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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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As an employee-owned firm, every team member is personally invested in our clients’ success. Our culture is built on collaboration, deep expertise, and a drive to uncover the best solutions for our clients. We focus all our resources on every transaction, partnering with you to drive solutions, maximize their impact and drive meaningful results. Our team of trusted problem solvers and idea generators take the time to understand your business, uncover opportunities, and guide you to the best possible outcomes. We use our proprietary platform as a foundation for your success. Whether you’re raising capital, looking for a strategic advisory partner, or making key investment decisions, we’re here to help—every step of the way.
Investment Banking Services

1997

Arma Partners provides independent corporate finance advice to companies and investors active in the global digital economy. We act as trusted advisors to digital economy leaders throughout their entire corporate lifecycle, from raising private capital for fast-growing disrupters and founder-led businesses to orchestrating complex cross-border M&A deals for private equity investors and global large-cap public companies. Since our inception in 2003, we have grown and evolved in tandem with the global technology ecosystem, advising on over 190 deals valued at more than $50 billion in aggregate. Today we employ a large dedicated advisory team with unparalleled domain expertise and an enviable track record in each of the diverse sub-segments that together comprise the ever-expanding global digital economy. Our proven track record of exceptional deal execution, combined with our deep understanding of the segments we cover, ability to provide independent advice at every stage of a company’s lifecycle and extensive network across the global digital economy, makes us an invaluable long-term partner to our clients.
Investment Banking Services

2003

Financial Technology Partners ("FT Partners"​) is the only investment banking firm focused exclusively on the financial technology ("FinTech"​) sector. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. FT Partners was recently recognized as "Dealmaker of the Year"​ and "Investment Banking Firm of the Year"​ by The M&A Advisor. The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.'s Financial Technology Group and Financial Institutions Group in New York and San Francisco. The firm's senior members are all highly experienced investment bankers formerly with the financial technology, M&A and investment banking groups of principally Goldman, Sachs & Co. Clients want and deserve the best in overall investment banking services, industry knowledge, relationships and senior level experience. In the complex financial technology sector, we believe no other firm offers a higher set of skills, expertise and mission critical advice to leading CEOs and industry decision makers. When you want to explore your firm's full potential, consider FT Partners'​ full suite of strategic and financial advisory services. With years of transaction experience on some of the largest transactions in history, we bring our unique approach to your firm to maximize value to your shareholders.
Investment Banking Services

2001

ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors. Our full service platform provides capital raising, high impact equity research, macroeconomics, sales and trading, technical insights, derivatives strategies, M&A advisory, and corporate access. Headquartered in Newport Beach, California, ROTH is a privately-held, employee owned organization and maintains offices throughout the U.S. For more information, please visit www.roth.com. Disclaimer – Social Media Scam Roth Capital Partners (Roth) has become aware that there are individuals on WhatsApp and possibly other social media outlets who are falsely impersonating employees or people connected with this firm. Please be aware that any such messages are not authorized by Roth and are apparently being used to perpetrate illegitimate activity. The firm has contacted social media providers where these messages have appeared and demanded that they be removed, however to the extent that they continue to be posted or appear in other forums, please be aware that they have no nexus to the business of Roth and are being posted in furtherance of illegitimate activity. Thank you.
Investment Banking Services

1984

Founded in 1989, Solomon is a leading investment bank – one of the first independent firms in the industry. Our difference is creating long-term shareholder value through our unmatched industry expertise and decades of experience. We are deep industry experts, great bankers, and good people who care. Our bankers are the advisors who clients trust to work on their most important transactions. Solomon brings specialized expertise across 12+ core industries, offering strategic insights and tailored solutions. Across mergers & acquisitions, restructurings, and capital solutions, our bankers deliver exceptional results for our clients. We continue to grow our capabilities to serve the wide range of clients we cover, expanding our industry coverage areas and enhancing our product offerings. Solomon Partners is an independently operated affiliate of Natixis, part of Groupe BPCE – the second largest banking group in France.
Investment Banking Services

1989

Seaport Global is a leading capital markets firm providing robust sales, trading and research services, with the resources of a full-service investment bank. We apply an extensive knowledge base and network of long-term relationships to provide financial insight for clients across a variety of industries. With over 300 professionals with decades of experience and offices in the US and Europe, Seaport Global has the capability and acumen to provide our clients sound solutions to help them reach their goals. We provide deep understanding of our clients’ business and full senior attention on every deal.
Investment Banking Services

2001

Independent Nordic investment bank ABG Sundal Collier is a Nordic investment bank, publicly quoted and listed on the Oslo Stock Exchange (ticker: ABG). ABGSC provides superior distribution of Nordic securities to local and international investors. The combination of global reach, top ranked research and high quality corporate finance advisory services has established us as a preferred supplier in the markets where we compete. ABGSC was established in 2001 through the merger of Sundal Collier & Co (founded in 1984) and ABG Securities (founded in 1997). With dual strength in investment research and corporate advisory work in the Nordic region, we quickly established ourselves as an important force in the Nordic investment banking sector. The partnership currently includes approximately more than half of the company’s staff as partner-shareholders. This group controls more than a third of the company’s fully diluted equity and is committed to a partnership agreement that restricts how shares can be sold. We believe that this structure helps to ensure that key members of ABGSC have an important economic stake in the success of the entire enterprise. The Group has two operating divisions (Markets and Investment Banking), a global research and a global support structure. Our ∼330 partners and employees are working from ABGSC's offices in Oslo, Stockholm, Copenhagen, Lucerne, London, Frankfurt, New York and Singapore.
Investment Banking Services

