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. Business Acquisition and Merger Associates is a results-oriented, middle market intermediary firm located in Charlotte, NC. 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. Making the world smarter, happier, and richer. 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. BDO Capital Advisors delivers differentiated middle-market investment banking advice to established Healthcare & Life Sciences companies across a range of sub-sectors. Of these four, Cowen and Oppenheimer remain the most active and best positioned in healthcare. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. As a full-service Broker / Dealer, licensed in all 50 states, JD Merit executes sell-side M&A, buy-side M&A, and capital advisory services. Backed by the resources of a Top 10 Commercial Bank 1, Capital One Healthcare banking delivers client coverage for financing solutions that work for your businessin your sector.As a leading lender to middle market healthcare companies, our track record includes financing companies across the life cycle . Ladenburg needs a catalyst to revive its stock and warrant further evaluation. . Even before our formation, we have had an unwavering focus on middle market healthcare. We guide clients through mergers and acquisitions, equity and debt capital raises, private placements, and financial restructurings. 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. Long-term investors have been rewarded with the stock appreciating nearly 210% over the past five years. HAS BEEN ACQUIRED UNDER CHAPTER 11 363 BY. 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. Cross Keys Overview Brochure. Were also the only firm that brings sellers to market in print, video and social media. 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. Additionally, FBR provided capabilities for At-The-Market (ATM) offerings which have become a regular mechanism for biotechs to raise money. Capstone Capital Markets LLC is a subsidiary of Huntington Bancshares Incorporated. Their team of industry professionals align buyers and sellers in successful transactions, providing advice and guidance before, during, and after the transaction. The Motley Fool has no position in any of the stocks mentioned. Madison Street Capitals professionals precisely analyze each clients needs to determine the best match between buyers and sellers, arrange cost-effective financing, and produce capitalization structures that maximize each clients potential. At Boulevard, we believe value creation begins with developing a strong multi-faceted strategy that addresses the goals of all stakeholders in the company including employees, shareholders, customers, suppliers and the community. 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. List of Excel Shortcuts If our business philosophy aligns with yours, then lets talk about working together., Industries: Distribution, Industrials, Health Care, Business Services, Consumer Goods, Consumer Services, Life Sciences, Manufacturing, Technology, Visit Business Acquisition & Merger Associates Profile, Plethora Businesses is a leading M&A firm specializing in mergers, acquisitions and appraisals. Currently, it is up about 15% for the year but swelled up to 35% in July. 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. Unlike traditional league table structures that have remained the same for years, where firms are 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. 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. 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. FirePower Capitals M&A professionals have directly executed on 76 deals since 2013. Middle market firms are mid-size businesses having annual revenues from $10 million up to $500 million and 100 to 2,000 employees. Sign In 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. 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. Our team consists of dedicated professionals who apply their extensive expertise and experience to achieve maximum value for their companies and clients. Below this tier, several middle market investment banks tailor their offerings to micro, small, and mid-cap life sciences companies. Three factors disproportionately drive league table ranking: For detailed methodology, see the end of this feature. Congratulations to Q1s Top 25 lower middle market investment banks for their results in the first quarter of the new year. 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? Sign up to receive our monthly e-newsletter, plus periodic news, reports, and invitations from Capstone Partners. Our work spans most industries except for resource extraction, pharmaceuticals and life sciences. 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. 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. *Average returns of all recommendations since inception. 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. Three key principles drive BAMAs work. 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. 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. They took the time to understand the company, understood the real value, and then they truly delivered. Reach out to us today! Securities products and services are offered by licensed securities representatives of Capstone Capital Markets LLC, registered broker-dealer and member, FINRA and SIPC. Securities offered through BellMark Partners, LLC, Member FINRA, Member SIPC We are an independent investment bank that provides M&A advisory and investment banking services to middle market companies. Corporate Finance will be in a specific group e.g. Weve been successfully advising business owners & investors throughout the United States since 1999. We work closely with our clients financial and legal advisors. 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. 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. Cross Keys' Healthcare Expertise. 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. 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. We provide valuable financial and strategic advice throughout the business life cycle. Many organizations will adapt to changes through mergers and . Watch our video to learn more . Our steady focus and expertise has forged invaluable relationships within the market and allows . 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., Clarke Advisors LLC is a specialized Financial Advisory and Merchant Banking Firm, providing the highest quality Investment Banking services including institutional financing, merger, acquisition and divestiture for small to medium-sized private and public companies. SCP serves business leaders in the emerging growth and middle markets. Sign In Our enthusiasm for healthcare allows us to stay ahead of developments. 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. 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. Here is a list of the top seven middle market investment banks: Thank you for reading CFIs middle market investment banks list. A business owners definition of success is multi-faceted. 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. We do business throughout the US, but we have unmatched expertise in the Alaska market. Investment banks whose clients have $10-$100M of revenue. Investors are catching on to B. Riley's growth story, driving up shares more than 70% year-to-date. "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. 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., 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, Global Wired Advisors is a leading Digital Investment Bank focused on helping founders and families exit the highly successful companies they have built. To make the world smarter, happier, and richer. We then employ tactical services to achieve those strategic goals. : Buy-side demand for engagements represented by the advisor. We are excited to release Axials Q1 2020 Lower Middle Market League Tables. The middle market companies that are our principal focus typically have enterprise values that range between $10 and $200 million. If B. Riley continues to make smart, strategic acquisitions, the stock should appreciate in lockstep. Direct Access 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. Kroll's Healthcare Investment Banking Practice Advised NXC Imaging on Its Sale to Canon Medical Systems USA, Inc. Aug 18, 2022. aerospace and defense, healthcare, etc and more middle-market * Wells Fargo - Regional coverage and MM investment banking, formerly had Sponsors group * Rothschild - West Coast Coverage for sure, mix of industries * Lincoln International . 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. Combined, these groups allow us to serve our clients as a more complete financial advisor. 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. B. Riley (RILY 4.54%) is a diversified financial services company offering capital raising and financial advisory services to businesses and individuals. 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. We generate ideas for our middle-market clients using a holistic approach that combines our deep industry experience with unparalleled capital markets expertise. 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 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. 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 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. 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. They can be summed up in one sentence. The investment banking team at Ladenburg Thalmann Financial Services (LTS)kept busy in Q2, raising more than $322 million for 13 companies. About us. 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. Cost basis and return based on previous market day close. We know the key players and can take a global perspective on any M&A deal. 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. 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. Additionally, Cowen's investment management division oversees funds that buy royalties of marketed drugs and invests in private healthcare companies. We dont sell you what you dont need. They can be summed up in one sentence. 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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. Our dedicated sponsor coverage team is solely focused on serving middle market private equity firms. Our service offering at Gleason Advisors allows us to work with businesses facing a wide range of issues and financial challenges.