middle market healthcare investment banks
To make the world smarter, happier, and richer. Investors are catching on to B. Riley's growth story, driving up shares more than 70% year-to-date. Securities offered through BellMark Partners, LLC, Member FINRA, Member SIPC 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. Building Products & Construction Services, Annual Education & Training Industry Report 2023 Middle Market M&A Activity and Outlook, Application Development & Deployment M&A Update February 2023, Building Products M&A Volume Remains Robust Despite Labor Shortages and Supply Chain Delays, Mission Critical Demand Supports Strong Security Solutions M&A, Capstone Partners Continues to Acquire Senior Talent; Strengthens Transportation, Logistics & Supply Chain Group, Capstone Partners Advises Garlock Pipeline Technologies (GPT) on Sale to Branford Castle; Simultaneously Completes Sale Leaseback of Manufacturing Facility to Maximize Shareholder Value, Special Situations & Corporate Restructuring, Aerospace, Defense, Government & Security, Founding Board member, Pinnacle Family Services, Behavioral Healthcare Services Market Update: Behavioral Health Crisis Continues to Drive Merger and Acquisition Activity, ToxStrategies Acquisition by Renovus Capital Highlights Growing Demand for Recession-Resistant Assets, Turnaround & Restructuring for Business Stability, Electronic Medical Records / Records Mgmt. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Cross Keys Overview Brochure. Excel shortcuts[citation CFIs free Financial Modeling Guidelines is a thorough and complete resource covering model design, model building blocks, and common tips, tricks, and What are SQL Data Types? 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. 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. The firm is comprised of senior professionals who have extensive transaction experience with a broad range of companies and transaction sizes in the areas of mergers and acquisitions, debt and equity financing, valuations and fairness opinions and general corporate financial consulting.Visit Scott-Macons Profile, Industries: Industrials, Consumer Goods, Manufacturing, Health Care, Business Services, Materials, Consumer Services, Technology, Media, Business Acquisition and Merger Associates is a results-oriented, middle market intermediary firm located in Charlotte, NC. Each of our Managing Directors has over 25 years of working experience in both domestic and international capital markets, with extensive experience communicating and negotiating with strategic or financial buyers., : Business Services, Consumer Goods, Consumer Services, Distribution, Energy & Utilities, Financial Services, Health Care, Industrials, Life Sciences, Manufacturing, Materials, Media, Real Estate, Retail, Telecommunications. Not only did they possess in-depth sector knowledge, they truly understood and prioritized my desire to partner with a like-minded organization. If our business philosophy aligns with yours, then lets talk about working together., Industries: Distribution, Industrials, Health Care, Business Services, Consumer Goods, Consumer Services, Life Sciences, Manufacturing, Technology, Visit Business Acquisition & Merger Associates Profile, Plethora Businesses is a leading M&A firm specializing in mergers, acquisitions and appraisals. With multiple decades of experience, ACTs principals have represented a diverse range of industries, including manufacturing, contracting, wholesale, distribution and service industries. 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. The firm is based in Orlando, Florida, with locations throughout the country such as Philadelphia, Chicago, San Francisco, Denver, and Dallas., Manufacturing, Technology, Retail Business Services, Consumer Goods, Distribution, Health Care, Media, Consumer Services, Industrials, Life Sciences, Telecommunications, Financial Services. We achieve this in particular by leveraging the strong relationships we have forged over in our niche industry focus. SCP serves business leaders in the emerging growth and middle markets. Get Started. Want to learn more about the services we provide for owners, investors, and creditors of middle market Healthcare companies? Reach out to us today! Our dedicated sponsor coverage team is solely focused on serving middle market private equity firms. 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. Investing in Oppenheimer (OPY -0.20%) provides exposure to a mid-market bank and its dividend but does not provide voting rights because nearly all its voting stock, or Class B shares, is entirely owned (97.5%) by Chairman and CEO Albert G. Lowenthal. They can be summed up in one sentence. We provide strategic consulting to re position and optimize companies wanting to sell in order to ultimately increase its valuation. The investment banks at the top of the Axial League Table are leaders across the following three categories: Axial League Table data incorporates and includes: Together, the top 20 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. We provide valuable financial and strategic advice throughout the business life cycle. Our enthusiasm for healthcare allows us to stay ahead of developments. 