1984

Peel Hunt - A leading UK investment bank focused on mid-cap and growth companies. We combine expert research and distribution, a range of investment banking services and an execution services hub that provides liquidity to UK capital markets.
Investment Banking Services

1989

Trojan Investing Society is the premier finance undergraduate organization at the University of Southern California. We aim to unlock opportunities across the financial services industry, particularly investment banking, for our valued members.
Investment Banking Services

1997

Established in 1989, Bundy Group is an industry-focused investment bank that specializes in representing business owners and management teams in business sales, acquisitions, and capital raises. The team of highly experienced investment bankers leverages extensive industry knowledge and skill to provide hands-on guidance to clients through every phase of the business transaction. Bundy Group has been a trusted partner in more than 250 closed deals over the past 33 years, providing high quality options, actionable insights, and delivery of optimal strategic fit at a premium value for our clients. Bundy Group Securities, LLC is a registered broker-dealer and member of FINRA and SIPC. More information on the background of Bundy Group Securities, LLC is available at FINRA's BrokerCheck.
Investment Banking Services

1989

Quazar is a boutique Investment Banking firm specializing in merger and acquisition (M&A) services including: • Sell-Side Advisory, • Buy-Side Advisory, and • Business Planning & Exit Planning When it comes time to sell or buy a business, experience counts. Quazar has been providing transaction advisory services to companies in various industries for more than 35 years, and have successfully helped our clients through many challenges during the transition of their business.
Investment Banking Services

1990

Making the world a better place, one deal at a time. Aventis Advisors is an M&A advisory firm focusing on technology and growth companies. Our dynamic and honest approach ensures you close the right deal, at the right time, with the right people.
Investment Banking Services

2015

Doeren Mayhew Capital Advisors is a full-service investment bank, applying unconventional expertise to navigate all the intricacies of your merger and acquisition needs. Whether selling your business, making a strategic acquisition or securing funding to foster growth initiatives, we’re here for it all. Traversing the intricacies of the deal, and assessing the risks and rewards to deliver the right deal. Unlike traditional investment banks, we’re not just transaction advisors. We’re strategic wayfinders. That’s our strength. Working in tangent with our CPA firm, we bring expanded expertise needed through the transaction process traditionally not found in an investment bank. From financial due diligence and business valuations to transactional tax implications – we’ve got the cross-functional expertise you need at the deal table, and well beyond. Securities offered through Doeren Mayhew Capital Advisors, LLC. “Doeren Mayhew” is the brand name under which Doeren Mayhew Assurance, Doeren Mayhew Advisors, LLC, Doeren Mayhew Capital Advisors and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms. Investment banking services are offered through Doeren Mayhew Capital Advisors. Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC.
Investment Banking Services

2014

Integris Partners is a middle-market investment bank working on behalf of discerning business owners who seek technical excellence, dedicated service from experienced senior bankers, and access to relevant buyers / investors in the US and around the world. Our clients are our main source of referrals, a testament to our mission of uncompromising service and long-term relationships. If you are considering your company’s strategic development, we would be happy to discuss the key preparation and process issues that can help you to maximize the likelihood of meeting your objectives.
Investment Banking Services
Arcadia Capital is the premier strategic advisor and investment bank to emerging and established leaders in the technology and software ecosystem. Our client-centric approach combines comprehensive and objective advice that culminates in optimal outcomes for all stakeholders. Our founders have nearly a half-century in the business, having advised on more than 100 completed transactions, representing well over $40 billion in aggregate deal value. Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Arcadia Capital is not a registered broker-dealer, and Finalis Securities LLC and Arcadia Capital are separate, unaffiliated entities.
Investment Banking Services

2023

We advise business owners through one of the most important moments of their lives – the sale of their company. With deep, sector-specific expertise, we know what drives value – and how to position each business to the right buyers. We listen carefully to our clients and custom-design competitive sale processes to deliver the right outcome for each one. We don’t just run a process. We work tirelessly to forge your legacy.
Investment Banking Services

2021

Oaklins DeSilva+Phillips is an investment bank and trusted advisor for ambitious entrepreneurs and evolving companies that operate at the intersection of content, technology and services. For three decades we have helped our clients unlock billions of dollars in value through sell-side and buy-side M&A advisory, corporate finance services, and valuations.. Our sector focus spans media, advertising & marketing, technology, and services and extends to high-growth categories including the creator economy, AI-enabled software and data, LegalTech, hospitality technology, education, and healthcare. The firm leads the global Oaklins TMT practice, serving as the practice head and industry specialist across the Oaklins platform, a global team of 900+ financial advisory professionals in 40 countries providing M&A, growth equity, ECM, debt advisory and corporate finance services to support entrepreneurs, corporates and investors in reaching their goals.
Investment Banking Services

