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Boutique Advisory And Placement Firms
  • Almeida Capital
  • Arbor Advisors
  • Arena Group
  • Berkery, Noyes & Co
  • BGR Capital & Trade - BGR Group is the premier bipartisan government relations, strategic communications, and investment banking firm with offices in Washington and London.
  • Blue Crown Funding, Inc. - Financing available for commercial real estate projects: Land, Construction, Apartments, Buildings, Shopping Centers, Multi-Family, Churches and Storage Warehouses. Hard Money and Private Equity & Debt Financing.
  • Blaige & Company - Thomas Blaige & Company LLC provides investment banking and financial advisory services to private equity investors, corporations, and privately-owned companies. The firm offers mergers and acquisitions consulting, corporate divestiture, bilateral negotiations, recapitalization, and strategic advisory services. Additionally, it provides mezzanine and senior debt placements, cross-border transactions, valuations and fairness opinions, and strategic alliances services. Thomas Blaige & Company caters to plastics, packaging, and chemicals industries. Its clientele include Abscoa Industries, Pinnacle Packaging Corp., International Paper Corporation, Kroy Building Products, and Tyco International Ltd. Thomas Blaige & Company is based in Chicago, Illinois.
  • Boenning & Scattergood - Boenning & Scattergood, Inc. (BSI) offers securities trading and financial advisory services to financial institutions. The firm provides mergers and acquisition, public offering, private placement, and management buyout advisory services. It also offers retail brokerage, equity research, investment banking, public finance, derivative strategy, asset management, and equity and fixed income sales and trading services. Additionally, the firm provides custodial and safekeeping; pension and profit sharing; and estate planning and retirement planning services. BSI’s clientele includes Community Banks, Inc., Kenexa Corporation, Kenexa Corporation, KMG Chemicals, Inc., The Wolf Organization, Inc., Neoware, Inc., Centek Industries, Inc., and United Sleep Products, Inc. Boenning & Scattergood, Inc. was formerly known as Boenning & Company. The firm was founded in 1914 and is headquartered in West Conshohocken, Pennsylvania with additional offices in Langhorne and Pottstown, Pennsylvania and Marmora, New Jersey.
  • Brescon Corporate Advisors Ltd.
  • Broadpoint Capital - Broadpoint Capital, Inc. is an investment banking and capital markets firm that provides corporate and public finance services and trading of corporate, government, and municipal securities for institutions. The company has three divisions: Municipal Capital Markets division, which underwrites and trades municipal securities in new issue and secondary markets; Taxable Fixed Income division, which is a dealer focusing on fixed income securities with limited liquidity; and Equity Capital Markets division, which is a sector-focused investment banking group providing research, trading, raising of capital and advisory services for institutional and corporate clients. Broadpoint Capital, formerly known as First Albany Corporation, was founded in 1953 and is based in New York, New York. The company operates as a subsidiary of First Albany Companies Inc.
  • Bruce D. Schulman & Associates - Bruce D. Schulman & Associates (BDSA) is a Chicago-based investment banking firm specializing in assisting privately held, middle-market companies with mergers and acquisitions. BDSA exclusively represents owners of private companies seeking a sale or merger.

  • Bryan, Garnier & Co - Bryan Garnier & Co is an investment bank that specializes in European growth companies. The company caters to corporations, venture capitalists, institutional investors, and private clients through asset management, corporate finance, sales, and trading. The company’s corporate finance practice includes private equity placements, initial public offerings, and mergers and acquisitions. It research department covers telecommunications, technology, media, pharmaceuticals, consumer goods, luxury goods, and outsourcing services. Bryan Garnier & Co has offices in London, United Kingdom, Paris, France, and Geneva, Switzerland.
  • Business Development Asia - Business Development Asia LLC, or BDA, is an investment banking firm that advises on cross border mergers and acquisitions, distressed situations, private placements, capital raisings, valuations and financial restructurings. The company provides advisory services on cross-border transactions involving Asia, including the Middle East, typically with transaction values between US$20m and US$500m.
  • Cain Brothers - Cain Brothers & Company, LLC is a boutique investment banking firm that focuses exclusively on the medical services and medical technology industries and their related businesses.
