Top 300 Investment Banking Companies in USA

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Below is the list of Top 300 Investment Banking Companies in USA ranked based on company size, client reviews, services and awards.

Investment Banking Companies in USA

1. Goldman Sachs

Industry: Investment Banking

Location: New York

Website: goldmansachs.com

Company Founded: 1869

Company Size: 10001+

Company Address: 200 West Street, New York, New York, United States

Goldman Sachs Contact Details

Name Title LinkedIn Phone Email
Marjie Howie Vice President - Global Co-head, Experienced Hire Recruiting
Erika Brown Chief Diversity Officer
Ankit Kumar Vice President
Msml Jordan Kitchen Data Culture And Business And Automation Specialist
David Haber Vp, Firmwide Strategy And Corporate Development
Braidan Beck Analyst
Anastasia Goldberg Experienced Hire Technology Recruiter At Goldman Sachs
Requires/Intent and 4519 more Employees
Sales
Advertising
and more

2. Jefferies

Industry: Investment Banking

Location: New York

Website: jefferies.com

Company Founded: 1962

Company Size: 1001-5000

Company Address: 520 Madison Avenue, New York, New York, United States

Jefferies Contact Details

Name Title LinkedIn Phone Email
Anthony Mazzarese Senior Vice President - Fx Prime Brokerage
Michael Brown Managing Director
Ashley Carter Interest Rate Sales
Kenan Warner Investment Banking Associate
Monil Shah Assistant Vice President And Graph Data Scientist
Vishal Sitapara Senior Vice President - Investment Banking
Ari Brandes Investment Banker
Requires/Intent and 445 more Employees
Legal
Cloud Solutions
and more

3. Evercore

Industry: Investment Banking

Location: New York

Website: evercore.com

Company Founded: 1995

Company Size: 1001-5000

Company Address: 55 East 52nd Street, New York, New York, United States

Evercore Contact Details

Name Title LinkedIn Phone Email
Angela Ni Associate - Biotechnology
Joe Downs Vice President - Institutional Sales
Jonathan Jones Investment Banking Associate
Kevin Lehmann Director - Equity Research
Peter Levine Vice President
Faith Serrano Managing Director
Darshil Shah Investment Banking Associate
Requires/Intent and 227 more Employees
AI-Powered Debt & Equity Structuring
AI-Based Risk Analysis & Mitigation
Predictive Analytics
and more

4. Houlihan Lokey

Industry: Investment Banking

Location: California

Website: hl.com

Company Founded: 1972

Company Size: 1001-5000

Company Address: 10250 Constellation Boulevard, Los Angeles, California, United States

Houlihan Lokey Contact Details

Name Title LinkedIn Phone Email
Thomas Olivier Managing Director
Rob Freiman Director, Financial Technology
Andrew Benvenuto Investment Banking Analyst
Craig Muir Managing Director
Alexander Despo Financial Restructuring Group: Exploration And Production Group Associate
Shaf Chowdhury Senior Vice President
James Glenn Vice President
Requires/Intent and 240 more Employees
AI-Based Alternative Investment Strategies
Smart Algorithmic Trading
and more

5. Cowen And Company

Industry: Investment Banking

Location: New York

Company Founded: 1918

Company Size: 501-1000

Company Address: 599 Lexington Avenue, New York, New York, United States

Cowen And Company Contact Details

Name Title LinkedIn Phone Email
Troy Draizen Managing Director, Global Electronic Execution Solutions
Neil Lesher Vice President
Josh Blacher Managing Director
Michael Fitzgerald Managing Director
James Canner Vice President
William Kartholl Director - Head Of Etf Trading
Forrest Voss Institutional Equity Sales
Requires/Intent and 190 more Employees
Sales
Legal
and more

6. Lincoln International

Industry: Investment Banking

Location: Illinois

Website: lincolninternational.com

Company Founded: 1996

Company Size: 501-1000

Company Address: 500 West Madison Street, Chicago, Illinois, United States

Lincoln International Contact Details

Name Title LinkedIn Phone Email
Chris Gregory Managing Director
Michael Iannelli Managing Director And Co-head Business Services
Zack Shah Managing Director, Knowledge And Talent Sector
Nick Konstantinou Managing Director - Healthcare
Franklin Harris Managing Director, Co-head Of Financial Sponsors Group
Chirag Munim Investment Banking Associate, Mergers And Acquisitions
Christopher Stradling Managing Director At Lincoln International
Requires/Intent and 86 more Employees
AI-Powered Sentiment Analysis For Market Trends
AI-Based Risk Analysis & Mitigation
and more

7. Moelis & Company

Industry: Investment Banking

Location: New York

Website: moelis.com

Company Founded: 2007

Company Size: 501-1000

Company Address: 399 Park Avenue, New York, New York, United States

Moelis & Company Contact Details

Name Title LinkedIn Phone Email
Daniel Rathauser Vice President
Jeremy Burke Vice President
Christopher Quinn Investment Banking Associate
Yatin Choksey Chief Information Security Officer
Ricardo Correa Analyst
Jonathan Kaye Partner And Managing Director
Rachel Murray Vice President
Requires/Intent and 95 more Employees
ERP Solutions
Technology
AI-Powered Financial Modeling
and more

8. Stephens Inc.

Industry: Investment Banking

Location: Arkansas

Website: stephens.com

Company Founded: 1933

Company Size: 1001-5000

Company Address: 111 Center Street, Little Rock, Arkansas, United States

Stephens Inc. Contact Details

Name Title LinkedIn Phone Email
John Kornet Financial Consultant
Dane Block Mergers And Acquisitions - Investment Banking Analyst
Tice Young Senior Vice President - Insurance And Risk Management
Garrett Hendricks Vice President, L And H Insurance And Benefits Advisor
R Steven Ransdell Vice President Senior Financial Consultant
Michael Haller Investment Banking Analyst
Matthew Kelley Managing Director
Requires/Intent and 177 more Employees
Smart AI-Based Compliance & Regulatory Reporting
Data Security
ERP Solutions
and more

9. Keybanc Capital Markets

Industry: Investment Banking

Location: Ohio

Website: keybanccm.com

Company Founded: 1924

Company Size: 501-1000

Company Address: 127 Public Square, Cleveland, Ohio, United States

Keybanc Capital Markets Contact Details

Name Title LinkedIn Phone Email
Troy Kent Vice President - Mosaic Research
Connor Jackley Equity Research Associate
Jeremy Wittkop Industry Leader
Terry Schallich Head Of Technology Corporate And Investment Banking
Kate Lyons Content Strategy Lead, Conferences And Corporate Access
Raffaele Piu Director- Institutional Fixed Income Sales
Robert Finlay Vp, Emerging Technology Alliance Manager
Requires/Intent and 114 more Employees
AI-Based Fraud Detection & Prevention
Web Development
IoT
and more

10. Smbc Nikko Securities America, Inc.

Industry: Investment Banking

Location: New York

Website: smbcnikko-si.com

Company Size: 51-200

Company Address: 277 Park Avenue, New York, New York, United States

Smbc Nikko Securities America, Inc. Contact Details

Name Title LinkedIn Phone Email
Ed Maguire Research Principal
Roger Horn Executive Director, Senior Emerging Markets Desk Analyst, Fixed Income Sales And Trading
Sean Gibson Executive Director
Arthur Rubin Managing Director, Head Of Latin American Debt Capital Markets And Liability Management
Alan Grantham Director, High Yield Capital Markets
Victor Lugo Director
Michelle Amor Analyst, Credit Trading - Tmt And Autos
Requires/Intent and 42 more Employees
HR & Payroll Services
Customer Relationship Management
and more

11. Harris Williams & Co.

Industry: Investment Banking

Location: Virginia

Website: harriswilliams.com

Company Founded: 1991

Company Size: 201-500

Company Address: 1001 Haxall Point, Richmond, Virginia, United States

Harris Williams & Co. Contact Details

Name Title LinkedIn Phone Email
Trey Shehan Investment Banking Associate
Joshua Bruner Associate
Adebayo Owolewa Associate, Sell-side M And A
Katie Langemeier Marketing Manager
Paul Hepper Managing Director - Healthcare And Life Sciences
Michael Tuohey Investment Banking Associate
Corey Benjamin Managing Director
Requires/Intent and 62 more Employees
Data Security
AI-Based Hedge Fund Analytics
Cloud Hosting
ERP Solutions
and more

12. Rothschild

Industry: Investment Banking

Location: New York

Website: rothschild.com

Company Founded: 1811

Company Size: 11-50

Rothschild Contact Details

Name Title LinkedIn Phone Email
Heike Jarick Creative Design Director And Consultant For International Designer Brands
Jimmy Bonneau Director, Consumer And Retail M And A
Amberish Chitre Investment Banking Analyst
Saivarun Dronavalli Research Analyst
Sarah Slaoui Vice President - M And A - Consumer And Retail
Charles Mussat Associà Gà Rant And Partner
Jonathan Lasala Vice President, Tmt M And A
Requires/Intent and 111 more Employees
Branding
AI-Based Risk Analysis & Mitigation
and more

13. Pjt Partners

Industry: Investment Banking

Location: New York

Website: pjtpartners.com

Company Founded: 2015

Company Size: 501-1000

Company Address: 280 Park Avenue, New York, New York, United States

Pjt Partners Contact Details

Name Title LinkedIn Phone Email
Mark Buschmann Partner
Matthew Edmonds Partner And Chief Innovation Officer
William Brechtelsbauer Restructuring And Special Situations Analyst
Scott Matlock Partner
James Murray Partner
Jim Cuminale Partner, General Counsel
Siva Kodali Investment Banking Analyst
Requires/Intent and 71 more Employees
AI-Based Alternative Investment Strategies
IoT
and more

14. Carrington Fox

Industry: Investment Banking

Location: New York

Website: carringtonfox.com

Company Founded: 2001

Company Size: 11-50

Carrington Fox Contact Details

Name Title LinkedIn Phone Email
Rachel Koehler Headhunter - Hedge Funds
Chris Gavin Headhunter | Data Science And Research
Struan Pires Managing Partner
Jordan Lange Partner
Requires/Intent
Financial Management
AI-Powered Investment Research
IoT
Cybersecurity Solutions
and more

15. Banq

Industry: Investment Banking

Location: New York

Website: banq.co

Company Founded: 2013

Company Size: 11-50

Company Address: 1450 Broadway, New York, New York, United States

Banq Contact Details

Name Title LinkedIn Phone Email
Jimmy Bingham Svp, Business Development
Kathryn Swalm Storyteller
Jessica George Creative Brand Manager
Huilin Huang Oracle Consultant
Skyler Sullivan Marketing
Requires/Intent
Blockchain For Secure Fund Transfers
Blockchain For Secure Transactions
AI-Powered Debt & Equity Structuring
and more

16. Df Capital Fund

Industry: Investment Banking

Location: New York

Website: dfcapitalfund.com

Company Founded: 2006

Company Size: 1-10

Df Capital Fund Contact Details

Name Title LinkedIn Phone Email
Dan Fletcher Principal - Private Equity And Venture Capital
Requires/Intent
AI
Smart AI-Based Compliance & Regulatory Reporting
Predictive Analytics
Advertising
Smart Wealth Management
and more

17. Harris Williams & Co.

Industry: Investment Banking

Location: Virginia

Company Founded: 1991

Company Size: 201-500

Company Address: 1001 Haxall Point, Richmond, Virginia, United States

Harris Williams & Co. Contact Details

Name Title LinkedIn Phone Email
John Neuner Co-head Of M And A, Managing Director
Anthony Basmajian Director Business Services
Mervyn Han Strategy And Operations
Beau Pierce Vice President
Ned Valentine Executive Managing Director
Glenn Gurtcheff Managing Director
Bob Baltimore Managing Director
Requires/Intent and 42 more Employees
Cloud Solutions
Automation
AI-Driven Asset Valuation
and more

18. Craig-hallum Capital Group

Industry: Investment Banking

Location: Minnesota

Website: craig-hallum.com

Company Founded: 1997

Company Size: 51-200

Company Address: 222 South 9th Street, Minneapolis, Minnesota, United States

Craig-hallum Capital Group Contact Details

Name Title LinkedIn Phone Email
Alex Knopick Managing Director
Christopher Kettler Investment Banking Analyst
Mike Malouf Analyst
Grant Oie Investment Banking Associate
Jim Zavoral Director Of Sales
Alexander Nowak Senior Equity Research Analyst
Jack Mccarthy Vice President, Investment Banking
Requires/Intent and 65 more Employees
Customer Relationship Management
Technology
Business Expansion
AI
and more

19. Centerview Partners

Industry: Investment Banking

Location: New York

Website: centerviewpartners.com

Company Founded: 2006

Company Size: 201-500

Company Address: 31 West 52nd Street, New York, New York, United States

Centerview Partners Contact Details

Name Title LinkedIn Phone Email
Stanzi Wicht Incoming Investment Banking Analyst At Centerview Partners
John Rhea Partner
Andrew Woeber Partner
Michael Porcelli Associate
Tyler Brooke Managing Director
Jennifer Knesbach Investment Banking Analyst
David Katz Investment Banking Analyst
Requires/Intent and 36 more Employees
Financial Management
Cloud Solutions
Cloud Hosting
and more

20. Needham & Company

Industry: Investment Banking

Location: New York

Website: needhamco.com

Company Founded: 1985

Company Size: 51-200

Company Address: 250 Park Avenue, New York, New York, United States

Needham & Company Contact Details

Name Title LinkedIn Phone Email
John Barr Portfolio Manager
Christopher Smajdor Managing Director - Internet And Digital Media Investment Banking
Scott Berg Managing Director, Senior Research Analyst
Ehud Eisenstein Managing Director
Samir Desai Managing Director
Steven Camp Managing Director And Co-head Of Boston Investment Banking
Gregory Smith Superintendent, Solid Waste And Recycling
Requires/Intent and 39 more Employees
AI-Powered Portfolio Management
Financial Management
and more

21. Tripletree

Industry: Investment Banking

Location: Minnesota

Website: triple-tree.com

Company Founded: 1997

Company Size: 51-200

Company Address: 3600 Minnesota Drive, Minneapolis, Minnesota, United States

Tripletree Contact Details

Name Title LinkedIn Phone Email
Jason Grais Managing Director
Conor Green Partner, Tt Capital Partners
Timothy Scallen Principal, Tt Capital Partners
Brendan Arniel Associate, Investment Banking
Kimberly Payne Executive Assistant
Joe Maher Associate, Tt Capital Partners
Igor Radovitskiy Healthcare Investment Banking
Requires/Intent and 34 more Employees
Technology
AI-Powered Sentiment Analysis For Market Trends
and more

22. Kbw

Industry: Investment Banking

Location: New York

Website: kbw.com

Company Founded: 1962

Company Size: 501-1000

Company Address: 787 7th Avenue, New York, New York, United States

Kbw Contact Details

Name Title LinkedIn Phone Email
Max Wang Vice President, Sales And Trading
Seth Bair Managing Director, Co-head Insurance Investment Banking
Sanjay Sakhrani Analyst
Tiffany Robinson Investment Banking Associate
Chris Mihok Director
Damon Delmonte Director, Equity Research
James Bach Equity Research Associate
Requires/Intent and 50 more Employees
SEO
Accounting
Market Research
and more

23. Marathon Capital

Industry: Investment Banking

Location: Illinois

Website: marathon-cap.com

Company Founded: 1999

Company Size: 51-200

Company Address: 200 West Madison Street, Chicago, Illinois, United States

Marathon Capital Contact Details

Name Title LinkedIn Phone Email
Petar Dudukovski Associate
Mark Mcdonald Vice President
Hideki Chida Vice President
Andre Marcarian Renewable Energy And Infrastructure Associate
Felipe Arrazola Director
Matthew Volkov Associate
Joan Hutchinson Managing Director, Off-take Advisory
Requires/Intent and 20 more Employees
Blockchain For Secure Transactions
AI-Powered Investment Research
and more

24. Lazard Middle Market

Industry: Investment Banking

Location: Minnesota

Website: lazardmm.com

Company Size: 51-200

Company Address: 80 South Eighth Street, Minneapolis, Minnesota, United States

Lazard Middle Market Contact Details

Name Title LinkedIn Phone Email
Vikram Nidamaluri Vice President
Aidan Brannigan Investment Banking Analyst
Robert Frost Chief Executive Officer
Mark Noel Director
Adeel Ahmad Director - Consumer, Retail And Leisure
Ellie Lagorio Sponsor Coverage And Marketing Coordinator
David Iverson Head Of Consumer, Food And Retail And Managing Director
Requires/Intent and 26 more Employees
AI-Based Alternative Investment Strategies
SEO
and more

25. Suntrust Robinson Humphrey

Industry: Investment Banking

Location: Georgia

Website: suntrustrh.com

Company Founded: 1894

Company Size: 1001-5000

Company Address: 3333 Peachtree Road, Atlanta, Georgia, United States

Suntrust Robinson Humphrey Contact Details

Name Title LinkedIn Phone Email
John Hagan Managing Director, Head Of Defense And Government Services
Sean Hickey Managing Director- Financial Sponsors Group
Nkosi Grevious Investment Banking Analyst
Matthew Thornton Senior Analyst, Tmt Equity Research
Alex Petersen Investment Banking Analyst
Richard Anello Director, Asset Management
Clayton Murtha Investment Banking Analyst
Requires/Intent and 48 more Employees
SEO
AI-Driven Personalized Financial Advisory
Compliance & Risk Management
Data Security
and more

26. Capstone Headwaters

Industry: Investment Banking

Location: Colorado

Website: headwatersmb.com

Company Founded: 2001

Company Size: 51-200

Company Address: 1225 17th Street, Denver, Colorado, United States

Capstone Headwaters Contact Details

Name Title LinkedIn Phone Email
Michael Ewing Managing Director
Tom Mcconnell Managing Director
Erik Larson Investment Banking Associate
Khelan Dattani Managing Director, Insurance Sector
Charlotte Franson Vice President
Brad Harrop Vice President
Christopher Ferrara Director, Financial Advisory Services
Requires/Intent and 19 more Employees
AI-Based Hedge Fund Analytics
CRM Systems
Sales
Market Research
and more

27. B. Riley Fbr, Inc.

Industry: Investment Banking

Location: California

Company Founded: 1997

Company Size: 51-200

B. Riley Fbr, Inc. Contact Details

Name Title LinkedIn Phone Email
Joseph Puliafico Director- Securities Lending
Joe Nardini Senior Managing Director And Group Leader, Industrials And Technology
Joe Nardini Senior Managing Director And Group Leader, Industrials And Technology
Ajay Asija Group Head, Senior Managing Director, Financial Institutions | Fintech
Chanmeet Narang Investment Banking Analyst
Bobby Malonoski Vice President
Zack Silver Equity Research Analyst
Requires/Intent and 27 more Employees
Financial Management
AI-Powered Sentiment Analysis For Market Trends
Accounting
Mobile App Development
and more

28. Saxon Weber

Industry: Investment Banking

Location: Texas

Website: saxonweber.com

Company Founded: 2013

Company Size: 11-50

Company Address: 800 Town And Country Boulevard, Houston, Texas, United States

Saxon Weber Contact Details

Name Title LinkedIn Phone Email
Derek Weber Founder And Managing Partner
Mike Mcgovern Senior Business Development Manager
Requires/Intent
Legal
Customer Relationship Management
AI-Based Hedge Fund Analytics
AI-Driven Customer Relationship Management
Cloud Solutions
and more

29. Seaport Global Securities

Industry: Investment Banking

Location: New York

Website: seaportglobal.com

Company Founded: 2015

Company Size: 201-500

Company Address: 360 Madison Avenue, New York, New York, United States

Seaport Global Securities Contact Details

Name Title LinkedIn Phone Email
Darius Kirksey Managing Director
Michael Schmidt Seaport Global Securities, Managing Director
Tim Arthurs Partner, Research Sales And Trading
Lisa Weiss Managing Director, Human Resources, Shrm-scp, Sphr
Sunil Sibal Managing Director And Senior Energy Infrastruture And Utilities Analyst
John Piazza Director
Dolph Tokarczyk Managing Director
Requires/Intent and 32 more Employees
Smart Wealth Management
Financial Management
Smart Algorithmic Trading
Sales
and more

30. Crown Holdings Business Development

Industry: Investment Banking

Location: Illinois

Company Founded: 2009

Company Size: 1-10

Company Address: 1210 Hunter Drive, Elgin, Illinois, United States

Crown Holdings Business Development Contact Details

Name Title LinkedIn Phone Email
Ronald Eriksen President
Requires/Intent
Automation
AI-Powered Fundraising Strategies
Smart Wealth Management
and more

31. Evercore

Industry: Investment Banking

Location: New York

Company Founded: 1995

Company Size: 51-200

Company Address: 55 East 52nd Street, New York, New York, United States

Evercore Contact Details

Name Title LinkedIn Phone Email
Matthew Moss Investment Banking Vice President
Patrick Griffin Associate - Restructuring And Debt Advisory Group
Roopesh Shah Senior Managing Director - Restructuring And Debt Advisory
Jonathan Alspaugh Managing Director
Tim Lalonde Senior Managing Director And Chief Operations Officer Of Investment Banking
Maren Winnick Senior Managing Director
Chiwei Tsui Senior Associate
Requires/Intent and 18 more Employees
AI-Driven Asset Valuation
Software Development
HR & Payroll Services
and more

32. Lazear Capital Partners

Industry: Investment Banking

Location: Ohio

Website: lazearcapital.com

Company Founded: 1999

Company Size: 11-50

Company Address: 401 North Front Street, Columbus, Ohio, United States

Lazear Capital Partners Contact Details

Name Title LinkedIn Phone Email
Ted Lape Principal
Ted Lape Principal
Ted Lape Principal
Ned Gerhold Director Investment Banking
Ned Gerhold Director Investment Banking
Ned Gerhold Director Investment Banking
Requires/Intent
Public Relations
Predictive Analytics
AI-Powered Investment Research
and more

33. Cambridge Wilkinson

Industry: Investment Banking

Location: New York

Website: cambridgewilkinson.com

Company Founded: 2014

Company Size: 11-50

Company Address: 1001 Avenue Of The Americas, New York, New York, United States

Cambridge Wilkinson Contact Details

Name Title LinkedIn Phone Email
Howard Chernin Partner And Chief Operations Officer
Michael Yerina Vice President Of Operations
Ross Rabin Investment Banking Associate
Requires/Intent
Web Development
AI-Powered Sentiment Analysis For Market Trends
Advertising
and more