1996

Copper Run was established to provide superior M&A advisory services to underserved middle market firms in the Midwest. Now, with more than 20 deal professionals and a national footprint, Copper Run is known for its exceptional buy-side process and tenacious sell-side dealmaking. Information shared or posted on LinkedIn should not be considered investment advice. Any posts from third parties linked to this profile do not represent the views of Copper Run Capital, LLC.
Investment Banking Services

2008

Q Advisors is a world-class global boutique investment bank serving public and private companies, PE firms, entrepreneurs and large multi-nationals in the telecom, media, and technology (TMT) sectors. We have an extensive, global reach, while also providing the personalized service of a boutique advisory firm. Thanks to our partners and senior staff, who come from leading investment banks and operating companies, we can leverage extensive industry knowledge and analytical insights to help our clients achieve successful M&A and capital markets transactions. As a hands-on, employee-owned firm, Q Advisors is uniquely suited to be your long-term partner in navigating a path to dynamic financial and strategic growth.
Investment Banking Services

2001

Auctus Capital Partners is a leading financial services and investment banking firm focused exclusively on creating value for the lower middle market. We specialize in merger & acquisition advisory, institutional private placements of debt and equity, financial restructuring, valuation, and strategic consulting. Our senior bankers have deep domain expertise across a range of industries, with the necessary foresight to navigate highly-complex transactions to maximize value and achieve optimal outcomes for clients.
Investment Banking Services

2015

BrightTower is a New York City-headquartered investment bank focused on M&A advisory services, capital raising, and debt capital markets. The firm leverages sector expertise, global reach, and tailored insights to deliver enterprise advisory services across the software, technology-enabled marketing, IT business services, and information markets. BrightTower is focused on growing a robust ecosystem supporting entrepreneurs, private equity firms, growth equity firms, venture capitalists, debt providers, and corporations as they stay ahead of quickly evolving markets. The firm is committed to delivering world class advisory talent to every engagement that builds trust in the knowledge economy. For more information or inquiries, please reach out to partner@brighttower.com. BrightTower Securities, LLC is a FINRA registered broker-dealer and member SIPC.
Investment Banking Services

2020

Rodman & Renshaw LLC (“Rodman") is a full service Investment Bank based in New York City. With over 70 years of heritage serving the middle market, Rodman is committed to fostering the long-term success of growth companies through strategic capital raising, investment banking, equity research and corporate access, all powered by our technologically driven electronic Equity Capital Markets (eECM) Platform, StockBlock.
Investment Banking Services

1951

Zachary Scott was founded in 1991 with a simple goal – be a trustworthy partner and advisor for privately-held business owners and managers to help them build their businesses, access capital, and monetize the equity value they have created. Zachary Scott brings an uncommon blend of knowledge and skills in finance, tax, legal, accounting, forecasting, data analysis, strategy, and negotiations to each client situation and applies them creatively to achieve superior results. Family offices, private equity firms, and Alaska Native Corporations have employed Zachary Scott for advice on acquisitions, development plans for portfolio companies, arranging financing, and sales of businesses. Trust is our foundation; it has been built through decades of experience, hundreds of appreciative clients, and more than $7 billion of successful transactions.
Investment Banking Services

1991

ScaleView Partners guides high growth technology entrepreneurs to help them maximize value when raising growth capital or selling their business. Don’t leave your outcome to chance—partner with an expert team. Our guidance comes from experience. We’ve seen firsthand what it’s like to navigate the next step at your startup. We’ve created the team of trusted advisors we wish we had when we built and sold our own software company.
Investment Banking Services

2021

FinanceBoston, Inc. is a boutique international investment banking firm. Specializing in the financing of investment property and real estate development, we deliver first rate client service through our knowledgeable and experienced team members. Integrity, hard work, creativity, confidentiality and follow through are our core values. FinanceBoston caters to overseas businesses that do not have an established presence in the USA. We provide companies with a beachhead to enter the US market by giving them an infrastructure and making relevant business introductions.
Investment Banking Services

1994

As the #1 Transworld franchise for seven consecutive years, Transworld Prospere leads the way in helping entrepreneurs, business owners, and investors buy, sell, and grow companies. Over the past decade, we have: - Closed more than $750M in transactions - Represented 3,000+ business owners - Completed 1,500+ deals and counting Transworld Prospere has been recognized on the Inc. 5000 List seven times and named the Most Referred Middle Market Advisory Firm on the Axial Advisory 100 List, our reputation is built on results, integrity, and expertise. Our integrated services include buyer and seller representation, preparation for sale, franchise development, commercial real estate through Transworld Commercial Real Estate, and exit planning via Exit Factor Prospere. Connect with us at transworldprospere.com and follow us for insights on business growth and exits. Owned by Prospere Companies, a family office specializing in exit planning, M&A, and commercial real estate, we deliver strategic, results-driven solutions that maximize value.
Investment Banking Services
We are your trusted corporate finance advisors focused on FinTech. Entrepreneurship is hard. Raising capital to fuel your growth takes time a lot of effort. It should not. We are here to help outstanding entrepreneurs to raise capital continuously, from B round through to IPO/strategic exit. Great companies are growing all the time and they need the capital all the time. We become part of your team fully supporting you with funding, continuously. So that you are always investment ready and strategically talking to investors. When you actually raise the money it is absolutely seamless for the business. We are here for you so that you can fully focus on growing your company. Our founders combine decades of investment banking, private equity, and entrepreneurship experience. We focus exclusively on Financial Technology businesses. We have advised Fintech companies for over 10 years.
Investment Banking Services

