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 . Capstone Partners is among the largest and most active investment banking firms In the United States. Oppenheimer's stock slightly edged the S&P 500 by 1%, achieving a 20% return in 2019. 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. 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. Cowen (COWN 0.31%) is a brokerage and investment bank with two-thirds of its investment banking revenue from the healthcare space. Our Healthcare Group has the deep industry knowledge and capital markets experience to help execute strategic financial solutions for our clients in rapidly changing environments. 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. The middle market companies that are our principal focus typically have enterprise values that range between $10 and $200 million. We do business throughout the US, but we have unmatched expertise in the Alaska market. Our M&A consulting background translates into a deep understanding of the distinct challenges and opportunities faced by middle market healthcare companies. B. Riley is interesting to watch, particularly if more strategic acquisitions are announced. With offices in Lafayette and New Orleans, LA, the firm offers corporate finance, securities placement, M&A and restructuring expertise. Our team consists of dedicated professionals who apply their extensive expertise and experience to achieve maximum value for their companies and clients. Our experience within the healthcare middle-market extends beyond investment banking to include private equity, transactional law, and management consulting. The SDR Ventures approach of thinking like owners helps businesses maximize their value. Cost basis and return based on previous market day close. MidCap Advisors also represents corporations, private equity firms and investors who are seeking to grow through acquisition. : How many buy-side mandates (financial and strategic) align with the advisors engagements. Our steady focus and expertise has forged invaluable relationships within the market and allows . 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. If the markets stay healthy, Oppenheimer should be able to continue its streak. This translated into fees of $11.5 million, essentially flat from the prior year. Additionally, Cowen's investment management division oversees funds that buy royalties of marketed drugs and invests in private healthcare companies. Want to learn more about the services we provide for owners, investors, and creditors of middle market Healthcare 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. Cross Keys' Healthcare Expertise. We know the key players and can take a global perspective on any M&A deal. We have specific industry expertise in the business and financial services, transportation and logistics, industrial growth, information technology and consumer industries. 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. However, for the first six months of 2019, investment banking revenues of $21.4 million declined 24% from the prior year's period. . 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. 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. Three key principles drive BAMAs work. 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. The table below highlights seven of these publicly traded firms. We guarantee integrity, confidentiality and a commitment to the best outcome for you, your company and your family. Here is a list of the top seven middle market investment banks: Thank you for reading CFIs middle market investment banks list. 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. Learn more about how we help business owners through each stage of their companys lifecycle. Three factors disproportionately drive league table ranking: For detailed methodology, see the end of this feature. Not only did they possess in-depth sector knowledge, they truly understood and prioritized my desire to partner with a like-minded organization. ET, 2 Reasons to Avoid a Roth 401(k) for Your Retirement Savings, Want $1 Million in Retirement? 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. : The advisors ability to generate positive outcomes for their client. Once you sit down at ICCGs table, you will see for yourself the difference in our experience and sense the comfortable confidence you deserve.Visit ICCGs Profile, Industries: Aerospace & Defense, Health Care, Vertess was formed by a visionary group of results-oriented professionals as an alternative to traditional M+A firms and investment banks. What follows highlights those banks with market caps between $250 million and $750 million. Weve been successfully advising business owners & investors throughout the United States since 1999. 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. Cowen, like the other banks, is diversified with several businesses driving revenue. Our service offering at Gleason Advisors allows us to work with businesses facing a wide range of issues and financial challenges. We have also worked with healthcare companies at the board and operational levels to formulate and execute key strategic, operational, and financial objectives. 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. Since 1992, the firms licensed professionals have closed transactions across a wide variety of industries. Middle market firms are mid-size businesses having annual revenues from $10 million up to $500 million and 100 to 2,000 employees. Serving small business owners, entrepreneurs, private equity firms and strategic sellers of businesses For transaction sizes of $10 million to $1 billion of value. 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. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies. ICCG assumes the role of intermediary between buyer and seller, so that you are holistically served. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies. My team and I were impressed with Capstones team from the very beginning. Scott-Macon Group, Inc. is one of the oldest independent investment banks in the United States with an emphasis on the middle market. Investors are catching on to B. Riley's growth story, driving up shares more than 70% year-to-date. closed 100+ transactions valued over $40B with specialization 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. We specialize in the middle market, where we have completed over 250 transactions with an aggregate transaction value in excess of $65 billion. Adding to our experience in the middle market and . This focus of talent and experience gives our clients the high level of service that they require and deserve. Evangeline Securities was formed by a group of top tier Wall Street professionals with the singular goal of providing the highest level of capital and advisory services. 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. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies. 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. Clarkes Industry Focus is Transportation, Logistics and Technology. Making the world smarter, happier, and richer. Global M&A deal value and volume dropped by almost 20% in Q1, compared with the same time period last year. 