34. Focalpoint Partners

Industry: Investment Banking

Location: California

Website: focalpointllc.com

Company Founded: 2002

Company Size: 11-50

Company Address: 11150 Santa Monica Boulevard, Los Angeles, California, United States

Focalpoint Partners Contact Details

Name Title LinkedIn Phone Email
Hector Torres Managing Director And Co-leader Of Healthcare Investment Banking
Hector Torres Managing Director And Co-leader Of Healthcare Investment Banking
Thomas Mills Managing Director
Matthew Swing Associate
Connor Mitchell Managing Director
Lawrence Ong Investment Banking Senior Analyst
Lawrence Ong Investment Banking Senior Analyst
Requires/Intent and 10 more Employees
AI-Powered Fundraising Strategies
AI
AI-Based Risk Analysis & Mitigation
Market Research
Public Relations
and more

35. 375 Park Associates

Industry: Investment Banking

Location: New York

Website: 375parkllc.com

Company Founded: 2015

Company Size: 11-50

Company Address: 375 Park Avenue, New York, New York, United States

375 Park Associates Contact Details

Name Title LinkedIn Phone Email
Gregory Thomas Managing Director
Natalie Clarke Senior Associate
Requires/Intent
AI-Driven Customer Relationship Management
Web Development
AI-Driven Asset Valuation
Blockchain For Secure Transactions
Cloud Solutions
and more

36. Pj Solomon

Industry: Investment Banking

Location: New York

Website: pjsolomon.com

Company Founded: 1989

Company Size: 51-200

Company Address: 1345 Avenue Of The Americas, New York, New York, United States

Pj Solomon Contact Details

Name Title LinkedIn Phone Email
Gaurav Ghosh Investment Banking Associate â Mergers And Acquisitions
Jim Mcginnis Managing Director
Josh Passman Head Of Communications And Marketing
Tammy Sheffer Chief People Officer
Daniel Golynskiy Investment Banking Associate
Adam Jaffe Director
Steven Houlihan Vice President
Requires/Intent and 18 more Employees
AI-Powered Investment Research
Legal
Market Research
and more

37. Kippsdesanto & Co.

Industry: Investment Banking

Location: Virginia

Website: kippsdesanto.com

Company Founded: 2007

Company Size: 11-50

Company Address: 8000 Towers Crescent Drive, Tysons Corner, Virginia, United States

Kippsdesanto & Co. Contact Details

Name Title LinkedIn Phone Email
Bob Kipps Managing Director
Marc Marlin Managing Director
Karl Schmidt Managing Director
Jamie Graham Business Development
Scott Kendrick Vice President
Kate Troendle Director
George Albright Managing Director
Requires/Intent and 13 more Employees
AI-Driven Personalized Financial Advisory
AI-Driven Customer Relationship Management
and more

38. Corporate Finance Associates

Industry: Investment Banking

Location: California

Website: cfaw.com

Company Founded: 1956

Company Size: 51-200

Company Address: 24461 Ridge Route, Laguna Hills, California, United States

Corporate Finance Associates Contact Details

Name Title LinkedIn Phone Email
Michael Vinje Managing Partner
Patrick Powell Managing Director And Principal
Dean Durbin Managing Director
Kregg Kiel Managing Director
Bill Becker Director
Jim Zipursky Chairman And Chief Executive Officer
Andrew Williams Managing Director
Requires/Intent and 15 more Employees
Blockchain For Secure Fund Transfers
IT Support
AI-Based Fraud Detection & Prevention
AI-Powered Financial Modeling
AI-Powered Fundraising Strategies
and more

39. Duncan-williams, Inc.

Industry: Investment Banking

Location: Tennessee

Website: duncanwilliams.com

Company Founded: 1969

Company Size: 51-200

Company Address: 6750 Poplar Avenue, Memphis, Tennessee, United States

Duncan-williams, Inc. Contact Details

Name Title LinkedIn Phone Email
Adam Tooley Managing Director, Head Of Taxable Fixed Income At Duncan-williams, Inc
Nick Wiseman Fixed Income Sales
Heiskell Weatherford Senior Vice President
Wayne Breunig Managing Director
Hudson Atkins Senior Vice President
Ken Steinberg Senior Vice President
S.j Guzzo Managing Director For National Sales
Requires/Intent and 40 more Employees
IT Support
Customer Relationship Management
Automation
Data Security
and more

40. Crews & Associates

Industry: Investment Banking

Location: Arkansas

Website: crewsfs.com

Company Founded: 1979

Company Size: 201-500

Company Address: 521 President Clinton Avenue, Little Rock, Arkansas, United States

Crews & Associates Contact Details

Name Title LinkedIn Phone Email
Turner Coleman Registered Investment Advisor
Greg Isaacs Senior Managing Director
Lucien Bourgeois Director
Russel Viegas Director
Edmond Hurst Senior Managing Director
Dhenry Blevins Managing Director Credit Union Group
Anthony Fulgham Vice President
Requires/Intent and 73 more Employees
Software Development
IT Support
Financial Management
and more

41. Custom Business Sales, Llc

Industry: Investment Banking

Location: Utah

Website: custombusinesssales.com

Company Founded: 2009

Company Size: 1-10

Company Address: 3940 Traverse Mountain Boulevard, Lehi, Utah, United States

Custom Business Sales, Llc Contact Details

Name Title LinkedIn Phone Email
Jared Barfuss Business Broker | Owner
Requires/Intent
Cloud Hosting
AI-Powered Portfolio Management
AI
Blockchain For Secure Transactions
and more

42. Angelmd

Industry: Investment Banking

Location: Colorado

Website: angelmd.co

Company Founded: 2013

Company Size: 11-50

Company Address: 3513 Brighton Boulevard, Denver, Colorado, United States

Angelmd Contact Details

Name Title LinkedIn Phone Email
Tobin Arthur Executive Chairman
Michael Schmanske Head Of Financial Operations Research And Analytics
Danielle Mullane Full Stack Developer
Tyler Patterson Studio Production Manager
Requires/Intent
AI-Based Fraud Detection & Prevention
AI
AI-Powered Investment Research
AI-Driven Personalized Financial Advisory
and more

43. Kpmg Corporate Finance Llc

Industry: Investment Banking

Location: Illinois

Website: kpmgcorporatefinance.com

Company Founded: 2000

Company Size: 5001-10000

Company Address: 200 East Randolph Drive, Chicago, Illinois, United States

Kpmg Corporate Finance Llc Contact Details

Name Title LinkedIn Phone Email
Walter Olshanski Managing Director, Healthcare Investment Banking
Amir Azar Experienced Manager
Sarabjeet Arora Senior Sql Developer And Business And Assistant Technical Director
Ford Phillips Managing Director
Christopher Weber Director, Investment Banking - Business Services Sector Coverage
Prakash Ganesh Director, Deal Advisory - Infrastructure
Nikolas Shad Investment Banking Associate
Requires/Intent and 11 more Employees
AI-Powered Portfolio Management
Web Development
Data Security
and more

44. Queen City Angels

Industry: Investment Banking

Location: Ohio

Website: qca.com

Company Founded: 2000

Company Size: 11-50

Company Address: 1775 Mentor Avenue, Cincinnati, Ohio, United States

Queen City Angels Contact Details

Name Title LinkedIn Phone Email
Tom Browning Accredited Investor
Tom Browning Accredited Investor
Tom Browning Accredited Investor
Dennis Hirotsu Member, Investor
Dennis Hirotsu Member, Investor
Dennis Hirotsu Member, Investor
Rita Mae Project Manager
Requires/Intent and 1 more Employees
Smart AI-Based Compliance & Regulatory Reporting
IT Support
and more

45. Brentwood Capital Advisors

Industry: Investment Banking

Location: Tennessee

Website: brentwoodcapital.com

Company Founded: 1999

Company Size: 11-50

Company Address: 5000 Meridian Boulevard, Franklin, Tennessee, United States

Brentwood Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Cook Wylly Director
Porter Meadors Director
John Allgood Director
John Kibler Managing Director
John Travisano Investment Banking Analyst
Liuting Wang Investment Banking Analyst
Tom Wylly Senior Partner
Requires/Intent and 11 more Employees
AI-Based Risk Analysis & Mitigation
AI-Powered Portfolio Management
and more

46. Clearsight Advisors

Industry: Investment Banking

Location: Virginia

Website: clearsightadvisors.com

Company Founded: 2011

Company Size: 11-50

Company Address: 1650 Tysons Boulevard, Mclean, Virginia, United States

Clearsight Advisors Contact Details

Name Title LinkedIn Phone Email
Joel Kallett Founder, Managing Director
Phil Loria Analyst
Greg Treger Managing Director
Michael Slarve Investment Banking Associate
Philo Tran Managing Director
Brendan Curran Vice President, Investment Banking
Jake Lipman Incoming Investment Banking Analyst
Requires/Intent and 9 more Employees
Web Development
AI-Based Alternative Investment Strategies
AI-Powered Sentiment Analysis For Market Trends
Public Relations
IT Support
and more

47. The Mclean Group

Industry: Investment Banking

Location: Virginia

Website: mcleanllc.com

Company Founded: 1997

Company Size: 51-200

Company Address: 7918 Jones Branch Drive, Mclean, Virginia, United States

The Mclean Group Contact Details

Name Title LinkedIn Phone Email
Ashley Colmenero M And A Investment Banking
Joel Griffin Senior Managing Director
Kathleen Mclean President And Management Consultant And Motivational Speaker
Jamie Agnew Investment Banking Associate
David Bordonaro President
John Ames Valuation Analyst
Geraldine Lillie Cna
Requires/Intent and 46 more Employees
AI Chatbots
Technology
and more

48. 22 Capital Partners

Industry: Investment Banking

Location: Virginia

Website: 22capitalpartners.com

Company Founded: 2010

Company Size: 1-10

Company Address: 25050 Riding Plaza, Chantilly, Virginia, United States

22 Capital Partners Contact Details

Name Title LinkedIn Phone Email
Minh Le Managing Partner
Requires/Intent
Public Relations
AI
Software Development
E-commerce Integration
AI-Based M&A Advisory
and more

49. Founders Advisors

Industry: Investment Banking

Location: Alabama

Company Founded: 2003

Company Size: 51-200

Company Address: 2204 Lakeshore Drive, Birmingham, Alabama, United States

Founders Advisors Contact Details

Name Title LinkedIn Phone Email
Zane Tarence Partner And Managing Director
Christopher Weingartner Director
J Wesley Legg President, Chief Operations Officer
Mike Mccraw Managing Director, Strategic Advisory Practice
Rebecca Askew Practice Group Manager
Billy Pritchard Vice President
Michael White Managing Director
Requires/Intent and 11 more Employees
Cloud Solutions
Public Relations
Web Development
and more

50. Oberon Securities, Llc

Industry: Investment Banking

Location: New York

Website: oberonsecurities.com

Company Founded: 2001

Company Size: 51-200

Company Address: 1412 Broadway, New York, New York, United States

Oberon Securities, Llc Contact Details

Name Title LinkedIn Phone Email
Harrison Katapodis Investment Banking Summer Analyst
Louis Frost Managing Director
Robert Raciti Managing Director
Ulf Angelin Managing Director
Steven Rosenblum Managing Director, Special Situations
Michael Pazzani Director
Frank Mcgrath Managing Director
Requires/Intent and 7 more Employees
AI-Based M&A Advisory
Mobile App Development
Digital Marketing
and more

51. Whitehall & Company Llc

Industry: Investment Banking

Location: New York

Website: whitehallandcompany.com

Company Founded: 2010

Company Size: 11-50

Company Address: 280 Park Avenue, New York, New York, United States

Whitehall & Company Llc Contact Details

Name Title LinkedIn Phone Email
Jonathan Cody Managing Director
Timothy Page Managing Director Head Of Capital Markets
Todd Brussel Managing Director
Robert Mazzocco Investment Banking Intern
Geoffrey Wilson Managing Director
Vincas Snipas Managing Director
Luke Syka Investment Banking Analyst
Requires/Intent
AI-Powered Investment Research
Data Security
and more

52. The Peakstone Group

Industry: Investment Banking

Location: Illinois

Website: peakstonegroup.com

Company Founded: 2008

Company Size: 11-50

Company Address: 550 West Van Buren Street, Chicago, Illinois, United States

The Peakstone Group Contact Details

Name Title LinkedIn Phone Email
Dan Sholem Managing Director
Nicholas Clementi Managing Partner At Sandhill Consulting And Managing Director
Steve Royko Managing Director
Tom Juedes Managing Director
M Catherine Jaros Managing Director, The Peakstone Group
Tim Trela Managing Director
Christian Colucci Managing Director
Requires/Intent and 4 more Employees
AI-Powered Investment Research
Blockchain For Secure Transactions
and more

53. Chesterfield Faring, Ltd.

Industry: Investment Banking

Location: New York

Website: chesterfieldfaringltd.com

Company Size: 11-50

Chesterfield Faring, Ltd. Contact Details

Name Title LinkedIn Phone Email
Kirk Lewin Managing Director Of Principal Investments
Sid Hudson Vice President At Chesterfield Faring, Ltd
Keith Broemmer Senior Managing Director
Requires/Intent
Advertising
AI
AI-Powered Financial Modeling
ERP Solutions
CRM Systems
and more

54. Dinan & Company, Llc

Industry: Investment Banking

Location: Arizona

Website: dinancompany.com

Company Founded: 1988

Company Size: 51-200

Company Address: 307 North Gateway Boulevard, Phoenix, Arizona, United States

Dinan & Company, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Dinan President And Chief Executive Officer At Dinan And Company, Llc
Jeff Reichard Vice President, Llc
Alex Ricciardelli Associate: Deal Origination Group
Jacob Pugliano Associate
Mohit Mehta Director Of International Business
Jeff King Associate: Deal Origination Group
Gavin Hoffmann Senior Investment Banking Associate At Dinan And Company
Requires/Intent and 19 more Employees
Compliance & Risk Management
Smart AI-Based Compliance & Regulatory Reporting
Branding
and more

55. Galileo Asset Management Sa

Industry: Investment Banking

Location: New York

Website: galileoam.com

Company Size: 11-50

Galileo Asset Management Sa Contact Details

Name Title LinkedIn Phone Email
John Reilly Senior Managing Director
Requires/Intent
AI-Driven Personalized Financial Advisory
Customer Relationship Management
Financial Management
Data Security
AI-Powered Fundraising Strategies
and more

56. Carr, Riggs & Ingram Capital Advisors

Industry: Investment Banking

Location: Alabama

Company Founded: 2005

Company Size: 1-10

Carr, Riggs & Ingram Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Paul Evans Director
Advisor Paul B. Evans Vice President
Brandon Maddox Director
John Vecchietti Analyst, Mergers And Acquisition
Joel Sikes Managing Director
Caleb Axelson M And A Analyst
Requires/Intent
AI-Based Hedge Fund Analytics
ERP Solutions
Branding
and more

57. Valor Capital Partners Llc

Industry: Investment Banking

Location: Alabama

Website: valorcapital.us

Company Founded: 2015

Company Size: 1-10

Valor Capital Partners Llc Contact Details

Name Title LinkedIn Phone Email
Greg Lawrence Founder, Managing Principal
Requires/Intent
Branding
Web Development
Cloud Hosting
AI-Based Predictive Analytics For Market Trends
and more

58. Cross Keys Capital, Llc

Industry: Investment Banking

Location: Florida

Website: crosskeyscapital.com

Company Founded: 2006

Company Size: 11-50

Company Address: 200 South Andrews Avenue, Fort Lauderdale, Florida, United States

Cross Keys Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Marjorie Chang Director
Bill Britton Co-founder And Managing Director At Cross Keys Capital, Llc
Christopher Gammill Senior Associate
Byron Waldman Senior Advisor
Luke Bowman Manager
Requires/Intent and 1 more Employees
Predictive Analytics
AI-Based Fraud Detection & Prevention
Public Relations
Blockchain For Secure Fund Transfers
and more

59. Taylor Companies

Industry: Investment Banking

Location: District Of Columbia

Website: tay.com

Company Size: 11-50

Taylor Companies Contact Details

Name Title LinkedIn Phone Email
Keith Manwaring Co Chairman, Senior Advisor
Gary Pittman Managing Director
Rob Taylor Managing General Partner
Michael Marziano Senior It Project Manager
Lee Moore Executive Assistant At Taylor Companies, Inc
Tim Jahner Field Supervisor
Mary Richard Dispatcher
Requires/Intent and 2 more Employees
Web Development
AI-Driven Customer Relationship Management
and more

60. Mts Health Partners, L.p.

Industry: Investment Banking

Location: New York

Website: mtspartners.com

Company Founded: 2000

Company Size: 51-200

Company Address: 623 Fifth Avenue, New York, New York, United States

Mts Health Partners, L.p. Contact Details

Name Title LinkedIn Phone Email
Andrew Fineberg Partner - Head Of Royalty Monetization Services
Safeta Pejcinovic Accounting Manager
Jessica Sanyour Analyst
Andrew Weisenfeld Managing Partner
David Herrera Investment Banking Analyst
Lauren Anthony Executive Assistant To Founding Partner And Chief Of Staff
Jay Palma Controller
Requires/Intent and 6 more Employees
AI
AI-Powered Financial Modeling
and more

61. Financial Technology Partners / Ft Partners

Industry: Investment Banking

Location: California

Website: ftpartners.com

Company Founded: 2001

Company Size: 51-200

Company Address: 555 Mission Street, San Francisco, California, United States

Financial Technology Partners / Ft Partners Contact Details

Name Title LinkedIn Phone Email
Charles Maxwell Analyst
Tim Meyer Investment Banker
Katherine Tarbox Investment Banking
Nathan Coen Investment Banking Analyst
Jonathan Watkin Investment Banking Analyst
Bryan Bellmare Director
Sebastian Plate Investment Banking Associate
Requires/Intent and 7 more Employees
AI-Powered Investment Research
ERP Solutions
and more

62. Ridge-lane Limited Partners

Industry: Investment Banking

Location: District Of Columbia

Website: ridge-lane.com

Company Size: 51-200

Company Address: 1140 Connecticut Avenue, Washington, District Of Columbia, United States

Ridge-lane Limited Partners Contact Details

Name Title LinkedIn Phone Email
Dan Gerstein Senior Advisor
Shilpi Niyogi Venture Partner, Education
Jan Lane Managing Partner, Operations
Deborah Karcher Venture Partner, Education
Steve Canavero Board Member, State Education Chiefs
Wanda Mcclung Venture Partner
Requires/Intent
AI-Based Fraud Detection & Prevention
AI
Cybersecurity Solutions
and more

63. Lake Street Capital Markets, Llc

Industry: Investment Banking

Location: Minnesota

Website: lakestreetcapitalmarkets.com

Company Founded: 2012

Company Size: 11-50

Company Address: 920 2nd Avenue South, Minneapolis, Minnesota, United States

Lake Street Capital Markets, Llc Contact Details

Name Title LinkedIn Phone Email
Dave Mcdonald Head, Life Sciences Investment Banking At Lake Street Capital Markets, Llc
Bruce Goldfarb Vice President - Institutional Sales
Frank Takkinen Senior Research Analyst
Elliott De Bruin Vice President Institutional Equity Sales
Rob Martin Managing Director, Investment Banking
Jon Miller Managing Director
Sam Flynn Institutional Equity Sales
Requires/Intent and 10 more Employees
Sales
Cloud Solutions
Smart Algorithmic Trading
and more

64. Cornerstone Business Services

Industry: Investment Banking

Location: Wisconsin

Website: cornerstone-business.com

Company Founded: 2001

Company Size: 11-50

Company Address: 200 South Washington Street, Green Bay, Wisconsin, United States

Cornerstone Business Services Contact Details

Name Title LinkedIn Phone Email
Scott Bushkie Principal
Erica Gilson Director Of Operations, Partner
Brad Kirkpatrick Mergers And Acquisitions Advisor
Imran Maqbool Merger And Acquisitions Advisor
Rodney Ott Mergers And Acquisitions Advisor
John Baker Mergers And Acquisitions Advisor
Jeffrey Kelling Merger And Acquisitions Advisor
Requires/Intent and 7 more Employees
AI-Powered Debt & Equity Structuring
AI-Based Fraud Detection & Prevention
Branding
and more

65. Cascade Partners

Industry: Investment Banking

Location: Michigan

Website: cascade-partners.com

Company Size: 11-50

Company Address: 29100 Northwestern Highway, Southfield, Michigan, United States

Cascade Partners Contact Details

Name Title LinkedIn Phone Email
James Kelly President And Principle
Ken Marblestone Managing Director
Jon Doehr Managing Director
Requires/Intent
SEO
ERP Solutions
AI-Based Predictive Analytics For Market Trends
Data Security
and more

66. Ej Lance

Industry: Investment Banking

Location: New York

Website: ejlance.com

Company Founded: 1969

Company Size: 1-10

Ej Lance Contact Details

Name Title LinkedIn Phone Email
Ben Zgodny Partner
Marsha Ammar Secretary
Requires/Intent
Blockchain For Secure Transactions
Advertising
and more

67. Arlington Capital Advisors

Industry: Investment Banking

Location: Alabama

Website: arlingtoncapitaladvisors.com

Company Founded: 2004

Company Size: 11-50

Arlington Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Vann Russell Founder And Managing Director
Joe Bradley Associate
Wood Nesbitt Investment Banking Senior Analyst
Dan Shelton Investment Banking Analyst
Wade Honeycutt Principal
Griffin Walker Incoming Investment Banking Analyst
Philip Ratliff Associate
Requires/Intent and 5 more Employees
Advertising
AI
and more

68. Transworld Business Advisors Of Denver

Industry: Investment Banking

Location: Colorado

Website: tworlddenver.com

Company Founded: 2013

Company Size: 11-50

Company Address: 215 South Wadsworth Boulevard, Lakewood, Colorado, United States

Transworld Business Advisors Of Denver Contact Details

Name Title LinkedIn Phone Email
Jessica Fialkovich President, Transworld Business Advisors Denver
Cbi Ross Haymes Certified Business Intermediary
Gary Goldwasser Business Broker Intermediary
Taylor Bombardiere Business Broker
Dustin Audet Business Broker
Chris Cantwell Business Broker
Lee Grubb Business Broker
Requires/Intent and 1 more Employees
Blockchain For Secure Transactions
AI-Powered Financial Modeling
Blockchain For Secure Fund Transfers
AI
and more

