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Investment Banking Services Companies Worldwide

Investment banking services provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Investment Banking Services sector based on self-reported profile data. No companies currently match this exact sector selection on Enterprise League. Browse related sectors or submit a company to the directory.
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Investment Banking Services
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The London Family Office is a specialist investment firm based in London, UK, dedicated to connecting high-net-worth individuals and families with impactful and sustainable investment opportunities. We curate bespoke portfolios encompassing sustainable real estate, renewable energy, clean technologies, sustainable agriculture, and broader impact investing strategies. Our approach focuses on delivering both financial returns and positive social and environmental outcomes, aligning wealth management with values-driven investing. We provide access to direct investments, private equity, and liquid funds, supporting clients in building diversified, responsible investment strategies. We cater to sophisticated investors seeking to grow their capital while contributing to a more sustainable future.
Investment
Investment Banking Services
Investment Grade Advisory is a Birmingham, Alabama-based business valuation and exit strategy firm specializing in helping business owners prepare their companies for sale or investment. With decades of experience in investment banking, we guide owners through the complex process of achieving ‘Investment Grade’ – a designation signifying a company’s attractiveness to institutional investors and potential buyers, commanding a premium valuation. We provide a proprietary LITE Assessment to diagnose a company’s current standing and offer actionable insights to drive enterprise value. Our services encompass comprehensive valuation analysis, strategic planning for exits, and personalized consultations, empowering business owners to maximize the return on their years of hard work. We focus on helping companies achieve a level of operational excellence and financial performance that resonates with sophisticated investors, ultimately facilitating a successful and rewarding exit.
Investment
Investment Banking Services
Asset Positioning Services, LLC is a registered investment advisory company based in Knoxville, Tennessee, specializing in helping clients discover their true purpose for money through a unique estate planning process called Family Tree Asset Positioning. Founded in 1987 by Randall Baxter, a seasoned financial advisor with over four decades of experience, we guide individuals and families in designing comprehensive estate plans that prioritize legacy and financial security. Our approach focuses on identifying the right people to manage assets and ensuring wishes are followed, offering peace of mind and a clear roadmap for the future. We provide expert guidance on estate planning, inforce annuity reviews, life insurance reviews, investment and risk analysis, retirement income planning, and Medicare and health insurance reviews, all tailored to each client's individual circumstances and goals. With a commitment to simplicity, convenience, and affordability, Asset Positioning Services empowers clients to establish their financial and estate planning objectives with confidence.
Investment
Investment Banking Services

2009

Gibson Gaither Wealth Management Advisors, LLC is a leading investment banking firm dedicated to providing comprehensive financial solutions to businesses and individuals in Chattanooga, Tennessee, and the wider Southeastern United States. With over two decades of experience, we specialize in mergers and acquisitions, private placements, and strategic advisory services, supporting clients across diverse industries including real estate, manufacturing, and healthcare. We partner with our clients to navigate complex financial transactions, optimize their capital structure, and achieve their long-term goals. Our team of experienced professionals combines deep industry knowledge with a commitment to personalized service, ensuring our clients receive tailored guidance every step of the way. We focus on building lasting relationships based on trust and integrity, helping our clients realize their full potential.
Investment
Investment Banking Services

1999

SoCal Planners, Inc. is a Santa Clarita-based financial planning firm dedicated to providing accessible and affordable financial guidance to individuals and families. We specialize in delivering comprehensive financial services, including life insurance, investment management, tax planning, and tax preparation, all designed to help clients achieve their financial goals. Unlike traditional advisors, we prioritize eliminating the fear of high fees and building trust through transparent and personalized service. We cater to a broad range of clients, particularly those early in their careers or facing financial challenges, offering a supportive and straightforward approach to financial well-being. Our commitment is to empower individuals to confidently navigate their financial future, fostering long-term security and peace of mind. We are a registered investment advisor in California, committed to ethical practices and client-focused solutions.
Investment
Investment Banking Services
The Muir Network is a creative solutions provider based in Edinburgh, UK, specializing in strategic communication and brand identity development for businesses seeking to connect authentically with their audiences. We help organizations craft compelling narratives and build robust visual identities, underpinned by meticulous process and audit management. With a focus on storytelling and leveraging the power of Microsoft 365, we empower clients to communicate their unique value proposition effectively, ensuring consistent messaging across all channels. Our expertise extends to investor letters, policy guidelines, and data visualization, supporting businesses in navigating complex regulatory landscapes and optimizing their operational efficiency. We are dedicated to helping you tell your story and achieve lasting relationships with your stakeholders.
Investment
Investment Banking Services