  • Capstone Partners
  • CB Capital Partners - CB Capital Partners is a specialized investment banking firm, which focuses on creating value through customized financial advisory assignments including capital raises, debt placements, strategic and financial partnerships, and mergers and acquisitions transactions.
  • Concorde Capital
  • Consus Partner - Consus Partner is a boutique investment banking firm that provides financial advisory services. It offers mergers and acquisitions, capital raising, debt and equity financing, and restructuring advisory services. Additionally, the firm provides fairness opinions and value appraisals advisory and financial planning services. It caters to construction and engineering, technology, real estate, energy, automotive, telecommunication, foods and beverages, financial services, and industrial sectors. The firm’s clientele include Veolia Umweltservice, Novell, LEHNKERING, Investitionsbank Berlin, Keiper Recaro Group, and Cleanaway Deutschland. Consus Partner is based in Frankfurt am Main, Germany.
  • Cross Keys Capital, LLC - Crosskeys Capital is a boutique investment banking firm that provides financial advisory services. The firm offers mergers and acquisitions advisory, divestitures and sales, restructuring, joint ventures, and recapitalization services. It caters to automotive, direct marketing, consumer products, building products, food, healthcare, retail, business process outsourcing and logistic industries. Crosskeys Capital was founded in 1995 and is headquartered in Ft. Lauderdale, Florida with additional offices in Maryland, Illinois, and Pennsylvania.
  • Crowe Capital Markets - Crowe Capital Markets LLC is a boutique investment banking firm that provides financial advisory services to middle market companies and divisions, with particular expertise in the automotive, construction and engineering, manufacturing, retail, packaging, distribution and recreational vehicle industries. The firm offers mergers and acquisitions advisory, recapitalizations, management buyouts, divestitures, strategic alternatives analysis, corporate development, private placements, and capital raising services. Its past clientele includes Best Access Systems, Diagraph Corporation, Godfrey Marine, Rinker Boats and R-Vision. Crowe Capital is headquartered in Chicago, Illinois. The firm operates as a subsidiary of Crowe Horwath LLP.
  • The DAK Group, Ltd. - The Dak Group Ltd provides Investment banking services including sales, merger, acquisition, and financial services to mid-sized businesses. The company was founded in 1984 and is based in New Jersey.
  • Dawson James Securities - Dawson James Securities, Inc. is a boutique investment banking firm that offers financial advisory services. The firm provides business valuation, security underwriting, capital transaction, strategy, institutional research, financial analysis, and equity trading services. It caters to healthcare, biotechnology and technology sectors. Dawson James Securities’ clientele include StemCell, Inc., Lpath, Inc., Bioheart, Inc., GTC Biotherapeutics, Inc., Biopure Corporation, and Neurobiological Technologies, Inc. The firm is headquartered in Boca Raton, Florida with additional offices in New York, New Jersey, and Maryland. Dawson James Securities, Inc. operates as a subsidiary of Viewtrade Financial.
  • C.W. Downer & Co. - C.W. Downer & Co. is a boutique investment banking firm that offers financial advisory services to middle market companies. The firm provides cross-border acquisitions, divestitures, mergers, strategic market analysis, and strategic alliance services. It caters to food, construction, beverage, chemical, technology, mining, electronics, finance, and engineering sectors. C.W. Downer, formerly known as Downer & Company, was founded in 1975 and is based in Boston, Massachusetts with additional offices in Paris, France; Dublin, Ireland; Frankfurt, Germany; Sydney, Australia; and Shanghai, China.
  • Dresner Partners - Dresner Partners is a boutique investment banking firm that provides financial advisory services. The firm offers valuation, restructuring, private institutional financing, fairness opinion, divestitures, management buy-outs, and mergers and acquisitions advisory services. It caters to consumer products, healthcare, business services, aerospace and defense, automotive, manufacturing, and transaction industries. The firm’s clientele include Biltrite Corp., BPI, Inc., Edward Hines Lumber, Abacus Communications, Prange Way, and American General Holdings. Dresner Partners was formerly known as Dresner Investment Services, Inc. It was founded in 1991 and is based in Chicago, Illinois. Dresner Partners is a member of The International Network of M&A Partners.
