420 W. 118th Street, Room 420
New York, NY 10027
P: 212-854-4613 • F: 212-854-6190
INVESTMENT BANKING BOUTIQUE FIRMS
Akin Bay Company, LLC
NY-based firm providing advisory, private placement, and merger and acquisition services to public, private, and
family-owned middle market companies.
Alerion Capital Group
Merchant banking firm with a private equity focus on middle market companies.
Ansley Capital Group
Financial advisory firm focused on private companies in technology, healthcare, and outsourcing industries seeking to
raise capital in the institutional capital markets.
An LA-based investment banking firm offering services including mergers and acquisitions, divesture advisory,
corporate finance, restructuring, and valuation services.
BCC Capital Partners
Provides investment banking and financial advisory services to middle market companies.
Bengur Bryan & Co.
Provides private placements, mergers and acquisitions, and venture capital to middle-market companies.
Bentley Associates L.P.
Senior-level investment bankers servicing middle-market companies.
Brookwood Associates, Inc.
Investment banking firm providing mergers and acquisitions, and private financing services to middle market
Capitalink provides a broad range of investment banking services for middle market and emerging growth companies.
Context Capital Group
Investment banking firm provides corporate finance services to middle market companies.
Corporate Investment Partners, Inc.
Financial advisory firm specializing in merger and acquisition services.
Davis/Chambers & Company, Ltd.
Provides a broad range of financial consulting services to middle market clients.
Decosimo Corporate Finance
Financial advisory services for middle market companies.
Dresner Investment Services
A leading middle-market investment bank providing merger and acquisition services, growth capital, valuations and
general corporate finance advisory.
Dunning Capital LLC
Raleigh, NC-based investment banking firm focused on middle market companies.
Dynasty Capital Advisors
Merger and acquisition consulting, business valuation, and ESOP (Employee Stock Ownership Plan) advisory.
Specializes in mergers, acquisitions, and corporate finance for middle market companies.
Equity Development Systems
Private investment banking, lending compliance, and investment recovery concern.
Gateway Partners, Inc.
Executes strategic acquisition searches for well-capitalized acquirers.
Green Tree Capital
Represents sellers of middle market companies, those buying a business or obtaining financing for a middle market
Growth Capital Partners, L.P.
Assists middle market companies in the Southwest achieve their growth objectives and increase shareholder value.
Gulf Atlantic Capital Corporation
Provides capital sourcing, merger and acquisition, debt restructuring, turnaround management and lender services to
middle market companies.
Gulf Star Group, Inc.
Provides investment banking services to middle market clients in the Southwest.
Middle market investment banking firm providing financial services including merger and acquisition, capital raising
(both equity and debt), and advisory services.
Hughes Group Carolinas
Assists middle market clients in mergers and acquisitions, valuations, and financing.
Focused on mergers and acquisitions in the information technology, communications and media sectors.
Provides investment banking services to middle market companies.
Jordan Knauff & Company
The investment bank for the lower middle market, helping successful entrepreneurs to sell businesses, raise capital or
Matrix Capital Markets Group
An investment bank specializing in providing merger and acquisition advisory services to companies with revenues
from $10 million to $100 million.
Woodbridge Group, Inc.
Middle market investment bankers serving companies located in the Northeast and Middle Atlantic States. Working for
business owners with businesses that have achieved revenue between $5 million and $50 million.
Middelton, Limburg & Company
Company specializing in mergers, acquisitions, business valuations, and other financial advisory services beneficial to
middle market business owners.
Newbury, Piret & Co.
A Boston investment banking firm providing corporate finance services to technology companies.
Prairie Capital Advisors, Inc.
Provides financial advisory services to owners of middle market companies.
Focused on management led leveraged buyouts in the lower middle market.
Roseview Capital Partners
Providing capital advisory services to mid-sized, privately held companies.
Advisory firm offers to develop and implement new growth strategies for small and midsize companies.
Savoy Capital Advisors
Boutique investment banking firm providing mergers, acquisitions and financial advisory services.
Seidman & Co Inc
Investment banking firm that principally services small and middle market companies.
Shields & Company, Inc.
Boston-based firm assisting middle market companies with mergers and acquisitions, capital raising, business
valuations, and financial advisory services.
Sperry, Mitchell and Company
Investment bank specializing in mergers and acquisitions involving private companies.
Investment banking firm helping middle market companies go public.
The Capital Corporation
Assists middle-market companies in mergers, acquisitions and business financing.
The Commercial Capital Corp
Financial advisory firm and merchant bank to the North American mid-market.
The DAK Group, Ltd.
Merger and acquisition and valuation for the middle market business owner.
The Greystone Group LLC
A specialty middle market investment banking firm based in La Jolla, CA focused on the cement and construction
The McFaddin | Metis Group LLC
Mergers and acquisitions firm focused on the professional services industry.
US Capital Partners LLC
Private investment banking firm, formed to provide middle-market companies first class investment banking services
by senior professionals who have significant Wall Street and operating experience.