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ADVISOR 100 20 17 ADVISOR 100 the Buyside’S Most Referred Middle Market Banks and Advisory Firms 2017

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ADVISOR 100 20 17 ADVISOR 100 the Buyside’S Most Referred Middle Market Banks and Advisory Firms 2017 2017 . AXIAL ADVISOR 100 20 17 ADVISOR 100 The buyside’s most referred middle market banks and advisory firms 2017 . AXIAL ADVISOR 100 Table of Contents Introduction ...................................................................................................................................3 By the Numbers ............................................................................................................................4 Most Recommended Firms .........................................................................................................5 The Super-Niche ............................................................................................................................6 Banks Off the Beaten Path ........................................................................................................7 Directory .................................................................................................................................. 8–22 axial.net { 2 } 2017 . AXIAL ADVISOR 100 We set out to find thevery best middle market M&A advisory firms and investment banks in the USA for 2017. We did not want to create this list from deal tables or subjective criteria of our own. The currency we were interested in was referrals. We went looking for recommendations from the very people who have worked both alongside and across the negotiating table from countless advisors. We asked 1,000 private equity firms, strategic acquirers, and family offices to name the banks and advisors they trust and respect most when transacting in the middle market. In the end, 120 firms were put forward, some by many sources. The list includes bankers and advisors of all sizes and industry specializations. It covers firms headquartered in major cities, as well as those located off the beaten path. Because we cover the middle market, the list also includes firms with a diverse range of clientele. You will see some respected brokers who work with small businesses as well as high-end investment banks who work the upper end. These advisory firms are excellent at what they do. That’s not our word, but rather the words of dealmakers whose referrals have come together to form this inaugural list. axial.net 2017 . AXIAL ADVISOR 100 By the Numbers ADVISORY FIRMS BY HQ LOCATION WA MA MN WI 3 NY 1 4 NJ OH IL 1 CA 1 CO VA 4 3 AZ TN AR 2 GA TX FL FIRMS WITH GLOBAL FOOTPRINT ADVISORY FIRM SIZE lal eene eni ane Yes No 1-9 Small 10-19 Medium 20+ Large . INDUSTRY FOCUS Generalist 66% . 1% . Niche . S . Technology 10% I 1% Manufacturing 1% R 1% axial.net { 4 } 2017 . AXIAL ADVISOR 100 Most Recommended Firms The middle market intermediary community may be vast — but these names kept popping up in our results. Here are the most frequently recommended banks on our list, ranked by number of referrals: st + Houlihan Lokey 1 + Lincoln International nd + Harris Williams 2 + Robert W. Baird rd + Duff & Phelps 3 + Piper Jaffray + William Blair th + Brown Gibbons & Lang 4 + Deloitte Corporate Finance + Headwaters MB + Lazard Middle Market + MHT Partners + Quarton International th + Cascadia Capital 5 + Craig-Hallum + Signal Hill axial.net { 5 } 2017 . AXIAL ADVISOR 100 The Super-Niche For some transactions, a specialist investment bank can make all the difference. While many of the firms on the Axial 100 cover multiple industries, we wanted to call out thosefirms with extremely targeted domain expertise. BUSINESS SERVICES ɚ Charter Capital Partners Office Furniture ɚ Code Advisors Digital Media ɚ Corporate Advisory Solutions LLC Outsourced Business Services (OBS) ɚ New Direction Partners Commercial Printing and Packaging CONSUMER ɚ Demeter Group Wine and Spirits ɚ Sage Group Apparel, Footwear, Luxury Goods, Food and Beverage ɚ Trinity Capital Food and Beverage, Restaurants ENERGY AND UTILITIES ɚ Grace Matthews Chemical and Materials HEALTH CARE ɚ Mountain Summit Health Care Technology TECHNOLOGY ɚ DH Capital Internet Infrastructure, Telecommunication, and SaaS ɚ Vaquero Internet, Mobile, and Digital Media; SaaS and Software OTHER ɚ Commercial Plus Group Car Washes, Gas Stations, and Other Real Estate ɚ The Kensington Company Franchise Businesses axial.net { 6 } 2017 . AXIAL ADVISOR 100 Banks Off the Beaten Path New York and Los Angeles, step aside. These far-flung banks prove that great bankers and advisors exist all over the map. CRI Capital Advisors Montgomery, AL Cornerstone Business Services Green Bay, WI Delancey Street Partners West Conshohocken, PA Edgepoint Capital Beachwood, OH Everingham & Kerr, Inc Mt. Laurel, NJ FHL Corporation Birmingham, AL Periculum Capital Company Carmel, IN