  • Ferris, Baker Watts Inc. - As of June 20, 2008, Ferris, Baker Watts, Inc. was acquired by Royal Bank of Canada. Ferris, Baker Watts, Inc. is a boutique investment-banking firm. The firm offers merger and acquisition, private placement, divesture, leveraged buyouts, valuation, research, underwriting, equity sales and trading, and financial advisory services. It also offers private client services that include brokerage, annuities, certificate of deposits, and retirement services. The firm was founded in 1932 and is headquartered in Washington, District Of Columbia.
  • Financo, Inc. - Financo, Inc. is a New York-based boutique investment bank focused on the merchandising and retail sector, with offices also in Los Angeles and London. It was founded in 1971 by Wharton School graduate Gilbert Harrison, whose experience in deals involving American Eagle, BCBG Max Azria, and Bear Stearns Merchant Banking, among others, has made him a sought-after source of expertise,[1] which he was contributed at events such as the Financial Times Business of Luxury Summit. Financo is also known for hosting a dinner with Harrison every year at the National Retail Federation Convention, through which senior executives in the retail industry are able to network extensively.
  • Freeman & Co. - Founded in 1991, Freeman & Co. LLC is a boutique M&A advisory and strategic management consulting firm focused exclusively on the financial services industry. The company's advisory services include mergers and acquisitions advice, capital raising, underwriting, fairness opinions, restructuring advice and private company valuations. Strategic management consulting assignments are customized to client needs and have covered a wide array of projects.
  • Gemini Partners - Gemini Partners Inc. is a boutique investment banking firm that provides financial advisory services. The firm offers private placements, mergers and acquisitions advisory, restructuring, divestitures, fairness opinions, and transfer pricing analysis services. It has strategic alliances with MediaWin & Partners. Gemini Partners is based in Los Angeles, California.
  • Genuity Capital Markets - Genuity Capital Markets provides investment banking and securities brokerage services. The firm offers mergers and acquisitions, initial public offerings, and private placement advice; equity research and trading; and bond trading services. Genuity Capital Markets was founded in 2004 and is based in Toronto, Canada with additional offices in Vancouver and Montreal, Canada.

  • Global Financial Services Co.
  • Global M&A GmbH - Global M&A GmbH is an association of M&A houses that provide advisory services related to acquisition, sale, and corporate finance transactions. The company offers services on company sales and divestitures, acquisitions, management buyouts, private equity transactions, fund raising, venture capital, and restructurings, initial public offerings (IPO), and stock market flotation. It caters to public companies, financial institutions, mid-market groups, and private businesses. Global M&A is based in Duesseldorf, Denmark.
  • Gordian Group - Gordian Group is a financial services firm based in New York that provides nationwide investment banking and advisory services. The firm acts on behalf of corporations, government agencies, financial institutions, law firms and other bodies. The company’s inception was in 1988. It is a broker-dealer, and has been involved in over 80 engagements during its twelve-year history. Its professionals are experts in mergers and acquisitions, solvency, public and private financings, reorganizations and matters requiring opinions and expert witness testimony. The firm specializes in providing financial advisory services with respect to financially challenged businesses.
  • Greif & Co. - Greif & Co. is a boutique investment bank that provides financial advisory services to healthcare, food, technology, financial services, consumer products, media, and retail sectors. The firm offers strategic advisory, private placements of equity and debt securities, mergers and acquisitions, and financial restructuring services. Additionally, Greif & Co. provides business valuations, fairness opinions, and leveraged buyouts services. Its clientele includes The Loewen Group Inc., Mitsubishi, Inc., Nissin Oil Mills Ltd., Bell Industries, Inc., Media Home Entertainment, Inc., and Skechers U.S.A., Inc. The firm was founded in 1992 and is based in Los Angeles, California.
  • GrowthPoint Technology Partners - GrowthPoint Technology Partners, LLC is a boutique investment banking firm that provides financial advisory services to semiconductor and technology sectors. The firm offers mergers and acquisitions advisory, fund raising, consolidation strategies, and valuation services. GrowthPoint Technology Partners is based in Palo Alto, California with an additional office in London, United Kingdom.