69. Matrix Capital Markets Group, Inc.

Industry: Investment Banking

Location: Virginia

Website: matrixcmg.com

Company Founded: 1988

Company Size: 11-50

Company Address: 1021 East Cary Street, Richmond, Virginia, United States

Matrix Capital Markets Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Thomas Kelso Managing Director, Principal, Head Of Downstream Energy And Retail Group , And Board Member
Spencer Cavalier Co-head Downstream Energy And Convenience Retail Group Managing Director And Principal At Matrix Capital
John Mickelinc Senior Analyst
Andrew Lopresti Vice President
Filip Zigic Analyst
Kevin Moyer Investment Banking Analyst
Amanda Thompson Co-head Of Healthcare Investment Banking
Requires/Intent and 13 more Employees
AI-Powered Investment Research
AI-Based M&A Advisory
SEO
and more

70. Young America Capital

Industry: Investment Banking

Location: New York

Website: yacapital.com

Company Founded: 2000

Company Size: 11-50

Company Address: 141 East Boston Post Road, Mamaroneck, New York, United States

Young America Capital Contact Details

Name Title LinkedIn Phone Email
Sean Santa Investment Banking Associate
Omar Brown Managing Director Investment Banking
Thomas Kane Senior Managing Director
Brett Frantz Investment Banking
Greg Crowell Business Development Director, Sw Region
Greg Crowell Business Development Director, Sw Region
Tad Bull Compliance
Requires/Intent and 1 more Employees
IT Support
Financial Management
AI-Based M&A Advisory
Compliance & Risk Management
and more

71. Dresner Partners

Industry: Investment Banking

Location: Illinois

Website: dresnerpartners.com

Company Founded: 1991

Company Size: 11-50

Company Address: 20 North Clark Street, Chicago, Illinois, United States

Dresner Partners Contact Details

Name Title LinkedIn Phone Email
Michelle Moreno Managing Director
Brian Schofield Senior Vice President Investment Banking
Paul Hoffman Managing Director
John Schmidt Analyst At Dresner Partners
Requires/Intent
Software Development
Predictive Analytics
AI-Powered Portfolio Management
Cloud Hosting
AI-Powered Sentiment Analysis For Market Trends
and more

72. Evergreen Advisors

Industry: Investment Banking

Location: Maryland

Website: evergreenadvisorsllc.com

Company Founded: 2000

Company Size: 11-50

Company Address: 9256 Bendix Road, Columbia, Maryland, United States

Evergreen Advisors Contact Details

Name Title LinkedIn Phone Email
Shelley Lombardo Chief Operating Officer
George Davis Executive Vice President Strategic Advisory
Mark Gretz Vice President
Patrick Lowry Managing Director
Christopher Adams Financial Analyst
David Christopher Corporate Advisory Services
Morgan Trask Investment Banking Analyst
Requires/Intent and 9 more Employees
Data Security
AI-Based Hedge Fund Analytics
Smart AI-Based Compliance & Regulatory Reporting
and more

73. Gca

Industry: Investment Banking

Location: California

Website: gcaglobal.com

Company Founded: 2003

Company Size: 501-1000

Company Address: 1 Maritime Plaza, San Francisco, California, United States

Gca Contact Details

Name Title LinkedIn Phone Email
Rushi Bhanderi Vice President Investment Banking
Susan Moran Vice President Of Marketing And Client Engagement
Pat Hagerty Associate
Bruce Chanenchuk Associate
David Henao It Analyst
Lauren Lauer Investment Banking Analyst
Rip Furniss Vice President
Requires/Intent and 100 more Employees
Smart Wealth Management
AI-Based M&A Advisory
Predictive Analytics
Public Relations
and more

74. G2 Capital Advisors/g2 Securities

Industry: Investment Banking

Location: Massachusetts

Website: g2cap.com

Company Founded: 2010

Company Size: 11-50

Company Address: 420 Boylston Street, Boston, Massachusetts, United States

G2 Capital Advisors/g2 Securities Contact Details

Name Title LinkedIn Phone Email
Matt Konkle Managing Director - Technology And Business Services Practice Leader
Patricia Reinhardt Managing Director Restructuring
Louise Roussel Director, Capital Markets
Michael Williams Director
Aaron Levy Research Analyst
William Luetmer Investment Banking Associate
Zachary Talotta Associate
Requires/Intent and 3 more Employees
Blockchain For Secure Transactions
Public Relations
Mobile App Development
AI-Driven Personalized Financial Advisory
and more

75. Cain Brothers & Company, Llc

Industry: Investment Banking

Location: New York

Website: cainbrothers.com

Company Founded: 1982

Company Size: 51-200

Company Address: 277 Park Avenue, New York, New York, United States

Cain Brothers & Company, Llc Contact Details

Name Title LinkedIn Phone Email
Eugene Colucci Investment Banking Associate
Taylor Moore Incoming Capital Markets Analyst
Danielle Lebenger Senior Vice President â Investment Banking Administration
Avery Klinger Incoming Investment Banking Analyst
Nathan Bays Managing Director
Kristy Yeung Investment Banking Analyst
Jake Luker Incoming Investment Banking Analyst
Requires/Intent and 10 more Employees
Cybersecurity Solutions
Accounting
AI-Powered Financial Modeling
Public Relations
and more

76. Livingstone

Industry: Investment Banking

Location: Illinois

Website: livingstonepartners.com

Company Founded: 1976

Company Size: 51-200

Company Address: 443 North Clark, Chicago, Illinois, United States

Livingstone Contact Details

Name Title LinkedIn Phone Email
Michael Jenny Partner
Patrick Hopkins Director
Stephen Miles Co-founder And Managing Partner
Joseph Greenwood Partner - Special Situations
Karl Freimuth Partner
Abby Gates Executive Assistant To Founding Partner
Andy Yi President
Requires/Intent
AI-Based M&A Advisory
Predictive Analytics
Web Development
AI-Based Alternative Investment Strategies
and more

77. Pereg Ventures

Industry: Investment Banking

Location: New York

Website: peregventures.com

Company Founded: 2012

Company Size: 1-10

Company Address: 21 West 46th Street, New York, New York, United States

Pereg Ventures Contact Details

Name Title LinkedIn Phone Email
Itzhak Fisher Founder And General Partner
Cheryl Chow Executive Personal Assistant
Diwen Shi Internship
Requires/Intent
Cloud Hosting
Branding
AI-Based M&A Advisory
and more

78. Dealroom

Industry: Investment Banking

Location: Illinois

Website: dealroom.net

Company Founded: 2012

Company Size: 11-50

Company Address: 205 West Wacker, Chicago, Illinois, United States

Dealroom Contact Details

Name Title LinkedIn Phone Email
Pamela Eysie Director
Madeleine Martin Public Relations Associate
Jovi Reyes Customer Support Specialist
Deal Room Owner
Richard Birnbaum President
Requires/Intent
Financial Management
Market Research
and more

79. Chardan Capital Markets

Industry: Investment Banking

Location: New York

Website: chardancm.com

Company Founded: 2002

Company Size: 51-200

Company Address: 17 State Street, New York, New York, United States

Chardan Capital Markets Contact Details

Name Title LinkedIn Phone Email
Alex Weil Managing Director And Co-head, Fintech Investment Banking
Gbola Amusa Managing Director, Director Of Research, Head Of Healthcare Research
Connor Breisacher Vice President, Institutional Sales
Alexander Deardorff Associate
Juan Rosas Investment Banking Analyst
Steven Urbach Chief Executive Officer
Eric Squinto Associate, Institutional Equities
Requires/Intent and 7 more Employees
Software Development
ERP Solutions
and more

80. Focus Investment Banking

Industry: Investment Banking

Location: District Of Columbia

Website: focusbankers.com

Company Founded: 1982

Company Size: 11-50

Focus Investment Banking Contact Details

Name Title LinkedIn Phone Email
Manan Shah Partner
Doug Rodgers Chief Executive Officer
Marco Chan Managing Director
James Hawkins Managing Director
Richard Pierce Managing Director
Rick Thomas Chief Executive Officer
Alexandra Slater Researcher For The Advanced Manufacturing And Automation Team
Requires/Intent and 4 more Employees
Predictive Analytics
SEO
Advertising
Data Security
and more

81. Progress Partners

Industry: Investment Banking

Location: Massachusetts

Website: progresspartners.com

Company Founded: 2002

Company Size: 11-50

Company Address: 50 Milk Street, Boston, Massachusetts, United States

Progress Partners Contact Details

Name Title LinkedIn Phone Email
Sam Thompson Senior Managing Director
Morgan Cuthbertson Senior Associate
Nick Macdonald Investment Banking Analyst
Mark Hodulik Investment Banking Fall Analyst
Requires/Intent
AI-Based Predictive Analytics For Market Trends
AI-Based Risk Analysis & Mitigation
and more

82. Waller Helms Advisors

Industry: Investment Banking

Location: Illinois

Website: wallerhelms.com

Company Founded: 2014

Company Size: 11-50

Company Address: 205 West Wacker Drive, Chicago, Illinois, United States

Waller Helms Advisors Contact Details

Name Title LinkedIn Phone Email
Derek Smith Director - Investment Banking
John Waller Co-founder - Managing Director
Nicholas Rettino Investment Banking Analyst
David Helms Managing Director And Co-founding Partner
Ethan Gundry Vice President
Lingxu Li Associate
Zach Atiyeh Investment Banking Analyst
Requires/Intent and 2 more Employees
Market Research
Legal
and more

83. Sunbelt Business Brokers And M&a Advisors

Industry: Investment Banking

Location: Minnesota

Website: sunbeltmidwest.com

Company Founded: 1978

Company Size: 51-200

Company Address: 1300 Godward Street Northeast, Minneapolis, Minnesota, United States

Sunbelt Business Brokers And M&a Advisors Contact Details

Name Title LinkedIn Phone Email
Len Washko Senior Associate, M And A
Kirill Graminschi M And A Associate
Paul Chapin Corporate Ambassador
John Groppoli Franchise Director For Sunbelt Business Brokers And M And A Advisors
Milan Weedman Business Broker
William Vanhoorik Business Broker At Sunbelt; Cmsbb
Requires/Intent and 5 more Employees
AI-Powered Investment Research
Financial Management
and more

84. Alpha Omega Capital Partners

Industry: Investment Banking

Location: Virginia

Company Founded: 1999

Company Size: 1-10

Company Address: 7400 Beaufont Springs Drive, Richmond, Virginia, United States

Alpha Omega Capital Partners Contact Details

Name Title LinkedIn Phone Email
Patrick Morin Partner
Christopher Colton General Manager At Alpha Omega Capital Partners
George Sydnor Partner Emeritus And Senior Vice President
Requires/Intent
Smart Algorithmic Trading
Smart AI-Based Compliance & Regulatory Reporting
and more

85. Edgemont Capital Partners

Industry: Investment Banking

Location: New York

Website: edgemontcapital.com

Company Founded: 2001

Company Size: 11-50

Company Address: 570 Lexington Avenue, New York, New York, United States

Edgemont Capital Partners Contact Details

Name Title LinkedIn Phone Email
Jeff Swearingen Managing Director, Edgemont Capital Partners, Lp
Ben Hughes Director Of Corporate Development
Erik Kistler Director
Luke Mitchell Managing Director And Partner
Zach Linder Incoming Investment Banking Analyst
Daniel Smallegan Associate
Adam Dings Investment Banking Associate
Requires/Intent and 1 more Employees
AI-Powered Financial Modeling
Smart Wealth Management
and more

86. Starwood Property Trust

Industry: Investment Banking

Location: California

Website: stephensbackpacks.com

Company Size: 51-200

Company Address: 100 Pine Street, San Francisco, California, United States

Starwood Property Trust Contact Details

Name Title LinkedIn Phone Email
Elie Cohen Senior Analyst
Erich Bergmann Assistant Vice President
Haig Najarian Managing Director, Legal And Compliance At Starwood Infrastructure Finance
Matthew Palmer Analyst
Bryan Shore Senior Business Systems Analyst And Project Manager
Bryan Shore Senior Business Systems Analyst And Project Manager
Tom Cosenza Managing Director
Requires/Intent and 5 more Employees
AI-Based Predictive Analytics For Market Trends
CRM Systems
Predictive Analytics
and more

87. Incapital

Industry: Investment Banking

Location: Illinois

Website: incapital.com

Company Founded: 1999

Company Size: 51-200

Company Address: 200 South Wacker Drive, Chicago, Illinois, United States

Incapital Contact Details

Name Title LinkedIn Phone Email
Thomas Filippone Managing Director
Mark Divalerio Operations Associate
Ted Kellerman Head Of Structured Investments Specialist Group
Tim Piatek Senior Vice President - Structured Products Trading
Patrick Leary Managing Director, Chief Market Strategist
John Desprez Chief Executive Officer
Radoslav Stavrev Svp, Fixed Income Trader, Market Risk Manager, Investment Analyst
Requires/Intent and 8 more Employees
AI-Based Hedge Fund Analytics
SEO
and more

88. Resolute Capital Partners, Ltd

Industry: Investment Banking

Location: California

Website: resolutecapitalpartners.com

Company Founded: 2010

Company Size: 11-50

Company Address: 1 Market Street, San Francisco, California, United States

Resolute Capital Partners, Ltd Contact Details

Name Title LinkedIn Phone Email
Vanessa Vancour Marketing Strategy Manager
Bill Nutter Partner
Doyle Rippee Director Of Development
David Creasy Senior Associate
Tyler Augusty Director Of Investments
Andy Tatman Partner
Seth Lee Sales Desk Manager, CimaÂ
Requires/Intent and 1 more Employees
Predictive Analytics
Advertising
Automation
Branding
AI-Based M&A Advisory
and more

89. Accomplice Vc

Industry: Investment Banking

Location: Massachusetts

Website: accomplice.co

Company Founded: 2015

Company Size: 11-50

Company Address: 25 1st Street, Cambridge, Massachusetts, United States

Accomplice Vc Contact Details

Name Title LinkedIn Phone Email
James Chou Blockchain
Tj Mahony Partner
Sarah Downey Operating Partner
Travis Macinnes Chief Financial Officer
Requires/Intent
Advertising
Compliance & Risk Management
AI-Driven Personalized Financial Advisory
Customer Relationship Management
and more

90. Roth Capital Partners

Industry: Investment Banking

Location: California

Website: roth.com

Company Founded: 1984

Company Size: 51-200

Company Address: 888 San Clemente Drive, Newport Beach, California, United States

Roth Capital Partners Contact Details

Name Title LinkedIn Phone Email
Brian Kremer Managing Director
Cynthia Whitney Managing Director Institutional Equity Sales
Darren Aftahi Senior Research Analyst-digital Media, Internet, E-commerce And Advertising
Matthew Day Director, Investment Banking
Jeffery Smith Managing Director
Tony Butler Managing Director, Partner, Head Of Biotechnology Research
Andrew Scutt Equity Research Associate
Requires/Intent and 8 more Employees
AI-Based Risk Analysis & Mitigation
Blockchain For Secure Fund Transfers
Web Development
and more

91. Schwartz Heslin Group, Inc.

Industry: Investment Banking

Location: New York

Website: shggroup.com

Company Founded: 1985

Company Size: 11-50

Company Address: 8 Airport Park Boulevard, Latham, New York, United States

Schwartz Heslin Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Raimundo Archibold Managing Director
Lora Vincent Administrative Assistant
Hai Hoty Paralegal
Max Ensslin Analista Financiero
Requires/Intent
AI-Based Hedge Fund Analytics
IT Support
CRM Systems
ERP Solutions
and more

92. Sdr Ventures, Inc

Industry: Investment Banking

Location: Colorado

Website: sdrventures.com

Company Founded: 2002

Company Size: 11-50

Company Address: 5613 Dtc Parkway, Greenwood Village, Colorado, United States

Sdr Ventures, Inc Contact Details

Name Title LinkedIn Phone Email
Andy Limes Owner
Andrew Tuitele Remote Investment Banking Intern Analyst
Tom Ryan Managing Director
Logan Bohlender Investment Banking Senior Analyst
Sam Worley Senior Analyst - Investment Banking
Lori Reed Executive Assistant
Ben Luchow Investment Banking Associate
Requires/Intent and 4 more Employees
Predictive Analytics
AI-Based Risk Analysis & Mitigation
and more

93. Aeris Partners

Industry: Investment Banking

Location: Massachusetts

Website: aerispartners.com

Company Founded: 2010

Company Size: 11-50

Company Address: 200 State Street, Boston, Massachusetts, United States

Aeris Partners Contact Details

Name Title LinkedIn Phone Email
Megan Amarante Vice President
Jason Arican Vice President
Scott Robertson Associate
Rahul Swani Managing Director
Colin Vergilio Analyst
Will Hurwitz Vice President
Tommy Belton Associate
Requires/Intent
AI-Powered Financial Modeling
AI-Based Alternative Investment Strategies
ERP Solutions
and more

94. Petsky Prunier Llc

Industry: Investment Banking

Location: New York

Company Founded: 1999

Company Size: 51-200

Company Address: 60 Broad Street, New York, New York, United States

Petsky Prunier Llc Contact Details

Name Title LinkedIn Phone Email
Sanjay Chadda Co-head U.s Ibk And Co-head U.s Technology, Media, Marketing And Info Services Investment Banking
Peter Sullivan Vice President, Investment Banking
Danielle Lindsay Ea, Investment Banking
Amy Ni Administrative Assistant
William Stewart Incoming Analyst
Nicholas Petsky Analyst
Lexia Schwartz Director
Requires/Intent and 3 more Employees
Blockchain For Secure Fund Transfers
Financial Management
AI-Driven Asset Valuation
AI-Powered Financial Modeling
Legal
and more

95. Gmf Capital

Industry: Investment Banking

Location: New York

Website: gmfcapital.com

Company Founded: 2013

Company Size: 11-50

Company Address: 650 Madison Avenue, New York, New York, United States

Gmf Capital Contact Details

Name Title LinkedIn Phone Email
Claudia Penido Business Analyst
Yanky Schorr Director, Capital Markets
Alison Friedman Associate General Counsel
Larisa Marossine Office Manager And Ea To Founder
Natalie Toops Transaction Coordinator
Requires/Intent
Market Research
Digital Marketing
and more

96. Whipstitch Capital

Industry: Investment Banking

Location: Massachusetts

Website: whipstitchcapital.com

Company Founded: 2015

Company Size: 11-50

Company Address: 1253 Worcester Road, Framingham, Massachusetts, United States

Whipstitch Capital Contact Details

Name Title LinkedIn Phone Email
Nicolas Mccoy Managing Director And Co-founder
Dominic Mangano Vice President
Requires/Intent
Blockchain For Secure Fund Transfers
AI-Powered Investment Research
AI-Driven Asset Valuation
and more

97. Stephens Inc.

Industry: Investment Banking

Location: Arkansas

Company Founded: 1933

Company Size: 1-10

Company Address: 111 Center Street, Little Rock, Arkansas, United States

Stephens Inc. Contact Details

Name Title LinkedIn Phone Email
Joe Mowery Managing Director
Jay Bliley Managing Director
Ross Rucker Managing Director
Dana Silaski Managing Director
Andrew Calvert Wealth Management Associate
Leon Lants Managing Director And Director Of Trading Operations
Jesse Ford Private Client Group
Requires/Intent and 19 more Employees
Cloud Solutions
Predictive Analytics
AI-Powered Debt & Equity Structuring
and more

98. Affinity Ventures

Industry: Investment Banking

Location: New Mexico

Website: affinityventures.com

Company Founded: 1994

Company Size: 11-50

Company Address: 6121 Indian School Road Northeast, Albuquerque, New Mexico, United States

Affinity Ventures Contact Details

Name Title LinkedIn Phone Email
Bruce Burns President
Bruce Burns President
Andrew Melendrez Managing Director
Andrew Melendrez Managing Director
Lew Fisher Business Broker
Lew Fisher Business Broker
Requires/Intent
AI-Powered Financial Modeling
AI-Powered Portfolio Management
AI-Based Alternative Investment Strategies
Mobile App Development
AI-Driven Asset Valuation
and more

99. Cornhusker Capital

Industry: Investment Banking

Location: Illinois

Website: cornhuskercapital.com

Company Founded: 2010

Company Size: 1-10

Company Address: 329 West 18th Street, Chicago, Illinois, United States

Cornhusker Capital Contact Details

Name Title LinkedIn Phone Email
Reginald Mcgaugh Founder, Chairman And Chief Executive Officer
Requires/Intent
AI-Powered Debt & Equity Structuring
Advertising
and more

100. The Forbes M+a Group

Industry: Investment Banking

Location: Colorado

Company Founded: 2004

Company Size: 11-50

Company Address: 8480 East Orchard Road, Greenwood Village, Colorado, United States

The Forbes M+a Group Contact Details

Name Title LinkedIn Phone Email
Dan Pellegrino Managing Director At The Forbes M+a Group
Bob Forbes Founder And President
Garit Lawson Managing Director
John Claybough Senior Advisor
Tom Schmidt Senior Advisor
Requires/Intent
Cybersecurity Solutions
AI-Based Hedge Fund Analytics
Mobile App Development
Smart Wealth Management
and more

101. Colonnade Advisors, Llc

Industry: Investment Banking

Location: Illinois

Website: coladv.com

Company Founded: 1999

Company Size: 11-50

Company Address: 500 West Madison Street, Chicago, Illinois, United States

Colonnade Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Gina Cocking Managing Director And Chief Executive Officer
Christopher Gillock Advisory Director
James Perrone Investment Banking Associate
Timothy Abel Investment Banking Associate
Andy Gillock Office Assistant
Requires/Intent
E-commerce Integration
AI
Advertising
AI-Based Risk Analysis & Mitigation
SEO
and more

102. Broadoak Capital Partners

Industry: Investment Banking

Location: Maryland

Website: broadoak.com

Company Founded: 2006

Company Size: 1-10

Company Address: 7272 Wisconsin Avenue, Bethesda, Maryland, United States

Broadoak Capital Partners Contact Details

Name Title LinkedIn Phone Email
Aaron Fisher Vice President - The Broadoak Funds
Bryan Poltilove Managing Director
Michael Caspani Vice President, Private Capital
Requires/Intent
Public Relations
Sales
IoT
and more