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 . 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. Baird is a middle market investment banking firm founded in 1919 and has offices in the US, Europe, and Asia. 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. Our principals have closed mergers and acquisitions totaling over $2 billion in total corporate transactional value. 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. I was impressed with Capstones attention to detail throughout the transaction process. 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. 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. About. "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. If you are looking for straight-forward, transparent process management and advice on your M&A transaction, A. Buchholtz & Company can help you. We provide strategic consulting to re position and optimize companies wanting to sell in order to ultimately increase its valuation. Our professional experiences as entrepreneurs, operators, investors and deal professionals enable us to rapidly understand the goals of owners, operators and businesses as well as develop effective strategic plans and efficiently utilize transactional tactics to achieve those goals. This added volatility and lack of dividend compared to the other firms discussed may make conservative investors more reluctant to own Cowen. About us. We focus exclusively on the middle market, an area traditionally under served by Wall Street, and provide the . Careers Investor . Healthcare Investment Banking M&A Investment Banking FOCUS has provided M&A advisory and corporate finance services to leading healthcare since 1982. Business Acquisition and Merger Associates is a results-oriented, middle market intermediary firm located in Charlotte, NC. Ladenburg needs a catalyst to revive its stock and warrant further evaluation. 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. Baird provides services to industries like healthcare, real estate, technology, energy, and industrial technology. 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. FOCUS works to understand each clients strategic and financial objectives, craft the best plan to achieve these goals and deliver success. 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. We commit senior, experienced investment bankers on every transaction. Going into this process we felt that Capstone had the relationships and connections to properly represent us in this market and they did not disappoint. We 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. 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 guide clients through mergers and acquisitions, equity and debt capital raises, private placements, and financial restructurings. Buchholtz & Company team members have closed hundreds of transactions. Engaged Capstone Partners for Performance Improvement, Restructuring, and Insolvency Services. 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. His knowledge acquired over the years is extremely helpful in developing a relationship with clients. 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). We do business throughout the US, but we have unmatched expertise in the Alaska market. 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. Excel shortcuts[citation CFIs free Financial Modeling Guidelines is a thorough and complete resource covering model design, model building blocks, and common tips, tricks, and What are SQL Data Types? We advise private, owner-operated Canadian companies on their major transactional activity: mergers & acquisitions (sell- and buy-side) and growth. 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. 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. We achieve this in particular by leveraging the strong relationships we have forged over in our niche industry focus. We create a competitive auction for your company by contacting 50 times more buyers than other investment bankers do. Sign In Capstone Capital Markets LLC provides financial advisory services and does not accept deposits, extend credit or engage in trading activity. In 2018, 51 of 111 deals were related to healthcare. The investment banking team at Ladenburg Thalmann Financial Services (LTS)kept busy in Q2, raising more than $322 million for 13 companies. Of these four, Cowen and Oppenheimer remain the most active and best positioned in healthcare. If B. Riley continues to make smart, strategic acquisitions, the stock should appreciate in lockstep. Second-quarter investment banking revenues totaled $104.3 million, a 30% increase from the same period in 2018. We know for a business owner the decision to sell a business is typically an emotional, life changing decision that is not to be taken lightly. 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. With a seasoned team of investment bankers and experienced healthcare services advisory professionals, Cross Keys understands the rapidly changing marketplace and the . 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. 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. Our focus is the same as yours: to help you achieve your growth goals. We have no conflict of interest from corporate initiatives to sell multiple products and services to every client. 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. We specifically focus on clients looking to be acquired and companies wanting to make an acquisition. An increased emphasis on patient outcomes, cost pressures and demographic trends will continue to drive innovation and consolidation. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Three key principles drive BAMAs work. Mr. Arthur Dae Kim is a seasoned principal investment, corporate finance, and loan syndication executive. We focus primarily on your personal and professional goals and help facilitate transactions that make sense to you for the long term. 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. The Motley Fool has no position in any of the stocks mentioned. 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. Because of our selectivity in choosing engagements, we have an excellent track record of completing strategic transactions. Three key principles drive BAMAs work. We welcome your inquiries and referrals and promise a prompt and professional response.. Our goal is to serve not simply as a business brokerage, but as a success strategy firm, driving superior outcomes for our clients. Were also the only firm that brings sellers to market in print, video and social media. 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. Get Started. For some, it is selling a business for maximum value. We then employ tactical services to achieve those strategic goals. 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 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. 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.
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