  • Hilco Corporate Finance
  • The Hina Group,Inc. - The Hina Group is a boutique investment bank that provides financial advisory services. It offers mergers and acquisitions advisory; divestitures; joint ventures; debt and equity financing; business valuation; and fairness opinions consulting services. Additionally, the firm provides documentation management, transaction negotiations, and deal closing consulting services. Its clientele include China Business Outsourcing, Cirrus Logic, NeoPhotonics, WorkSoft, Framemedia, and Aicent. The Hina Group was founded in 2003 and is based in Beijing, China with additional offices in Palo Alto, California; Shanghai, China; and Singapore.
  • Hovde - The Hovde Organization is an investment banking, asset management and private equity firm focused exclusively on the financial services sector.
  • Indigo Capital Holding Inc.
  • Intellian Capital Advisors - Intellian Capital Advisors, LLC. provides investment and merchant banking services. The firm offers mergers and acquisitions, divestitures, restructurings, and capital raising advisory services. It also provides business valuations, due diligence, corporate strategy formation, and financial structuring advisory services. Intellian Capital Advisors was founded in 2003 and is based in Hauppauge, New York.
  • Janney Montgomery Scott - Janney Montgomery Scott LLC is a boutique investment banking firm that offers financial advisory and brokerage services. The firm provides merger and acquisition, equity raising, public offering, private placement, fairness opinions, and general advisory services. Additionally, it provides brokerage, business consulting, and financial planning advisory services. Janney Montgomery Scott LLC, formerly known as Janney Montgomery Scott, Inc., was founded in 1832 and is headquartered in Philadelphia, Pennsylvania with additional offices in Massachusetts, New Jersey, Delaware, Ohio, Virginia, Maryland, South Carolina, Georgia, and Florida. As of August 2, 1982, Janney Montgomery Scott, LLC operates as a subsidiary of Penn Mutual Life Insurance Co.
  • Jesup & Lamont - Jesup & Lamont, Inc., through its subsidiaries, provides securities brokerage, investment banking, and market making and order execution services to retail and institutional customers primarily in the United States, Europe, and Asia. Brokerage services are provided to both retail and institutional customers. Brokerage Services Full Service Brokerage Services Through its wholly owned subsidiary (JLSC) the company provides full service brokerage services directly to its retail customers, including individuals and small to mid-sized institutions such as banks, credit unions, hedge funds, money managers, mutual funds and pension funds.
  • JMP Securities - JMP Securities LLC is an investment banking firm that provides financial advisory services to real estate, healthcare, technology, and retail industries. The firm offers mergers and acquisitions advisory, divestitures, restructuring, recapitalization, valuation, fairness opinions, private placement, and PIPE (Private Investments in Public Equities) services. Additionally, it provides financial processing and outsourcing, equities research, and institutional sales and trading services. JMP Securities, formerly known as Jolson Merchant Partners, was founded in 2000 and is headquartered in San Francisco, California with additional offices in New York City; Boston, Massachusetts; and Chicago, Illinois.
  • Jordan, Knauff & Company - Jordan, Knauff & Company (JKC) is a boutique investment bank that provides financial advisory services to lower middle market businesses. The firm offers merger and acquisitions, private placements of mezzanine debt and equity, capital management, negotiation assistance, and strategic advisory services. In addition, it provides intra-industry multiple transactions and company valuation services. JKC caters to energy distribution, plastics manufacturing, construction, food processing, information technology, and financial services industries. Jordan, Knauff & Company was founded in 2001 and is based in Chicago, Illinois with additional office in Kansas City, Missouri.
  • Lancaster Pollard - Lancaster Pollard helps health care, senior living and affordable housing organizations expand and improve their services by providing financial advice and financing solutions.
  • Leonardo & Co. - Leonardo & Co. is a privately held, leading independent European corporate finance advisory organization.