103. Veterancrowd

Industry: Investment Banking

Location: Virginia

Website: veterancrowd.com

Company Founded: 2014

Company Size: 1-10

Company Address: 809 Lindsay Court, Henrico, Virginia, United States

Veterancrowd Contact Details

Name Title LinkedIn Phone Email
Bob Louthan Chief Executive Officer
Requires/Intent
AI-Powered Investment Research
AI-Powered Sentiment Analysis For Market Trends
Web Development
AI-Based Predictive Analytics For Market Trends
and more

104. Cleary Gull Inc.

Industry: Investment Banking

Location: Wisconsin

Website: clearygull.com

Company Founded: 1987

Company Size: 11-50

Company Address: 411 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Cleary Gull Inc. Contact Details

Name Title LinkedIn Phone Email
Christopher Larsen Executive Director
Patrick Ringsred Executive Director
Brian Howley Investment Banking Associate
Jim Olson Executive Director
Jimmy Huiskamp Investment Banking Analyst
Andrew Rankin Director
Daniel Ptacek Investment Banking Analyst Intern, Cibc Cleary Gull
Requires/Intent and 4 more Employees
AI-Based Fraud Detection & Prevention
AI-Powered Fundraising Strategies
AI Chatbots
AI-Driven Customer Relationship Management
and more

105. Grace Matthews, Inc.

Industry: Investment Banking

Location: Wisconsin

Website: gracematthews.com

Company Founded: 1999

Company Size: 11-50

Company Address: 833 East Michigan Street, Milwaukee, Wisconsin, United States

Grace Matthews, Inc. Contact Details

Name Title LinkedIn Phone Email
John Beagle Ceo, Co-founder And Managing Director
Eric Sabelhaus Vice President
John Chandler Investment Banking Summer Analyst
Ben Scharff Managing Director
Samuel French Investment Banking Analyst
Christopher Hayes Associate
Jon Glapa Director
Requires/Intent and 3 more Employees
Digital Marketing
AI-Based Predictive Analytics For Market Trends
E-commerce Integration
AI-Powered Debt & Equity Structuring
and more

106. Kaulkin Ginsberg

Industry: Investment Banking

Location: Maryland

Website: kaulkin.com

Company Founded: 1988

Company Size: 11-50

Company Address: 20251 Century Boulevard, Germantown, Maryland, United States

Kaulkin Ginsberg Contact Details

Name Title LinkedIn Phone Email
Mike Ginsberg President And Chief Executive Officer Of Kaulkin Ginsberg, M And A And Strategic Advisory Services Firm
Michael Thomas Vice President With Kaulkin Ginsberg Company
Allen Kriegshauser Database Manager
John Hannan Analyst
Andrew Beatty Associate
Trina Antoine Editorial Assistant And Reporter
Requires/Intent
Technology
AI-Based Hedge Fund Analytics
AI
Cloud Solutions
Predictive Analytics
and more

107. Cga Capital

Industry: Investment Banking

Location: Maryland

Website: cgacapital.com

Company Founded: 1989

Company Size: 11-50

Company Address: 9475 Deereco Road, Timonium, Maryland, United States

Cga Capital Contact Details

Name Title LinkedIn Phone Email
W Kyle Gore Managing Director And Principal
Acie Newton Analyst
Duncan Swanston Managing Director At Cga Capital
Dawn Holschuh Office Manager
Michael Drusano Managing Director
Sean Meng Associate
Courtney Jacobs Analyst
Requires/Intent
AI-Based Fraud Detection & Prevention
Advertising
Software Development
Mobile App Development
and more

108. Avondale Partners

Industry: Investment Banking

Location: Tennessee

Website: avondalepartnersllc.com

Company Founded: 2001

Company Size: 11-50

Company Address: 40 Burton Hills Boulevard, Nashville, Tennessee, United States

Avondale Partners Contact Details

Name Title LinkedIn Phone Email
Philip Krebs Senior Managing Partner
Jonathan Morphett Managing Partner
Nicholas Hanges Associate - Investment Banking
Josh Dahlberg Investment Banking Analyst
Neil Herndon Healthcare Investment Banking Associate
Emile Levesque Investment Banking Analyst
Sharon Boyd Assistant Vice President
Requires/Intent and 23 more Employees
Cloud Solutions
AI-Powered Fundraising Strategies
AI-Powered Investment Research
AI-Powered Financial Modeling
and more

109. 7wire Ventures

Industry: Investment Banking

Location: Illinois

Website: 7wireventures.com

Company Founded: 2011

Company Size: 1-10

Company Address: 444 North Michigan Avenue, Chicago, Illinois, United States

7wire Ventures Contact Details

Name Title LinkedIn Phone Email
Glen Tullman Founder And Managing Partner
Angela Merritt Executive Assistant
Nicolas Luzarraga Mba Associate
Maysoun Hanna Manager
T Scott Leisher Operating Partner
Requires/Intent
Smart Wealth Management
Smart AI-Based Compliance & Regulatory Reporting
Data Security
ERP Solutions
and more

110. Transact Capital Partners, Llc

Industry: Investment Banking

Location: Virginia

Website: transactcapital.com

Company Founded: 1999

Company Size: 11-50

Company Address: 4991 Lake Brook Drive, Glen Allen, Virginia, United States

Transact Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Jonathan Brabrand Managing Director
Ross Harris Vice President
Sheel Desai Investment Banking Intern
Barry Krauss Senior Vice President
George Sydnor Senior Vice President - Roanoke Region
Barry Krauss Senior Vice President
Noah Smith Intern
Requires/Intent and 2 more Employees
AI Chatbots
AI-Powered Fundraising Strategies
Public Relations
Technology
and more

111. Truenorth Capital Partners Llc

Industry: Investment Banking

Location: Connecticut

Website: truenorthcp.com

Company Founded: 2009

Company Size: 11-50

Company Address: 9 West Broad Street, Stamford, Connecticut, United States

Truenorth Capital Partners Llc Contact Details

Name Title LinkedIn Phone Email
Michael Hunter Managing Director
Jeff Gaynor Co-founder And Managing Director
Clay Risher Director - Business Development - M And A
Rob Africk Managing Director
Calvin Gaynor Analyst
Requires/Intent
Public Relations
Market Research
AI-Powered Financial Modeling
Automation
Financial Management
and more

112. Launchpad Venture Group

Industry: Investment Banking

Location: Massachusetts

Website: launchpadventuregroup.com

Company Founded: 2000

Company Size: 1-10

Company Address: 19 Hallron Road, Newton, Massachusetts, United States

Launchpad Venture Group Contact Details

Name Title LinkedIn Phone Email
Ian Levine Member
Aparna Saha Early Stage Investor
John Leffel Member
Hank Dewolf Investor
Carla Grillo Member
Virginia Snow Operations Coordinator
Edwin Gaw Member
Requires/Intent and 1 more Employees
IT Support
Mobile App Development
Software Development
and more

113. Nolan & Associates

Industry: Investment Banking

Location: Missouri

Website: nolanassoc.com

Company Founded: 1976

Company Size: 1-10

Company Address: 1401 South Brentwood Boulevard, St. Louis, Missouri, United States

Nolan & Associates Contact Details

Name Title LinkedIn Phone Email
Sarah Dalton Director Of Marketing
Brett Pantazi Investment Banking
Patrick Nolan Investment Banking
Brent Baxter Managing Director
Thomas Stream Vice President
Celeste Baxter Research Director
Requires/Intent
AI-Based Alternative Investment Strategies
Data Security
AI-Based Risk Analysis & Mitigation
AI-Powered Debt & Equity Structuring
and more

114. Aspenwood Capital

Industry: Investment Banking

Location: Colorado

Website: aspenwoodcapital.com

Company Size: 1-10

Aspenwood Capital Contact Details

Name Title LinkedIn Phone Email
Ken Jensen Managing Director
Steve Ossello Partner, Aspenwood Capital
Reed Madison Partner
Chris Wrolstad Partner, Aspenwood Capital
Requires/Intent
AI Chatbots
Smart AI-Based Compliance & Regulatory Reporting
and more

115. Capfund Group | Financial Investors

Industry: Investment Banking

Location: Florida

Website: capfund.co

Company Founded: 2011

Company Size: 11-50

Capfund Group | Financial Investors Contact Details

Name Title LinkedIn Phone Email
Gabriel Levi Managing Director
Requires/Intent
Cloud Solutions
IT Support
AI-Based Fraud Detection & Prevention
AI-Based M&A Advisory
and more

116. Dh Capital, Llc

Industry: Investment Banking

Location: New York

Website: dhcapital.com

Company Founded: 2001

Company Size: 11-50

Company Address: 810 Seventh Avenue, New York, New York, United States

Dh Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Howard Loewenberg Partner And Managing Director
Dean Mann Partner
Shaelin Mcnichol Investment Banking Analyst
Brent Mayo Vice President
C Graham Muller Investment Banking Analyst
Townsend Devereux Managing Director And Partner
Andrew Vrana Investment Banking Associate
Requires/Intent
Cloud Solutions
Market Research
ERP Solutions
AI-Based Risk Analysis & Mitigation
and more

117. Park City Angels

Industry: Investment Banking

Location: Utah

Website: parkcityangels.com

Company Founded: 2007

Company Size: 11-50

Park City Angels Contact Details

Name Title LinkedIn Phone Email
Burton Kloster Member
Donald Roll Treasurer - Board Member
Bree Jones Member
Frank Weinrauch Member
Kevin Huang Deal Monitor
John Kingry Investor
Patrick Acton Abc
Requires/Intent and 1 more Employees
Blockchain For Secure Fund Transfers
CRM Systems
Cloud Hosting
AI Chatbots
SEO
and more

118. Baker Tilly Capital

Industry: Investment Banking

Location: Illinois

Website: bakertillycapital.com

Company Size: 11-50

Company Address: 205 North Michigan Avenue, Chicago, Illinois, United States

Baker Tilly Capital Contact Details

Name Title LinkedIn Phone Email
Seth Harrop Managing Director - New Markets Tax Credits
Jeff Horein Head Of Global Corporate Finance
Dylan Luther Manager - New Markets Tax Credits
Lisa Van Lieshout Managing Director
Luke Lucyk Senior Associate
Bethany Ditter Negotiated Incentives Manager
Matthew Pugh Senior Associate
Requires/Intent and 4 more Employees
Branding
AI-Based Fraud Detection & Prevention
IoT
Smart Wealth Management
and more

119. Boxwood Partners

Industry: Investment Banking

Location: Virginia

Website: boxwoodpartnersllc.com

Company Founded: 2007

Company Size: 11-50

Company Address: 2413 Ownby Lane, Richmond, Virginia, United States

Boxwood Partners Contact Details

Name Title LinkedIn Phone Email
Brian Alas Director
Madison Day Associate
Kurtis Brown Investment Banking Analyst
Robbie Nickle Vice President
Evan Huber Summer Analyst
Katie Traylor Transaction Support Specialist
Requires/Intent
AI-Powered Portfolio Management
Mobile App Development
and more

120. Cc Capital Advisors

Industry: Investment Banking

Location: Kansas

Website: cccapitaladvisors.com

Company Founded: 2009

Company Size: 1-10

Company Address: 2001 Shawnee Mission Parkway, Mission Woods, Kansas, United States

Cc Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Terry Christenberry Managing Director Cc Capital Advisors
Bill Conway Managing Director
Chris Brito Associate
Jack Schanze Investment Banking Analyst
Tyler Clement Investment Banking Analyst
Jack Rusgis Investment Banking Analyst
Requires/Intent
AI-Based Risk Analysis & Mitigation
Advertising
and more

121. Q Advisors

Industry: Investment Banking

Location: Colorado

Website: qllc.com

Company Founded: 2001

Company Size: 11-50

Company Address: 999 18th Street, Denver, Colorado, United States

Q Advisors Contact Details

Name Title LinkedIn Phone Email
Wes Faulkenberry Investment Banking Senior Associate
Austin Foster Investment Banking Associate
Jan Ebelt Investment Banking Analyst
Andrew Gaffney Managing Director
Daniel Kenney Managing Director
Hayley Morabito Vice President
Andy Monroe Managing Director
Requires/Intent and 13 more Employees
IT Support
ERP Solutions
AI-Powered Financial Modeling
AI-Driven Asset Valuation
and more

122. Brown Gibbons Lang & Company

Industry: Investment Banking

Location: Ohio

Website: bglco.com

Company Founded: 1989

Company Size: 51-200

Company Address: 1375 East 9th Street, Cleveland, Ohio, United States

Brown Gibbons Lang & Company Contact Details

Name Title LinkedIn Phone Email
Ashwin Reddy Incoming Investment Banking Summer Analyst
Jordyn Michaud Associate
Reid Rupp Investment Banking Analyst
Reid Rupp Investment Banking Analyst
Reid Rupp Investment Banking Analyst
Todd Wilson Managing Director
Kyle Petryk Investment Banking Summer Analyst
Requires/Intent and 3 more Employees
AI-Driven Customer Relationship Management
AI-Powered Portfolio Management
AI-Powered Investment Research
and more

123. Greenlycoin

Industry: Investment Banking

Location: Florida

Website: greenlycoin.com

Company Size: 10001+

Company Address: 31177 Highway 19n, Palm Harbor, Florida, United States

Greenlycoin Contact Details

Name Title LinkedIn Phone Email
Brian Silver Investor
Requires/Intent
AI-Powered Fundraising Strategies
Accounting
Cloud Solutions
and more

124. Capital Foundry, Llc

Industry: Investment Banking

Location: Pennsylvania

Website: capfoundry.com

Company Founded: 2016

Company Size: 11-50

Company Address: 945 Liberty Avenue, Pittsburgh, Pennsylvania, United States

Capital Foundry, Llc Contact Details

Name Title LinkedIn Phone Email
Thomas Donahue Managing Director
James Baldwin Managing Director And General Counsel
Requires/Intent
HR & Payroll Services
AI-Powered Financial Modeling
and more

125. Capital Iii

Industry: Investment Banking

Location: Kansas

Website: capitaliii.com

Company Founded: 1982

Company Size: 501-1000

Company Address: 4412 East 77th Street North, Wichita, Kansas, United States

Capital Iii Contact Details

Name Title LinkedIn Phone Email
Pete Ochs Chairman
Randy Johnson Chief Sales And Marketing Officer
Josh Pearce Chief People Officer
Nick Coulter Chief Development Officer
Kally Stauffer Supply Chain Analyst
Requires/Intent
Smart Wealth Management
Data Security
Cybersecurity Solutions
Sales
and more

126. Tko Miller

Industry: Investment Banking

Location: Wisconsin

Website: tkomiller.com

Company Founded: 2015

Company Size: 11-50

Company Address: 788 North Jefferson Street, Milwaukee, Wisconsin, United States

Tko Miller Contact Details

Name Title LinkedIn Phone Email
Steve Yahnke Managing Director
Nick Kozik Vice President
Joseph Froehlich Managing Director
Katie Yde Office And Marketing Manager
Charlie Lorge Investment Banking Analyst
Josh Dubuque Marketing Intern
Requires/Intent
AI-Powered Portfolio Management
Customer Relationship Management
AI-Powered Fundraising Strategies
AI-Based Hedge Fund Analytics
Technology
and more

127. Prestwick Partners

Industry: Investment Banking

Location: Minnesota

Website: prestwickpartners.net

Company Founded: 2003

Company Size: 1-10

Company Address: 212 Third Avenue North, Minneapolis, Minnesota, United States

Prestwick Partners Contact Details

Name Title LinkedIn Phone Email
Mike Groppetti Partner
Nicholas Grizzell Investment Banking
Steve Matz Investment Banking Analyst At Prestwick Partners
Jan Mackenzie Vp, Business Development
Janis Ricks Owner
Requires/Intent and 2 more Employees
AI-Driven Personalized Financial Advisory
Compliance & Risk Management
and more

128. Greentech Capital Advisors

Industry: Investment Banking

Location: New York

Website: greentechcapital.com

Company Founded: 2008

Company Size: 51-200

Company Address: 640 Fifth Avenue, New York, New York, United States

Greentech Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Sean Pool Vice President
Robert Osgood Investment Banking Associate
Zachary Peng Investment Banking Analyst
Avery Park Investment Banking Summer Analyst
Jekaterina Kulikova Financial Controller
Requires/Intent
SEO
Financial Management
and more

129. Orchard Securities

Industry: Investment Banking

Location: Utah

Website: orchardsecurities.com

Company Founded: 2005

Company Size: 11-50

Company Address: 365 South Garden Grove Lane, Pleasant Grove, Utah, United States

Orchard Securities Contact Details

Name Title LinkedIn Phone Email
Taylor Garrett President
J Bucky Heiden Vice President Of Sales
Requires/Intent
Blockchain For Secure Fund Transfers
Market Research
AI-Based Predictive Analytics For Market Trends
and more

130. Vermillion Capital

Industry: Investment Banking

Location: Minnesota

Website: vermillioncap.com

Company Founded: 2015

Company Size: 1-10

Company Address: 401 North 2nd Avenue, Minneapolis, Minnesota, United States

Vermillion Capital Contact Details

Name Title LinkedIn Phone Email
Mohammad Gharib Partner
Adam Eskierka Investment Banking Analyst
Tim Fleury Vice President
Robert Briese Partner
Vini Phillips Associate
Christoffer Hovard Investment Banking Summer Analyst
Requires/Intent
Smart Wealth Management
Legal
Data Security
and more

131. Ec Evarts Capital

Industry: Investment Banking

Location: Ohio

Website: evartscapital.com

Company Founded: 1975

Company Size: 1-10

Company Address: 2000 Auburn Drive, Cleveland, Ohio, United States

Ec Evarts Capital Contact Details

Name Title LinkedIn Phone Email
William Evarts President Of Evarts Capital, Inc
William Evarts President Of Evarts Capital, Inc
William Evarts President Of Evarts Capital, Inc
Requires/Intent
Predictive Analytics
AI-Powered Sentiment Analysis For Market Trends
and more

132. Dunn Capital Management, Llc

Industry: Investment Banking

Location: Florida

Website: dunncapital.com

Company Size: 11-50

Company Address: 309 Southeast Osceola Street, Stuart, Florida, United States

Dunn Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Brian Barry Trading Specialist
Matt Urbaszewski Trading Specialist
Requires/Intent
AI
Smart AI-Based Compliance & Regulatory Reporting
AI-Driven Asset Valuation
and more

133. Infinity Capital Partners

Industry: Investment Banking

Location: Oklahoma

Website: infinitycappartners.com

Company Founded: 2016

Company Size: 1-10

Company Address: 1611 North Broadway Avenue, Oklahoma City, Oklahoma, United States

Infinity Capital Partners Contact Details

Name Title LinkedIn Phone Email
Evan Grace Partner
Christopher Lee Managing Partner
Bryan Vahlberg Managing Partner
Jacob Willis Senior Associate
Cole Adams Associate
Requires/Intent
Legal
AI-Powered Portfolio Management
IT Support
AI-Driven Customer Relationship Management
E-commerce Integration
and more

134. Microcap Investment Banking Inc.

Industry: Investment Banking

Location: New York

Website: microcapinvestmentbanking.com

Company Size: 11-50

Microcap Investment Banking Inc. Contact Details

Name Title LinkedIn Phone Email
Victoria Ameri Portfolio Manager
Requires/Intent
Web Development
AI
AI-Based Predictive Analytics For Market Trends
Predictive Analytics
Branding
and more

135. Capm Advisors

Industry: Investment Banking

Location: New York

Website: cap-m.com

Company Founded: 2015

Company Size: 11-50

Company Address: 477 Madison Avenue, New York, New York, United States

Capm Advisors Contact Details

Name Title LinkedIn Phone Email
Geoffrey Loos Managing Director
Carlo Vender Partner And Co-founder At Capm Advisors
Taylor Karp Investment Banking Associate
Cole Paszkowski Investment Banking Associate - M And A
Jack Walter Investment Banking Analyst
Kara Acunto Manager Of Finance And Administration
Requires/Intent
AI-Based Hedge Fund Analytics
CRM Systems
Cloud Solutions
and more

136. Matheson Financial Advisors, Inc.

Industry: Investment Banking

Location: Virginia

Website: mathesonadvisors.com

Company Founded: 2003

Company Size: 1-10

Company Address: 1313 Dolley Madison Boulevard, Mclean, Virginia, United States

Matheson Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Colvin Matheson Managing Director
Matt Fultz Director
Henry Dervishi Analyst
Peter Burrus Senior Analyst
Harrison Valainis Senior Analyst
Elizabeth Bruington Marketing Director
Scott Ahearn Associate
Requires/Intent
AI-Based M&A Advisory
AI-Based Risk Analysis & Mitigation
and more

137. Midcap Advisors, Llc

Industry: Investment Banking

Location: New York

Website: midcapadvisors.com

Company Founded: 1989

Company Size: 11-50

Company Address: 1556 Third Avenue, New York, New York, United States

Midcap Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Robert Goodman Vice President Healthcare
Scott Yoder Managing Director
Michael Fitzgerald Managing Director
Jennifer Lee Marketing Manager
Geuntae Jang Investment Banking Analyst
Brandon Bisack Investment Banking Analyst
Doug Sherwen Vice President
Requires/Intent
Public Relations
Smart Algorithmic Trading
Technology
and more

138. Integrity Square

Industry: Investment Banking

Location: New York

Website: integritysq.com

Company Founded: 2010

Company Size: 11-50

Company Address: 135 Madison Avenue, New York, New York, United States

Integrity Square Contact Details

Name Title LinkedIn Phone Email
Sophia Li Business Analyst - Investment Banking
Rosa Alaimo Chief Of Staff
David Fowler Operating Executive
Christopher Jacob Principal
Requires/Intent
HR & Payroll Services
Market Research
AI-Based Fraud Detection & Prevention
and more

139. Bequia Securities, Llc

Industry: Investment Banking

Location: Massachusetts

Website: bequiasecurities.com

Company Founded: 2016

Company Size: 11-50

Company Address: 22 Mill Street, Arlington, Massachusetts, United States

Bequia Securities, Llc Contact Details

Name Title LinkedIn Phone Email
Will Hogan Principal
Requires/Intent
Public Relations
Digital Marketing
HR & Payroll Services
and more