2017

Lombard Partners is a leading investment banking firm specializing in the strategic acquisition and sale of infrastructure-rich advanced technology assets, particularly semiconductor fabs, within the United States. We bridge the gap between innovation and investment, providing expert guidance on asset buyouts, strategic divestitures, and M&A advisory services. With over 15 years of experience, our team of 4 professionals – including United by a commitment to excellence and innovation – delivers tailored solutions to clients seeking to maximize value and drive growth in the dynamic semiconductor sector. We focus on connecting sellers with a vast network of interested buyers, ensuring optimal outcomes for all stakeholders.
Investment
Investment Banking Services
Career Fundamentals is a leading investment banking training platform based in London, UK, dedicated to equipping students with the essential skills and knowledge to excel in the competitive world of finance. We provide comprehensive training materials covering every stage of the application process – from crafting a standout CV and compelling cover letter, to mastering aptitude tests, acing interviews, and preparing for technical assessments. Unlike generic training programs, Career Fundamentals is built on the expertise of seasoned investment bankers, ensuring our students receive high-quality, practical guidance tailored to the specific protocols of top-tier firms. Our platform supports students from their first year through to final year, helping them secure Spring Internship offers, Summer Analyst positions, and ultimately, graduate roles in investment banking.
Investment
Investment Banking Services
Planet Broadcasting Company Limited is a leading UK-based radio station serving East Yorkshire and the surrounding areas. We deliver a diverse range of music, news, and community programming across FM, mobile, and online platforms, connecting listeners with local events, competitions, and engaging content. As a vital part of the Lincolnshire media landscape, we provide a valuable service to residents and visitors alike, fostering a strong sense of community through accessible and entertaining broadcast experiences. Our commitment to local content and high-quality audio ensures we remain a trusted source of information and entertainment for our audience.
Investment
Investment Banking Services
Pegasus Intellectual Capital Solutions LLC is a leading boutique middle market investment bank and management consulting firm dedicated to serving business owners across a diverse range of industries, including agribusiness, food & beverage, automotive, healthcare, oil & gas, manufacturing, and technology. We specialize in mergers and acquisitions, capital raising, exit planning, restructuring, and strategic marketing, providing tailored solutions to maximize shareholder value. Founded in 1995 and headquartered in Chicago, Illinois, Pegasus brings decades of experience and a deep understanding of complex financial transactions to our clients. Our team of former portfolio managers leverages unique insights to identify and unlock value, offering creative financing solutions and expert guidance. We are committed to integrity and delivering exceptional results, as evidenced by numerous industry accolades, including ‘Middle Market Investment Bank of the Year – USA’ 2016 and ‘Investment Banking Boutique of the Year – North America’ 2017. We diagnose, prescribe, and predict, utilizing quantitative methods and statistical analysis to understand market dynamics and develop strategic plans. Furthermore, we resolve our clients’ financial challenges through restructuring, workout strategies, and innovative financing techniques. Pegasus Intellectual Capital Solutions – a trusted partner for growth and success.
Investment
Investment Banking Services

1995

Aquaa Partners is a leading London-based M&A and strategic advisory firm specializing in supporting B2B software companies with enterprise valuations between $20M and $200M. We help mature businesses navigate the evolving landscape of AI and Agentic AI, ensuring they maintain a competitive edge. Our team provides critical support in refining positioning, validating valuations, aligning stakeholders, and developing robust exit strategies. For corporates, private equity firms, and family offices, we deliver a proprietary methodology for sourcing, evaluating, and executing transformative acquisitions, fostering strategic innovation through M&A. Aquaa Partners empowers leadership teams to proactively lead, rather than react, to market shifts, offering discreet, senior-led execution and a ‘Founder Readiness Protocol’ to maximize value.
Investment
Investment Banking Services

2010

KLIENT GROUP is a leading global marketing agency specializing in brand building and digital transformation, with a strong presence in the UK and internationally. We partner with businesses across a range of sectors – including

Construction, Retail, and Property – to elevate their brand visibility and drive sustainable growth. Our approach focuses on data-driven strategies and creative execution, delivering impactful results through integrated marketing campaigns.

KLIENT GROUP’s expertise spans across

Media, Consulting, and Distributions, providing a holistic solution for our clients’ marketing needs. We’re committed to helping businesses succeed in today’s dynamic market, leveraging our global network and deep industry knowledge. Founded in 2019, we’ve rapidly grown to serve a diverse portfolio of clients, consistently exceeding expectations.

Investment
Investment Banking Services

2019

Kendrick Properties is a leading investment banking firm specializing in real estate investment opportunities, serving clients across New York and the wider United States. We provide comprehensive financial advisory services to investors, developers, and property owners, facilitating strategic acquisitions, dispositions, and capital raising. Our expertise lies in navigating complex real estate transactions and delivering tailored solutions to meet our clients’ unique needs.

We focus on supporting institutional and private investors seeking to grow their portfolios through strategic real estate investments. Rochester, New York is our home base, and we pride ourselves on our deep local market knowledge combined with a national reach.

Investment
Investment Banking Services

Retirement and Healthcare Solution Services is a leading investment banking firm specializing in financial advisory and strategic solutions for retirement and healthcare organizations, primarily serving clients in Florida and the Southeastern United States. We assist businesses with mergers and acquisitions, capital raising, and strategic planning to navigate the complexities of the healthcare and retirement industries. Our expertise includes supporting private equity firms, healthcare providers, and retirement plan sponsors. We are dedicated to providing tailored financial guidance to drive growth and maximize value. Investment Banking, Mergers & Acquisitions, and Healthcare Finance are at the core of our offerings.

We focus on delivering comprehensive support to a diverse range of clients, including hospitals, clinics, long-term care facilities, and retirement plan administrators. Our team possesses deep industry knowledge and a commitment to understanding our clients’ unique needs. We help them achieve their strategic goals through expert financial analysis and strategic counsel.

At Retirement and Healthcare Solution Services, we pride ourselves on building long-term relationships based on trust and integrity. We are committed to providing exceptional service and delivering measurable results. We are a trusted partner for organizations seeking to optimize their financial performance and achieve sustainable growth within the dynamic healthcare and retirement landscapes.

Investment
Investment Banking Services

Gray Corporate Finance is a leading corporate finance and strategic advisory firm based in Sheffield, UK. We specialize in providing bespoke solutions for owner-managed businesses, ambitious management teams, and other professional services firms involved in corporate transactions. Our services encompass company acquisitions, disposals, MBOs, MBIs, and EOTs, alongside fundraising, valuations, and strategic reviews.

