Investment Banks

The Leland Group, Inc. is dedicated to serving the needs of shareholders of small and midsized privately owned businesses. The firm specializes in perfecting your legacy by providing comprehensive sol...

The Lenox Group is a middle market investment bank providing M&A advisory and capital raising services to closely held businesses. It works with business owners helping them to determine whether to se...

The McLean Group is a middle-market investment bank that provides objective strategic and financial advice on mergers and acquisitions and business valuations. Its investment banking advisory and valu...

The Michel-Shaked Group provides expert testimony, corporate finance, and business consulting services to law firms, government entities and corporations worldwide. Founded by finance professors Allen...

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 b...

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 n...

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...

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 perso...

An integrated merchant bank advising and investing in high growth sectors of technology, media and telecom. Offices in New York, San Francisco, Los Angeles, London, Shanghai and Mumbai.