140. Investment Capital Growth

Industry: Investment Banking

Location: New York

Website: investmentcapitalgrowth.com

Company Founded: 1996

Company Size: 1-10

Company Address: 34 East Main Street, Smithtown, New York, United States

Investment Capital Growth Contact Details

Name Title LinkedIn Phone Email
Clifford Locks Managing Director
Requires/Intent
Mobile App Development
AI-Powered Investment Research
AI-Powered Portfolio Management
E-commerce Integration
Cybersecurity Solutions
and more

141. Madeira Partners

Industry: Investment Banking

Location: Minnesota

Website: madeirapartners.com

Company Founded: 1998

Company Size: 1-10

Company Address: 315 Manitoba Avenue South, Wayzata, Minnesota, United States

Madeira Partners Contact Details

Name Title LinkedIn Phone Email
Jake Fishman Partner And Senior Managing Director
Justin Besikof President And Founder
Requires/Intent
Smart Algorithmic Trading
Web Development
AI-Powered Financial Modeling
AI-Driven Asset Valuation
and more

142. Berkshire Capital Securities Llc

Industry: Investment Banking

Location: New York

Website: berkcap.com

Company Founded: 1983

Company Size: 11-50

Company Address: 527 Madison Avenue, New York, New York, United States

Berkshire Capital Securities Llc Contact Details

Name Title LinkedIn Phone Email
Ted Gooden Partner, Head Of Private Market Investment Manager M And A Advisory Practice
Drew Murphy Partner
John Mackie Investment Banking Analyst
Opal Jakhete Investment Banking Associate
Rick Fuscone Advisory Director
Caleb Burchenal Managing Director
Bruce Mcever Chairman
Requires/Intent and 4 more Employees
Sales
AI-Driven Personalized Financial Advisory
Compliance & Risk Management
and more

143. Franklin Partners Inc

Industry: Investment Banking

Location: Minnesota

Website: franklinpartnersinc.com

Company Founded: 1994

Company Size: 1-10

Company Address: 222 South Ninth Street, Minneapolis, Minnesota, United States

Franklin Partners Inc Contact Details

Name Title LinkedIn Phone Email
Chip Myers Founder
Joe Caruso Partner At Franklin Partners Inc
Larry Gamst Partner
Requires/Intent
ERP Solutions
Advertising
Smart Wealth Management
and more

144. Silvermark Partners Llc

Industry: Investment Banking

Location: Tennessee

Website: silvermarkpartners.com

Company Founded: 2004

Company Size: 1-10

Company Address: 3102 West End Avenue, Nashville, Tennessee, United States

Silvermark Partners Llc Contact Details

Name Title LinkedIn Phone Email
Jack Harrington Partner
Franklin Pogue Vice President
Will Fitzgibbon Partner
Bronte Goodhue Associate
Timothy Pogue Associate
Requires/Intent
Predictive Analytics
AI-Powered Financial Modeling
AI-Driven Customer Relationship Management
Market Research
Smart Algorithmic Trading
and more

145. Drake Star Partners

Industry: Investment Banking

Location: New York

Website: drakestar.com

Company Founded: 2016

Company Size: 51-200

Company Address: 950 Third Avenue, New York, New York, United States

Drake Star Partners Contact Details

Name Title LinkedIn Phone Email
Gregory Bedrosian Managing Partner And Chief Executive Officer
Jeff Baker Managing Partner
Gabriel Vaynshteyn Incoming Investment Banking Summer Analyst
Mathilde Deschamps Investment Banking Analyst
Requires/Intent
AI-Powered Fundraising Strategies
AI-Based M&A Advisory
and more

146. L.j. Hart & Company

Industry: Investment Banking

Location: Missouri

Website: ljhartco.com

Company Founded: 1991

Company Size: 11-50

Company Address: 16401 Swingley Ridge Road, Chesterfield, Missouri, United States

L.j. Hart & Company Contact Details

Name Title LinkedIn Phone Email
Jeff Lindsey Vice President
Tom Pisarkiewicz Vice President And Chief Financial Officer
David Knickmeyer Financial Analyst Intern
Erin Mcmanus Senior Financial Analyst
Neil Branham Senior Financial Analyst
Kristina Tibbits Financial Analyst And Internal Accountant
Kristina Henderson Financial Analyst At L.j Hart And Company
Requires/Intent and 1 more Employees
Predictive Analytics
Digital Marketing
Blockchain For Secure Fund Transfers
and more

147. Bailey Southwell & Co.

Industry: Investment Banking

Location: Tennessee

Website: baileysouthwell.com

Company Founded: 2005

Company Size: 11-50

Company Address: 211 Franklin Road, Brentwood, Tennessee, United States

Bailey Southwell & Co. Contact Details

Name Title LinkedIn Phone Email
Steven Harris Managing Director
Richard Jacques Senior Vice President
Ben Bates Senior Vice President
Christian Guy Investment Banking Fall Analyst
Clay Washburn Incoming Investment Banking Analyst
Felix Rauch Investment Banking Analyst
Elizabeth Palazzolo Investment Banking Summer Analyst
Requires/Intent
Smart Algorithmic Trading
AI-Based Alternative Investment Strategies
and more

148. Taureau Group, Llc

Industry: Investment Banking

Location: Wisconsin

Website: taureaugroup.com

Company Founded: 2008

Company Size: 11-50

Company Address: 320 East Buffalo Street, Milwaukee, Wisconsin, United States

Taureau Group, Llc Contact Details

Name Title LinkedIn Phone Email
Corey Vanderpoel Managing Director And Owner
Michael Schroeder Vice President
Thomas Venner Associate | Private Equity Coverage Lead
Tammy Halfmann Executive Administrative Professional
Mary Myles Marketing And Office Manager
Requires/Intent
AI
Web Development
AI-Based M&A Advisory
AI-Based Risk Analysis & Mitigation
and more

149. Provident Healthcare Partners

Industry: Investment Banking

Location: Massachusetts

Website: providenthp.com

Company Founded: 1998

Company Size: 11-50

Company Address: 260 Franklin Street, Boston, Massachusetts, United States

Provident Healthcare Partners Contact Details

Name Title LinkedIn Phone Email
Steve Grassa Senior Associate
Edward Bernazzani Managing Director And Chief Financial Officer
Ajeya Shekar Senior Vice President
Rich Sciretta Investment Banking
Scott Davis Director
Gina Leone Senior Analyst
Requires/Intent
Data Security
AI-Powered Sentiment Analysis For Market Trends
and more

150. Bellmark Partners, Llc

Industry: Investment Banking

Location: Massachusetts

Website: bellmarkpartners.com

Company Founded: 2009

Company Size: 11-50

Company Address: 75 Central Street, Boston, Massachusetts, United States

Bellmark Partners, Llc Contact Details

Name Title LinkedIn Phone Email
David Gesmondi Managing Director At Bellmark Partners Llc
Henry Mullen Investment Banking Associate
Kevin Goth Incoming Investment Banking Analyst
Kevin Goth Incoming Investment Banking Analyst
Kevin Goth Incoming Investment Banking Analyst
Karina Martin Advertising Sales Executive
Kellen Field Intern
Requires/Intent
AI-Powered Portfolio Management
AI
Market Research
Cloud Solutions
Legal
and more

151. Spurrier Capital Partners

Industry: Investment Banking

Location: New York

Website: spurriercp.com

Company Founded: 2009

Company Size: 11-50

Company Address: 505 Park Avenue, New York, New York, United States

Spurrier Capital Partners Contact Details

Name Title LinkedIn Phone Email
Brian Griffiths Managing Director
Derek Ritchea Director Investment Banking
Stephanie Dipaolo Executive Assistant And Deal Coordinator
Sandeep Rishi Investment Banking Analyst
Requires/Intent
Financial Management
AI-Driven Personalized Financial Advisory
Advertising
and more

152. Berkery, Noyes & Co., Llc

Industry: Investment Banking

Location: New York

Website: berkerynoyes.com

Company Founded: 1983

Company Size: 51-200

Company Address: 245 Park Avenue, New York, New York, United States

Berkery, Noyes & Co., Llc Contact Details

Name Title LinkedIn Phone Email
Michael Goettemoeller Managing Director
Ryan Adler Investment Banking Associate
Phil Morrissette Investment Banking Associate
Alexander Nanas Analyst
Anastasiya Malinouskaya Research Analyst
William Charlton Research
Samuel Lubell Intern
Requires/Intent
Market Research
Mobile App Development
and more

153. Brock Capital Group

Industry: Investment Banking

Location: New York

Website: brockcapital.com

Company Founded: 2002

Company Size: 11-50

Company Address: 505 Park Avenue, New York, New York, United States

Brock Capital Group Contact Details

Name Title LinkedIn Phone Email
Christoph Bene Managing Director | M And A | Corporate Advisory
Walter Morris Advisor
Dick Hecht Senior Managing Director
Norman Brown Senior Managing Director
Steven Baum Senior Managing Director
Charles Chestang Eh And S Manager
Brendon Nepon Vice President
Requires/Intent and 1 more Employees
Software Development
AI-Powered Investment Research
and more

154. Sawaya Partners

Industry: Investment Banking

Location: New York

Website: sawayapartners.com

Company Founded: 2001

Company Size: 11-50

Company Address: 888 7th Avenue, New York, New York, United States

Sawaya Partners Contact Details

Name Title LinkedIn Phone Email
Mike Raffaniello Director
Adam Buys Investment Banking Associate
Tenny Field Managing Director
Javed Narejo Associate
Christi Friedman Manager
Nicholas Enthoven Director
Akhil Jaura Investment Banking Analyst
Requires/Intent
Cloud Solutions
Advertising
Financial Management
HR & Payroll Services
and more

155. Amherst Partners

Industry: Investment Banking

Location: Michigan

Website: amherstpartners.com

Company Founded: 1994

Company Size: 11-50

Company Address: 255 East Brown Street, Birmingham, Michigan, United States

Amherst Partners Contact Details

Name Title LinkedIn Phone Email
Bruce Goldstein Managing Director
Erik Morandi Restructuring Advisory Analyst
Miles Greer Managing Director
Requires/Intent
AI-Driven Personalized Financial Advisory
AI-Driven Asset Valuation
IT Support
IoT
and more

156. Metronome Partners Llc

Industry: Investment Banking

Location: Illinois

Website: metronomepartners.com

Company Founded: 2010

Company Size: 1-10

Company Address: 200 West Madison Street, Chicago, Illinois, United States

Metronome Partners Llc Contact Details

Name Title LinkedIn Phone Email
Randy Karchmer Managing Partner
Amaya Ortiz-nguyen Office Manager
David Edelson Managing Director
Cal Johnston Investment Banking Associate
Requires/Intent
Financial Management
AI-Based Alternative Investment Strategies
and more

157. Evolution Venture Partners

Industry: Investment Banking

Location: New York

Website: evovp.com

Company Founded: 2013

Company Size: 1-10

Evolution Venture Partners Contact Details

Name Title LinkedIn Phone Email
John Andreadis Managing Partner
Requires/Intent
Financial Management
Branding
Predictive Analytics
and more

158. Roadmap Advisors

Industry: Investment Banking

Location: Virginia

Website: roadmapadvisors.com

Company Size: 1-10

Roadmap Advisors Contact Details

Name Title LinkedIn Phone Email
Max Prilutsky Partner
Requires/Intent
AI-Powered Investment Research
AI-Driven Personalized Financial Advisory
Accounting
and more

159. North Capital Private Securities Corporation

Industry: Investment Banking

Location: Utah

Website: norcapsecurities.com

Company Founded: 2010

Company Size: 11-50

Company Address: 623 East Fort Union Boulevard, Salt Lake City, Utah, United States

North Capital Private Securities Corporation Contact Details

Name Title LinkedIn Phone Email
Minh Le Principal, Research And Due Diligence
Sara Borazan Managing Director, Head Of Business Development
Priyanka Singh Project Manager
Nikki Gilbreth Director Of Business Development
Linsey Harkness Managing Director
Jana Kirwel Associate
Jessi Mills Director, Operations And Custody
Requires/Intent and 2 more Employees
AI
AI-Based Alternative Investment Strategies
Technology
and more

160. Sls Capital Advisors

Industry: Investment Banking

Location: Illinois

Website: slscapitaladvisors.com

Company Size: 1-10

Company Address: 707 Skokie Boulevard, Northbrook, Illinois, United States

Sls Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Mark Gaffin Managing Partner
Requires/Intent
Public Relations
Accounting
and more

161. Bridgepoint Merchant Banking

Industry: Investment Banking

Location: Iowa

Website: bridgepointmb.com

Company Founded: 2008

Company Size: 11-50

Company Address: 601 East Locust Street, Des Moines, Iowa, United States

Bridgepoint Merchant Banking Contact Details

Name Title LinkedIn Phone Email
Matt Plooster Co-founder And Managing Director
Joe Liss Managing Principal
Requires/Intent
Data Security
Digital Marketing
Automation
AI-Based Alternative Investment Strategies
Web Development
and more

162. Capitalvalue Advisors

Industry: Investment Banking

Location: Colorado

Website: capitalvalue.net

Company Size: 11-50

Company Address: 101 University Boulevard, Denver, Colorado, United States

Capitalvalue Advisors Contact Details

Name Title LinkedIn Phone Email
David Tolson Owner
Alex Woolford Investment Banking Associate
Peter Bessone Investment Banking Associate
Zack Gibson Principal
Matthew Petterson Analyst
Riley Bell Investment Banking Summer Analyst
John Eansor Investment Banking Analyst
Requires/Intent
Cloud Solutions
AI-Based Alternative Investment Strategies
and more

163. Outcome Capital

Industry: Investment Banking

Location: Massachusetts

Website: outcomecapital.com

Company Founded: 1998

Company Size: 11-50

Company Address: 99 High Street, Boston, Massachusetts, United States

Outcome Capital Contact Details

Name Title LinkedIn Phone Email
Atanas Chobanov Vice President
Ryan Richard Senior Analyst
Ryan Richard Senior Analyst
Nas Chobanov Vice President
Vikki Birkett Controller And Director Of Operations
Stephen Lauterbach Senior Advisor Life Sciences
Mykel Robble Analyst And Fellow
Requires/Intent and 1 more Employees
Branding
AI-Powered Debt & Equity Structuring
E-commerce Integration
and more

164. Spouting Rock Capital Advisors, Llc

Industry: Investment Banking

Location: Pennsylvania

Company Size: 1-10

Company Address: 100 Matsonford Road, Radnor, Pennsylvania, United States

Spouting Rock Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Blakely Page Managing Partner, Chief Executive Officer At Spouting Rock Financial Partners
Requires/Intent
Mobile App Development
Branding
AI-Driven Personalized Financial Advisory
AI-Based Hedge Fund Analytics
and more

165. Sixpoint Partners

Industry: Investment Banking

Location: New York

Website: sixpointpartners.com

Company Founded: 2007

Company Size: 11-50

Company Address: 600 Lexington Avenue, New York, New York, United States

Sixpoint Partners Contact Details

Name Title LinkedIn Phone Email
Ben Newman Director
Marc Schwartz Analyst - Capital Solutions
Kristy Hogan Director
Katherine Bessey Analyst
Ignacio Martin Associate
Requires/Intent
AI-Based Fraud Detection & Prevention
AI-Based Predictive Analytics For Market Trends
AI-Based M&A Advisory
ERP Solutions
AI-Powered Fundraising Strategies
and more

166. Compass Partners Advisors, Llp

Industry: Investment Banking

Location: Connecticut

Website: compasspartners.com

Company Founded: 1996

Company Size: 11-50

Company Address: 2200 Atlantic Street, Stamford, Connecticut, United States

Compass Partners Advisors, Llp Contact Details

Name Title LinkedIn Phone Email
Radek Kozlowski Partner
Qianshun Shao Manager
Requires/Intent
AI-Based Risk Analysis & Mitigation
AI-Driven Asset Valuation
AI-Powered Financial Modeling
Customer Relationship Management
ERP Solutions
and more

167. Ibg Business Services

Industry: Investment Banking

Location: Pennsylvania

Website: ibgbusiness.com

Company Founded: 1986

Company Size: 11-50

Company Address: 114 South Railroad Street, Hughesville, Pennsylvania, United States

Ibg Business Services Contact Details

Name Title LinkedIn Phone Email
John Johnson Managing Partner, M And A Broker And Advisor
John Zayac Managing Partner
Darrell Arne Managing Director
Charlie Martz Vice President
James Zeleniak Business Development Manager
Requires/Intent
Digital Marketing
AI-Powered Fundraising Strategies
and more

168. Dfpg Investments, Inc.

Industry: Investment Banking

Location: Utah

Website: dfpg.com

Company Founded: 2010

Company Size: 11-50

Company Address: 9017 South Riverside Drive, Sandy, Utah, United States

Dfpg Investments, Inc. Contact Details

Name Title LinkedIn Phone Email
Nick Hansen Chief Marketing Officer
Maff Michele M. Laws Registered Representative
Dave Laga Chief Investment Officer
Nathan Rydalch Registered Representative
Brad Anderson Chief Compliance Officer
Nathan Wade Associate Investment Analyst
Shelley Smith Exceutive Assistant
Requires/Intent and 1 more Employees
Public Relations
Blockchain For Secure Transactions
and more

169. Seneca Holdings, Llc

Industry: Investment Banking

Location: New York

Website: senecaholdings.com

Company Founded: 2008

Company Size: 11-50

Seneca Holdings, Llc Contact Details

Name Title LinkedIn Phone Email
Monte Newton Vice President
Kaitlyn To Senior Project Control Specialist
Caroline Vroom Business Operations
Carlisle Green Work Force Planning Analyst For Programs And Analysis
Carolyn Fortune Vice President
Kayla Hahn Human Resources Benefits And Payroll Specialist
Michelle Boucher Assistant Project Engineer And Permit Expediter
Requires/Intent
IoT
IT Support
AI-Based Fraud Detection & Prevention
AI-Powered Financial Modeling
AI-Powered Portfolio Management
and more

170. B. Riley Securities

Industry: Investment Banking

Location: California

Company Size: 201-500

Company Address: 11100 Santa Monica Boulevard, Los Angeles, California, United States

B. Riley Securities Contact Details

Name Title LinkedIn Phone Email
Thomas Mcglynn Investment Banking
Michael Schlotman Investment Banking Associate
Vikas Chopra Senior Vice President Business Applications
Vikas Chopra Senior Vice President Business Applications
Suowei Wu Equity Research Associate
Travis Meredith Information Security Analyst
Requires/Intent
Market Research
ERP Solutions
AI Chatbots
and more

171. Mfs Capital Advisors

Industry: Investment Banking

Location: New York

Website: mfscapitaladvisors.com

Company Founded: 2012

Company Size: 1-10

Company Address: 407 Broome Street, New York, New York, United States

Mfs Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Scott Schulte Founder
Requires/Intent
Legal
ERP Solutions
and more

172. Tap Advisors

Industry: Investment Banking

Location: New York

Website: tapadvisors.com

Company Founded: 2009

Company Size: 11-50

Company Address: 390 Park Avenue, New York, New York, United States

Tap Advisors Contact Details

Name Title LinkedIn Phone Email
Cristian Karaoglan Investment Banking Associate
Peter Majar Managing Director - Head Of Financial Technology
Robert Moskow Analyst
Peter Hamamji Investment Banking Analyst
Charlie Jones Incoming Investment Banking Summer Analyst
Requires/Intent
Financial Management
Blockchain For Secure Fund Transfers
AI-Powered Investment Research
Web Development
and more

173. Concord Financial Advisors, Llc

Industry: Investment Banking

Location: Illinois

Website: concordfinancialadvisors.com

Company Founded: 2001

Company Size: 1-10

Company Address: 200 South Wacker Drive, Chicago, Illinois, United States

Concord Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Tom Jones Managing Partner
Gary Bilsland Managing Director
Requires/Intent
E-commerce Integration
AI-Driven Personalized Financial Advisory
Digital Marketing
ERP Solutions
Smart Wealth Management
and more

174. Bengur Bryan & Co., Inc.

Industry: Investment Banking

Location: Maryland

Website: bengurbryan.com

Company Size: 11-50

Bengur Bryan & Co., Inc. Contact Details

Name Title LinkedIn Phone Email
Charles Bryan Managing Director
Pat Frazier Senior Associate
Steven Rockwell Managing Director
John Bruch Managing Director
Lisa Exter Office Manager
Chris Royston Managing Director
Requires/Intent
Compliance & Risk Management
Smart AI-Based Compliance & Regulatory Reporting
AI-Driven Personalized Financial Advisory
and more

175. Wombat Capital

Industry: Investment Banking

Location: New York

Website: wombatcapital.com

Company Founded: 2009

Company Size: 11-50

Wombat Capital Contact Details

Name Title LinkedIn Phone Email
Jean-jacques Mondoloni Managing Partner
Requires/Intent
Smart Wealth Management
Cloud Solutions
AI-Powered Debt & Equity Structuring
Digital Marketing
and more

176. Zel Capital Partners

Industry: Investment Banking

Location: Arizona

Website: zelcapitalpartners.com

Company Founded: 2005

Company Size: 1-10

Company Address: 9903 East Bell Road, Scottsdale, Arizona, United States

Zel Capital Partners Contact Details

Name Title LinkedIn Phone Email
Stephen Schwanz President And Chief Executive Officer
Requires/Intent
Web Development
Predictive Analytics
Data Security
and more

177. Peter J. Solomon Company

Industry: Investment Banking

Location: New York

Website: pjsc.com

Company Founded: 1989

Company Size: 11-50

Peter J. Solomon Company Contact Details

Name Title LinkedIn Phone Email
Jeff Derman Managing Director
Shea Kutner Investment Banking Associate
Matthew Fryefield Investment Banking Analyst
Sean Leahy Investment Banking Associate
Ellen Makovsky Assistant To The Chief Operating Officer
John Molesphini Chief Financial Officer
Requires/Intent
Data Security
AI-Driven Customer Relationship Management
Web Development
Digital Marketing
and more