We blend commercial acumen with rigorous analysis to deliver outstanding results. We support businesses through every stage, from initial growth to successful exits. We are committed to building long-term relationships based on trust and expertise.

Investment
Investment Banking Services

2025

AMK Foundation Group Inc is a leading investment banking firm specializing in strategic financial advisory services for businesses in Florida and beyond. We support a diverse range of clients, from emerging growth companies to established enterprises, navigating complex financial transactions. Our expertise encompasses mergers and acquisitions, private placements, restructuring, and capital raising.

We focus on delivering tailored solutions to help our clients achieve their strategic goals. We are dedicated to providing comprehensive investment banking services to businesses seeking growth and stability. Our team combines deep industry knowledge with a commitment to client success.

We operate with integrity and a results-oriented approach, building long-term partnerships based on trust and mutual benefit.

Investment
Investment Banking Services

2012

Lord Wellington Investments is a Baton Rouge, Louisiana-based fee-only wealth management firm dedicated to helping clients grow, manage, and preserve their wealth. Our team provides personalized financial planning, investment management, and tax planning strategies to align with your goals. As fiduciary advisors, we put your interests first, offering transparent, objective guidance backed by experience and research.

We combine decades of tax and financial expertise with a clear understanding of your goals, providing structure and clarity to your financial decisions today and in the years ahead. Unlike traditional finance, we focus entirely on your goals, priorities, and future, serving individual investors rather than large institutions.

At Lord Wellington Investments, we build portfolios grounded in discipline, tax efficiency, and your long-term goals. We help families across South Louisiana and the Gulf Coast turn complex finances into a clear, coordinated plan, supporting more clarity, less stress, and a strategy built for generations. We offer holistic coordination, tax-focused approaches, and personalized service, ensuring you work with a dedicated financial advisor in Baton Rouge who knows your story.
Investment
Investment Banking Services
FINNEA Group is a leading investment banking and consulting firm based in Birmingham, Michigan, providing strategic, financial, and operational expertise to middle market companies.

We specialize in delivering tailored solutions across a range of areas, including mergers and acquisitions, capital solutions, financial planning & analysis, performance improvement, and restructuring. Our team leverages deep experience and a collaborative approach to help clients achieve their business goals.

With offices in Birmingham, Chicago, Grand Rapids, and Nashville, FINNEA Group combines boutique-level service with bulge-bracket experience, offering a trusted partnership for growth and transformation. We are committed to integrity, respect, and delivering exceptional results.

FINNEA Group’s professionals have executed thousands of transactions, ranging from middle market to Fortune 500 in size, with broad experience across a wide array of industries. We offer extensive strategic and financial advice on mergers and acquisitions, capital transactions* and financial and operational consulting services, including Technology Enablement.
Investment
Investment Banking Services

2011

Janes Capital Partners is a leading Aerospace & Defense Investment Banking firm based in Irvine, California.

We specialize in M&A advisory services for middle market Aerospace & Defense companies with enterprise values between $25 million and $500 million. Our team of experienced investment bankers provides tailored solutions to facilitate successful transactions, connecting clients with potential acquirers and leveraging our deep industry knowledge.

As a member of Oaklins, the world’s most experienced mid-market M&A advisor, we offer unparalleled access to a global network of buyers and a disciplined, hands-on approach to every deal. We’ve completed over 50 transactions within the Aerospace & Defense industry, generating $6B+ in transaction value.

At Janes Capital Partners, we are committed to cultivating success for each and every client through strategic guidance, tailored buyer interactions, and a proven track record of delivering exceptional results.
Investment
Investment Banking Services

1997

AJ Arenburg Financial is a St Petersburg, Florida-based investment banking and advisory firm specializing in sell-side advisory, business valuations, and private capital solutions for privately held companies.

We provide comprehensive support to business owners seeking to maximize the value of their companies through strategic exits, mergers, and acquisitions. Our team of experienced professionals delivers tailored solutions in areas such as quality of earnings analysis, debt and equity capital raising, and fractional CFO services.

AJ Arenburg Financial focuses on delivering exceptional results for our clients, leveraging our deep industry knowledge and commitment to meticulous due diligence. We are dedicated to guiding businesses through complex transactions and achieving optimal outcomes.

Founded in 2023, we’ve quickly established ourselves as a trusted partner for privately held companies navigating the financial landscape. We currently have a team of 3 professionals.
Investment
Investment Banking Services

2023

Aberdeen Advisors, Inc is a St Petersburg, Florida-based M&A advisory firm specializing in helping business owners sell their companies. We leverage our unique understanding of the selling process, gained from our team’s personal experience as business owners, to match buyers and sellers of businesses ranging in revenue from $5 million to $100 million.

At Aberdeen Advisors, our advisors don’t just facilitate transactions; we actively seek out multiple qualified buyers for your business, ensuring you receive the best possible offer. We meticulously analyze your company’s financials and operations to maximize its value and position it for a successful sale.

Our proprietary database connects you with a diverse network of regional, national, and international buyers, resulting in an average close rate of 95% and multiple offers for our clients. We’re committed to delivering exceptional results and a seamless experience for business owners looking to pass the torch.Serious Results for Serious Sellers
Investment
Investment Banking Services

2009

Exit Partners is a leading investment bank based in Plano, Texas, specializing in mergers, acquisitions, and strategic advisory services for middle market companies.

We focus on helping businesses achieve optimal outcomes through expert guidance in sales to strategic and private equity buyers, as well as providing valuable buy-side advisory.

