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. Additionally, Cowen's investment management division oversees funds that buy royalties of marketed drugs and invests in private healthcare companies. 4 Mid-Market Banks Powering Advancements In Healthcare Thoughtful advice, keen market insight, bespoke but technology-driven transaction processes and a quickly-expanding network have led to our deals getting over the finish line with significantly more certainty and creativity than our competitors can point to., Industries: Manufacturing, Consumer Goods, Industrials, Technology, Business Services, Retail, Materials, Distribution, Health Care, Life Sciences, Consumer Services, Telecommunications, With more than three decades of experience, FOCUS Investment Banking is a trusted name in middle market M&A advisory services worldwide. 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. Brentwood Capital Advisors provides world-class investment banking advisory to healthcare services, healthcare technology, and business services companies. Our focus is the same as yours: to help you achieve your growth goals. Healthcare Investment Banking | Bailey & Company Over the past two decades, thousands of owners, investors, and creditors have trusted Capstone Partners to advise with their strategic decision-making in order to maximize financial outcomes at every stage of the . These mid-market banks play a necessary role in the ecosystem to fund the scientists, physicians, and entrepreneurs seeking to discover and develop new medical advancements. Our buyer clients are both financial and strategic buyers, management teams, private equity groups and mezz lenders who are looking to invest in good companies. Axial is the trusted deal platform serving the lower middle market ($5-$250M TEV). Shoreline uses its decades of business experience to understand its clients objectives and achieve optimal results.Visit Shoreline Partners Profile, Industries: Business Services, Industrials, Construction, Agriculture, Consumer, Microtech Ventures is focused on strategic venture capital, angel investing, and M&A advisory services. The firm specializes in sell-side M&A Advisory engagements in the e-commerce ecosystem, including consumer brands and e-tailers, Amazon-centric businesses, SaaS companies, digital marketing agencies, and logistics and fulfillment businesses., Industries: Manufacturing, Consumer Goods, Technology, Retail, Business Services, Distribution, True North Mergers & Acquisitions advisors serve business owners from across the country who want to sell companies that generate annual revenue between $5 million and $150 million., Industries: Industrials, Manufacturing, Consumer Goods, Business Services, Financial Services. Healthcare is in Cowen's DNA Cowen ( COWN 0.31%) is a brokerage and investment bank with two-thirds of its investment banking revenue from the healthcare space. We do business throughout the US, but we have unmatched expertise in the Alaska market. I am pleased that I chose Capstone to represent me in the market. : The advisors ability to balance selectivity, accuracy, and breadth when identifying potential buyers. Investment banks generate handsome revenues by advising and facilitating the financing of innovative biotech and life sciences companies. It works on an employee-owned model with more than 3100 professionals working on all continents. In select situations, Auctus also provides debt/equity cash infusions to lower middle market companies through its affiliate Auctus Partners, L.P. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients., Industries: Business Services, Consumer Goods, Consumer Services, Distribution, Energy & Utilities, Financial Services, Health Care, Industrials, Life Sciences, Manufacturing, Materials, Media, Real Estate, Retail, Technology, Telecommunications, FirePower Capitals M&A professionals have directly executed on 76 deals since 2013. Reach out to us today! Since 1992, the firms licensed professionals have closed transactions across a wide variety of industries. Ladenburg lists 25 healthcare deals on its website with several under $5 million in value. The SDR Ventures approach of thinking like owners helps businesses maximize their value. Healthcare M&A Services | ODP | Middle Market Investment Bank Whether you are searching for a new platform, growing through an add-on acquisition, or preparing for a sale, we are ready to assist you with one main objective in mind, to maximize the value of your business., Industries: Manufacturing, Consumer Goods, Energy & Utilities, Health Care, Life Sciences, Visit Pacifica Business Advisors Profile, ACT Capital Advisors has facilitated the mergers, acquisitions, and divestitures of hundreds of companies. With a seasoned team of investment bankers and experienced healthcare services advisory professionals, Cross Keys understands the rapidly changing marketplace and the . We have a team of 32 professionals with tremendous industry experience. Visit EBB Groups Profile, Industries: Consumer Goods, Industrials, Materials, Business Services, Health Care, Manufacturing, Financial Services, Integrated Corporate Consulting Group, Inc. (ICCG) provides intermediary services for an individual purchasing or selling a business, whether its the transaction to an owners child, employee, or a general buyer. We are headquartered near Seattle, in Bellevue, WA. Securities products and services are offered by licensed securities representatives of Capstone Capital Markets LLC, registered broker-dealer and member, FINRA and SIPC. Here is a list of the top seven middle market investment banks: Thank you for reading CFIs middle market investment banks list. Learn more about how we help business owners through each stage of their companys lifecycle. Over 3,500 advisory firms and 2,000 corporate and financial buyers have joined Axial to efficiently connect with relevant capital partners, source actionable deals, and build new relationships. Ladenburg's performance has been lacking. . While inflation and the possibility, 443 Park Avenue S, 8th Floor This added volatility and lack of dividend compared to the other firms discussed may make conservative investors more reluctant to