178. Hovde Group

Industry: Investment Banking

Location: Illinois

Website: hovdegroup.com

Company Size: 11-50

Company Address: 1629 Colonial Parkway, Inverness, Illinois, United States

Hovde Group Contact Details

Name Title LinkedIn Phone Email
Benjamin Vorce Equity Research Associate
Richard Gerdy Vice President Equity Trading
Taylor Bryan Investment Banking Analyst
Kevin Grant Chief Compliance Officer
Hale Lieberman Incoming Investment Banking Summer Analyst
William Curtiss Director
Stephen Naughton Vice President And Associate Counsel
Requires/Intent and 3 more Employees
Smart Algorithmic Trading
IT Support
Software Development
HR & Payroll Services
and more

179. American Industrial Partners

Industry: Investment Banking

Location: New York

Website: americanindustrial.com

Company Founded: 1991

Company Size: 51-200

Company Address: 450 Lexington Avenue, New York, New York, United States

American Industrial Partners Contact Details

Name Title LinkedIn Phone Email
Sparsh Bhargava Partner
Luis Ortiz Director Of Operations
Gabrielle Schiffmiller Fund Accountant
Mitch Jacobson Associate
Stanley Edme Partner Finance And Chief Creative Officer
Neil Snyder Partner
Kasi Lee Office Coordinator And Executive Assistant
Requires/Intent and 1 more Employees
Smart AI-Based Compliance & Regulatory Reporting
Digital Marketing
AI-Driven Asset Valuation
and more

180. Ben Franklin Technology Partners Central & Northern Pa

Industry: Investment Banking

Location: Pennsylvania

Company Founded: 1983

Company Size: 11-50

Company Address: 115 Technology Center, University Park, Pennsylvania, United States

Ben Franklin Technology Partners Central & Northern Pa Contact Details

Name Title LinkedIn Phone Email
Bill Hall Director Center Region And Portfolio Manager
Requires/Intent
Branding
Smart Wealth Management
Sales
Business Expansion
E-commerce Integration
and more

181. Clearridge, Llc

Industry: Investment Banking

Location: Oklahoma

Website: clearridgecapital.com

Company Founded: 2008

Company Size: 1-10

Company Address: 427 South Boston Avenue, Tulsa, Oklahoma, United States

Clearridge, Llc Contact Details

Name Title LinkedIn Phone Email
Matthew Bristow Co-founder And Managing Director
Bruce Jones Managing Director
Morgan Bennett Assistant
Requires/Intent
IoT
AI-Powered Sentiment Analysis For Market Trends
AI-Driven Customer Relationship Management
AI-Based M&A Advisory
and more

182. Cascadia Capital

Industry: Investment Banking

Location: Washington

Website: cascadiacapital.com

Company Founded: 2000

Company Size: 51-200

Company Address: 1000 Second Avenue, Seattle, Washington, United States

Cascadia Capital Contact Details

Name Title LinkedIn Phone Email
Zach Creighton Investment Banking Associate
Dominic Stockey Investment Banking Intern
Requires/Intent
AI-Based M&A Advisory
AI-Powered Investment Research
IT Support
and more

183. Cabrera Capital Markets, Llc

Industry: Investment Banking

Location: Illinois

Website: cabreracapital.com

Company Size: 11-50

Company Address: 10 South Lasalle Street, Chicago, Illinois, United States

Cabrera Capital Markets, Llc Contact Details

Name Title LinkedIn Phone Email
Umar Pervaiz Data Analyst And Equity Trade Support
Robert Aguilar Chief Operating Officer At Cabrera Capital Markets, Llc
Rick Agrimonti Senior Vice President - Mortgage Trader
Xavier Mata Junior Staff Accountant
Miguel Olavarria Controller
Luna Juan It Specialist
Richard Memeger Senior Vice President
Requires/Intent and 1 more Employees
AI-Driven Asset Valuation
AI-Based Alternative Investment Strategies
Blockchain For Secure Transactions
Cybersecurity Solutions
Data Security
and more

184. Harvest Business Advisors

Industry: Investment Banking

Location: Maryland

Website: harvestbusiness.com

Company Founded: 1982

Company Size: 1-10

Company Address: 9520 Berger Road, Columbia, Maryland, United States

Harvest Business Advisors Contact Details

Name Title LinkedIn Phone Email
Glenn Molin Senior Business Advisor And Business Consultant
Eddie Davis Partner
Ed Davis Partner
Requires/Intent
Technology
Smart AI-Based Compliance & Regulatory Reporting
IT Support
and more

185. Evolution Life Science Partners

Industry: Investment Banking

Location: California

Website: evolutionlsp.com

Company Founded: 2014

Company Size: 11-50

Company Address: 235 Montgomery Street, San Francisco, California, United States

Evolution Life Science Partners Contact Details

Name Title LinkedIn Phone Email
David Parke Managing Director
Requires/Intent
AI-Powered Fundraising Strategies
Data Security
AI-Driven Customer Relationship Management
AI
and more

186. Capital Resources Llc

Industry: Investment Banking

Location: Kansas

Website: capitalresources.com

Company Founded: 2005

Company Size: 11-50

Company Address: 7960 West 135th Street, Overland Park, Kansas, United States

Capital Resources Llc Contact Details

Name Title LinkedIn Phone Email
Dean Crouch Chief Executive Officer And Co-founder
Taylor Talmage Loan Operations
Jim Mckernan Owner, Capital Resources
Requires/Intent
E-commerce Integration
Blockchain For Secure Transactions
and more

187. Morgan Partners Llc

Industry: Investment Banking

Location: Massachusetts

Website: morganpartners.com

Company Founded: 2005

Company Size: 11-50

Company Address: 100 Worcester Street, Wellesley Hills, Massachusetts, United States

Morgan Partners Llc Contact Details

Name Title LinkedIn Phone Email
Hugh Keefe Director
Grant Schwab Partner
Lillian Li Investment Banking Analyst
Lexee Pinsky Investment Banking Summer Analyst
Stefan Stojanovic Investment Banking Summer Analyst
Requires/Intent
Software Development
AI-Driven Personalized Financial Advisory
and more

188. Chesapeake Corporate Advisors

Industry: Investment Banking

Location: Maryland

Website: ccabalt.com

Company Founded: 2005

Company Size: 1-10

Company Address: 3600 O Donnell Street, Baltimore, Maryland, United States

Chesapeake Corporate Advisors Contact Details

Name Title LinkedIn Phone Email
Allen Stott Managing Director
Mike Zuidema Director - Investment Banking
Charles Maskell Chief Executive Officer And Managing Director
John Miller Director
Kyle Jefferson Associate
Timothy Brasel Director
Timothy Brasel Director
Requires/Intent and 3 more Employees
AI-Powered Fundraising Strategies
AI-Based Risk Analysis & Mitigation
and more

189. Keystone Capital Markets, Inc.

Industry: Investment Banking

Location: California

Website: keystone-cap.com

Company Founded: 2015

Company Size: 11-50

Company Address: 114 Pacifica, Irvine, California, United States

Keystone Capital Markets, Inc. Contact Details

Name Title LinkedIn Phone Email
Craig Primo Managing Director And Co-owner
Wyatt Chaffin Investment Banking Analyst
Jack Fecteau Associate
Requires/Intent
AI
Smart Wealth Management
Smart AI-Based Compliance & Regulatory Reporting
and more

190. Industrypro

Industry: Investment Banking

Location: Georgia

Website: industrypro.com

Company Founded: 1991

Company Size: 11-50

Company Address: 117 Towne Lake Parkway, Woodstock, Georgia, United States

Industrypro Contact Details

Name Title LinkedIn Phone Email
Kyle Anderson Senior Associate
Daniel Staffieri Director
Mike Ruble Director
Colson Santiago Intern
Drew Decker Business Development Representative
Cody West Acquisitions Analyst Intern
Cammi Hawker Controller
Requires/Intent and 4 more Employees
IoT
ERP Solutions
and more

191. Falls River Group, Llc

Industry: Investment Banking

Location: Florida

Company Founded: 1992

Company Size: 11-50

Falls River Group, Llc Contact Details

Name Title LinkedIn Phone Email
Robert Trout Strategic Advisor
Charlie Wright Co Chairman Of The Board
Jim Beier Vice President Of Finance At Fall River Group, Inc
Marco Martell Industrial Electrician
Preston Ernst Engineering Intern
Jessica Newell Payroll Coordinator
Requires/Intent
AI-Based Predictive Analytics For Market Trends
Market Research
Smart AI-Based Compliance & Regulatory Reporting
and more

192. Chatsworth Securities

Industry: Investment Banking

Location: Connecticut

Website: chatsworthgroup.com

Company Founded: 1996

Company Size: 11-50

Company Address: 95 East Putnam Avenue, Greenwich, Connecticut, United States

Chatsworth Securities Contact Details

Name Title LinkedIn Phone Email
Richard Nordin Managing Director
Lee Gerkin Managing Director
Timothy Sullivan Managing Director
Christopher Gioffre Senior Analyst
George Khouri Managing Director
Teevara Parapimon Equity Research Analyst Intern
Dawn Pedrosa Office Manager At Chatsworth Securities
Requires/Intent and 1 more Employees
Accounting
AI-Powered Fundraising Strategies
AI-Powered Financial Modeling
AI
and more

193. The Baker Group Lp

Industry: Investment Banking

Location: Oklahoma

Website: gobaker.com

Company Founded: 1979

Company Size: 51-200

Company Address: 1601 Expressway 20th, Oklahoma City, Oklahoma, United States

The Baker Group Lp Contact Details

Name Title LinkedIn Phone Email
Charles Amis Associate Partner
Mike Johnston Associate Partner
Tyson Bullard Vice President
David Bishop Operations Associate
Brent Soulek Software Developer
Gerry Hart Associate Partner
Karla Rains Administrative Assistant
Requires/Intent and 2 more Employees
AI-Driven Customer Relationship Management
Smart Wealth Management
Public Relations
Accounting
and more

194. The Dvs Group

Industry: Investment Banking

Location: Kansas

Website: thedvsgroup.com

Company Founded: 2005

Company Size: 1-10

Company Address: 3401 College Boulevard, Leawood, Kansas, United States

The Dvs Group Contact Details

Name Title LinkedIn Phone Email
Kevin Lindsey Founder, Managing Partner
Mandy Prather Associate
Tracey Tilley Controller
Requires/Intent
SEO
E-commerce Integration
IT Support
and more

195. Promontory Point Capital

Industry: Investment Banking

Location: Wisconsin

Website: promcp.com

Company Founded: 2003

Company Size: 1-10

Company Address: 322 East Michigan Street, Milwaukee, Wisconsin, United States

Promontory Point Capital Contact Details

Name Title LinkedIn Phone Email
Mike Burmesch Director
Bill Penkwitz Partner
Andrew Eck Senior Associate
Requires/Intent
Blockchain For Secure Fund Transfers
AI-Powered Fundraising Strategies
Smart AI-Based Compliance & Regulatory Reporting
Technology
Smart Algorithmic Trading
and more

196. Barrington Research Associates, Inc.

Industry: Investment Banking

Location: Illinois

Website: brai.com

Company Founded: 1983

Company Size: 11-50

Barrington Research Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Alex Paris President And Senior Managing Director
Christopher Howe Senior Equity Research Analyst - Industrials And Special Situations
Gary Prestopino Managing Director
Patrick Sholl Research Analyst
Daniel Mangin Vice President Sales
Requires/Intent
Digital Marketing
SEO
Advertising
Predictive Analytics
Accounting
and more

197. Porter, White & Company

Industry: Investment Banking

Location: Alabama

Website: pwco.com

Company Founded: 1975

Company Size: 11-50

Company Address: 15 Richard Arrington Jr Boulevard, North Birmingham, Alabama, United States

Porter, White & Company Contact Details

Name Title LinkedIn Phone Email
James Outland Executive Vice-president
Michael Stone Vice President
Brooks Blair Associate
Michael Murphey Senior Advisor
Don Demetz Vice President At Porter, White And Company
James White Chairman
James White Chairman
Requires/Intent and 2 more Employees
Smart Algorithmic Trading
AI-Powered Portfolio Management
ERP Solutions
Accounting
and more

198. Corum Group Ltd.

Industry: Investment Banking

Location: Washington

Website: corumgroup.com

Company Founded: 1985

Company Size: 11-50

Company Address: 19805 North Creek Parkway, Bothell, Washington, United States

Corum Group Ltd. Contact Details

Name Title LinkedIn Phone Email
William Hill Senior Vice President
Martin Lowrie Senior Vice President, Technology M And A
Debbi Davis Senior Research Analyst
Pat Sultan Writer
Requires/Intent
AI-Driven Asset Valuation
HR & Payroll Services
and more

199. Soleil Capitale

Industry: Investment Banking

Location: New York

Website: soleilcapitale.com

Company Size: 11-50

Company Address: 75 Wall Street, New York, New York, United States

Soleil Capitale Contact Details

Name Title LinkedIn Phone Email
Govind Srivastava Chief Executive Officer
Nilam Srivastava Dietitian
Requires/Intent
Business Expansion
Data Security
AI Chatbots
and more

200. Periculum Capital Company, Llc

Industry: Investment Banking

Location: Indiana

Website: periculumcapital.com

Company Founded: 1998

Company Size: 1-10

Company Address: 4 Center Green, Carmel, Indiana, United States

Periculum Capital Company, Llc Contact Details

Name Title LinkedIn Phone Email
Fritz Schutte Managing Director
Sean Frazer Partner And Managing Director
Laura Teder Business Office Manager
Brian Mihelic Director
Zainab Bass Vice President
Requires/Intent
Market Research
AI-Driven Personalized Financial Advisory
Digital Marketing
and more

201. Monroe Credit Advisors Llc

Industry: Investment Banking

Location: Illinois

Website: monroecredit.com

Company Founded: 2009

Company Size: 1-10

Company Address: 311 South Wacker Drive, Chicago, Illinois, United States

Monroe Credit Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Ryan Elsass Vice President
Requires/Intent
AI-Based Predictive Analytics For Market Trends
Smart Wealth Management
Cloud Hosting
AI-Driven Personalized Financial Advisory
and more

202. Dickinson Williams & Company

Industry: Investment Banking

Location: Virginia

Website: dickinsonwilliams.us

Company Founded: 2011

Company Size: 1-10

Company Address: 1209 East Cary Street, Richmond, Virginia, United States

Dickinson Williams & Company Contact Details

Name Title LinkedIn Phone Email
Harold Williams Owner And Managing Director
Chris Baumgarten Investment Banking Analyst
David Mathews Associate
Requires/Intent
Data Security
Software Development
and more

203. Conscious Venture Lab

Industry: Investment Banking

Location: Maryland

Website: consciousventurelab.com

Company Founded: 2013

Company Size: 11-50

Company Address: 6751 Columbia Gateway Drive, Columbia, Maryland, United States

Conscious Venture Lab Contact Details

Name Title LinkedIn Phone Email
Content Mclaughlin Director Of Operations
Marianna Pappas Program Director
Greg Evans Partner
Requires/Intent
ERP Solutions
E-commerce Integration
IoT
and more

204. Xtellus Capital Partners

Industry: Investment Banking

Location: New York

Website: xtelluscapital.com

Company Founded: 2011

Company Size: 11-50

Company Address: 535 Madison Avenue, New York, New York, United States

Xtellus Capital Partners Contact Details

Name Title LinkedIn Phone Email
Alejandro Espejel Managing Director
Michael Marian Institutional Fixed Income Sales
Leonid Kouperschmidt Principal, Equities
Stephen Rispoli Director And Equity Trading
Requires/Intent
Blockchain For Secure Transactions
Cloud Solutions
and more

205. Chaffe & Associates, Inc.

Industry: Investment Banking

Location: Louisiana

Website: chaffe-associates.com

Company Founded: 1982

Company Size: 11-50

Company Address: 201 St Charles Avenue, New Orleans, Louisiana, United States

Chaffe & Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Marc Katsanis Senior Vice President
Frank Devay Managing Director
Vanessa Claiborne President And Chief Executive Officer
John Hammond Vice President
Brittney Peraino Business Development And Marketing
Black Chaffe Chairman Of The Board
Jana Mcconville Financial Clerk
Requires/Intent and 3 more Employees
Blockchain For Secure Fund Transfers
Cloud Solutions
AI-Powered Investment Research
AI-Based M&A Advisory
and more

206. Lancaster Pollard

Industry: Investment Banking

Location: Ohio

Website: lancasterpollard.com

Company Founded: 1988

Company Size: 201-500

Company Address: 10 West Broad Street, Columbus, Ohio, United States

Lancaster Pollard Contact Details

Name Title LinkedIn Phone Email
Josh Plaats Associate
Carl Wagner Senior Vice President
Carl Wagner Senior Vice President
Carl Wagner Senior Vice President
Michael Higbee Portfolio Manager
Michael Lee Analyst
Michael Lee Analyst
Requires/Intent and 4 more Employees
Sales
CRM Systems
Blockchain For Secure Fund Transfers
Cloud Hosting
Public Relations
and more

207. Brookline Capital Markets

Industry: Investment Banking

Location: New York

Website: brooklinecapitalmarkets.com

Company Founded: 2015

Company Size: 11-50

Company Address: 600 Lexington Avenue, New York, New York, United States

Brookline Capital Markets Contact Details

Name Title LinkedIn Phone Email
Graham Powis Senior Capital Markets Advisor
Michael Rhea Managing Director - Healthcare Investment Banking
Michael Fontaine Managing Director At Brookline Capital Markets
Jake Ward Head Of Trading And Sales Trading
James Simmons Investment Banking Analyst
Requires/Intent
Automation
AI-Powered Fundraising Strategies
and more

208. Kybora

Industry: Investment Banking

Location: New Jersey

Website: kybora.com

Company Founded: 2011

Company Size: 11-50

Company Address: 278 North Union Street, Lambertville, New Jersey, United States

Kybora Contact Details

Name Title LinkedIn Phone Email
Nicolas Gikakis Founder And Managing Partner
Brian Ford International Finance Analyst
Requires/Intent
Cloud Solutions
Blockchain For Secure Fund Transfers
AI-Powered Debt & Equity Structuring
and more

209. Midtown Partners

Industry: Investment Banking

Location: New York

Website: midtownpartners.com

Company Founded: 2004

Company Size: 11-50

Company Address: 380 Lexington Avenue, New York, New York, United States

Midtown Partners Contact Details

Name Title LinkedIn Phone Email
Richard Tullo Managing Director Equity Research
Carol Werther Managing Director
Kristi Hendrix Executive Director
James Piff Managing Director And Branch Manager
James Piff Managing Director And Branch Manager
Lisa Pershyn Executive Assistant And Office Manager
Elena Qin Financial Research Associate And Investment Banking Analyst
Requires/Intent and 8 more Employees
Customer Relationship Management
AI Chatbots
AI-Powered Sentiment Analysis For Market Trends
Automation
and more

210. Astris Finance

Industry: Investment Banking

Location: District Of Columbia

Website: astrisfinance.com

Company Founded: 2000

Company Size: 11-50

Company Address: 1627 I Eye Street Northwest, Washington, District Of Columbia, United States

Astris Finance Contact Details

Name Title LinkedIn Phone Email
Max Lowenthal Analyst, Structured Finance
Anaïs Gardien Vice President
Julien Mevs Structured Finance Analyst
Romain Papassian Director
Requires/Intent
Digital Marketing
Sales
Smart Wealth Management
AI-Based M&A Advisory
and more

211. Network 1 Financial Securities

Industry: Investment Banking

Location: New Jersey

Website: network1financial.com

Company Size: 11-50

Network 1 Financial Securities Contact Details

Name Title LinkedIn Phone Email
Harvey Luft Director, Investment Banking
Alice Mckeon Vice President Healthcare Investment Banking
Max Georgatos Managing Director Investment Banking
Tom Riccoboni Compliance Officer
Tara Best Administrative Assistant And Investment Banking Associate
Darlene Gaudios Human Resources Manager
Vincent Labarbara Managing Director Investment Banking
Requires/Intent and 3 more Employees
Market Research
AI-Powered Debt & Equity Structuring
AI-Driven Personalized Financial Advisory
AI-Powered Investment Research
and more

212. Aldwych Capital Partners

Industry: Investment Banking

Location: New York

Website: acpfn.com

Company Founded: 2009

Company Size: 11-50

Company Address: 546 5th Avenue, New York, New York, United States

Aldwych Capital Partners Contact Details

Name Title LinkedIn Phone Email
Walter Zegers Managing Director
Emily Wong Director
Leonel Narea Managing Director
Dipesh Patel Managing Director And Senior Analyst
Bob Hannigan Managing Director
Barry Petersen Senior Managing Director - Chicago Office
Requires/Intent
Technology
AI
Customer Relationship Management
AI-Powered Sentiment Analysis For Market Trends
Automation
and more

213. Primary Capital Llc (pc)

Industry: Investment Banking

Location: New York

Website: primaryllc.com

Company Size: 11-50

Company Address: 90 Broad Street, New York, New York, United States

Primary Capital Llc (pc) Contact Details

Name Title LinkedIn Phone Email
Eric Zhang Investment Banking Analyst Intern
Requires/Intent
Cloud Solutions
CRM Systems
HR & Payroll Services
and more

214. Hammond Hanlon Camp Llc

Industry: Investment Banking

Location: California

Website: h2c.com

Company Founded: 2011

Company Size: 11-50

Company Address: 4655 Executive Drive, San Diego, California, United States

Hammond Hanlon Camp Llc Contact Details

Name Title LinkedIn Phone Email
Carter Dillon Investment Banking Analyst
Dan Mackell Managing Director-restructuring
Elaine Yao Managing Director
Benjamin Oxnard Investment Banking Senior Analyst
Requires/Intent
AI-Powered Financial Modeling
Cloud Hosting
AI-Based Hedge Fund Analytics
Technology
and more

215. Bentley Associates

Industry: Investment Banking

Location: New York

Website: bentleylp.com

Company Founded: 1990

Company Size: 11-50

Company Address: 535 Fifth Avenue, New York, New York, United States

Bentley Associates Contact Details

Name Title LinkedIn Phone Email
Allison Molkenthin Managing Director At Bentley Associates
Philip Bowers Managing Director
Yi Gao Investment Banking Intern
Robert Fleischer Managing Director
Yujie Chen Investment Banking Analyst
Timothy Hurley Managing Director
John Bentley Solutions Technician
Requires/Intent and 4 more Employees
Blockchain For Secure Transactions
Digital Marketing
CRM Systems
HR & Payroll Services
Financial Management
and more