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. If our business philosophy aligns with yours, then lets talk about working together.Visit Business Acquisition & Merger Associates Profile, Industries: Distribution, Industrials, Health Care, Business Services, Consumer Goods, Consumer Services, Life Sciences, Manufacturing, Technology, Shorelines team of experienced M&A advisors successfully markets, negotiates, and closes sale, acquisition and financing transactions for the owners of privately held companies. 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. Execute a confidential process with people we enjoy who value and desire the unique skill set and services offered by BAMA. Axis representsselect special situations and private investment opportunities to some of the largest and most sophisticated global investors who are looking for investment ideas that will deliver high returns. We are so glad that we chose Capstone as our partner. We focus primarily on your personal and professional goals and help facilitate transactions that make sense to you for the long term. That said, the Class A shares receive the dividend and allow you to invest in a company with private client, asset management, and capital markets which includes investment banking. We have completed over 200 M&A and equity transactions in our history and our senior team represents decades of deal experience in the technology, consumer products, industrial products and services, business services, and heathcare industries. These situations often call on us to leverage our symbiotic relationship with the services of Gleason Experts, where we have deep expertise in forensic accounting, litigation support, and bankruptcy proceedings. 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 . 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. Our team has more than 30 years of experience working in diverse industries, which has enabled us to build our services and solutions in strategy, consulting, mergers, acquisitions and capital finding that assist our clients in maximizing their potential., : Technology, Distribution, Energy & Utilities, Industrials, Technology, Energy & Utilities, Health Care, Manufacturing, Media, Business Services, Industrials, Life Sciences. Healthcare is a core growth industry that continues to innovate and evolve. 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. At Bailey & Company, we're driven to deliver exceptional outcomes for our partners in the middle-market healthcare sector. What follows highlights those banks with market caps between $250 million and $750 million. 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. Smaller deals means smaller fees. We have successfully managed and handled engagements in a wide variety of industries and are recognized as a leader in assisting in the sale, or purchase of businesses. . Three key principles drive BAMAs work. Investment banks whose clients have $10-$100M of revenue. Learn More Watch Video. Second-quarter investment banking revenues totaled $104.3 million, a 30% increase from the same period in 2018. The Capstone team was extremely helpful during our journey to find just the right partner and worked diligently with our executive staff and legal advisors to make sure we were meeting all of our objectives. Since 1988, Jerry Bakers companies have consulted with and successfully concluded over 200 transactions in numerous industries. Healthcare Investment Banking M&A Investment Banking FOCUS has provided M&A advisory and corporate finance services to leading healthcare since 1982. With our transactional expertise, capital markets experience, industry sector background, and valuation knowledge, EBB Group assists middle-market executives, directors and investors in assessing various strategic alternatives, which may include mergers/acquisitions, divestitures and capital enhancement transactions (e.g., securities offerings). Selling a business requires a specialist, not a general practitioner. 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 . 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. If our business philosophy aligns with yours, then lets talk about working together., Distribution, Industrials, Health Care, Business Services, Consumer Goods, Consumer Services, Life Sciences, Manufacturing, Technology, Consumer Goods, Industrials, Materials, Retail, Business Services, Consumer Services, Media. We specifically focus on clients looking to be acquired and companies wanting to make an acquisition. It focuses exclusively on the healthcare, medical technology and life sciences sector. As weve seen in the past, the lower middle market, resilient as ever, remained surprisingly active despite the broader market volatility. With their guidance, we prepared a package that made us ready to enter the marketand ultimately, we found the perfect strategic buyerCapstone made the process virtually seamless and I could not be happier with