2019

Drake Star is an award-winning global tech investment bank that has completed over 500 transactions since 2003. The Drake Star global team of experienced professionals and senior advisors across offices in New York, Munich, London, Paris, Los Angeles, San Francisco, Berlin, and Dubai* focuses on mergers & acquisitions and corporate finance services worldwide in Software/SaaS, HR Tech, Digital Services, FinTech, Digital Media, Industrial Tech, Consumer & Retail Tech and Mobility & Sustainability. Drake Star is the marketing name for the global investment bank Drake Star Partners Limited and its subsidiaries and affiliates. In the USA, all securities are transacted through Drake Star Securities LLC. In the USA, Drake Star Securities LLC is regulated by FINRA and is a member of SIPC. Drake Star UK Limited (FRN 942020) is an appointed representative of Razlin Ltd (FRN 730805), which is authorized and regulated by the FCA. TESTIMONIALS AND ENDORSEMENTS The testimonials featured here on LinkedIn (e.g. in Deal Announcements) were given by clients. The testimonials are no guarantee of future performance or success. These are not paid testimonials, and no material conflicts of interest exist between the person(s) providing the testimonial(s) and Drake Star. For more information on awards and criteria, consult: maadvisor.com, globalmanetwork.com or world-congress.tmtfinance.com/awards/. © 2026 Drake Star Partners Limited.
Investment Banking Services

2004

G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank. G2 delivers unique investment banking solutions and uncompromising advice by pairing highly experienced C-level executives with specialist investment bankers in both growth and stressed situations. G2 focuses on industries where our C-level operating partners have deep industry knowledge and expertise. We offer our clients a strategic, operational and financial “insider’s perspective” into each industry we specialize in including: Transportation & Logistics, Supply Chain, Industrial, Manufacturing, Technology, and Business Services. **Operating Principles and Culture: Dedicated to Our Clients – Without them, we are nothing but an office Resolute – Creative solutions to complex challenges Tenacious – The Definition of G2: We strive to be tenacious in all that we do Honest and Respectful – Our reputation is our greatest asset Accountable - For our actions, our work and ourselves Differentiated – Our model, our team and our capabilities Finalist for The M&A Advisors 2011 Boutique Investment Banking Firm of the Year & Turnaround of the Year G2 Capital Advisors – Trusted Advisors – Operations-Centric – Results Driven **Securities offered through Hollister Associates, LLC. Member FINRA, SIPC. G2 Capital Advisors, LLC and Hollister Associates, LLC are separate and unaffiliated entities.**
Investment Banking Services

2010

EC Mergers & Acquisitions (EC M&A) is an independent investment banking firm specializing in industrial and life science technologies. We advise global multinational corporations, prominent mid-sized companies, founder owners, and leading private equity firms on transactions throughout Europe, North America and Asia. EuroConsult Capital, LLC, a subsidiary of EuroConsult, is a fully registered broker/dealer and a member of FINRA. EuroConsult International Mergers & Acquisitions Limited, also a subsidiary of EuroConsult, is authorized and regulated by the Financial Services Authority.
Investment Banking Services

1992

Founders Advisors (Founders) is a merger, acquisition & strategic advisory firm serving middle-market companies. Founders’ focus is on oil and gas, industrials, software, industrial technology, internet, digital media and healthcare companies located nationwide, as well as companies based in the Southeast across a variety of industries. Founders’ skilled professionals, proven expertise and process-based solutions help companies access growth capital, make acquisitions, and/or prepare for and execute liquidity events to achieve specific financial goals. Founders was established in 2003 by Managing Partner Duane Donner. Duane started the firm with vision, values and a couple of dedicated employees. Zane Tarence served on the Founders Advisory Board for two years and then joined Duane and the team in 2007. Founders professionals now serve clients all over the country and across a broad range of industries. Yet, all of Founders’ growth and achievements are a product of its founding principle, the Golden Rule Plus: treat people as you’d want to be treated and beyond. In order to provide securities-related services discussed herein, certain principals of Founders are licensed with M&A Securities Group, Inc. or Founders M&A Advisory, LLC, both members FINRA & SiPC. M&A Securities Group and Founders are unaffiliated entities. Founders M&A Advisory is a wholly owned subsidiary of Founders. Neither Founders M&A Advisory nor Founders Advisors provide investment advice. For more information, visit: www.foundersib.com.
Investment Banking Services