216. Excalibur

Industry: Investment Banking

Location: District Of Columbia

Website: excaliburib.com

Company Founded: 2014

Company Size: 11-50

Company Address: 1090 Vermont Avenue Northwest, Washington, District Of Columbia, United States

Excalibur Contact Details

Name Title LinkedIn Phone Email
Edward Novicky Managing Director, Mergers And Acquisitions
Juan Gonzalez Cook
Liz Sanchez Lol
Requires/Intent
AI-Driven Personalized Financial Advisory
Cloud Hosting
ERP Solutions
Blockchain For Secure Fund Transfers
and more

217. Lightning Partners

Industry: Investment Banking

Location: Florida

Website: lightningpartners.com

Company Founded: 2018

Company Size: 1-10

Company Address: P/o Box 3434, Winter Park, Florida, United States

Lightning Partners Contact Details

Name Title LinkedIn Phone Email
Jonathan Detzel Vice President
Requires/Intent
AI
Smart Wealth Management
Blockchain For Secure Transactions
HR & Payroll Services
and more

218. Madison Street Capital

Industry: Investment Banking

Location: Illinois

Website: madisonstreetcapital.com

Company Founded: 2005

Company Size: 51-200

Company Address: 105 West Madison Street, Chicago, Illinois, United States

Madison Street Capital Contact Details

Name Title LinkedIn Phone Email
Jarrett Beachem Assitant Vice President
Doug Garman Director, Corporate Advisory Services
Anthony Marsala Chief Operating Officer And Principal
Paul Passalino Investment Banking Analyst
Jim Cohen Managing Director - International Advisory Group
George Doan Investment Banking Professional
Rodney Rickett Investment Banking Analyst
Requires/Intent
Digital Marketing
AI-Driven Asset Valuation
and more

219. Seed Equity Ventures

Industry: Investment Banking

Location: California

Website: seedequity.com

Company Founded: 2013

Company Size: 1-10

Seed Equity Ventures Contact Details

Name Title LinkedIn Phone Email
Jason Vance Director, Site Reliability Engineering
Jill Crosland Limited Partner
Requires/Intent
Web Development
Customer Relationship Management
E-commerce Integration
and more

220. Covington Associates

Industry: Investment Banking

Location: Massachusetts

Website: covllc.com

Company Founded: 1991

Company Size: 11-50

Company Address: 99 Summer Street, Boston, Massachusetts, United States

Covington Associates Contact Details

Name Title LinkedIn Phone Email
Andrew Johnson Vice President
Chris Covington Partner
Alex Ross Investment Banking Analyst
Sandra Deveau Director Of Finance
Kevin Milton Licensed Realtor
Kayla Johnson Kayla And Krewe - Team Leader
Brooke Labarre Realtor
Requires/Intent and 7 more Employees
Cloud Solutions
Digital Marketing
and more

221. Harpeth Capital, Llc

Industry: Investment Banking

Location: Tennessee

Website: harpethcapital.com

Company Founded: 1999

Company Size: 1-10

Company Address: 3100 West End Avenue, Nashville, Tennessee, United States

Harpeth Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Chuck Byrge Chief Executive Officer, President
Requires/Intent
Advertising
Accounting
Predictive Analytics
and more

222. Business Acquisitions, Ltd.

Industry: Investment Banking

Location: Colorado

Website: baltd.com

Company Founded: 1986

Company Size: 1-10

Company Address: 8400 East Prentice Avenue, Greenwood Village, Colorado, United States

Business Acquisitions, Ltd. Contact Details

Name Title LinkedIn Phone Email
D Erik Porter Business Intermediary
Dennis Patten Mergers And Acquisitions Specialist
Roger Mcdowell Client Development
Larry Huff Mergers And Acuisitions Specialist
Rick Padrnos Mergers And Acquisitions Specialist
Requires/Intent
AI-Based Predictive Analytics For Market Trends
IoT
and more

223. Union Gaming Securities

Industry: Investment Banking

Location: Nevada

Website: uniongaming.com

Company Founded: 2009

Company Size: 11-50

Company Address: 3930 Howard Hughes Parkway, Las Vegas, Nevada, United States

Union Gaming Securities Contact Details

Name Title LinkedIn Phone Email
John Decree Director, Head Of Institutional Research
Kyle Lim Vice President
Bill Lerner Principal
Joshua Marz Vice President Business Development
Richard Baldwin Managing Director
Requires/Intent
Technology
Smart Wealth Management
AI-Powered Investment Research
Smart AI-Based Compliance & Regulatory Reporting
and more

224. Summit Equity Group

Industry: Investment Banking

Location: Iowa

Website: summitequity.com

Company Founded: 2004

Company Size: 1-10

Company Address: 801 Grand Avenue, Des Moines, Iowa, United States

Summit Equity Group Contact Details

Name Title LinkedIn Phone Email
Mark Nuss Director
Dennis Bailey Owner
John Flaugh Owner
Requires/Intent
Web Development
Customer Relationship Management
and more

225. Aspira Business Brokers

Industry: Investment Banking

Location: New Jersey

Website: aspiraadvisors.com

Company Size: 1-10

Company Address: 1814 Marlton Pike East, Cherry Hill, New Jersey, United States

Aspira Business Brokers Contact Details

Name Title LinkedIn Phone Email
Orlando Rivera Chief Executive Officer And Founder
Michelle Figueroa Business Intermediary
Requires/Intent
Cloud Solutions
AI
AI-Based Fraud Detection & Prevention
and more

226. Pacific Crest Securities

Industry: Investment Banking

Location: Oregon

Website: pacific-crest.com

Company Founded: 1990

Company Size: 51-200

Company Address: 111 Southwest Fifth Avenue, Portland, Oregon, United States

Pacific Crest Securities Contact Details

Name Title LinkedIn Phone Email
Sean Sosnovec Institutional Equity Sales
William Jeffries Equity Research Associate
William Jeffries Equity Research Associate
William Jeffries Equity Research Associate
Yoshi Dickson Account Manager, Mosaic Services
Liisa Heddens Associate, Mosaic Client Services
Jake Rosser Research Associate
Requires/Intent and 6 more Employees
Smart AI-Based Compliance & Regulatory Reporting
Software Development
and more

227. England & Company

Industry: Investment Banking

Location: District Of Columbia

Company Founded: 2003

Company Size: 51-200

Company Address: 888 17th Street Northwest, Washington, District Of Columbia, United States

England & Company Contact Details

Name Title LinkedIn Phone Email
Glenn Tofil Managing Director
Jon Knight Managing Director
Alexander Struntz Investment Banking Fall Analyst
Annne Boelyn Queen
Lamont Wilson Truck Driver
Requires/Intent
Business Expansion
AI-Based M&A Advisory
AI-Powered Portfolio Management
Digital Marketing
and more

228. Bcms Corporate

Industry: Investment Banking

Location: New York

Website: bcmscorp.com

Company Founded: 1989

Company Size: 201-500

Company Address: 747 Third Avenue, New York, New York, United States

Bcms Corporate Contact Details

Name Title LinkedIn Phone Email
Gary Stehle Senior Vice President Business Development
Beth Rieger Senior Operations Analyst
Beth Rieger Senior Operations Analyst
Beth Rieger Senior Operations Analyst
Requires/Intent
Cloud Hosting
AI-Powered Sentiment Analysis For Market Trends
AI-Driven Asset Valuation
and more

229. Regions Securities Llc

Industry: Investment Banking

Location: Georgia

Company Size: 11-50

Company Address: 3050 Peachtree Road Northwest, Atlanta, Georgia, United States

Regions Securities Llc Contact Details

Name Title LinkedIn Phone Email
David Zickler Vice President
Joseph Salerno Vice President Investment Banking
David Alderman Energy Banking Analyst
Cindy Brown Project Manager
Steve Adams Director; Defense, Aerospace And Government Services
Requires/Intent
AI-Based Risk Analysis & Mitigation
AI-Powered Portfolio Management
Customer Relationship Management
Cloud Hosting
AI-Driven Personalized Financial Advisory
and more

230. Murphy Mccormack Capital Advisors

Industry: Investment Banking

Location: Pennsylvania

Website: murphymccormack.com

Company Founded: 2005

Company Size: 11-50

Murphy Mccormack Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Kevin Cyr Senior Vice President
Shawn Stine Senior Vice President
Michael Mullen Senior Vice President
Requires/Intent
AI-Powered Fundraising Strategies
AI-Powered Financial Modeling
AI-Powered Investment Research
Sales
and more

231. Dawson James Securities

Industry: Investment Banking

Location: Florida

Website: dawsonjames.com

Company Founded: 2004

Company Size: 51-200

Company Address: 1 Highway 5th, Boca Raton, Florida, United States

Dawson James Securities Contact Details

Name Title LinkedIn Phone Email
David Weinstein Managing Partner, Investment Banking
Clayton Berger Biotech Analyst
Robert Keyser Chief Executive Officer
Jerry Messana Senior Vice President Of Investments
Tom Curtis Managing Partner
Ed Powers Registered Representative
Requires/Intent
AI-Powered Fundraising Strategies
SEO
AI-Driven Customer Relationship Management
Cloud Hosting
and more

232. Tm Capital Corp.

Industry: Investment Banking

Location: New York

Website: tmcapital.com

Company Founded: 1989

Company Size: 11-50

Company Address: 641 Lexington Avenue, New York, New York, United States

Tm Capital Corp. Contact Details

Name Title LinkedIn Phone Email
Brad Adams Managing Director
Oksana Tymkiv Investment Banking Analyst
Jonathan Mishkin Managing Director
Peirce Sullivan Associate
Katie Mciver Administrative Assistant
Paul Smolevitz Managing Director, Founding Principal
Requires/Intent
Sales
E-commerce Integration
Compliance & Risk Management
and more

233. Berchwood Partners

Industry: Investment Banking

Location: New York

Website: berchwoodpartners.com

Company Founded: 2000

Company Size: 11-50

Company Address: 717 Fifth Avenue, New York, New York, United States

Berchwood Partners Contact Details

Name Title LinkedIn Phone Email
Samer Ozeir Analyst
Cory Osetkowski Associate
William Zwart Managing Partner And Chief Operations Officer And Chief Creative Officer
Requires/Intent
Business Expansion
AI-Based Predictive Analytics For Market Trends
Digital Marketing
and more

234. Sparring Partners Capital

Industry: Investment Banking

Location: New York

Website: sparringpartners.com

Company Founded: 2001

Company Size: 1-10

Sparring Partners Capital Contact Details

Name Title LinkedIn Phone Email
David Choi Managing Director
Anand Gupta Vice President
Dana Samuels Vice President
Requires/Intent
Cloud Solutions
Financial Management
AI-Powered Debt & Equity Structuring
Web Development
SEO
and more

235. Hudson Partners Group

Industry: Investment Banking

Location: Connecticut

Website: hudson-llc.com

Company Founded: 2007

Company Size: 1-10

Hudson Partners Group Contact Details

Name Title LinkedIn Phone Email
Peter Hamilton Managing Partner
Lyn Kratovil Managing Director
Thomas Blair Senior Managing Director
John Koren Partner
Requires/Intent
Digital Marketing
Customer Relationship Management
and more

236. Williams Capital Group

Industry: Investment Banking

Location: New York

Website: willcap.com

Company Founded: 1994

Company Size: 51-200

Company Address: 650 Fifth Avenue, New York, New York, United States

Williams Capital Group Contact Details

Name Title LinkedIn Phone Email
Kenny Sullivan Principal - Fixed Income Trading At Williams Capital Group
Towanna Mitchell Principal Fxd Income Sales And Trading
Stephen Carl Principal, Head Equity Trader
Ed Graham Principal At Williams Capital Group
Jeffrey Hotch Principal
Paula Mahoney V.p Electronic Trading
Lynnae Pickens Vice President
Requires/Intent and 3 more Employees
Accounting
AI Chatbots
Business Expansion
CRM Systems
and more

237. Vallexa

Industry: Investment Banking

Location: Nevada

Website: vallexa.com

Company Size: 11-50

Vallexa Contact Details

Name Title LinkedIn Phone Email
Kevin Kellow Advisor
Legend Atty Mergers And Acquisitions Advisor
David Canites Vice President Of Finance
Requires/Intent
Digital Marketing
AI-Based Risk Analysis & Mitigation
and more

238. Scout & Spur Group

Industry: Investment Banking

Location: Colorado

Website: scoutspur.com

Company Founded: 1994

Company Size: 1-10

Company Address: 11001 West 120th Avenue, Broomfield, Colorado, United States

Scout & Spur Group Contact Details

Name Title LinkedIn Phone Email
Benjamin Brickweg Founding Partner
Requires/Intent
Financial Management
AI-Based Risk Analysis & Mitigation
HR & Payroll Services
and more

239. Tag Financial Institutions Group

Industry: Investment Banking

Location: New York

Website: tagfingroup.com

Company Founded: 2012

Company Size: 11-50

Company Address: 350 Fifth Avenue, New York, New York, United States

Tag Financial Institutions Group Contact Details

Name Title LinkedIn Phone Email
Rachel Golodetz Business Development
Robert Nigro Investment Banking Analyst
Yue Sun Investment Banking Analyst Intern
Requires/Intent
Data Security
Advertising
AI
AI-Powered Investment Research
and more

240. Touchstone Group, Llc

Industry: Investment Banking

Location: New York

Website: touchstonegroupllc.com

Company Founded: 2002

Company Size: 1-10

Company Address: 330 Madison Avenue, New York, New York, United States

Touchstone Group, Llc Contact Details

Name Title LinkedIn Phone Email
Gregg Solomon Managing Director
Merlin Schulze Senior Advisor
Requires/Intent
Mobile App Development
AI-Based Alternative Investment Strategies
Cloud Solutions
Compliance & Risk Management
and more

241. Eiler Capital Advisors, Llc

Industry: Investment Banking

Location: California

Company Size: 1-10

Eiler Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
James Eiler Principal
Requires/Intent
Predictive Analytics
Data Security
AI-Based Predictive Analytics For Market Trends
Technology
and more

242. Skyway Capital Markets, Llc

Industry: Investment Banking

Location: Florida

Website: skywaycapitalmarkets.com

Company Founded: 2002

Company Size: 11-50

Company Address: 100 North Tampa Street, Tampa, Florida, United States

Skyway Capital Markets, Llc Contact Details

Name Title LinkedIn Phone Email
Ashley Lorenzetti Internal Wholesaler
D.j Kendzior Vice President - Capital Markets
Henry Schmitt Managing Director
Requires/Intent
AI-Powered Investment Research
AI-Based Fraud Detection & Prevention
AI-Driven Customer Relationship Management
Financial Management
Data Security
and more

243. Ec Mergers & Acquisitions

Industry: Investment Banking

Location: New York

Website: ec-ma.com

Company Founded: 1992

Company Size: 11-50

Company Address: 767 Third Avenue, New York, New York, United States

Ec Mergers & Acquisitions Contact Details

Name Title LinkedIn Phone Email
David Morris Business Development Director
Matthew Nicastro Vice President
Requires/Intent
Customer Relationship Management
IoT
AI-Based Fraud Detection & Prevention
Financial Management
and more

244. Third Seven Capital

Industry: Investment Banking

Location: New York

Website: thirdsevencapital.com

Company Size: 11-50

Company Address: 1345 Avenue Of The Americas, New York, New York, United States

Third Seven Capital Contact Details

Name Title LinkedIn Phone Email
Nick Ledger Chief Financial Officer And Partner
Liam Culman Partner
Requires/Intent
Mobile App Development
Automation
HR & Payroll Services
CRM Systems
and more

245. Water Street Advisors

Industry: Investment Banking

Location: Wisconsin

Website: waterstreetadvisors.com

Company Founded: 2015

Company Size: 1-10

Company Address: 270 East Highland Avenue, Milwaukee, Wisconsin, United States

Water Street Advisors Contact Details

Name Title LinkedIn Phone Email
Mark Kucia Principal
Leanne Foster Managing Director At Water Street Advisors
Requires/Intent
Advertising
AI-Based Fraud Detection & Prevention
Cybersecurity Solutions
Compliance & Risk Management
Blockchain For Secure Transactions
and more

246. Rockland Advisory Group, Llc

Industry: Investment Banking

Location: Connecticut

Website: rocklandadvisory.com

Company Founded: 2003

Company Size: 1-10

Company Address: 1200 High Ridge Road, Stamford, Connecticut, United States

Rockland Advisory Group, Llc Contact Details

Name Title LinkedIn Phone Email
Matthew Scherer Partner
Requires/Intent
AI-Based Risk Analysis & Mitigation
IT Support
Financial Management
Technology
and more

247. Nyic - New York International Capital

Industry: Investment Banking

Location: New York

Website: nyinternationalcapital.com

Company Founded: 2016

Company Size: 201-500

Company Address: 1 West End Avenue, New York, New York, United States

Nyic - New York International Capital Contact Details

Name Title LinkedIn Phone Email
Reed Wells Investment Banking Analyst, Global Investment Banking Divison
Jie Zhou Investment Banking Analyst
William Reddick Investment Banking Analyst, Global Investment Banking Division
Anna Li Investment Banking Analyst, Global Investment Banking Division, Nyic
Joy Shi Investment Banking Analyst
Xin Ding Investment Banking Analyst
Ted Jacquet Investment Banking Analyst, Global Investment Banking Division, Nyic
Requires/Intent and 5 more Employees
Automation
Mobile App Development
Business Expansion
and more

248. Cowboy Technologies

Industry: Investment Banking

Location: Oklahoma

Website: cowboytechllc.com

Company Founded: 2011

Company Size: 1-10

Company Address: 1201 South Innovation Way Drive, Stillwater, Oklahoma, United States

Cowboy Technologies Contact Details

Name Title LinkedIn Phone Email
Jacob Mahaffey Assistant Director
Requires/Intent
AI-Driven Asset Valuation
AI-Based Risk Analysis & Mitigation
IT Support
and more

249. Vr Business Brokers Charlotte, Nc

Industry: Investment Banking

Location: North Carolina

Website: vrcharlotte.com

Company Founded: 1998

Company Size: 1-10

Company Address: 9301 Monroe Road, Charlotte, North Carolina, United States

Vr Business Brokers Charlotte, Nc Contact Details

Name Title LinkedIn Phone Email
Randy Mitchell Business Intermediary
Requires/Intent
AI-Powered Financial Modeling
IT Support
Accounting
and more

250. Griffin Financial Group

Industry: Investment Banking

Location: Pennsylvania

Website: griffinfingroup.com

Company Founded: 2001

Company Size: 51-200

Company Address: 607 Washington Street, Reading, Pennsylvania, United States

Griffin Financial Group Contact Details

Name Title LinkedIn Phone Email
John Lee Senior Managing Director
Thomas Hill Senior Vice President
Beth Abbott Compliance
Charles Schreck Managing Director
Bob Griffin Principal
Carl Todd Loan Officer
Sam Mccullough President
Requires/Intent and 1 more Employees
Financial Management
Advertising
Mobile App Development
and more

251. Evolution Media Capital

Industry: Investment Banking

Location: California

Website: evolutionmediacapital.com

Company Founded: 2008

Company Size: 11-50

Company Address: 2000 Avenue Of The Stars, Los Angeles, California, United States

Evolution Media Capital Contact Details

Name Title LinkedIn Phone Email
Evan Deahl Senior Associate
Kirill Savitski Principal
Sam Hahn Evolution Media Capital
Requires/Intent
Public Relations
AI
and more

252. Ross Sinclaire & Assoc

Industry: Investment Banking

Location: Kentucky

Company Size: 1-10

Company Address: 108 Easy Street, Staffordsville, Kentucky, United States

Ross Sinclaire & Assoc Contact Details

Name Title LinkedIn Phone Email
Richard Hartke Municipal Sales And Trading
Richard Hartke Municipal Sales And Trading
Richard Hartke Municipal Sales And Trading
Requires/Intent
Advertising
AI-Based Risk Analysis & Mitigation
Smart Algorithmic Trading
and more

253. Desilva & Phillips

Industry: Investment Banking

Location: New York

Website: desilvaphillips.com

Company Founded: 1996

Company Size: 51-200

Company Address: 475 Park Avenue South, New York, New York, United States

Desilva & Phillips Contact Details

Name Title LinkedIn Phone Email
Elaine Riddell Managing Director
John Kaiser Partner
Robin Warner Managing Director
Requires/Intent
Sales
CRM Systems
AI-Based Fraud Detection & Prevention
Business Expansion
and more

254. Diligence It

Industry: Investment Banking

Location: Indiana

Website: diligenceitrms.com

Company Founded: 2015

Company Size: 11-50

Diligence It Contact Details

Name Title LinkedIn Phone Email
Nick Suranyi Managing Partner
Requires/Intent
Financial Management
Mobile App Development
and more

255. Fredericks Michael & Co.

Industry: Investment Banking

Location: New York

Website: fm-co.com

Company Founded: 1984

Company Size: 11-50

Company Address: 430 Park Avenue, New York, New York, United States

Fredericks Michael & Co. Contact Details

Name Title LinkedIn Phone Email
Blake Davies Chief Executive Officer
George Caraberis Senior Managing Director And Chief Operations Officer
Ilya Smushkin Analyst
Requires/Intent
Smart Algorithmic Trading
AI Chatbots
and more

256. Vertess

Industry: Investment Banking

Location: Texas

Website: vertess.com

Company Founded: 2014

Company Size: 11-50

Company Address: 600 East Rosedale Street, Fort Worth, Texas, United States

Vertess Contact Details

Name Title LinkedIn Phone Email
Dave Turgeon Managing Director
David Coit Director, Valuation + Financial Advisory Services
Requires/Intent
AI-Based Alternative Investment Strategies
E-commerce Integration
and more

257. Rockies Venture Club

Industry: Investment Banking

Location: Colorado

Website: rockiesventureclub.org

Company Founded: 1985

Company Size: 1-10

Company Address: 1415 Park Avenue West, Denver, Colorado, United States

Rockies Venture Club Contact Details

Name Title LinkedIn Phone Email
Emily Klein Programs Manager
Victor Pinsker Member And Investor
Emily Klein Programs Manager
Kevin Durban Investor
Requires/Intent
Market Research
IT Support
Sales
Customer Relationship Management
AI-Driven Asset Valuation
and more

