Investment-banking Austin

History CRD Capital LLC is a subsidiary of Corporate Resource Development, Inc. (CRD), a sales and marketing consulting firm founded in 1981. A few years after its inception, CRD was named to the INC 500's list of fastest-growing privately held companies ...

ScotiaMcLeod is one of Canada's leading full-service investment dealers, serving clients through more than 70 branches across the country. ScotiaMcLeod is also the retail arm of Scotia Capital Inc., a subsidiary of one of Canada's leading financial institutions ...

Corporate Investment is a financial advisory company specializing in business sales, mergers and acquisitions. Our objective since 1984 has been to obtain the maximum value and best terms possible for our client - the business owner. Turn to CI for professional ...

Focus Strategies is an investment bank founded in 1999 located in Austin, Texas that works with middle market operating and financial services companies. The firm provides:Merger and Acquisition Advisory

Fleming Capital Group is a boutique that serves our clients with a level of personal attention and commitment that is unparalleled in our industry. Traditionally these companies do not have the in-house experience or expertise to understand and manage ...

Virtus Private Wealth is the one-stop shop for all of our client's wealth management needs. Given there is a direct corollary between how much we know and understand our client and how well we perform for them, it is essential that we begin with a comprehensive ...

Lion Capital Holdings is a boutique investment banking and consulting firm, providing a unique funding alternative, through its Velocity Growth Program, to private micro-cap companies, by transitioning them to publicly traded status. As consultant and ...

MZ Sports LLC, a boutique investment bank catering to the sports industry, was formed in 2001. MZ Sports LLC is wholly owned by Mitchell Ziets, a nineteen-year industry expert whose background includes public finance, corporate finance, and operational ...

Austin Asset Management Company is a financial planning and investment advisory firm that helps clients reach and sustain their long-term financial goals. Ranked by Worth magazine and Bloomberg Wealth Manager as one of the nation's top financial advisers ...

Private Advisors, LLC ("Private Advisors" or the "Firm") was formed in January 1997 to provide investment services to institutions and high net worth individuals interested in alternative assets. The Firm focuses on the management of hedge and private ...

Halbert Wealth Management, Inc. (HWM), based in Austin, Texas, was founded in 1995 by Gary D. Halbert and his wife, Debi. HWM joined the Halberts' other companies including ProFutures, Inc., a Commodity Pool Operator formed in 1984 to engage in the development ...

The Knowledge Capital Group Inc. (KCG) is the global leader and foremost authority in Industry Analyst Relations. KCG is the first and only firm that was founded and run by former industry analysts with deep practical business experience in sales, marketing ...

MCC Group USA assists companies to become publicly traded entities and expand their business by gaining access to North American capital markets. Our focus is on well-managed companies with above average growth potential that we can take public or public ...

Mastodon Ventures, Inc. is a national financial advisory firm focused on middle market and emerging growth companies with offices in Austin, Texas and Seattle, Washington. Mastodon provides strategic financial consulting services to Companies, their management ...

Family Investment Center is a commission-free investment advisory firm. Based in St. Joseph, Missouri, we serve the St. Joe community as well as the Kansas City Northland area. We help families and other groups organize and manage investments. Our goal ...

Triton Financial is a value-added investment company that concentrates on high-yield investing -- from targeted venture capital and growth equity plays to opportunistic real estate investments.

Barnett Financial is a boutique wealth advisory firm that provides family financial planning and investment management services. Barnett Financial's clients receive benefits that go well beyond family finance; they gain the peace of mind that comes from ...

MilleniumAssociates is an independent mergers & acquisitions advisory firm specialising in the financial services industry with particular emphasis and experience in global wealth and asset management as well as insurance. The company, founded in May 2000 ...

Founded in 2002, Jina Ventures Inc is a NY based private equity firm focused on emerging markets. Jina Ventures currently features two distinct operating units: Private Equity investment group & International M&A Advisory group.

Milbank Roy was founded with the idea that top quality financial advisory and investment banking services can be delivered better through a small, client focused organization. Having all worked in larger institutions, we wanted to create a firm that could ...

Based in Austin, Texas, Texas Growth Fund is one of the oldest and most active middle-market private equity funds in the Southwest. With in excess of $575 million under management, TGF focuses on acquiring and building middle market companies. Texas Growth ...

Longstreet Partners, LLC ("Longstreet") is a private investment banking and consulting services firm focused on regional small to mid-sized enterprises. Founded in 2002, the firm's partners have substantial experience of investing in, operating, growing ...

Southwest Securities is a leading provider of cost-effective, integrated trade execution, clearing and client account processing to more than 200 financial services organizations nationwide. Our clients are supported by highly qualified, experienced operations ...

At Hopkins Capital, we are focused on risk management. We limit risk prospectively by investing in healthcare technologies that are disruptive, which means that upon FDA approval, they compete against non-competition. These kinds of technologies are based ...

Founded in 2003, Kinderhook Industries is a private equity firm that manages $470 million of committed capital. The firm was established to capitalize on the principals' expertise acquiring middle market companies. Kinderhook primarily makes control investments ...