2003

ARC Group is a Global Investment Bank and Management Consultancy firm deeply rooted in Asia with a global reach. We are specialized in bridging between the markets of Asia and those of the US and Europe. Established in 2015, we have grown to become a global leader in IPO, SPAC and M&A advisory. In 2024, ARC Group was honored with the prestigious Company of the Year award by Frost & Sullivan and the Deal of the Year award by M&A Worldwide, solidifying our position as a leader in the financial services industry.
Investment Banking Services

2015

BD Wealth Advisors is a leading investment banking firm based in Baton Rouge, Louisiana, specializing in providing comprehensive financial solutions to businesses and individuals. We focus on mergers and acquisitions, private placements, and strategic advisory services, supporting clients across a range of industries including real estate, healthcare, and manufacturing. Our experienced team guides clients through complex financial transactions, maximizing value and achieving their strategic goals.

BD Wealth Advisors is dedicated to building long-term relationships based on trust and delivering exceptional results. We assist businesses with capital raising, operational improvements, and succession planning, ensuring a secure and prosperous future.
Investment
Investment Banking Services
Silverpeak is a leading boutique investment bank based in London, specializing in M&A and financing for technology growth companies. We connect innovative tech businesses with strategic buyers and investors globally, leveraging over 400 successful deals and a deep understanding of the technology sector.

With a team of passionate specialists, Silverpeak delivers exceptional global execution and unlocks strategic value, ensuring optimal exits for our clients. We pride ourselves on our sector knowledge, track record, and ability to articulate value, making us a trusted partner for growth-stage technology companies.
Investment
Investment Banking Services

2015

Ricci Capital Partners is a leading independent investment banking advisory firm based in Huntington Beach, California, specializing in providing tailored financial solutions to private companies across the United States. We offer a comprehensive suite of services, including private placement advisory, debt advisory, strategic M&A, and recapitalization, empowering businesses to achieve their growth objectives.

Combining deep capital markets expertise with a partner-led approach, Ricci Capital Partners delivers institutional-quality advice and supports clients through every stage of their journey – from initial funding to strategic exits. With a proven track record of success and a commitment to building long-term relationships, we are the trusted partner of choice for companies seeking non-dilutive growth financing, working capital, and strategic guidance.
Investment
Investment Banking Services
Accurent is a global investment banking organization, real estate, financial services, and venture capital conglomerate headquartered in New York City and London. Led by Davide Nappo delli Paoli, Founding Managing Partner & Global Head, Accurent provides comprehensive advisory and investment solutions across a wide range of sectors, including M&A, capital raising, private equity, venture capital, and real estate. With a proven track record of facilitating successful transactions for private equity, venture-backed businesses, and family offices, Accurent leverages a robust network of strategic alliances and deep industry expertise to deliver long-term value to its clients.

The firm’s capabilities extend from initial deal sourcing and due diligence to IPOs, recapitalizations, and strategic advisory services, supporting clients through every stage of their growth journey. Accurent Real Estate & Family Office further enhances the firm’s offerings, specializing in private investment and real estate development across the US and EMEA.
Investment
Investment Banking Services

2006

Macro Capital Advisors is a Grand Rapids, Michigan-based investment banking firm specializing in M&A, private credit, and venture capital transactions. Serving a diverse clientele, including established businesses and emerging ventures, we provide strategic financial guidance and facilitate capital deployment. Our expertise lies in navigating complex capital markets, structuring deals, and delivering tailored investment solutions.

Founded in 2024, Macro Capital Advisors is rapidly building a reputation for insightful deal execution and client-focused service within the investment landscape. We partner with businesses seeking growth, expansion, or strategic transitions, leveraging our deep industry knowledge and commitment to delivering optimal outcomes. We focus on supporting companies across a range of sectors, including alternative investments and hedge funds, and are dedicated to fostering long-term relationships built on trust and mutual success.
Investment
Investment Banking Services

2024

Azevedo Investment Corporation is a Modesto, California-based investment banking company dedicated to providing comprehensive wealth management and strategic financial planning services to individuals and families. We specialize in building long-term relationships, guiding clients through every stage of their financial journey, from initial planning to retirement. Our approach centers on understanding each client’s unique goals and crafting personalized solutions encompassing investments, insurance, retirement planning, and charitable giving.

