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Results 1-50 of 54 companies

  • AdMedia Partners , Inc.
    New York, New York

    AdMedia Partners is an independent M&A financial advisory firm serving digital and traditional media, marketing and information businesses. Founded in 1990 by former advertising, media, and financial executives, the firm focuses on mergers & acquisitions, divestitures, valuations, and... more

  • Evercore Partners Inc.
    New York, New York

    Evercore Partners Inc. (Evercore) is an investment banking company. The Company is a holding company and its sole material asset is a controlling equity interest in Evercore LP. It provides advisory services to multinational corporations on significant mergers, acquisitions, divestitures,... more

  • WFG Capital Advisors LP
    Harrisburg, Pennsylvania

    WFG Capital Advisors is a company dedicated to your success. We are investment bankers focused solely on insurance and financial services. We provide guidance, business analysis and strategic advice backed up by experience, education and research. We are your information source for... more

  • US Fiduciary , L.P.
    Houston, Texas

    We are a boutique financial services firm focused on advising high net worth and institutional clients. Our primary role is to present an independent and objective platform to provide innovative and unbiased advice to our clients. By combining investment services with leading industry... more

  • The Mercanti Group , LLC
    Minneapolis, Minnesota

    The Mercanti Group (mercantigroup.com) is a results-oriented boutique financial advisory firm that embraces a fierce commitment to client service and provides creative Merger & Acquisition, Capital Raising and Strategic Advisory solutions to small and middle market companies, private... more

  • Giuliani Capital Advisors LLC
    New York, New York

    Giuliani Capital Advisors LLC (GCA) is a financial advisory and investment banking firm comprised of senior level professionals who provide lead advisory services to public and private companies, lenders, and other parties-in-interest that are executing financial and strategic... more

  • Allegheny Financial Group , Ltd.
    Pittsburgh, Pennsylvania

    Allegheny Financial Group is a boutique financial advisory firm providing planning and investment services to households and businesses that want the highest level of attention. Founded in 1976, the firm is an SEC-registered investment advisor. Allegheny Investments is an investment... more

  • Dawnay
    Grosvenor Gardens, London, United Kingdom

    DDCAP Limited "DDCAP" is a joint venture between the Dawnay, Day Group "DD" and ICAP Private Group Limited "IPGL". IPGL is a significant shareholder in ICAP plc, the world's leading electronic and voice broker, a FTSE 100 Company, with approximately 3000 employees throughout the world.... more

  • Pagemill Partners LLC
    Palo Alto, California

    Pagemill Partners is a premier investment bank focused on successful transactions for middle market technology companies. Pagemill Partners specializes in merger and acquisition advisory and has successfully completed over 50 transactions since the firm's inception in 2003. Pagemill... more

  • D.F. Hadley & Co. , Inc.
    El Segundo, California

    Founded in 1999, D.F. Hadley & Co. always seeks to provide the highest-quality merger & acquisition advisory, private placement and financial advisory services. We have a world-class team of veteran bankers that bring Wall Street experience to middle-market and emerging growth companies.... more

  • CFC Capital LLC
    New York, New York

    CFC Capital LLC is a boutique investment banking firm located in New York City that focuses on mid-market mergers and acquisitions and offers specialized financial services. Over the past thirty years CFC's principals have performed many fairness opinions, including some for the same... more

  • Bulkley Capital L.P
    Dallas, Texas

    Bulkley Capital, L.P. is a boutique financial advisory and investment banking firm based in Dallas with offices in Chicago and Atlanta. Since the Company's founding, Bulkley Capital has completed well in excess of $2.0 billion in transactions for its clients and has been the exclusive... more

  • Evans & Evans , Inc.
    Vancouver, British Columbia, Canada

    EVANS & EVANS, INC. is a leading Canadian boutique Investment Banking firm with offices in Canada and the U.S. We offer a range of independent and advocate services to our clients including valuation and fairness opinions, business planning and research, mergers and acquisitions advice,... more

  • Applied Economics LLC
    Atlanta, Georgia

    Applied Economics LLC ("Applied Economics") is a leading Southeastern financial advisory firm specializing in corporate finance and business valuation. Our firm assists publicly traded, middle market and privately-held companies with a variety of valuation related issues. Our clients... more

  • CDR Financial Products
    Beverly Hills, California

    CDR Financial Products, a national capital markets group, creates and markets leading edge financial products and services. Since our inception we have negotiated over $158 billion in transactions and executed more than 5,350 agreements. CDR Financial develops products and strategic... more

