PlacementTracker listed Cowen as the most active publicly listed placement agent, leading more than $1.1 billion in investments across 17 deals in the second quarter. Household names like Citigroup, Goldman Sachs, JP Morgan Chase, and Morgan Stanleyhandle the biggest, most promising IPOs and financing rounds. Baird provides services to industries like healthcare, real estate, technology, energy, and industrial technology. Weve been successfully advising business owners & investors throughout the United States since 1999. As a full-service Broker / Dealer, licensed in all 50 states, JD Merit executes sell-side M&A, buy-side M&A, and capital advisory services. Madison Street Capitals professionals precisely analyze each clients needs to determine the best match between buyers and sellers, arrange cost-effective financing, and produce capitalization structures that maximize each clients potential. closed 100+ transactions valued over $40B with specialization in healthcare . They were a true partner and trusted advisor every step of the way and created a well-designed competitive process which was key in achieving a great outcome. ET, 2 Reasons to Avoid a Roth 401(k) for Your Retirement Savings, Want $1 Million in Retirement? Jerry Baker, the President of the Baker Group has over 50 years experience as an entrepreneur, who started and developed many companies over his career. Oppenheimer's stock slightly edged the S&P 500 by 1%, achieving a 20% return in 2019. They expertly guided us through the process and achieved for us the result that we wanted. Middle Market M&A, Strategic Advisory, Debt Advisory and Private Capital Markets, Restructuring, Financial Due Diligence, Fairness Opinions, Solvency Opinions and ESOP/ERISA Advisory. We are excited to release Axials Q1 2022 Lower Middle Market Investment Banking League Tables. Business Acquisition and Merger Associates is a results-oriented, middle market intermediary firm located in Charlotte, NC. They took the time to understand the company, understood the real value, and then they truly delivered. About us. Members of Clarke are FINRA Licenses Series 7, 79 and 63., Industries: Technology, Distribution, Energy & Utilities, Industrials, Telos Capital Advisors (www.TelosCap.com) is an investment banking firm that helps privately-held companies sell their businesses, acquire other businesses, and raise capital. Deep industry experienceand customized solutionsacross the healthcare landscape. An increased emphasis on patient outcomes, cost pressures and demographic trends will continue to drive innovation and consolidation. Morgan Kingston Advisors, LLC ("Morgan Kingston" or "MKA") is a boutique investment bank headquartered in Austin, Texas with relationships that span nationwide. Our dedicated sponsor coverage team is solely focused on serving middle market private equity firms. Our knowledgeable experts have a proven track record of guiding business transactions to successful closings in a confidential manner., Industries: Consumer Goods, Industrials, Materials, Retail, Business Services, Consumer Services, Media, Evangeline Securities provides investment banking services to lower middle market companies across a broad spectrum of industries. If B. Riley continues to make smart, strategic acquisitions, the stock should appreciate in lockstep. We create a competitive auction for your company by contacting 50 times more buyers than other investment bankers do. We do business throughout the US, but we have unmatched expertise in the Alaska market. They understand your local economy and business environment and have the authority to make lending decisions locally. Cross Keys' Generalist Group Expertise. Kroll's Healthcare Investment Banking Practice Advised NXC Imaging on Its Sale to Canon Medical Systems USA, Inc. Aug 18, 2022. Once you sit down at ICCGs table, you will see for yourself the difference in our experience and sense the comfortable confidence you deserve.Visit ICCGs Profile, Industries: Aerospace & Defense, Health Care, Vertess was formed by a visionary group of results-oriented professionals as an alternative to traditional M+A firms and investment banks. The investment banks at the top of the Axial League Table are leaders across the following categories: Together, the top 25 investment banks are those who work with the most in-demand clients; balance breadth, selectivity, and accuracy in the buyers they engage; and generate the largest number of positive outcomes for their clients. Our enthusiasm for healthcare allows us to stay ahead of developments. Cash flow concerns, compliance issues, tax strategies, personal and financial liabilities, and responsibility for loyal and long term employees are all common concerns. Madison Street Capital is a trusted partner and industry-leading provider of financial advisory services, M&A assistance and business valuations., Industries: Manufacturing, Technology, Business Services, Energy & Utilities, Financial Services, Health Care, Industrials, Distribution, Life Sciences, Consumer Goods, Consumer Services, Telecommunications, Materials, Venture North is firm based in Anchorage, Alaska that provides a full suite of services to our buy-side, sell-side and capital finding clients. The SDR Ventures approach of thinking like owners helps businesses maximize their value. In partnering with Boulevard, our clients and portfolio investments gain access to capital, opportunities, networks and transactional resources that have historically been reserved for large companies. SCP serves business leaders in the emerging growth and middle markets. The firm was founded by a former dental executive and an investment banker, who joined forces to provide investment banking services to the very underserved dental practitioner community. Their team of industry professionals align buyers and sellers in successful transactions, providing advice and guidance before, during, and after the transaction. The middle market companies that are our principal focus typically have enterprise values that range between $10 and $200 million. We are a leading middle market investment bank focused on getting the best deal for our clients. Healthcare Investment Banking M&A Investment Banking FOCUS has provided M&A advisory and corporate finance services to leading healthcare since 1982. While inflation and the possibility, 443 Park Avenue S, 8th Floor Execute a confidential process with people we enjoy who value and desire the unique skill set and services offered by BAMA. Venture North is firm based in Anchorage, Alaska that provides a full suite of services to our buy-side, sell-side and capital finding clients. This added volatility and lack of dividend compared to the other firms discussed may make conservative investors more reluctant to own Cowen. In 2018, B. Riley acquired a majority ownership stake in National Securities (NHLD), a brokerage that helps fund many early stage biotechs. Interprise Partners is a minority owned and operated middle market investment