Exit Partners distinguishes itself through a deep understanding of industries like Energy, Power & Infrastructure, Industrial & Manufacturing, and Technology & Services, combined with a commitment to delivering exceptional negotiation and strategic insight to our clients. Our team of experienced professionals provides tailored solutions to maximize value and ensure successful transactions.

With over 120 transactions representing over $20 billion in deal value, Exit Partners has a proven track record of success, consistently exceeding client expectations and driving optimal results. We are dedicated to building long-term relationships based on trust, transparency, and a shared commitment to achieving your business goals.
Investment
Investment Banking Services

2016

Wise Rhino Group is a US-based M&A Advisory firm specializing in providing strategic guidance to Retirement and Wealth Advisory, Third-Party Administration, and Financial Services Technology firms.

We help these organizations navigate complex mergers, acquisitions, and succession planning processes, leveraging our extensive network and industry expertise.

Wise Rhino Group distinguishes itself through a client-centric approach, prioritizing long-term partnerships and delivering exceptional results. We offer a comprehensive suite of services, including valuations, financial benchmarking, business strategy consulting, and industry analytics, all underpinned by a deep understanding of the unique challenges and opportunities within the financial services landscape.

Founded in 2017, Wise Rhino Group has successfully completed over 120 M&A engagements, representing a combined deal value of $2.5B+, and continues to support a growing network of buying firms.
Investment
Investment Banking Services

2017

Aurum Capital Connect is a Denver- and Dallas-based investment bank and strategic advisory group specializing in M&A and capital formation for middle market companies.

We firmly believe active involvement with our client companies is key to success; we work closely with management teams to develop and execute strategy, open doors to capital, and create meaningful exits.

Aurum provides objectivity, a valuable contact network, allows for efficient use of client personnel, and is vitally interested in client’s objectives. Our team comprises seasoned professionals with a broad background in business, tax, and finance to provide useful, innovative, and thorough implementation strategies. We advise on transactions in many industries, including Aerospace & Defense, Biotech & Pharmaceutical, and Commercial Transportation.

Aurum Capital Connect is dedicated to enabling future success for our clients through expert guidance and strategic execution.
Investment
Investment Banking Services
Persient LLC is a San Diego-based investment banking firm specializing in mergers and acquisitions for mature, profitable businesses.

We help business owners across a range of industries – typically generating $10-200 million in sales or $2-$20 million in adjusted profits – achieve successful exits, aligning with their lifestyle, legacy, and financial goals.

At Persient, we go beyond simple price negotiations, crafting creative, global take-to-market strategies to maximize value and ensure a seamless transition. Our experienced team provides comprehensive support, from initial assessment to deal execution, focusing on strategic partnerships and long-term success.

Founded in 2022, Persient LLC operates through IIB Corp., a broker-dealer, Member FINRA/SIPC, and serves clients nationwide.
Investment
Investment Banking Services

2022

Telos Capital Advisors is a Dallas-based investment bank specializing in lower middle market M&A advisory and capital raising. As former business owners and investors, we help privately held companies achieve their strategic objectives, whether through strategic sales, growth capital, or restructuring.

We focus on companies with revenue between $5 million and $300 million and EBITDA between $2 million and $50 million, guiding them through complex transactions with a deep understanding of operational realities.

What distinguishes Telos Capital Advisors is our unique perspective – we bring the experience of having ‘worn the shoes’ of business owners, allowing us to uncover hidden value and maximize outcomes for our clients. Our team, led by Robert Rough, Bernard Carrico, and Bob Lutz, leverages decades of operational and investment expertise to deliver tailored solutions.

We are a FINRA/SIPC member, committed to integrity and transparency in every engagement.
Investment
Investment Banking Services
SC Capital Partners is a US-based Investment Banking and Professional Services Firm located in Irvine, California. We provide comprehensive financial solutions to businesses seeking capital, strategic guidance, and expert advisory services.

SC Capital Partners specializes in facilitating mergers and acquisitions, debt placement, equity financing, and strategic growth initiatives. Our experienced team assists clients with navigating complex financial landscapes, from initial planning and due diligence to transaction execution and post-deal support.

We pride ourselves on our multi-dimensional approach, offering tailored solutions across various sectors, including public offerings on the Toronto Stock Exchange (TSX), private equity, and venture capital. Our commitment to delivering exceptional results and building long-term partnerships makes us a trusted advisor for businesses of all sizes. Investment Banking, Mergers and Acquisitions, and Debt Placement & Analysis are at the core of our services.
Investment
Investment Banking Services

2003

Ridger Capital Inc is a leading investment banking firm based in Los Angeles, California, specializing in capital solutions for frontier markets through middle market transactions.

We provide transactional and industry-specific advisory services on capital raises and mergers & acquisitions, focusing on key sectors including Food & Agribusiness, Infrastructure, Real Estate, and Life Sciences.

Ridger Capital distinguishes itself through its global reach, serving companies, entrepreneurs, and investors worldwide, and by sourcing capital from a diverse range of platforms – strategics, private and institutional investors, specialized funds, family offices, sovereigns, and offshores. Our team leverages extensive experience and a deep understanding of these markets to deliver tailored solutions.

Founded in 2021, Ridger Capital operates with a commitment to integrity and client success, supported by a team of experienced professionals and a strong partnership with GT Securities, Inc., a licensed broker-dealer and FINRA and SIPC member since 2001.
Investment
Investment Banking Services

2021

True North Strategic Advisors is a Fort Wayne, Indiana-based merger and acquisition advisory firm specializing in strategic and financial guidance for medium-sized businesses.