258. M&a Business Advisors

Industry: Investment Banking

Location: California

Website: mabusinessadvisors.com

Company Founded: 2017

Company Size: 11-50

Company Address: 23679 Calabasas Road, Calabasas, California, United States

M&a Business Advisors Contact Details

Name Title LinkedIn Phone Email
Samuel Crampton Manager And Broker Salesperson
Kurt Okraski Business Broker
Todd Elam Business Broker
Requires/Intent
Blockchain For Secure Transactions
CRM Systems
Customer Relationship Management
Market Research
Predictive Analytics
and more

259. Shot Tower Capital

Industry: Investment Banking

Location: Maryland

Website: shotcap.com

Company Founded: 2012

Company Size: 1-10

Company Address: 621 East Pratt Street, Baltimore, Maryland, United States

Shot Tower Capital Contact Details

Name Title LinkedIn Phone Email
David Dunn Managing Partner
Robert Law Principal
Requires/Intent
Predictive Analytics
Blockchain For Secure Transactions
Smart Wealth Management
and more

260. Donnelly Penman & Partners

Industry: Investment Banking

Location: Michigan

Website: donnellypenman.com

Company Founded: 2000

Company Size: 11-50

Company Address: 17160 Kercheval Avenue, Grosse Pointe, Michigan, United States

Donnelly Penman & Partners Contact Details

Name Title LinkedIn Phone Email
Jeremy Lamb Cfa , Managing Director, Industrials
Andrew Christians Managing Director At Donnelly Penman And Partners
Requires/Intent
AI-Driven Customer Relationship Management
Digital Marketing
and more

261. Hycroft

Industry: Investment Banking

Location: New York

Website: hycroftadvisors.com

Company Founded: 2013

Company Size: 11-50

Company Address: 299 Park Avenue, New York, New York, United States

Hycroft Contact Details

Name Title LinkedIn Phone Email
James Gerard Managing Director
Annika Squires Investment Banking Summer Analyst
Yvonne Feldhaus Training Coordinator
Danny Ridley Equipment Operator
Lawrence Rose Haul Truck 1
Mike Cleaveland Truck Driver
Keith Beare Miner
Requires/Intent and 1 more Employees
AI-Powered Financial Modeling
AI
Digital Marketing
Branding
ERP Solutions
and more

262. Columbia West Capital

Industry: Investment Banking

Location: Arizona

Website: columbiawestcap.com

Company Size: 11-50

Columbia West Capital Contact Details

Name Title LinkedIn Phone Email
John Farr Managing Director
Madison Cavanagh-mailloux Associate
Jim Sikora Investment Banking Analyst Intern
Requires/Intent
Predictive Analytics
AI-Based Alternative Investment Strategies
Market Research
Compliance & Risk Management
Smart Wealth Management
and more

263. Transworld Business Advisors Of North Shore Boston

Industry: Investment Banking

Location: Massachusetts

Website: tworldma.com

Company Size: 1-10

Company Address: 153 Andover Street, Danvers, Massachusetts, United States

Transworld Business Advisors Of North Shore Boston Contact Details

Name Title LinkedIn Phone Email
Jennifer Fox Business Advisor, Owner
Requires/Intent
Financial Management
Public Relations
Sales
Cloud Solutions
and more

264. City Capital Advisors

Industry: Investment Banking

Location: Illinois

Website: city-cap.com

Company Size: 11-50

Company Address: 444 North Michigan Avenue, Chicago, Illinois, United States

City Capital Advisors Contact Details

Name Title LinkedIn Phone Email
David Modiano Managing Director
Carter Smith Managing Director
Richard King Managing Director
Requires/Intent
Cybersecurity Solutions
Mobile App Development
AI-Driven Customer Relationship Management
and more

265. Neibauer Dental Care

Industry: Investment Banking

Location: Illinois

Website: kravitzorthodontics.com

Company Size: 1-10

Neibauer Dental Care Contact Details

Name Title LinkedIn Phone Email
Swati Vellanki Dentist
Samee Gharagozloo General Dentist
Angela Rick Business Assistant
Tarah Peels Business Assistant
Simranjit Singh General Dentist
Summer Winterson Registered Dental Hygienist
Wendy Fuksa Office Manager At Neibauer Dental Care
Requires/Intent and 61 more Employees
Technology
Smart Algorithmic Trading
and more

266. Miami University Investment Banking Club

Industry: Investment Banking

Location: Ohio

Website: muibc.com

Company Size: 11-50

Company Address: 83 North Patterson Avenue, Oxford, Ohio, United States

Miami University Investment Banking Club Contact Details

Name Title LinkedIn Phone Email
Nhat Pham Member
Nhat Pham Member
Nhat Pham Member
Alexander Alger Member
Requires/Intent
Technology
AI
AI-Based M&A Advisory
AI-Powered Financial Modeling
Blockchain For Secure Fund Transfers
and more

267. Chessiecap, Inc.

Industry: Investment Banking

Location: Maryland

Website: chessiecap.com

Company Founded: 2003

Company Size: 11-50

Chessiecap, Inc. Contact Details

Name Title LinkedIn Phone Email
Scott Lurding Managing Director
Steve Mooney Managing Director
Steve Mooney Partner
Requires/Intent
AI-Powered Fundraising Strategies
Sales
Mobile App Development
Smart AI-Based Compliance & Regulatory Reporting
Digital Marketing
and more

268. Wind Capital

Industry: Investment Banking

Location: California

Website: wind.capital

Company Size: 1-10

Company Address: 4394 26th Street, San Francisco, California, United States

Wind Capital Contact Details

Name Title LinkedIn Phone Email
Xavier Gury Co-founder And Chief Executive Officer
Requires/Intent
AI-Powered Portfolio Management
IoT
Sales
Cloud Solutions
AI-Driven Customer Relationship Management
and more

269. Access Capital Partners - Middle Market Investment Banking

Industry: Investment Banking

Location: Missouri

Website: accesscappartners.com

Company Founded: 2014

Company Size: 1-10

Company Address: 7733 Forsyth Boulevard, St. Louis, Missouri, United States

Access Capital Partners - Middle Market Investment Banking Contact Details

Name Title LinkedIn Phone Email
Greg Tobben Partner
Requires/Intent
AI-Driven Customer Relationship Management
AI-Powered Portfolio Management
and more

270. Capstone Partners, Lp

Industry: Investment Banking

Location: Texas

Website: csplp.com

Company Founded: 2001

Company Size: 11-50

Company Address: 13355 Noel Road, Dallas, Texas, United States

Capstone Partners, Lp Contact Details

Name Title LinkedIn Phone Email
Michael Keaveney Principal At Capstone Partners, Lp
Stacy Blanton Asset Manager
Chris Nelson Principal
Kelly Mcgoldrick Vice President Of Sales And Marketing
Ted Polk Managing Director
Requires/Intent
Accounting
Digital Marketing
AI-Driven Asset Valuation
AI-Based M&A Advisory
Sales
and more

271. Stevenson & Company

Industry: Investment Banking

Location: Illinois

Website: stevensonco.com

Company Founded: 1979

Company Size: 1-10

Company Address: 500 Davis Street, Evanston, Illinois, United States

Stevenson & Company Contact Details

Name Title LinkedIn Phone Email
Cliff Deremo President
Brian Lunt Managing Director
Requires/Intent
Digital Marketing
E-commerce Integration
AI-Based Alternative Investment Strategies
Compliance & Risk Management
Blockchain For Secure Fund Transfers
and more

272. Hj Sims

Industry: Investment Banking

Location: Connecticut

Website: hjsims.com

Company Founded: 1935

Company Size: 51-200

Company Address: 2150 Post Road, Fairfield, Connecticut, United States

Hj Sims Contact Details

Name Title LinkedIn Phone Email
Rebecca Brady Assistant Vice President, Marketing
Brady Richardson Senior Associate
Michael Corbett Financial Advisor Cfp
Sonia Carrero Executive Assistant To Managing Principal
Peter Dee Vice President
Chris Logsdon Investment Banking Intern
Tj Miller Supervisor
Requires/Intent and 16 more Employees
Market Research
AI-Powered Sentiment Analysis For Market Trends
IoT
Mobile App Development
and more

273. Marlin & Associates

Industry: Investment Banking

Location: New York

Website: marlinllc.com

Company Founded: 2002

Company Size: 11-50

Company Address: 570 Lexington Avenue, New York, New York, United States

Marlin & Associates Contact Details

Name Title LinkedIn Phone Email
Alphonse Sisca Investment Banking Professional
George Beckerman Partner
Henry Kamp Investment Banking Fall Analyst
Requires/Intent
AI-Powered Fundraising Strategies
AI-Based Predictive Analytics For Market Trends
Web Development
Cloud Hosting
and more

274. True North Strategic Advisors, Llc

Industry: Investment Banking

Location: Indiana

Website: truenorthsa.com

Company Founded: 2002

Company Size: 1-10

Company Address: 347 West Berry Street, Fort Wayne, Indiana, United States

True North Strategic Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Monte Lightner Partner
Josh Sipe Vice President
John Nelson Project Manager
Kayla Bales Administrative Assistant
Requires/Intent
Mobile App Development
AI-Based M&A Advisory
AI-Driven Customer Relationship Management
ERP Solutions
IT Support
and more

275. Stonybrook Capital

Industry: Investment Banking

Location: New York

Website: stonybrookcapital.com

Company Founded: 2012

Company Size: 1-10

Company Address: 88 Pine Street, New York, New York, United States

Stonybrook Capital Contact Details

Name Title LinkedIn Phone Email
Ravi Arps Managing Director
Dan Butzbaugh Vice President
Anthony Datil Chief Executive Officer
Requires/Intent
Software Development
CRM Systems
Compliance & Risk Management
Smart AI-Based Compliance & Regulatory Reporting
and more

276. Continental Grain Company

Industry: Investment Banking

Location: New York

Website: contigroup.com

Company Founded: 1813

Company Size: 51-200

Continental Grain Company Contact Details

Name Title LinkedIn Phone Email
Christopher Abbott Investor - Cgc Ventures
André Ettedgui Operating Partner, Latin America
Mondell Cuffie Infrastructure Services Manager
Dennis Sullivan It Manager
Arlene Kuhnert Accounting
Bette Edelstein Senior Account
Maria Collado Administrative Assistant
Requires/Intent and 4 more Employees
Blockchain For Secure Transactions
Mobile App Development
Public Relations
Branding
AI-Powered Debt & Equity Structuring
and more

277. Fundamentax

Industry: Investment Banking

Location: Iowa

Website: fundamentax.com

Company Size: 11-50

Company Address: 4214 Fleur Drive, Des Moines, Iowa, United States

Fundamentax Contact Details

Name Title LinkedIn Phone Email
William Symington Manager
Requires/Intent
Smart AI-Based Compliance & Regulatory Reporting
AI-Powered Investment Research
and more

278. P&m Corporate Finance - Pmcf

Industry: Investment Banking

Location: Michigan

Website: pmcf.com

Company Founded: 1995

Company Size: 11-50

Company Address: 2 Towne Square, Southfield, Michigan, United States

P&m Corporate Finance - Pmcf Contact Details

Name Title LinkedIn Phone Email
Scott Schramm Investment Banking Associate
Karly Sherwood Administrative Assistant
Candice Moerbe Administrative Assistant
Requires/Intent
Public Relations
Data Security
AI-Based Hedge Fund Analytics
E-commerce Integration
and more

279. Vestigo Ventures

Industry: Investment Banking

Location: Massachusetts

Website: vestigoventures.com

Company Founded: 2016

Company Size: 1-10

Company Address: 1 Kendall Square, Cambridge, Massachusetts, United States

Vestigo Ventures Contact Details

Name Title LinkedIn Phone Email
Ian Sheridan Co-founder And Managing Director
Requires/Intent
Smart Algorithmic Trading
Automation
Sales
Compliance & Risk Management
AI-Powered Fundraising Strategies
and more

280. Global Futures Group

Industry: Investment Banking

Location: New York

Website: globalfuturesgroup.co

Company Founded: 2013

Company Size: 11-50

Global Futures Group Contact Details

Name Title LinkedIn Phone Email
André D’almeida Principal Consultant
Ludovico Bianchi Research Analyst
Requires/Intent
Advertising
Blockchain For Secure Transactions
Smart Wealth Management
Financial Management
Cybersecurity Solutions
and more

281. Alpha Capital Holdings, Inc.

Industry: Investment Banking

Location: New York

Website: alphacapitalny.com

Company Founded: 2005

Company Size: 11-50

Alpha Capital Holdings, Inc. Contact Details

Name Title LinkedIn Phone Email
Yilun Chen Investment Banking Summer Analyst
Jason Jz Investment Banking Analyst
Xie Chen Investing Analyst Intern
Ning Wei Investment Banking Winter Analyst
Boyuan Xu Investment Banking Analyst
Yuezhong Chen Financial Analyst
Haokun Han Investment Banking Intern
Requires/Intent and 1 more Employees
IoT
Technology
and more

282. Three Twenty-one Capital Partners, Llc

Industry: Investment Banking

Location: Maryland

Website: 321capital.com

Company Founded: 2008

Company Size: 11-50

Company Address: 5950 Symphony Woods Road, Columbia, Maryland, United States

Three Twenty-one Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
C Jacob Perry Associate
Devin Hudgins Senior Vice President
Y Mariell Cordova Investment Banking Senior Associate
Peter Gagnon Investment Banking Associate
Requires/Intent
Blockchain For Secure Fund Transfers
AI-Powered Fundraising Strategies
E-commerce Integration
CRM Systems
Advertising
and more

283. Star America Capital Advisors, Llc

Industry: Investment Banking

Location: New York

Website: staramericap.com

Company Founded: 2002

Company Size: 1-10

Company Address: 165 Roslyn Road, Roslyn, New York, United States

Star America Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Mara Johnston Vice President Of Business Development
Jim Merrill Managing Director
Keith Ryan Vice President, Chief Creative Officer
Requires/Intent
Predictive Analytics
IoT
and more

284. The Braff Group

Industry: Investment Banking

Location: Pennsylvania

Website: thebraffgroup.com

Company Founded: 1998

Company Size: 11-50

Company Address: 1665 Washington Road, Pittsburgh, Pennsylvania, United States

The Braff Group Contact Details

Name Title LinkedIn Phone Email
Pat Clifford Managing Director
Nancy Weisling Managing Director
Dave Scheimer Financial Analyst
Requires/Intent
Web Development
Technology
Cybersecurity Solutions
AI-Based M&A Advisory
and more

285. Csg Partners

Industry: Investment Banking

Location: New York

Website: csgpartners.com

Company Founded: 2001

Company Size: 11-50

Company Address: 40 Fulton Street, New York, New York, United States

Csg Partners Contact Details

Name Title LinkedIn Phone Email
Michael Bannon Associate
Corey Altman Summer Analyst
James Gaston Investment Banking Analayst
Stacey Zhang Investment Banking Analyst
Jessica Harris Assistant Property Manager
Quoc Nguyen Accounting And Administrator Assistant
Matthew Steinmeier Chief Financial Officer And General Counsel
Requires/Intent
Technology
Public Relations
AI-Based M&A Advisory
and more

286. Transworld Business Advisors Of Richmond Va

Industry: Investment Banking

Location: Virginia

Company Founded: 1979

Company Size: 1-10

Company Address: 5300 Hickory Park Drive, Glen Allen, Virginia, United States

Transworld Business Advisors Of Richmond Va Contact Details

Name Title LinkedIn Phone Email
Joseph Moorman Business Broker And M And A Advisor
Frank Maloney Business Broker, Franchise Consultant, M And A Advisor
William Kelly Director Of Business Development
Amola Patel Marketing And Operations Assistant
Requires/Intent
IoT
ERP Solutions
and more

287. Achelous Partners, Llc

Industry: Investment Banking

Location: New York

Website: achelous.com

Company Size: 11-50

Company Address: 405 Lexington Avenue, New York, New York, United States

Achelous Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Barbara Lu Investment Banking
Requires/Intent
Predictive Analytics
AI-Based Alternative Investment Strategies
Compliance & Risk Management
and more

288. Aleutian Capital Group

Industry: Investment Banking

Location: New York

Website: aleutiancapital.com

Company Founded: 2003

Company Size: 11-50

Company Address: 100 Wall Street, New York, New York, United States

Aleutian Capital Group Contact Details

Name Title LinkedIn Phone Email
Ji Lee Senior Vice President
Jake Von Holten Investment Banking Analyst
Joe Carter Investment Banking Analyst
David Marston Vice President
Requires/Intent
Data Security
Predictive Analytics
AI-Powered Debt & Equity Structuring
AI-Based Risk Analysis & Mitigation
Digital Marketing
and more

289. Brg Capital Advisors, Llc

Industry: Investment Banking

Location: New York

Website: brgca.com

Company Founded: 2016

Company Size: 1-10

Company Address: 810 Seventh Avenue, New York, New York, United States

Brg Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Lance Bell Managing Director, Healthcare Investment Banking
William Mitchell Managing Director
Requires/Intent
Customer Relationship Management
Software Development
and more

290. Carolina Financial Group Llc

Industry: Investment Banking

Location: North Carolina

Company Founded: 1995

Company Size: 11-50

Company Address: 100 Elks Club Road, Brevard, North Carolina, United States

Carolina Financial Group Llc Contact Details

Name Title LinkedIn Phone Email
Peter Milhaupt Chairman At Carolina Financial Group
Requires/Intent
Blockchain For Secure Fund Transfers
AI Chatbots
AI-Driven Customer Relationship Management
Advertising
Legal
and more

291. Chartworth, Llc

Industry: Investment Banking

Location: New Hampshire

Website: chartworth.com

Company Founded: 2005

Company Size: 1-10

Company Address: 36 Lowell Street, Manchester, New Hampshire, United States

Chartworth, Llc Contact Details

Name Title LinkedIn Phone Email
Susan Woods Principal
Requires/Intent
AI-Powered Portfolio Management
Business Expansion
Mobile App Development
AI-Based Alternative Investment Strategies
and more

292. Fourbridges Capital Advisors

Industry: Investment Banking

Location: Tennessee

Website: fourbridgescapital.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1300 Broad Street, Chattanooga, Tennessee, United States

Fourbridges Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Christopher Rowe Managing Director
Andy Stockett Managing Director
Requires/Intent
Data Security
Customer Relationship Management
and more

293. Douglas Group, Inc.

Industry: Investment Banking

Location: Missouri

Website: douglasgroup.net

Company Founded: 1991

Company Size: 1-10

Company Address: 731 Old Frontenac Square, St. Louis, Missouri, United States

Douglas Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Deborah Douglas Managing Director
June Caron Hiring Manager
Natalie Orlando Accounting Manager
Kelly Bersebach Director Of Administration
Judy Peters Marketing Director
Requires/Intent
Financial Management
AI-Based Fraud Detection & Prevention
Predictive Analytics
AI-Driven Customer Relationship Management
Legal
and more

294. Capital For Business, Inc.

Industry: Investment Banking

Location: Missouri

Website: capitalforbusiness.com

Company Founded: 1959

Company Size: 1-10

Capital For Business, Inc. Contact Details

Name Title LinkedIn Phone Email
Stephen Broun Managing Partner At Capital For Business
Matthew Leinauer Assistant Vice President
William Witzofsky Senior Vice President
Bill Witzofsky Senior Vice President
Requires/Intent
Smart Algorithmic Trading
Cloud Solutions
Blockchain For Secure Transactions
Advertising
IT Support
and more

295. Cks Advisors Llc

Industry: Investment Banking

Location: Arizona

Website: cksadvisors.com

Company Founded: 2001

Company Size: 1-10

Company Address: 6263 North Scottsdale Road, Scottsdale, Arizona, United States

Cks Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Mark Young Managing Partner
Joel Strom Managing Director
Joy Stephen Trading Specialist
Requires/Intent
Cloud Hosting
Blockchain For Secure Fund Transfers
and more

296. Greene Holcomb Fisher

Industry: Investment Banking

Location: Minnesota

Website: ghf.net

Company Founded: 1995

Company Size: 11-50

Company Address: 90 South 7th Street, Minneapolis, Minnesota, United States

Greene Holcomb Fisher Contact Details

Name Title LinkedIn Phone Email
Paul Jevnick Partner, Greene Holcomb Fisher
Chip Fisher Managing Director
Cyndi Allmendinger Executive Assistant
Sam Bachman Analyst
Nancy Barnard Office Administration
Jack Schneeman Investment Banking Analyst
Requires/Intent
Mobile App Development
Software Development
Branding
Compliance & Risk Management
Smart Wealth Management
and more

297. Shoreline Partners, Llc

Industry: Investment Banking

Location: California

Website: shoreline.com

Company Founded: 1992

Company Size: 1-10

Company Address: 6310 Greenwich Drive, San Diego, California, United States

Shoreline Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Dan Malott Managing Director
Andrew Malott Senior Associate
Requires/Intent
Cloud Hosting
Digital Marketing
AI-Powered Investment Research
and more

298. Foros Group

Industry: Investment Banking

Location: New York

Website: forosgroup.com

Company Founded: 2009

Company Size: 11-50

Company Address: 461 5th Avenue, New York, New York, United States

Foros Group Contact Details

Name Title LinkedIn Phone Email
George Foussianes Senior Advisor
Tricia Gross Chief Of Administration And Chief Of Staff To Chief Executive Officer
Wilkie Catron Senior Vice President
Requires/Intent
Advertising
Sales
AI-Powered Financial Modeling
and more

299. Aronson Capital Partners

Industry: Investment Banking

Location: Maryland

Website: aronsoncapitalpartners.com

Company Founded: 1999

Company Size: 1-10

Company Address: 111 Rockville Pike, Rockville, Maryland, United States

Aronson Capital Partners Contact Details

Name Title LinkedIn Phone Email
Philip Mcmann Partner
Dwayne Dixon Executive Assistant
Requires/Intent
Technology
Public Relations
AI-Driven Personalized Financial Advisory
AI-Based Predictive Analytics For Market Trends
E-commerce Integration
and more

300. The Fortune Group Llc

Industry: Investment Banking

Location: Missouri

Website: fortunegrp.com

Company Founded: 1987

Company Size: 1-10

Company Address: 7701 Forsyth Boulevard, St. Louis, Missouri, United States

The Fortune Group Llc Contact Details

Name Title LinkedIn Phone Email
John Hull Managing Director
Paul Schnoebelen Managing Director And President
Requires/Intent
Cloud Solutions
Advertising
CRM Systems
E-commerce Integration
Public Relations
and more