Investment Banks

Capstone Headwaters is an elite investment banking firm dedicated to serving the corporate finance needs of middle market business owners, investors and creditors. Capstone Headwaters provides merger & acquisition, private placement, corporate restructuring and financial advisory services across 16 industry verticals to meet the life cycle needs of emerging enterprises. Headquartered in Boston, MA and Denver, CO, Capstone Headwaters has 19 offices in the US, UK and Brazil with a global reach that includes over 300 professionals in 34 countries.

Capstone Partners is a placement agent dedicated to raising capital for a selected group of general partners. Each year Capstone works with a variety of fund types with a size of between USD 250 million and USD 2 billion. The firm aims to maintain between 8 to 10 engagements per year, with a broad representation of non-competing private equity strategies. In addition, the firm also provides secondary market liquidity solutions with a focus on the GP side advisory. Capstone Partners has a total of 35 fund placement professionals covering North America, Europe and Asia.

As a leading mergers and acquisitions firm for the middle market, Capstone has successfully completed deals worth over one billion dollars. Capstone has guided dozens of companies through successful acquisitions and external growth programs. Strategic advisors, analysts, valuation experts and branding specialists work hand-in-hand to deliver a fully rounded M&A service.

Founded in 1925, Carl Marks & Co. is one of the investment community’s most experienced merchant banks. Today, Carl Marks is a platform for a range of investment and advisory businesses. Each business is distinct. Its primary areas of operation are: - Advisory Services (Carl Marks Advisors) - Distressed Investments (Carl Marks Management Company) - Private Equity (CM Equity Partners) - Private Equity (Stone-Goff Partners) - Real Estate (Carl Marks Real Estate Group)

Carleton McKenna & Company, LLC is a boutique investment banking firm that provides buy- and sell-side M&A advisory services, capital raising, business valuations and fairness opinions, and other financial advisory services. The firm serves small to mid-cap regional and national clients – both public and private. Carleton McKenna’s professionals have expertise across a broad array of industries including Alternative Energy and Cleantech, Business and Consumer Services, Consumer Durables, Consumer Staples, Retailing, Healthcare, Industrial, Information Technology, Materials.

Carnegie is a Nordic Investment Bank and market leader in the areas of Corporate Finance, Securities, and Private Banking. Carnegie brings investors, entrepreneurs, companies, institutions and private individuals together to create innovative products, new jobs, private wealth and social progress. Carnegie operates in seven countries and has approximately 600 employees.

Carpenter Hawke was founded in 1991 to provide expert M & A advisory services to sellers of privately owned businesses. Carpenter Hawke has successfully advised a wide range of clients looking for unconflicted advice on the sale of their business. Carpenter Hawke has successfuly completed over 250 transactions in a broad range of industries, including manufacturing, business services, technology and distribution.

Carriage Hill has a prominent record and respected reputation for successfully helping shareholders of privately held middle market companies navigate the challenges of reorganizing assets, accelerating growth, finding hidden value, and planning exit strategies. Advising market leaders on the sale of their companies, helping them identify growth opportunities through acquisitions, and enabling them to realize their investment are what Carriage Hill does best.

Carter Morse & Goodrich has been advising privately held middle market companies for more than 30 years. CMG’s expertise spans the full breadth of investment banking services, including: Sales and Divestitures Capital Raises Acquisition Services Pre-transaction & Strategic Advisory Services Focus on five key industries – Business Services, Consumer, Healthcare, Manufacturing, and Technology – allows us to deliver deep domain expertise and insights.

New York-based Carver Cross assists mid-sized and emerging companies in achieving their growth, financial-management, corporate-development, financing, and shareholder-liquidity goals. The firm was founded in 1993 by Bruce Carver Jackson, a former senior executive of Brown Brothers Harriman & Co. Its clients are family-owned companies, portfolio companies of venture-capital and private-equity firms, and subsidiaries of public companies.