  • EG Capital Group , LLC
    New York, New York

    EG Capital Group, LLC is a New York based private equity firm focused on buy-outs of, and growth capital for, established businesses in Canada and the United States. EG Capital is actively pursuing opportunities in the consumer products and retail sectors. Recently, EG Capital acquired... more

  • AlphaWest Capital Partners llc
    Atlanta, Georgia

    AlphaWest Capital Partners provides highly specialized financial advisory and capital marketing services to emerging public and 'pre-transaction' companies. We offer a unique combination of innovative capital market strategies, extensive corporate development expertise, and powerful... more

  • Palladian Advisors LLC
    New York, New York

    Palladian Advisors offers a full range of corporate finance and mergers and acquisition advisory services to small and medium sized companies. Palladian Advisors has relationships with many leading venture capital funds, finance agencies, legal and accounting firms, and other investment... more

  • Octagon Holdings , LLC
    New York, New York

    Octagon Asset Management, LLC is the advisor for three alternative investment vehicles that specialize in asset based lending.

  • Wildwood Wealth Management
    Minneapolis, Minnesota

    Each of us at Wildwood Wealth Management was raised knowing the value of hard work and unyielding integrity. We know that relationships and handshakes matter. We've earned every line and gray hair. We've earned some of the most challenging credentials in our fields. More importantly,... more

  • Langham Capital
    London, United Kingdom

    Langham Capital is a boutique financial advisory firm with a primary focus on facilitating corporate cross-border transactions with India. Headquartered in London (UK), Langham has an office in Delhi (India) and a presence in the US. Langham is authorized and regulated by the Financial... more

  • Wyndhurst Associates LLC
    Pikesville, Maryland

    Wyndhurst Associates, LLC is a full service consulting firm providing crisis intervention, turnaround planning, financial restructuring, strategic planning and interim management to financially troubled companies. Wyndhurst's professionals possess a unique combination of skills rarely... more

  • Allegiance Capital Partners LLC
    New York, New York

    Allegiance Partners is a Private Equity Real Estate Principal. Allegiance focuses on purchasing the ground (fee) interest under commercial property via simple-to-execute sale-leaseback transactions. Allegiance typically enters into a transaction during acquisition, when a newly purchased... more

  • Accredited Investors Inc
    Minneapolis, Minnesota

    AII specializes in customized financial strategies for our clients - successful individuals and businesses who value their time and require professional financial management to preserve and build their wealth. As advisors, AII actively participates in the creation and management of our... more

  • Haintz Financial Services Pty Ltd
    Melbourne, Victoria, Australia

    Haintz Financial Services is a boutique Financial Advisory firm, established in 1989 and based in Collins Street, Melbourne, Australia. Throughout the years, our mission has remained constant âˆ' to enhance the quality of our clients' lives. In addition to being one of the oldest... more

  • Cabrillo Advisors Inc
    San Diego, California

    Cabrillo's comprehensive process is designed to create a competitive environment among prospective buyers, so you receive the maximum value and terms for your business. Our advisors can help you separate your emotions from the deal, also leveraging extensive analysis to uncover any... more

  • Merrick Wealth Management Inc.
    Toronto, Ontario, Canada

    Merrick Wealth Management Inc. is one of Canada's leaders in developing professional education programs for the financial services, accounting and human resource industries. We offer unrivaled experience and instruction to ensure your employees are proficient in their jobs and acquire the... more

  • SAI Private
    Collins Street East, Victoria, Australia

    SAIPrivate is a private wealth advisory and asset management firm that takes a refreshingly different view of wealth creation. Our clients are discerning professionals and executives, business owners and family groups. Our business is owned and managed by our advisers. This is an... more

  • Sentry Financial Corporation
    Salt Lake City, Utah

    Sentry maintains its headquarters in Salt Lake City, Utah, and has no geographic restrictions regarding the location of its borrowers/lessees or the equipment financed. As an approved EximBank lender, Sentry is able to provide financing virtually anywhere in the world. Sentry has an... more

  • Cronkite & Kissell LLC
    Los Angeles, California

    Cronkite & Kissell is a valuation advisory firm that excels in providing business valuations, intangible asset valuations, financial opinions and litigation support services of the highest quality. Our clients include successful family businesses, private equity groups, and middle market... more