We partner with clients across a range of industries, including investment banking, nonprofit organizations, and industrial manufacturing, providing tailored solutions for sale and acquisition transactions.

True North distinguishes itself through a national-level service approach combined with a local-level, personalized attention, leveraging over two decades of experience and a team of nine principals with more than 100 years of combined transaction expertise. We’re dedicated to helping Midwest businesses thrive and achieve lasting success.

With a proven track record of facilitating over $1 billion in deal volume since inception and assisting more than 300 clients, True North Strategic Advisors delivers sophisticated advice and unparalleled service to drive optimal outcomes.
Investment
Investment Banking Services

2002

CrossRoads Business Brokers is a leading M&A Business Brokerage firm based in Irvine, California, specializing in helping small to medium-sized businesses sell and acquire across the United States.

We serve a diverse range of business owners, entrepreneurs, and investors seeking to exit their businesses or find the perfect acquisition target. Our core mission is to provide exceptional service and achieve successful outcomes for all our clients, navigating complex transactions with professionalism and integrity.

What sets CrossRoads apart is our strategic approach to identifying and connecting buyers and sellers, leveraging extensive business databases and tools to uncover hidden opportunities. We offer advisory services, valuation expertise, and a dedicated team of experienced brokers, including CM&AA and M&AMI certified professionals, to ensure a seamless and profitable transaction. We are committed to delivering results and building long-term relationships with our clients.
Investment
Investment Banking Services

2004

Excel Capital Advisors is a Florida-based financial advisory firm specializing in mergers and acquisitions and capital raising for family and founder-owned businesses.

We serve lower middle-market companies across a diverse range of industries, including telecommunications infrastructure, technology, business services, home services, and consumer products. Our experienced team helps businesses navigate complex transactions, maximizing value and achieving strategic goals.

What differentiates Excel Capital Advisors is our deep industry expertise, particularly within the telecommunications sector, combined with a client-focused approach and a commitment to delivering exceptional results. We have extensive deal experience developed over many years, and we are dedicated to building long-term relationships with our clients.
Investment
Investment Banking Services

2007

Capital Fundings, LLC is a direct private money lender and Orlando private money lending company specializing in real estate investment financing. We provide quick and efficient funding solutions for fix and flip projects, rental properties, and refinance opportunities throughout Florida. With over a decade of experience, Capital Fundings offers competitive rates and a streamlined approval process, ensuring your investment goals are met swiftly. We pride ourselves on our local expertise and commitment to exceptional service, building strong partnerships with borrowers and brokers alike. Our promise is simple: your money will be there on closing day.

Capital Fundings, LLC is federally licensed with the NMLS and carries professional liability insurance. We’re a trusted partner for real estate investors seeking reliable and timely funding.

As a #1 Local Private Lender by Volume in Central Florida (as ranked by ForeCasa Inc in 2023 & 2024), we’re dedicated to supporting the growth and success of our clients and the Florida real estate market.
Investment
Investment Banking Services

2014

ClearCap Strategic Advisors is a leading investment bank specializing in strategic financial advisory services for business entrepreneurs and the shareholders of middle market companies, located in St Petersburg, Florida.

We help ownership teams achieve their liquidity goals and maximize shareholder value through tailored plans. Our expertise lies in facilitating mergers & acquisitions, valuations, and capital raises, ensuring a smooth and profitable transition for businesses.

ClearCap Strategic Advisors focuses exclusively on ‘ownership interests,’ providing comprehensive support from initial strategic objectives to final exit strategy planning. We are dedicated to delivering results and building long-term partnerships. Founded in 2009, we’ve grown to a team of 3 professionals, providing personalized attention and deep industry knowledge.
Investment
Investment Banking Services

2009

World Property Bank is a Miami-based real estate investment bank pioneering the future of global capital markets through digital innovation.

We’re building the DeFi backbone of a new digital real estate economy, transforming illiquid assets into tradable, transparent, and liquid securities. Our integrated platform – encompassing WPE.com, TransactionCoin (TC), and Sentient Loans (SL) – unlocks unprecedented access and efficiency for real estate investors.

World Property Bank leverages AI and blockchain technology to create a dynamic ecosystem of tokenized real estate, stablecoins, and prediction markets, redefining how real estate is valued, traded, and invested. We are a portfolio company of World Property Ventures, committed to driving the next generation of real estate finance.
Investment
Investment Banking Services

2025

Contango Investments, Inc is a leading business sales and mergers & acquisitions (M&A) advisory firm based in Orlando, Florida.

We specialize in helping business owners in a variety of sectors – including construction, manufacturing, distribution, restaurants, accounting, and specialty contracting (like HVAC and electrical) – maximize the value of their businesses and achieve a successful exit.

At Contango Investments, we’re dedicated to guiding our clients through a strategic Value Builder System™, focusing on operational improvements, risk reduction, and market timing to ensure a premium selling price and peace of mind. We’re invested in your success, providing expert guidance from initial exit planning to final deal closure.

Our team of experienced business brokers and certified Value Builder advisors are committed to delivering exceptional results and helping you enjoy your business while you own it, ultimately leading to a profitable and fulfilling exit.
Investment
Investment Banking Services

2005

Spectre Holdings is a family office based in Irvine, California, providing strategic investment support to visionary founders and companies.

We focus on supporting transformative businesses across various sectors, offering tailored investment solutions and operational guidance. Our expertise lies in identifying and nurturing high-growth potential ventures with significant market impact.