Seale and Associates Arlington, VA Triple Tree Edina, MN axial.net { 7 } 2017 . AXIAL ADVISOR 100 1 U.S. Office Multiple U.S. Offices U.S. & Global Offices Directory Key Small Advisory Firm Medium Advisory Firm Large Advisory Firm (1-9 Senior Bankers) (10-19 Senior Bankers) (20+ Senior Bankers) REPRESENTATIVE TRANSACTIONS Adare 11T Partners Aptean New York, NY Pharmaceuticals Acquired 11tpartners.com Acquired GQ Life Sciences Viactiv Industries: Health Care 7 Mile Advisors Data Intensity ACF Solutions Charlotte, NC Acquired Acquired by 7mileadvisors.com Red Stack Tech Attain Industries: Business Services, Technology, Business Intelligence and Analytics Aeris Partners ConstructConnect Navicue Boston, MA Acquired by Acquired by aerispartners.com Roper Bain Capital Industries: Technology, Media, Business Services AGC Partners Fundamo Where Boston, MA Acquired by Acquired by agcpartners.com Visa eBay Industries: Technology Downing Wellhead Insight Allegiance Capital Corporation Equipment Dallas, TX Merchandising Inc. Acquired by allcapcorp.com Acquired by Argonaut Private Hudson Ferry Capital Industries: Generalist Equity Novus Insurance Baker Tilly Capital Nature Soy, Inc. Chicago, IL Company Acquired by bakertilly.com Acquired by Keystone Capital Norical Mutual Industries: Generalist Kinnealy Quality BB&T Capital Markets Pilot Freight Services Meats Richmond, VA Acquired by Acquired by bbtcapitalmarkets.com ATL Partners Performance Food Industries: Generalist Group Vocera Berkery Noyes PowerSchool New York, NY Acquired Acquired www.berkerynoyes.com Extension Chalkable Healthcare Industries: Generalist axial.net { 8 } 2017 . AXIAL ADVISOR 100 REPRESENTATIVE TRANSACTIONS Mocap BKD Corporate Finance Community Bank Chicago, IL Acquired Acquired by bkd.com/corporate-finance William Beckett Providence Bank Plastics Industries: Generalist Criticial Flow BlackArch Partners Scotia Technology Charlotte, NC Solutions Acquired by blackarchpartners.com Acquired by United Flexible Circor Industries: Generalist Penn Mezzanine Brandywine Mergers & Acquisitions Tranzact, Inc. Kennett Square, PA Invested in Acquired by bma1.com Ability Prosthetics Metalico & Orthotics Industries: Generalist Brookwood Associates Access Diabetic AirWorx Atlanta, GA Supply Acquired by brookwoodassociates.com Acquired by Hammond, Kennedy, Owens & Minor, Inc. Whitney & Company Industries: Generalist Independence Tube Brown Gibbons & Lang Snappy Co. Cleveland, OH Corporation Acquired by bglco.com Acquired by M&A Manufacturing Nucor Corporation Industries: Generalist National Seating Cain Brothers MultiCare New York, NY & Mobility Acquired cainbrothers.com Acquired by ImmediateClinic Court Square Industries: Health Care OpsMobil Inc Tennenbaum Capital Capital Canada Partners, LLC Toronto, ON Secured Credit Facility from Received capitalcanada.com Third Eye Capital Financing from Industries: Generalist Corporation Cargojet Inc. Unita Brewing Capital Value Advisors RMIS Denver, CO Received Acquired by Financing from capitalvalue.net Envirosystems The Riverside Industries: Generalist Company axial.net { 9 } 2017 . AXIAL ADVISOR 100 REPRESENTATIVE TRANSACTIONS Capstone Partners Vapor Beast Arnold Industries Boston, MA Acquired by Acquired by capstonellc.com Turning Point Brands Bossard Industries: Generalist Carriage Hill Bentley Laboratories Polder Housewares New York, NY Acquired Recapitalized by carriagehill.com Alliance Packaging Topspin Partners Industries: Generalist NovaTech Cascadia Capital DemandEnergy Engineering Seattle, WA Acquired by Acquired by cascadiacapital.com Enel Green Power Advanced Integration Industries: Generalist Technology Bubbies Homemade Chapman Associates Neutraceutix Schaumburg, IL Ice Cream Acquired by chapman-usa.com Acquired by Probi AB Kenex Holdings Industries: Generalist The Worden Charter Capital Partners C. Barron and Sons Grand Rapids, MI Company Acquired by chartercapitalpartners.com Acquired by Crystal Flash Energy Everest Expedition Industries: Generalist Deluxe Cherry Tree CTI Group Minneapolis, MN Acquired Acquired by cherrytree.com Data Support Enghouse Systems Systems Industries: Generalist The Channel Co. Childs Advisory Partners FineLine Atlanta, GA Received Recapitalized by childsadvisorypartners.com Financing from Summit Partners Stone Goff Partners Industries: Business Services, Health Care, Technology Clayton Capital Husky Corporation Canyon Stone St. Louis, MO Acquired Acquired by claytoncapitalpartners.com S.U.R. & R. Auto Parts Ply Gem Industries: Generalist axial.net { 10 } 2017 . AXIAL ADVISOR 100 REPRESENTATIVE TRANSACTIONS Bluff Cleary Gull Florajen Milwaukee, WI Manufacturing Acquired by clearygull.com Acquired by Clarion Brands Wincove Industries: Generalist Code Advisors Twitter Jawbone San Francisco, CA Initial Received Public Offering codeadvisors.com Financing from New York Stock Industries: Digital Media
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