  • Mellon Research , Inc.
    Phoenix, Arizona

    Mellon Research Inc. is a multinational consulting company that assists companies in raising capital or going public via the Over the Counter ("OTC") market. The company is publicly traded under the symbol MLON. Investment capital is only part of the picture - we help our client... more

  • W.J. Bradley Company
    Denver, Colorado

    W.J. Bradley Company Merchant Partners, LLC is an acquisition company focused exclusively on the residential mortgage sector. The firm is actively acquiring and enhancing mortgage companies as part of a large-scale consolidation strategy at the origination level of the residential... more

  • Asset Harvest Group LLC
    McLean, Virginia

    Asset Harvest Group, LLC (AHG) is a boutique investment advisory firm that specializes in working with clients who are ready for the next phase of success. As the creator of the Asset Harvest Process, we provide our clients with consultative financial planning, investment management,... more

  • KEMA Advisors Inc
    Hillsborough, North Carolina

    KEMA Advisors, Inc. ("KEMA") is a privately-owned, investment banking firm that provides highly specialized financial advisory services to government agencies and small to mid-sized companies in the areas of: Acquisitions Divestitures Valuations Private Placements Structured... more

  • VelocityHealth Capital , Inc.
    Nashville, Tennessee

  • Stature Inc.
    Fort Wayne, Indiana

  • Navra Financial Services Pty Ltd
    Brisbane, Queensland, Australia

    Navra Financial Services is a boutique financial planning and investment company. We provide: Education about structure and selecting investments Advice about achieving your financial goals and objectives Guidance for long-term financial planning and management Monitoring of your... more

  • Charlotte Square Capital Ventures LLC
    La Jolla, California

    Charlotte Square Capital Ventures, LLC is a boutique financial advisory firm, specializing in corporate finance and mergers and acquisitions advisory to middle market companies in the international marketplace. The firm's principal bankers have in excess of 100 years of direct experience... more

  • Infocus Money
    Brisbane, Queensland, Australia

  • Midway Advisory Group LLC
    Atlanta, Georgia

    Midway Advisory Group, LLC is a boutique advisory firm serving small and middle market companies.

  • FirstUnity Financial Group Pty Ltd
    Sydney, New South Wales, Australia

    FirstUnity is a boutique financial advisory and wealth management group. FirstUnity's core focus is on the provision of wealth management services and solutions to affluent individuals and families. FirstUnity offers a unique independent Family Office service to private families with... more

  • McPherson Wealth Management
    Sacramento, California

    McPherson Wealth Management is a boutique financial planning firm specializing in fee-only financial planning. With Robert A. McPherson as your advisor, MWM's mission is to help individuals, families and small business owners make smart financial decisions. For more on fee-only... more

  • Wall Street Securities , Inc.

    Wall Street Securities (Other OTC:WLSC.PK - News) provides comprehensive boutique investment banking consulting services to enable private companies to raise capital via: IPO's, Reverse Mergers, Bridge Capital and or other financial vehicles. Wall Street Securities is the only... more

  • Auspex Capital LLC
    Long Beach, California

    Auspex Capital is an investment banking and financial advisory boutique specializing in multi-unit retail, restaurant and convenience store/gas station sectors. With over 20 years of collective experience and over $4.5 billion in transactions, the principals of Auspex Capital provide... more

  • Palm Cove Capital LLC
    Honolulu, Hawaii

    Palm Cove Capital (PCC) is a boutique Investment Company based in Hawaii that provides innovative financial solutions and value added capital to clients based throughout the Pacific Rim.

  • AUGEO Pty Ltd
    Newport Beach, New South Wales, Australia

    AUGEO is an independent boutique financial services practice offering professional consultancy and financial advice in structuring and managing investment and superannuation portfolios and SMSF. Our investment philosophy, wherever appropriate, centers on direct asset-ownership and is... more

  • Cedars Capital LLC
    Houston, Texas

  • Profile Financial Services
    Sydney, New South Wales, Australia

    Profile Financial Services (AFSL No. 226238) is a boutique firm of financial and investment strategists with a 25-year history in delivering quality advice and measurable value to the lifestyle of its clients and their families. Boutique, because Profile is not owned by any institution... more

  • Monroy Petersen
    San Francisco, California

    Monroy Petersen adds value to your company by helping you make better decisions on strategy, operations, mergers and acquisitions, technology and organization. Our goal is to provide premier management consulting and transaction advisory services to middle-market companies under a... more

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