  • M3 Capital Partners - M3 Capital Partners LLC provides investment banking and corporate financial advisory services to the real estate sector in United States and Europe. The firm offers mergers and acquisitions consulting, initial public offering assistance, disposition strategies, and economic restructuring services. Additionally, it provides capital raising and structured investment advisory services. M3 Capital also caters to industrial, residential, official, retail, and senior housing sectors. Its clientele include ProLogis, greenhills, Archstone Smith, Bainbridge, regency centers, and Shurgard Self-Storage. M3 Capital Partners LLC, formerly known as Macquarie Capital Partners LLC, was founded in 1991 and is based in Chicago, Illinois with additional offices in New York, New York and London, United Kingdom.
  • Marathon Capital - Marathon Capital, LLC is an independent investment banking firm in North America. It is a financial advisory firm that provides financial services to global energy, infrastructure, and project finance markets. Marathon Capital also offers mergers and acquisitions, equity sourcing, mezzanine debt, asset restructuring, and structured financing solutions. Additionally, it provides investor representation, dispute resolution, and tax and accounting services. Marathon Capital caters to electric power and alternative energy generation industries. The firm was founded in 1999 and is headquartered in Bannockburn, Illinois.
  • Matthews Asian Funds
  • Maxim Group LLC - Maxim Group LLC, a leading full-service boutique investment banking, securities and wealth management firm, today announced the appointment of Dr. Echo Yinghui He, M.D., PhD, as a Senior China Analyst.
  • The McLean Group - The McLean Group, LLC is boutique investment banking firm that provides financial advisory services to middle market companies. The firm offers mergers and acquisition, management and leveraged buy-out, recapitalization, private placement, valuation, and fairness opinion advisory services. Additionally, it provides strategic planning, litigation, executive and taxation advisory, and estate planning services. The firm caters to information technology, telecommunications, travel and transportation, and logistics sectors. It has strategic alliances with International Network of M&A, Virginia Chamber of Commerce, and Association for Corporate Growth. The firm focuses on companies ranging in size from $5 million and $300 million in revenues. McLean Group is based in McLean, Virginia.
  • Midtown Partners - Midtown Partners & Co., LLC is a boutique investment bank that provides corporate finance advisory services to middle market companies. The firm offers mergers and acquisitions advisory, recapitalization, leveraged buyout transactions, and restructuring services. Additionally, it provides fairness opinions, valuations, merchant banking, public and private equity offerings, and strategic consulting services. Midtown Partners caters to healthcare, information technology, consumer products, and telecommunications sectors. Its clientele includes Extraordinary Vacations Group Inc, Manaris Corporation, Telzuit Medical Technologies Inc, Chembio Diagnostics Inc, Xstream Beverage Network Inc, and Teleplus Enterprises Inc. Midtown Partners was formerly known as Investment Bank Innovation Capital, LLC. The firm was founded in 2000 and is based in Tampa, Florida with additional offices in Boca Raton, Florida and New York City.
  • Newforth Partners LLC - Newforth Partners LLC operates as a boutique investment banking firm that offers financial advisory services. The firm provides private placements, intellectual property transferring, mergers and acquisitions, and strategic consulting services. Additionally, it offers corporate and market assessment, technology reviewing and auditing, post acquisition integration, and strategy definition services. The firm caters to information technology, telecommunications, logistics, digital media, semiconductors, and financial services industries. Its clientele include Kodak MASD, Network General, The Image Bank, Caldera Systems, Chen & McGinley, and Plains Electric. Newforth Partners LLC is based in San Mateo, California with an additional office in Ramsey, New Jersey.
  • Orion Capital Group, Inc. - Orion Capital Group, LLC is a boutique investment bank that offers financial advisory services. The firm provides mergers and acquisitions, corporate divestures, business exit planning and valuations, and debt and equity financing advisory services. It also offers business and intellectual property rights brokerage services. The firm caters to chemical, construction, energy and utilities, healthcare, hospitality and leisure, retail, software and information technology, and transportation industries. Orion Capital Group is based in Menlo Park, California.
  • Pacific Growth Equities - Pacific Growth Equities, LLC is a boutique investment bank that offers financial advisory services to emerging companies. The firm offers mergers and acquisition, private placement, and strategic advisory; public and private equity offerings; and brokerage services. Additionally, it provides market research, institutional sales, and trading services. The firm caters to life sciences, technology, healthcare, and consumer sectors. Pacific Growth Equities was founded in 1991 and is headquartered in San Francisco, California with additional offices in Boston, Massachusetts and New York, New York. As of January 2009, Pacific Growth Equities, LLC operates as a subsidiary of Wedbush Morgan Securities Inc.

