Investment Banking (Industry Sector: Financial Services)
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Most Awarded
The Orr Group
Unclaimed
Winston Salem, North Carolina
Winston Salem, North Carolina
The Orr Group was founded on the experience and guiding principles of L. Glenn Orr, Jr., Chairman of Orr Holdings, LLC. Mr. Orr is the former Chairman and CEO of Southern National Corporation, an $8 billion bank holding company, which ...
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The Peakstone Group
Unclaimed
Chicago, Illinois
Сompany size: 11-50
Chicago, Illinois
Сompany size: 11-50
The Peakstone Group is an investment bank that specializes in mergers and acquisitions advisory and capital raising.
Peakstone was founded on the belief that middle market companies and their owners need and desire high quality advice ...
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Featured Listings
The Potomac Company
Unclaimed
Bensalem, Pennsylvania
Сompany size: 1-10
Bensalem, Pennsylvania
Сompany size: 1-10
The Potomac Company is a leading private investment banking firm specialized in providing merger and acquisition, management buyout, capital raising and strategic advisory services to small and middle market companies.
The Potomac Com...
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The Presidio Group
Unclaimed
San Francisco, California
Сompany size: 1-10
San Francisco, California
Сompany size: 1-10
The Presidio Group LLC is an independent financial services firm founded in 1997. They partner with clients to conceive and execute strategies designed to achieve their financial objectives and personal aspirations. Its advise and/or ...
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The Reid Group LLC
Unclaimed
New York, New York
New York, New York
TRG's foundation was laid back in 1997 with the formation of its flagship investment banking subsidiary D. Livingston Reid & Co. LLC. In 1998, D. Livingston Reid & Co. LLC entered into a formal strategic alliance with the Global Struct...
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The Williams Capital Group
Unclaimed
New York, New York
Сompany size: 51-200
New York, New York
Сompany size: 51-200
The merger of The Williams Capital Group, L.P. and Siebert Cisneros Shank & Co., L.L.C. closed on November 4, 2019. The combined firm, which has been renamed Siebert Williams Shank & Co., LLC (SWS) unites the complementary strengths of...
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Third Coast Capital Advisors
Unclaimed
Chicago, Illinois
Сompany size: 1-10
Chicago, Illinois
Сompany size: 1-10
Third Coast Capital Advisors LLC is a full service financial advisory firm that serves the unique needs of middle market companies involved in M&A related transactions.
Third Coast Capital Advisors is exclusively dedicated to advising ...
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Third Seven Capital
Unclaimed
New York, New York
Сompany size: 11-50
New York, New York
Сompany size: 11-50
Third Seven Capital is a privately owned boutique investment bank and advisory firm, which specializes in providing intellectual and equity capital to early-stage companies not yet ready to approach the institutional market.
Its core ...
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M & A AdvisoryFavorites
Tobin & Company
Unclaimed
Charlotte, North Carolina
Сompany size: 1-10
Charlotte, North Carolina
Сompany size: 1-10
Tobin & Company Investment Banking Group LLC is a boutique investment banking firm based in Charlotte founded in 2001. Tobin & Company Investment Banking Group LLC provides investment banking and securities services for small and middl...
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Touchstone Group, LLC
Unclaimed
New York, New York
Сompany size: 1-10
New York, New York
Сompany size: 1-10
Touchstone Group is an independent full-service placement agent founded in 2002. It represents fund managers in private equity and other illiquid alternative investment strategies targeting a broad spectrum of institutional investors. ...
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