values that range between $10 and $200 million. We commit senior, experienced investment bankers on every transaction. The firm specializes in sell-side M&A Advisory engagements in the e-commerce ecosystem, including consumer brands and e-tailers, Amazon-centric businesses, SaaS companies, digital marketing agencies, and logistics and fulfillment businesses., Industries: Manufacturing, Consumer Goods, Technology, Retail, Business Services, Distribution, True North Mergers & Acquisitions advisors serve business owners from across the country who want to sell companies that generate annual revenue between $5 million and $150 million., Industries: Industrials, Manufacturing, Consumer Goods, Business Services, Financial Services. 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. 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. Our videos pique buyers interest, allowing them to meet our clients on-screen and spotlight the companys unique competitive advantages. Capstone executed an effective process that resulted in a superior outcome for RMD shareholders. Healthcare Investment Banking Managed through Cain Brothers, a division of KeyBanc Capital Markets . We dont sell you what you dont need. Securities products and services are offered by licensed securities representatives of Capstone Capital Markets LLC, registered broker-dealer and member, FINRA and SIPC. 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. And for others, the question has not been fully answered yet. 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. Sign up to receive our monthly e-newsletter, plus periodic news, reports, and invitations from Capstone Partners. 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. For some, it is selling a business for maximum value. 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. The Motley Fool has no position in any of the stocks mentioned. 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. Additionally, Cowen's investment management division oversees funds that buy royalties of marketed drugs and invests in private healthcare companies. Cross Keys' Healthcare Expertise. 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. 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. Corporate Finance will be in a specific group e.g. 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. We create value through acquisition, valuation and exit strategies, with a focus on businesses typically with annual revenue from $5 million to $150 million. 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. : How many buy-side mandates (financial and strategic) align with the advisors engagements. SCP serves business leaders in the emerging growth and middle markets. Engaged Capstone Partners for Performance Improvement, Restructuring, and Insolvency Services. 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. Cain Brothers & Company is a healthcare investment bank operating as a division of KeyBanc Capital Markets. Quadriga Partners is a middle market investment bank offering merger and acquisition and capital raising advisory services exclusively to healthcare companies . Execute a confidential process with people we enjoy who value and desire the unique skill set and services offered by BAMA. Watch INTRO VIDEO. It works on an employee-owned model with more than 3100 professionals working on all continents. We generate ideas for our middle-market clients using a holistic approach that combines our deep industry experience with unparalleled capital markets expertise. We have specific industry expertise in the business and financial services, transportation and logistics, industrial growth, information technology and consumer industries. His knowledge acquired over the years is extremely helpful in developing a relationship with clients. Our team has more than 30 years of experience working in diverse industries, which has enabled us to build our services and solutions in strategy, consulting, mergers, acquisitions and capital finding that assist our clients in maximizing their potential., : Technology, Distribution, Energy & Utilities, Industrials, Technology, Energy & Utilities, Health Care, Manufacturing, Media, Business Services, Industrials, Life Sciences.