With nearly three decades of experience, our team – led by Sherry Azevedo and Raymond Azevedo – offers a trusted advisory partnership focused on achieving financial independence and security. We are committed to educating our clients and providing informed direction, ensuring they feel confident and empowered in their financial decisions.
Investment
Investment Banking Services

2004

SellBiz: Mergers & Acquisitions is a leading business brokerage firm specializing in the sale of privately held businesses valued between $2 million and $25 million. Based in Cape Coral, Florida, we leverage our team’s extensive experience as successful entrepreneurs – having founded, built, and sold multiple companies – to guide business owners through every stage of the M&A process. We act as trusted intermediaries, connecting businesses with corporate acquisition professionals and private equity groups. Our integrated approach, in partnership with iRev.biz, focuses on thorough business valuation, strategic marketing, and efficient due diligence, ensuring a seamless and profitable sale. We facilitate mergers and acquisitions for businesses seeking to transition ownership or unlock their full potential. We are dedicated to maximizing value for our clients, providing expert guidance and a proven track record in the complex world of business sales.
Investment
Investment Banking Services

2017

Ben Cee Tax Express is a leading investment banking firm specializing in providing comprehensive financial solutions to businesses in Worcester, Massachusetts, and throughout the United States. We support a diverse range of clients, including startups and established corporations, with expert guidance on mergers and acquisitions, capital raising, and strategic financial planning. Our team of experienced investment bankers leverages deep industry knowledge and a client-centric approach to deliver tailored strategies that drive growth and maximize value. We are dedicated to building long-term partnerships and helping our clients achieve their financial goals. Focusing on delivering exceptional service and results, Ben Cee Tax Express is a trusted advisor for businesses seeking strategic financial support.
Investment
Investment Banking Services
Magna Finance Co. is a trusted investment banking company based in Worcester, Massachusetts, specializing in insurance premium financing for insurance agencies. For over 30 years, we’ve provided agents and their clients with affordable and convenient financing solutions for a wide range of insurance policies, including personal auto, home, and commercial lines. We pride ourselves on building strong relationships with our agents, offering responsive service and a streamlined operation from our Worcester location. Magna Finance Company simplifies the process of premium financing, allowing agents to focus on growing their businesses and serving their clients effectively. Our commitment to excellence and accessibility makes us a reliable partner for insurance agencies seeking to expand their reach and provide superior service.
Investment
Investment Banking Services
Gadbois Research is a leading investment banking firm based in Grand Rapids, Michigan, specializing in providing strategic insights to businesses across a diverse range of industries. We combine traditional research methods with innovative techniques to uncover critical understandings of consumer behavior, market trends, and competitive landscapes. Our core service is delivering deep, actionable intelligence that fuels product development, marketing strategies, and confident business decisions. With over two decades of experience, Gadbois Research partners with clients in sectors including beauty and personal care, food, retail, financial services, and healthcare, offering a comprehensive suite of research solutions – from in-person qualitative studies to sophisticated quantitative analysis and hybrid methodologies. Our team of experienced professionals, including a President and Founder with an MBA from Northwestern University and quantitative and technology managers with extensive backgrounds in marketing research, ensures that every project is executed with precision and delivers exceptional results.
Investment
Investment Banking Services
Fortitude Advisors is a leading technology investment bank specializing in M&A and capital raising advisory services for founder and family-owned technology businesses across the United States and internationally. Since 1997, we provide strategic guidance, expert unbiased advice, and comprehensive transaction support to help these market-leading companies achieve optimal outcomes. Our unique, hands-on approach, driven by senior-level expertise, consistently delivers high certainty of closing and favorable valuation terms. We focus exclusively on technology and technology-enabled businesses, leveraging deep industry knowledge and a proven track record of successful transactions. With offices in Austin, New York, and London, Fortitude Advisors offers global reach and a commitment to building lasting partnerships.
Investment
Investment Banking Services
Money 13, LLC is a leading cash home buyer specializing in providing fast, hassle-free solutions for homeowners in Florida. Based in Sunrise, Florida, we buy houses in any condition, eliminating the need for repairs, renovations, or costly agent fees. We understand that life can throw unexpected curveballs – foreclosure, divorce, job loss, or simply the desire for a fresh start – and we’re dedicated to offering a compassionate and efficient alternative to traditional real estate sales. Unlike typical real estate agents, we provide immediate cash offers, allowing you to close in as little as 7-30 days, on *your* timeline. Our commitment to transparency and straightforward service ensures a seamless experience, backed by positive testimonials from satisfied homeowners across Florida. We’re more than just a cash buyer; we’re a local investor focused on helping families navigate challenging situations with dignity and speed. We prioritize building trust and providing a stress-free process, making selling your Florida home a simple and rewarding experience.
Investment
Investment Banking Services
CRI M&A Advisors is a leading mergers and acquisitions advisory firm dedicated to guiding family-owned and closely-held businesses in the lower-middle market through successful exits. Based in Montgomery, Alabama, we specialize in sell-side representation, providing comprehensive support from business preparation and strategic positioning to identifying qualified buyers and navigating the complexities of the transaction process. We understand the unique values and legacy associated with these businesses, prioritizing a smooth transition that honors the owner's vision and protects the company's future. Our experienced team leverages industry-leading research tools and deep market insights to maximize value for our clients, offering a tailored approach to each engagement. CRI M&A Advisors is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC, and is FINRA registered. We assist business owners with strategic business sales, exit strategy consulting, and sell-side advisory services, ensuring a confident and successful journey toward a fulfilling future.
Investment
Investment Banking Services
FourBridges Capital Advisors is a leading independent investment banking firm based in Chattanooga, Tennessee, specializing in guiding business owners through strategic transitions. We support clients in selling their companies, pursuing acquisitions, and navigating complex financial restructuring. With over a decade of experience, FourBridges leverages a proven process, a global network of qualified buyers, and deep industry expertise to deliver exceptional outcomes. We focus on middle-market businesses, including those in the manufacturing, industrial services, consumer goods, commercial & industrial services, transportation & logistics, and flooring sectors. Our commitment is to maximize value for our clients while preserving their legacy and fostering long-term success. We pride ourselves on building strong, collaborative relationships, providing tailored solutions, and consistently achieving favorable results for our clients.
Investment
Investment Banking Services