  • Peachtree Media Advisors, Inc.
  • Peter J. Solomon Company - Peter J. Solomon Co. (PJSC) is an investment-banking firm that offers corporate finance, restructuring, private financings, merger and acquisitions, and financial advisory services. PJSC focuses on transactions in retail and consumer products, media, healthcare, real estate, paper, forest products, and diversified manufacturing industries. The firm has a strategic alliance with Clinvest, the investment-banking subsidiary of Credit Lyonnais. PJSC was founded in 1989 and is headquartered in New York City.
  • Pharus Advisors - Pharus Advisors, LLC is a boutique investment banking firm that provides financial advisory services to middle market and emerging companies. The firm offers mergers and acquisition, financing, divestment, valuation, restructuring, equity research, management consulting, and private placement advisory services. It caters to business process outsourcing, software, semiconductor, information technology, retail, manufacturing, aerospace, and consumer products industries. The company’s clientele includes Control–F1, Velocity, and emotion. Pharus Advisors is headquartered in New York City with an additional office in San Francisco, California.
  • The Potomac Company - The Potomac Company (spelled variously as Patowmack, Potowmack, Potowmac, and Compony) was created in 1785 to make improvements to the Potomac River in order to improve its navigability. The Potomac Company built five skirting canals around the major falls. When completed it allowed boats and rafts to float downstream towards Georgetown, a major port of the time on the Potomac River, now in the District of Columbia. George Washington was its first president, as well as an investor in the company. Tobias Lear, Washington's personal secretary, was its chairman for a period. Other principals of the company included Thomas Johnson of Maryland.
  • Provident Healthcare Partners - Provident Healthcare Partners, LLC is a boutique investment bank that focuses on middle-market companies in the healthcare industry. The firm offers mergers and acquisitions, divestitures, joint ventures, leveraged buyouts, privatizations, spin-offs, financial restructurings, and private placements advisory services. Additionally, it provides capital raising, public offering advisory, recapitalizations, fairness opinions, and financial due diligence services. The firm’s clientele includes ICare Medical Supply, Inc., Crescent Healthcare Inc., Gericare Providers, Inc., and Pharmacare Resources, Inc. Provident Healthcare is based in Boston, Massachusetts. The firm is a subsidiary of Provident Corporate Finance, LLC.
  • Remington Financial Group - Remington Financial Group, Inc. provides financing services to real estate owners and developers. The company offers senior debt, equity, bridge loan, mortgage, mezzanine, and joint venture financing services for real estate properties. It also provides financial transactions originating, evaluating, and restructuring advisory services. Remington Financial Group was founded in 1993 and is based in Scottsdale, Arizona.
  • Revolution Partners - Revolution Partners, LLC is a boutique investment banking firm that offers focuses on middle-market technology companies. The firm provides mergers and acquisitions, capital raising, management buy-outs, spin-outs, divestitures, fairness opinions, valuations, and debt restructuring advisory services. It caters to technology and telecommunications sectors. The firm’s clientele include LookSmart, Ltd., Ceterus Networks, Optinuity, Inc., and Entorian Technologies, Inc. It was founded in 2001 and is based in Boston, Massachusetts with additional offices in Los Angeles and San Francisco, California and New York, New York. Revolution Partners, LLC operates as a subsidiary of Morgan Keegan & Company, Inc.
  • RHB Investment Bank Berhad
  • Salman Partners Inc. - Salman Partners Inc. (SPI) provides financial advisory and equity research services to corporate and family owned companies. The company offers valuation, fairness opinion, mergers and acquisitions, initial public offering, restructuring, and private placement advisory services. It caters to mining, oil and gas, forestry, consumer products, real estate, healthcare, biotechnology, and transportation industries. SPI was founded in 1994 and is headquartered in Vancouver, Canada with additional offices in Calgary and Toronto, Canada.