As a family office, Spectre Holdings prioritizes long-term partnerships built on trust and shared values. We are dedicated to empowering entrepreneurs to realize their ambitions and drive lasting success. We specialize in supporting companies with big transformative visions, offering a unique blend of capital and strategic insight.

Founded in 2018, Spectre Holdings has quickly established a reputation for discerning investment decisions and a commitment to fostering innovation.
Investment
Investment Banking Services

2018

BowPoint is a leading buyside M&A intermediary based in St. Petersburg, Florida, specializing in deal origination for middle market private equity groups. We generate high-fit, actionable acquisition deal flow, facilitating add-on and platform acquisitions across 35 states and 5 countries, with over $2 Billion in combined deal volume.

BowPoint supports private equity groups and family offices in executing strategic buy-and-build and platform consolidation strategies. Our team leverages deep industry expertise to identify and qualify compelling targets, driving value creation for our clients.

As a recognized leader in M&A, BowPoint has been named to the Inc. 5000 multiple times and is a five-time recipient of the Best M&A Provider award from Small Business Monthly. We are committed to delivering exceptional results and fostering long-term partnerships.
Investment
Investment Banking Services

2013

Solganick is a Los Angeles-based investment bank and M&A advisory firm specializing exclusively in the technology services and software sectors.

We partner with technology businesses – including cloud computing, data analytics, artificial intelligence, digital transformation, software development, and managed services providers – to achieve strategic outcomes, whether through growth initiatives or successful exits via mergers and acquisitions.

Solganick leverages data-driven research, AI, and a deep network of industry connections to identify optimal buyers and structure deals that maximize shareholder value. Our experienced team manages the entire M&A process, from initial assessment to final transaction completion.

Founded in 2009, Solganick has successfully advised on numerous transactions across diverse technology sub-sectors, consistently delivering exceptional results for our clients.
Investment
Investment Banking Services

2009

Global Capital Markets is a leading middle market investment bank based in Irvine, California, providing expert mergers and acquisitions, capital markets, and financial advisory services to businesses worldwide.

For over a quarter century, we’ve been catalysts for corporate finance, specializing in transactions for manufacturing, distribution, service, and retail companies with revenues between $10 million and $200 million.

Our approach blends sophisticated financial expertise with access to the global marketplace, ensuring seamless and beneficial outcomes for our clients. We pride ourselves on a no-nonsense dedication to achieving results, consistently delivering value through strategic deal-making. Investment Banking, Mergers & Acquisitions, and Financial Advisory are at the core of our operations.
Investment
Investment Banking Services

1995

Cronox Capital is a leading investment fund manager based in Lima, Peru, specializing in connecting investors with top-tier international fixed income and variable rate instruments.

We operate as a private investment fund manager, dedicated to providing exceptional service to our clients.

Cronox Capital’s approach focuses on delivering a modern investment experience, offering access to the best managed funds through expert analysts and a transparent platform. Our commitment is to transform your financial future through expert advice and strategic positioning, while always prioritizing the protection of your capital.

We serve qualified investors seeking optimal returns and risk management, with a global perspective and a strong focus on client relationships.
Investment
Investment Banking Services
Salt Creek Partners is a premier M&A advisory firm dedicated to providing premium quality services to the growing and middle markets. Pushing the boundaries of what is possible, we specialize in sell-side, buy-side, strategy consulting, and valuation services.

We serve business owners, portfolio companies, industry executives, strategic buyers, private equity firms, and family offices, helping them navigate complex M&A transactions. Our approach is built on deep industry knowledge, innovative strategies, and a commitment to delivering exceptional results.

At Salt Creek Partners, we don’t just advise on M&A – we build the future. We are a team of visionary strategists and entrepreneurs who understand what it takes to transform businesses, forging strategic partnerships and driving transformative growth that creates real value for our clients.

We are premium advisors to the growing and middle markets. We invest in long-term relationships with our clients through independent, trusted, and innovative advice, and achieving superior results.
Investment
Investment Banking Services
The Banking Club is a New Jersey-based recruiting platform and community dedicated to empowering Generation Z students to launch successful careers in investment banking.

We provide a full-service program designed to equip students with the tools, resources, and guidance needed to excel in the competitive world of finance. Our 10-week Bootcamp, combined with AI-powered recruiting tools and unlimited mentorship from experienced bankers, helps students secure top-tier internships and graduate roles.

What sets The Banking Club apart is our commitment to providing a comprehensive, structured approach to recruiting, coupled with personalized support and cutting-edge technology. We help students master technical and behavioral interviews, build their networks, and craft compelling resumes and cover letters – ensuring they stand out from the crowd.

With over 800 students served and a 90%+ offer rate, The Banking Club is the next generation of investment banking preparation.
Investment
Investment Banking Services

2019

Encore AMC Partners is a Newport Beach, California-based M&A advisory and management consulting firm specializing in revenue & growth strategies, corporate development, and exit strategies.

We combine over two decades of experience from former operators with investment banking expertise, offering balanced advisory services based on our clients’ business and personal objectives.

Encore AMC Partners distinguishes itself by understanding the nuances of M&A transactions through its operational background, providing strategic guidance to companies seeking to buy or sell businesses. We leverage our network and market insights to facilitate successful transactions, from identifying potential buyers to closing the deal and maximizing shareholder value.

Our approach encompasses sell-side M&A, M&A smartSourcing Network, and select buy-side M&A, alongside management consulting services for companies planning an exit strategy. We are committed to working in concert with our clients to unlock value and achieve their goals.
Investment
Investment Banking Services

2019

IBG Business is a national M&A firm specializing in the sale and purchase of mid-market businesses, headquartered in Denver, Colorado, since 1986.