2007

Trafalgar Capital Management is a leading investment management firm specializing in hedge fund strategies, operating from Hong Kong, London, and Auckland. We provide sophisticated investment solutions to a global client base, leveraging 24 years of experience and a dedicated team of professionals. As an Exempt Reporting Adviser with the SEC and a member of AIMA, we adhere to rigorous regulatory standards. Trafalgar Capital Management (HK) Ltd is licensed by the Securities and Futures Commission in Hong Kong, ensuring transparency and investor protection. Our core services include the development and implementation of two separate hedge-based strategies, catering to diverse investment objectives. We are committed to delivering consistent performance and building long-term relationships with our clients.
Investment
Investment Banking Services
Security National Commercial Capital is a leading portfolio lender specializing in commercial real estate and bridge financing solutions, based in Murray, Utah. With over ninety years of combined commercial lending experience, we provide flexible and efficient financing options for a diverse range of assets, including SBA loans, discounted notes, and construction loans. As a subsidiary of Security National Life Insurance Company, we leverage a strong financial foundation and a commitment to exceptional service, offering a streamlined lending process and competitive rates. We cater to brokers and borrowers alike, prioritizing relationships and delivering tailored solutions to meet individual needs. Our focus on asset valuation and rapid closing times – often within 10 days – distinguishes us as a trusted partner in the commercial lending landscape.
Investment
Investment Banking Services
Joey Larsen - Farm Bureau Financial Services is a trusted insurance and investment agency serving clients in Sioux Falls, South Dakota, and the surrounding region. We provide personalized financial guidance to individuals and families, specializing in life insurance, auto insurance, home insurance, and investment planning. As a Farm Bureau agent, we’re dedicated to helping our clients build a secure financial future through tailored solutions and expert advice. We focus on building long-term relationships based on trust and integrity, offering a comprehensive suite of services to meet diverse needs. Our commitment extends to helping clients navigate complex insurance options and make informed investment decisions, ensuring peace of mind and financial stability. We are a local, community-focused agency committed to delivering exceptional service and supporting the financial well-being of our clients.
Investment
Investment Banking Services
Gatehouse Financial Group is a leading Shariah-compliant financial services group based in London, specializing in providing innovative banking solutions and real estate investment expertise to clients across Europe, the Gulf (GCC), and Southeast Asia. With assets under management exceeding $1.2 billion, primarily focused on real estate investments in the United States, United Kingdom, and Europe, Gatehouse Bank plc offers a comprehensive suite of services including savings products, finance for homebuyers and landlords, and specialized expertise in the Build to Rent market. As an award-winning UK bank authorized and regulated by the PRA and FCA, Gatehouse Financial Group is committed to delivering exceptional client service and fostering long-lasting partnerships built on a foundation of strong ethics and a common purpose. We support international clients with tailored financial solutions, leveraging our deep understanding of global markets and a dedication to Shariah-compliant practices.
Investment
Investment Banking Services

2015

List of Investment Banking Services companies in All locations

Company Name

Location

Category

Employees

Email

Accuracy

Website

Minneapolis, United States (US)

Finance and Banking
Finance and Banking

100-150

info@craig-hallum.com

https://www.craig-hallum.com/

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

100-150

info@armapartners.com

http://www.armapartners.com

San Francisco, United States (US)

Finance and Banking
Finance and Banking

200-500

info@ftpartners.com

http://www.ftpartners.com

Newport Beach, United States (US)

Finance and Banking
Finance and Banking

200-500

contact@roth.com

http://www.roth.com

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

info@solomonpartners.com

http://solomonpartners.com

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

press@seaportglobal.com

http://www.seaportglobal.com

Oslo, Norway

Finance and Banking
Finance and Banking

200-500

reception.oslo@abgsc.no

http://www.abgsc.com

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

200-500

info@peelhunt.com

http://www.peelhunt.com

Los Angeles, United States (US)

Finance and Banking
Finance and Banking

200-500

info@trojaninvestingsociety.com

http://trojaninvestingsociety.com/

Charlotte, United States (US)

Finance and Banking
Finance and Banking

2-10

info@bundygroup.com

http://www.bundygroup.com

Minneapolis, United States (US)

Finance and Banking
Finance and Banking

2-10

info@quazarinc.com

http://www.quazarinc.com

Warsaw, Poland

Finance and Banking
Finance and Banking

2-10

info@aventis-advisors.com

http://www.aventis-advisors.com

Houston, United States (US)