own Cowen. Since 1988, Jerry Bakers companies have consulted with and successfully concluded over 200 transactions in numerous industries. Interprise Partners is a minority owned and operated middle market investment and management group dedicated to providing capital services and solutions for lower middle . The firm is based in Orlando, Florida, with locations throughout the country such as Philadelphia, Chicago, San Francisco, Denver, and Dallas., Industries: Manufacturing, Technology, Retail Business Services, Consumer Goods, Distribution, Health Care, Media, Consumer Services, Industrials, Life Sciences, Telecommunications, Financial Services, Visit Align Business Advisory Services Profile, When closely held, private companies have a need for financial advice in seeking a liquidity event or when capital needs to be raised, for example Gleason Advisors acts as a trusted partner to business owners and management. Due to Alaskas very low level of VC and PE activity, the returns tend to be higher and deal quality better than in other, more competitive markets. We have seen firsthand that the growing and middle market companies are underserved and we are committed to changing that reality., Manufacturing, Financial Services, Consumer Goods, Industrials, Technology, Retail, Business Services, Health Care, Consumer Services, Life Sciences, Technology, Media, Business Services, Consumer Services, Manufacturing, Technology, Business Services, Energy & Utilities, Financial Services, Health Care, Industrials, Distribution, Life Sciences, Consumer Goods, Consumer Services, Telecommunications, Materials. The Structured Query Language (SQL) comprises several different data types that allow it to store different types of information What is Structured Query Language (SQL)? However, just as the economy was finally beginning to move on from the Covid-era, a new, yet no-less complex set of uncertainties was introduced into the markets: inflation, broken supply chains, and war in Europe triggered extreme volatility in the public markets, and dampened the pace of M&A in the private markets. Our buyer clients are both financial and strategic buyers, management teams, private equity groups and mezz lenders who are looking to invest in good companies. They have worked in virtually all industries and have served as trusted advisors to many companies when buying or selling their businesses. FOCUS is a partner driven firm and all 25+ bankers are seasoned C-level operating executives and most have participated in transactions as a principal. At Boulevard, we believe value creation begins with developing a strong multi-faceted strategy that addresses the goals of all stakeholders in the company including employees, shareholders, customers, suppliers and the community. Our services include accomplishing mergers and acquisitions, obtaining financing, sourcing loans for distressed or bridge finance situations, and financial restructuring., Industries: Technology, Energy & Utilities, Health Care, Manufacturing, Media, Business Services, Industrials, Life Sciences, Bengur Bryan & Co., Inc. is an investment banking firm that provides merger and acquisition advice, private placements of equity and debt, and financial advisory services including valuations, fairness opinions and restructuring advice. 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. Quadriga Partners is a middle market investment bank offering merger and acquisition and capital raising advisory services exclusively to healthcare companies . It focuses exclusively on the healthcare, medical technology and life sciences sector. . : How many buy-side mandates (financial and strategic) align with the advisors engagements. They expertly guided us through the process and achieved for us the result that we wanted. We welcome your inquiries and referrals and promise a prompt and professional response.. Oppenheimer's stock slightly edged the S&P 500 by 1%, achieving a 20% return in 2019. *Updated for 2022: List of Boutique and Middle-Market Investment Banks* Boutique, Industry-Focused and Middle Market U.S. Investment Banks. Evangeline professionals bring their collective decades of experience to each assignment, having raised institutional capital and performed advisory services for deal sizes ranging from $10 million to over $100 million. We specialize in the middle market, where we have completed over 250 transactions with an aggregate transaction value in excess of $65 billion. Seller clients include business owners who desire recapitalizations for founder-family business transfer, growth capital, corporate divestitures and those seeking business transfer due to retirement, health, family or personal reasons. 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. They can be summed up in one sentence. We are a leading middle market investment bank focused on getting the best deal for our clients. New York, NY 10016, 2010-2023 Axial Networks, Inc. All Rights Reserved, Weekly articles and reports covering private capital market trends, : Buy-side demand for engagements represented by the advisor, : The advisors ability to balance selectivity, accuracy, and breadth when identifying potential buyers, : The advisors ability to generate positive outcomes for their client. Retirement plan structures for businesses and long-term planning for estates and individuals utilizing funds, fixed income, equities, and insurance products are all employed from an independent platform providing unbiased service. Sign In In addition, JD Merit offers other Investment banking services such as debt and equity capital raises, corporate finance and valuation, and real estate & project finance.Visit JD Merits Profile, Industries: Banking & Financial Services, Business Services, Construction / Trades, Building Supply, Consumer & Retail, Energy & Applied Technology, Oil & Gas / Mining, Food & Agribusiness, Healthcare, Pharmaceuticals & BioTech, Industrials, Manufacturing & Distribution, Real Estate, Gaming & Lodging, TMT, Transportation & Logistics, EBB Group is a boutique investment banking firm that provides select financial advisory services exclusively to middle-market companies with enterprise values from $10-200 million.