We assist business owners in strategically selling their companies at peak value, leveraging our extensive network of over 100 cross-border associates and a proven track record of success.

IBG Business distinguishes itself through its 86% deal-closing rate – significantly exceeding the industry average – and its team of experienced professionals with decades of expertise in mergers and acquisitions.

Our firm operates from eight offices across the United States and collaborates with strategic partners globally, providing comprehensive advisory services to both buyers and sellers.

We are committed to delivering exceptional results for our clients, built on a foundation of integrity, knowledge, and a deep understanding of the business landscape.
Investment
Investment Banking Services

1986

Mentor Capital, Inc. is a public operating company based in Plano, Texas, specializing in providing liquidity and funding to pre-IPO energy companies.

We focus on classic energy sectors – oil and gas, coal, uranium, and related operations – leveraging established cash flows through royalty payments. Our approach centers on partnering with companies possessing strong fundamentals, allowing them to access public market-like liquidity and benefit from increased valuation potential.

Mentor Capital’s unique model involves taking significant positions in these companies while retaining operational control, fostering continued growth and innovation. Investors also benefit from potential liquidity through share exchanges. We are a long-declared operating company, strategically investing in the energy sector and returning gains to shareholders via dividends or stock repurchases.

Mentor Capital, Inc. is committed to supporting the success of its portfolio companies and delivering value to its investors.
Investment
Investment Banking Services

1985

CLG Hedge Fund is a commercial real estate lending firm based in Plano, Texas, providing financing solutions to companies across the United States.

We specialize in originating and acquiring commercial and corporate debt, focusing on loans from $35 million to over $750 million, encompassing a wide range of collateral including income properties, raw land, and construction projects.

As an affiliate of Beal Bank and Beal Bank USA, CLG Hedge Fund leverages a unique approach, offering value-added transactions with higher leverage, expedited closings, and customized structures. Our team’s expertise in due diligence and cost efficiency ensures a streamlined process for our borrowers. We pride ourselves on delivering professional service and innovative financing options.

We are dedicated to providing tailored solutions and fostering strong relationships with our clients.
Investment
Investment Banking Services

2008

Global Currency Reserve is a Dallas, Texas-based digital currency and marketing solutions provider, specializing in building powerful network marketing companies, loyalty rewards programs, and administering objective cryptocurrency foundations. Since 2005, we’ve empowered thousands to leverage technology and build true wealth.

We’re dedicated to making the most powerful cryptocurrency possible, accessible to everyone, fostering a level playing field for financial opportunities.

Global Currency Reserve operates through a unique combination of entities: a network marketing company, a loyalty rewards program, and a third-party foundation, all working together to unlock the full potential of cryptocurrency.

Our commitment to personal and financial freedom drives us to provide the tools needed for a happy and fulfilling life for all members of our global community.

We currently focus on English-speaking countries, with plans for expansion to other languages and cultures.
Investment
Investment Banking Services

2014

Boustead Securities is a leading IPO specialist and corporate finance advisor based in Irvine, California.

We support fast-growing companies, financial institutions, and high-net-worth clients through every stage of the Initial Public Offering (IPO) process. From engagement and due diligence to marketing, regulatory filings, and closing, our experienced team guides issuers through NASDAQ IPOs and public offerings on junior exchanges.

As a trusted partner, Boustead Securities provides a full array of corporate finance, third-party research, and sales & trading services, helping clients achieve their strategic goals and unlock significant value. Founded in 2006, we’ve built a reputation for delivering exceptional results in the middle market investment banking sector.
Investment
Investment Banking Services

2006

Caydan Capital Partners is a leading investment banking firm based in Burlington, Massachusetts, specializing in strategic advisory and capital markets solutions for privately held businesses.

We partner with established and growing companies across a range of industries, including technology, healthcare, and manufacturing, to facilitate mergers and acquisitions, private placements, and other complex financial transactions.

Caydan Capital’s approach centers on building strong, long-term relationships with our clients, leveraging our deep industry knowledge and extensive network to deliver tailored solutions that drive value and achieve their strategic objectives. We focus on delivering exceptional results for our clients, providing comprehensive support throughout the entire transaction lifecycle.

With a team of experienced professionals, we are dedicated to helping our clients navigate the complexities of the financial landscape and achieve their business goals. Our commitment to client success is at the heart of everything we do.
Investment
Investment Banking Services
Paulson Investment Company, LLC is a leading investment banking firm based in Lake Oswego, Oregon, specializing in capital markets solutions for small to mid-cap companies. For over 50 years, we’ve provided strategic financial guidance and execution to our clients, fostering long-term relationships built on integrity and innovation.

We serve a diverse range of businesses across various sectors, including technology, oil and gas, retail, and healthcare, helping them achieve their strategic and financial objectives through private equity, syndicate offerings, and other investment banking services. Our experienced team leverages over 100 years of combined industry expertise to deliver tailored solutions.