Finance and Banking
Finance and Banking

2-10

info@doerencapital.com

https://doerencapital.com

Denver, United States (US)

Finance and Banking
Finance and Banking

2-10

info@integris-partners.com

http://www.integris-partners.com/

Miami, United States (US)

Finance and Banking
Finance and Banking

20-30

info@arcadiacapital.io

https://www.arcadiacapital.io

Minneapolis, United States (US)

Finance and Banking
Finance and Banking

20-30

contact@northborne.com

http://northborne.com

New York, United States (US)

Finance and Banking
Finance and Banking

20-30

info@dp.oaklins.com

https://dp.oaklins.com/

Columbus, United States (US)

Finance and Banking
Finance and Banking

20-30

info@copperruncap.com

http://www.copperruncap.com

Denver, United States (US)

Finance and Banking
Finance and Banking

20-30

info@qllc.com

http://www.qllc.com

Chicago, United States (US)

Finance and Banking
Finance and Banking

10-20

info@auctuscapitalinc.com

https://www.auctuscapitalinc.com/

New York, United States (US)

Finance and Banking
Finance and Banking

20-30

marketing@brighttower.com

http://www.brighttower.com

New York, United States (US)

Finance and Banking
Finance and Banking

20-30

info@rodm.com

https://www.rodm.com/

Seattle, United States (US)

Finance and Banking
Finance and Banking

10-20

info@zacharyscott.com

http://www.zacharyscott.com

Austin, United States (US)

Finance and Banking
Finance and Banking

10-20

info@scaleviewpartners.com

http://www.scaleviewpartners.com

Boston, United States (US)

Finance and Banking
Finance and Banking

20-30

team@financeboston.com

https://financeboston.com

Greenwood Village, United States (US)

Finance and Banking
Finance and Banking

20-30

info@tworldcolorado.com

http://www.tworldcolorado.com

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

20-30

info@royalparkpartners.com

https://www.royalparkpartners.com/

New York, United States (US)

Finance and Banking
Finance and Banking

50-100

info@drakestar.com

http://www.drakestar.com

Boston, United States (US)

Finance and Banking
Finance and Banking

50-100

info@g2cap.com

http://www.g2cap.com

New York, United States (US)

Finance and Banking
Finance and Banking

50-100

team@ec-ma.com

http://www.ec-ma.com

Birmingham, United States (US)

Finance and Banking
Finance and Banking

50-100

recipient@email.com

http://www.foundersib.com

Hong Kong, Hong Kong

Finance and Banking
Finance and Banking

100-150

contact@arc-group.com

http://www.arc-group.com

Baton Rouge, United States (US)

Finance and Banking
Finance and Banking

2-10

info@bdwealthadvisor.com

http://bdwealthadvisor.com

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

30-50

london@silverpeakib.com

http://www.silverpeakib.com

Huntington Beach, United States (US)

Finance and Banking
Finance and Banking

10-20

info@riccicapitalpartners.com

https://www.riccicapitalpartners.com/

New York, United States (US)

Finance and Banking
Finance and Banking

10-20

hello@accurent.org

http://Accurent.org

Grand Rapids, United States (US)

Finance and Banking
Finance and Banking

2-10

info@macrocapitaladvisors.com

http://macrocapitaladvisors.com

Modesto, United States (US)

Finance and Banking
Finance and Banking

2-10

info@azevedoinvestmentcorp.com

http://azevedoinvestmentcorp.com

Cape Coral, United States (US)

Finance and Banking
Finance and Banking

2-10

info@sellbiz.us

https://sellbiz.us

Worcester, United States (US)

Finance and Banking
Finance and Banking

2-10

info@taxexpressinc.com

http://taxexpressinc.com

Worcester, United States (US)

Finance and Banking
Finance and Banking

10-20

gregory@magnafinance.com

http://www.magnafinance.com

Grand Rapids, United States (US)

Finance and Banking
Finance and Banking

2-10

info@gadboisresearch.com

http://www.gadboisresearch.com

Austin, United States (US)

Finance and Banking
Finance and Banking

20-30

info@fortitudeadvisors.com

https://fortitudeadvisors.com/

Sunrise, United States (US)

Finance and Banking
Finance and Banking

2-10

info@sellfloridahousenow.com

http://sellfloridahousenow.com

Montgomery, United States (US)

Finance and Banking
Finance and Banking

2-10

info@crimaa.com

https://www.crimaa.com/

Chattanooga, United States (US)

Finance and Banking
Finance and Banking

2-10

info@fourbridgescapital.com

http://www.fourbridgescapital.com

Edinburgh, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@trafalgarcapital.com

http://trafalgarcapital.com

Murray, United States (US)

Finance and Banking
Finance and Banking

2-10

info@sncloans.com

http://www.sncloans.com

Sioux Falls, United States (US)

Finance and Banking
Finance and Banking

10-20

info@joeylarsen.com

http://joeylarsen.com

Jersey, United Kingdom (UK)

Finance and Banking
Finance and Banking

50-100

info@gatehousegroup.com

http://www.gatehousegroup.com/

50/609 results

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