the results. Going into this process we felt that Capstone had the relationships and connections to properly represent us in this market and they did not disappoint. For CEOs and dealmakers in the lower middle market, these league tables are a useful barometer to measure how an investment bank ranks against its peers, and how effective they are in financing and selling lower middle market businesses in various sectors. Middle market companies and private equity funds rely on our creative solutions, thoughtful insight and truthful advice when considering exiting their companies, making strategic acquisitions, partnering with private equity sponsors and raising debt or equity capital.and raising debt or equity capital. Visit XLCS Partners Profile, Industries: Manufacturing, Industrials, Consumer Goods, Financial Services, Technology, Retail, Business Services, Energy & Utilities, Materials, Distribution, Health Care, Media, Consumer Services, Real Estate, Life Sciences, Telecommunications. Our work spans most industries except for resource extraction, pharmaceuticals and life sciences. 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)? For some, it is selling a business for maximum value. If B. Riley continues to make smart, strategic acquisitions, the stock should appreciate in lockstep. 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 work closely with our clients financial and legal advisors. The one-year and two-year charts show a 20% decline while the stock fell nearly 50% over the past five years. Providing value beyond dispute., Manufacturing, Consumer Goods, Industrials, Materials, Technology, Retail, Business Services, Distribution, Health Care, Manufacturing, Consumer Goods, Energy & Utilities, Health Care, Life Sciences, : Consumer Goods, Industrials, Materials, Energy & Utilities, Financial Services, Retail, Technology, Business Services, Health Care, Consumer Services, Media, Real Estate, Life Sciences, Telecommunications, Industrials, Manufacturing, Technology, Distribution, Financial Services, Healthcare, Business Services, Consumer Goods, Life Sciences, Materials, Telecommunications, Energy & Utilities, Consumer Services, Media, Retail, SDR Ventures is a Denver-based investment banking firm serving private business owners in the lower middle market, including companies with values up to $300 million. Their team of industry professionals align buyers and sellers in successful transactions, providing advice and guidance before, during, and after the transaction. Capstone's Healthcare Team understands the mindset of strategic buyers and how to manage towards an optimal result. Spurred by shifts in reimbursement and policy reform, healthcare is in an era of unprecedented complexity and change. 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 are excited to release Axials Q1 2020 Lower Middle Market League Tables. 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. Our service offering at Gleason Advisors allows us to work with businesses facing a wide range of issues and financial challenges. Scott-Macon Group, Inc. is one of the oldest independent investment banks in the United States with an emphasis on the middle market. Momentum from a record-breaking year of deal-making set the stage for what was expected to be a very active Q1. The investment banking team at Ladenburg Thalmann Financial Services (LTS)kept busy in Q2, raising more than $322 million for 13 companies. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies. Learn more about how we help business owners through each stage of their companys lifecycle. 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. David Haen has no position in any of the stocks mentioned. Unlike traditional league table structures that have remained the same for years, where firms are assessed against deal volume and deal dollar volume, Axial league tables surface data on investment banks that reveal their selectivity, the relative attractiveness of their clients businesses, and their overall sell-side process efficacy. Invest better with The Motley Fool. While investment banking revenue is not broken out by sector, half of the 64 transactions completed in 2019 listed on Oppenheimer's website were in healthcare. Buy These 2 Stocks in 2023 and Hold for the Next Decade, Warren Buffett's Latest $2.9 Billion Buy Brings His Total Investment in This Stock to $66 Billion in 4 Years, 2 Stocks That Are About to Make Their Shareholders Richer, Join Over Half a Million Premium Members And Get More In-Depth Stock Guidance and Research, Copyright, Trademark and Patent Information. Capstone Partners Healthcare Investment Banking Group provides M&A, capital formation, and financial advisory services to a wide variety of middle market healthcare companies across several different sectors. Over 3,500 advisory firms and 1,800 corporate and financial buyers have joined Axial to efficiently connect with relevant capital partners, source actionable deals, and build new relationships. His knowledge acquired over the years is extremely helpful in developing a relationship with clients.