What distinguishes Paulson Investment Company is our commitment to deep industry knowledge, rigorous due diligence, and a proactive approach to identifying and capitalizing on growth opportunities. We’re proud of our track record of success and our dedication to supporting our clients’ long-term prosperity. Following the acquisition of Orca Investment Management, LLC in January 2024, we’ve expanded our capabilities to offer customized portfolio management services.
Investment
Investment Banking Services

1970

List of Investment Banking Services companies in All locations

Company Name

Location

Category

Employees

Email

Accuracy

Website

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@thelondonfamilyoffice.co.uk

http://www.thelondonfamilyoffice.co.uk

Birmingham, United States (US)

Finance and Banking
Finance and Banking

2-10

info@investmentgradeadvisory.com

http://www.investmentgradeadvisory.com

Knoxville, United States (US)

Finance and Banking
Finance and Banking

10-20

info@randallbaxter.com

http://randallbaxter.com

Chattanooga, United States (US)

Finance and Banking
Finance and Banking

10-20

info@gibsongaither.com

http://gibsongaither.com

Santa Clarita, United States (US)

Finance and Banking
Finance and Banking

10-20

info@free-financial.com

http://free-financial.com

Edinburgh, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@themuirnetwork.com

http://www.themuirnetwork.com/

Fremont, United States (US)

Finance and Banking
Finance and Banking

10-20

info@lmbdpartners.com

http://www.lmbdpartners.com

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@career-fundamentals.com

http://career-fundamentals.com

Lincoln, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@kcfm.co.uk

http://www.kcfm.co.uk

Chicago, United States (US)

Finance and Banking
Finance and Banking

10-20

info@pegasusics.com

http://www.PegasusICS.com

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

10-20

contact@aquaapartners.com

http://www.aquaapartners.com

Cape Town, South Africa

Finance and Banking
Finance and Banking

200-500

info@klientgroup.com

http://www.klientgroup.com

Rochester, United States (US)

Finance and Banking
Finance and Banking

10-20

info@rochesternyinvestors.com

http://rochesternyinvestors.com

Port Saint Lucie, United States (US)

Finance and Banking
Finance and Banking

2-10

info@retirementsolutionservices.com

http://retirementsolutionservices.com

Sheffield, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@graycorporatefinance.co.uk

http://www.graycorporatefinance.co.uk

Cape Coral, United States (US)

Finance and Banking
Finance and Banking

2-10

info@doitnowinvesting.com

http://doitnowinvesting.com

Baton Rouge, United States (US)

Finance and Banking
Finance and Banking

2-10

info@lord-wellington.com

http://lord-wellington.com

Birmingham, United States (US)

Finance and Banking
Finance and Banking

10-20

info@finneagroup.com

http://www.finneagroup.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

sperry@janescapital.com

http://www.janescapital.com

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

contact@aja-financial.com

https://aja-financial.com/

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

info@aberdeenadvisors.com

http://www.aberdeenadvisors.com

Plano, United States (US)

Finance and Banking
Finance and Banking

2-10

info@exitpartners.com

http://www.exitpartners.com

Incline Village, United States (US)

Finance and Banking
Finance and Banking

2-10

peter@wiserhinogroup.com

http://www.WiseRhinoGroup.com

Denver, United States (US)

Finance and Banking
Finance and Banking

2-10

info@aurumcapconnect.com

https://aurumcapconnect.com/

San Diego, United States (US)

Finance and Banking
Finance and Banking

2-10

info@persient.com

http://www.persient.com

Plano, United States (US)

Finance and Banking
Finance and Banking

2-10

info@teloscap.com

http://www.TelosCap.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@sccapitalpartnersinc.com

http://www.sccapitalpartnersinc.com/

Los Angeles, United States (US)

Finance and Banking
Finance and Banking

2-10

info@ridgercapital.com

http://www.ridgercapital.com

Fort Wayne, United States (US)

Finance and Banking
Finance and Banking

2-10

cgoeglein@truenorthsa.com

http://www.truenorthsa.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

admin@crossroadsbusiness.com

http://www.CrossRoadsBusiness.com

St. Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

info@excelcapitaladvisors.com

http://www.excelcapitaladvisors.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@capfund.com

http://www.capfund.com

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

info@clearcapadvisors.com

http://www.clearcapadvisors.com

Miami, United States (US)

Finance and Banking
Finance and Banking

2-10

info@worldpropertybank.com

https://www.worldpropertybank.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@contangoinvestments.com

http://www.contangoinvestments.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@spectre.holdings

http://spectre.holdings

St. Petersburg, United States (US)

Finance and Banking
Finance and Banking

20-30

info@bowpoint.com

http://www.bowpoint.com

Los Angeles, United States (US)

Finance and Banking
Finance and Banking

10-20

info@solganick.com

https://solganick.com/

Irvine, United States (US)

Finance and Banking
Finance and Banking

30-50

info@globalcapitalmarkets.com

http://www.globalcapitalmarkets.com

St. Petersburg, United States (US)

Finance and Banking
Finance and Banking

20-30

info@cronoxcapital.com

http://www.cronoxcapital.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@saltcreekpartners.com

https://saltcreekpartners.com/

Jersey City, United States (US)

Finance and Banking
Finance and Banking

10-20

info@thebankingclub.com

https://thebankingclub.com/

Newport Beach, United States (US)

Finance and Banking
Finance and Banking

10-20

info@encoreamc.partners

https://encoreamc.partners/

Denver, United States (US)

Finance and Banking
Finance and Banking

30-50

info@ibgbusiness.com

http://www.ibgbusiness.com

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

info@mentorcapital.com

http://www.mentorcapital.com

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

info@clghedgefund.com

https://www.clghedgefund.com/

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

info@gcrmarketing.com

http://www.gcrmarketing.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@info.bousteadsecurities.com

http://info.bousteadsecurities.com/ipo

Burlington, United States (US)

Finance and Banking
Finance and Banking

10-20

info@caydancapital.com

https://www.caydancapital.com/

Lake Oswego, United States (US)

Finance and Banking
Finance and Banking

100-150

sales@paulsoninvestment.com

http://www.paulsoninvestment.com/

50/609 results

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Frequently asked questions

FAQ updated November 2025

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