and management group dedicated to providing capital services and solutions for lower middle . Baker Group M&A Consultants can discuss with clients different types of transactions and structures to consider. Visit Baker Group M&As Profile, Large Practice Sales (LPS) is an M&A Advisory firm, focused exclusively on representing dental practices in M&A transactions. Visit theMember Closed Dealspage to see selected transactions that have been sourced and closed via Axial. Cowen's stock has had its ups and downs this year. Our steady focus and expertise has forged invaluable relationships within the market and allows . Middle market investment banks are financial institutions or intermediaries that deal mostly with mid-market firms, specifically for raising debt or equity capital, as well as mergers and acquisitions. aerospace and defense, healthcare, etc and more middle-market * Wells Fargo - Regional coverage and MM investment banking, formerly had Sponsors group * Rothschild - West Coast Coverage for sure, mix of industries * Lincoln International . We could not imagine going through this with any other partner. Our M&A consulting background translates into a deep understanding of the distinct challenges and opportunities faced by middle market healthcare companies. Thats why our experienced and knowledgeable advisors created and adopted a 360 degree approach to help business owners identify and accomplish all of their goals. Evangeline Securities was formed by a group of top tier Wall Street professionals with the singular goal of providing the highest level of capital and advisory services. In launching this firm, we assembled a team of complementary partners who have proven track records with managing complex financial transactions, providing investment banking services, performing market research and analysis, guiding companies from concept through hyper growth, and building companies towards an exit. Our goal is to serve not simply as a business brokerage, but as a success strategy firm, driving superior outcomes for our clients. Cost basis and return based on previous market day close. Congratulations to Q1s Top 25 lower middle market investment banks for their results in the first quarter of the new year. The investment banking team at Ladenburg Thalmann Financial Services (LTS)kept busy in Q2, raising more than $322 million for 13 companies. We have seen firsthand that the growing and middle market companies are underserved and we are committed to changing that reality., Industries: Manufacturing, Financial Services, Consumer Goods, Industrials, Technology, Retail, Business Services, Health Care, Consumer Services, Life Sciences, A. The middle market companies that are our principal focus typically have enterprise values that range between $10 and $200 million. We are an independent investment bank that provides M&A advisory and investment banking services to middle market companies. Concord Ventures also provides financing services for acquisitions and recapitalizations and offers business valuation services. Visit Concord Ventures Profile, Industries: Industrials, Technology, Business Services, Materials, Energy & Utilities, Consumer Goods, Health Care, Consumer Services, Distribution, Manufacturing, Founded in 1987, Mirus is a leading New England based firm focused on providing exceptional investment banking services to our middle-market clients. B. Riley completed three acquisitions since the start of 2017, including the $160 million purchase of FBR & Co., an investment bank that boasts healthcare expertise. We know the key players and can take a global perspective on any M&A deal. Whether owners are looking to sell a business, buy a business or raise debt or equity, SDR is committed to helping them succeed., Industries: Manufacturing, Consumer Goods, Industrials, Business Services, Technology, Distribution, Health Care, Energy & Utilities, Financial Services, Materials, Consumer Services, Life Sciences, Media, Real Estate, Salt Creek Partners (SCP) is a boutique M&A advisory firm operating in the Southwest, Southeast, New England and Gulf Coast regions. Axial league tables take into account three main characteristics: client quality, buy-side targeting, and process effectiveness (for detailed methodology, see the end of this feature). Healthcare is a core growth industry that continues to innovate and evolve. With multiple decades of experience, ACTs principals have represented a diverse range of industries, including manufacturing, contracting, wholesale, distribution and service industries. Many organizations will adapt to changes through mergers and . We welcome your inquiries and referrals and promise a prompt and professional response.. Direct Access At CCP, our sole focus is on successfully closing M&A transactions for our clients. Middle market firms are mid-size businesses having annual revenues from $10 million up to $500 million and 100 to 2,000 employees. BDO Capital Advisors delivers differentiated middle-market investment banking advice to established Healthcare & Life Sciences companies across a range of sub-sectors. We focus exclusively on the middle market, an area traditionally under served by Wall Street, and provide the . Our track record of success has provided us with an understanding and appreciation of the unique challenges presented by each industry, and allows us to continue to best realize the goals of our clients., Industries: Consumer Goods, Industrials, Materials, Energy & Utilities, Financial Services, Retail, Technology, Business Services, Health Care, Consumer Services, Media, Real Estate, Life Sciences, Telecommunications, Cornerstone Business Services is a boutique investment bank serving the lower middle market, domestically and internationally for over 20 years. We provide valuable financial and strategic advice throughout the business life cycle. We are focused on supporting middle market companies and their stakeholders with particular expertise in the consumer, restaurant, retail, healthcare, business services and . We provide strategic consulting to re position and optimize companies wanting to sell in order to ultimately increase its valuation. Combined, these groups allow us to serve our clients as a more complete financial advisor. While these may not be familiar names, healthcare investors would be smart to get to know these growing financial businesses with a footprint in the medical space. Our work spans most industries except for resource extraction, pharmaceuticals and life sciences. Ladenburg's performance has been lacking. Reach out to us today! This focus of talent and experience gives our clients the high level of service that they require and deserve. Kroll's Healthcare Investment . These league tables are assembled based, This is a guest post from FOCUS Investment Banking who has been an Axial member since 2010 and an official, Axial is excited to release our Q3 2022 Lower Middle Market Investment Banking League Tables. Courtney Hodder Partner, Articles M