Investment Banking (Industry Sector: Technology & Software)

Founded in 1986, BCC is one of Cleveland’s most experienced independent investment banking firms, providing advisory and investment banking services to entrepreneurs, privately held and publicly held middle-market companies, private equity firms, and family offices. Its experience includes advising on the sale of businesses, strategic acquisitions, private capital, valuations and related matters. BCC undertakes a limited number of engagements to provide its clients the highest level of attention, service and success.

Business Acquisition & Merger Associates is a lower-middle market merger and acquisition firm offering sell-side and buy-side services to companies generating $5MM-$100MM in revenue. Its proactive process helps business owners sell their companies confidentially, producing multiple offers within a short time frame. For companies that desire to grow through acquisition, BAMA offers a proven retained buy-side search process.

Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc., offering institutional and corporate clients idea-driven investment banking, merger and acquisition, research, sales and trading services from offices in North America, UK & Europe, Asia, Australia and the Middle East. Its diverse team of capital markets and advisory professionals has deep industry and transactional expertise in key growth sectors of the global economy. Canaccord Genuity is committed to providing valued services to its clients throughout the entire lifecycle of their business and operating as a gold standard independent investment bank.

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.

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.

CAVIM is an independent Corporate Finance advisory firm. It operates in the Dutch Mid-Market segment. In addition it has a strong international Partner network. Its services include sell-side and buy-side advice, business valuations, capital raising, debt advisory or re-structuring.

With offices in New York, London, San Francisco, Palo Alto and Los Angeles, Centerview Partners is a leading independent investment banking and advisory firm. The firm provides advice on mergers and acquisitions, financial restructurings, valuation, and capital structure to companies, institutions and governments. Since the founding of Centerview in 2006, the firm has advised on nearly $3 trillion of transactions.

Chardan is an independent, global investment bank specializing in healthcare, disruptive technologies, and SPACs that deliver remarkable, enduring returns. Its experienced professionals pursue a deep understanding of clients’ needs and leverage their global relationships to provide exceptional value and insight. With an established record of success—over $12.9 billion raised through more than 250 transactions—Chardan has earned a reputation as the firm companies depend on to close particularly complex and challenging deals.

Charlesbank Capital Partners is an experienced middle-market private equity firm with offices in Boston and New York City. Charlesbank’s senior team has worked together for many years, establishing a consistent record of strong returns over multiple business cycles. They bring a flexible approach to the structure of each portfolio company investment, and they are comfortable working in situations that are complex or difficult to underwrite.