  • Scott-Macon Ltd. - Scott-Macon, Ltd. is an investment-banking firm that focuses on middle market transactions in the range of $10 million to $400 million. The firm provides mergers and acquisition, divestitures, debt and equity financing, valuation and fairness opinions, and corporate finance advisory services. It caters to automotive, chemicals, manufacturing and engineering services, media and publishing, healthcare, and power industries. Scott-Macon was founded in 1973 and is headquartered in New York, New York.
  • Seymour Pierce - Seymour Pierce Limited is a boutique investment banking firm that provides financial advisory services. The firm offers mergers and acquisitions, disposals, public offers, bid defense and joint ventures, and strategic advisory services. Additionally, it provides capital sourcing and market making services. The firm’s clientele include Addleisure plc, Blue Star Mobile Group plc, Ciref Ltd, Fulcrum Pharma plc, Liberty plc, Pentagon Protection plc, and Titan Europe plc. Seymour Pierce Limited is based in London, United Kingdom.
  • Siemer & Associates - Siemer & Associates, LLC. (S&A) is a boutique investment bank that provides financial advisory services to small and midsized companies. It offers mergers and acquisitions, capital raising, initial public offerings (IPOs), divestitures, and private placement advisory services. Additionally, the firm provides fairness opinions and valuation services. S&A caters to digital media, technology, cleantech, and renewable energy sectors. The firm is based in Santa Monica, California.
  • Sonenshine Partners - Sonenshine Partners is a boutique investment banking firm that offers integrated strategic and financial advisory services. The firm provides mergers and acquisitions, corporate strategy, divestiture, fairness opinion, strategic partnership, capital restructuring, negotiation, security assessment, and capital raising services. Additionally, it offers debt financing and private placement services. Sonenshine Partners’ clientele include 1-800 CONTACTS, Beverages and More, Sonus Faber SpA, Atrica, Inc., Hewitt Associates, ClearLab, and Olivotto Glass Technologies. The firm was founded in 1999 and is headquartered in New York, New York.
  • Source Capital Group - Source Capital Group, Inc. is a boutique investment bank that offers financial advisory services focusing on small and medium sized transactions. It provides restructuring, debt, transactions, initial public offerings (IPOs), and private placements advisory services. The firm also offers fixed income institutional sales and trading services. Source Capital Group caters to energy, oil and gas, telecommunications, technology, biotech, and consumer goods industries. The firm was founded in 1994 and is based in Westport, Connecticut with additional offices in Scottsdale, Arizona; Pasadena and Aliso Viejo, California; West Hartford, Connecticut; Lighthouse Point, Florida; Aiea, Hawaii; Bowling Green, Kentucky; Marlborough, Massachusetts; and New York, New York.
  • Sucsy, Fischer & Company - Sucsy, Fischer & Company (SFCo) is an independent middle market investment banking firm. It provides mergers, acquisitions, corporate divestitures, and management and leveraged buyouts advisory services. Additionally, the firm offers transaction structuring, negotiating assistance, due diligence, strategic partnering, interim management, and corporate finance action planning services. SFCo also provides institutional private placements advisory services for middle market companies of equity, senior debt, and mezzanine and subordinated debt, including structuring, negotiating, cash flow analysis, and advice on the timing of financing transactions. The firm also offers restructuring, recapitalization, and reorganization advisory; formal valuations; and fairness opinions and research services. SFCo focuses on companies with enterprise values up to $400 million. The firm caters to healthcare, business, and financial services; and information technology; communications; Internet related technology; software; medical devices; manufacturing; and consumer products industries. Sucsy Fischer & Company was founded in 1972 and is based in Highland Park, Illinois.
  • Wyatt Matas & Associates - Wyatt Matas & Associates, LLC is a boutique investment banking firm that offers financial advisory services. The firm provides mergers and acquisition, valuation analysis, exit strategy planning, value enhancing, and management advisory services. Additionally, it offers due diligence coordination, risk analysis, and transactional advisory services. The firm caters to food and beverage, chemical, healthcare, human resource, plastic, industrial equipment manufacturing, and recycling sectors. Wyatt Matas & Associates is based in Washington, District of Columbia.
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