JMI Equity

DECEMBER 11, 2024

By leveraging Raptor’s resources, expertise, and complementary product portfolio, we can unlock even greater value for the schools and districts we serve.” IKONA Partners, a San Francisco -based technology-focused boutique investment bank, acted as the exclusive financial advisor to SmartPass and Reach Capital in this transaction.

Boutique Investment Banks 40

Boutique Investment Banks Education Consulting Consultants 40

Axial

MAY 4, 2023

” Industries: Financial Services, Technology, Business Services, Health Care Visit Berkery Noyes’ Profile “Cornerstone Business Services is a boutique investment bank serving the lower middle market, domestically and internationally for more than 20 years.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Axial

JANUARY 30, 2024

Visit New Direction Partners’ Profile “Cornerstone Business Services is a boutique investment bank serving the lower middle market of mergers & acquisitions. Our investment bankers draw on the Kratos Capital way of nurturing enduring relationships, providing unvarnished advice and leveraging our principal mentality.

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

Axial

OCTOBER 26, 2023

Based in Kansas, we operate nationally, leveraging our extensive banking experience and in-depth knowledge of financing to provide a seamless transaction process for both parties involved. Bridgepoint is a tenacious, creative and results-oriented boutique investment bank focused on impact and value creation for the companies we serve.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Axial

JULY 27, 2023

Based in Kansas, we operate nationally, leveraging our extensive banking experience and in-depth knowledge of financing to provide a seamless transaction process for both parties involved. Our engagements span across multiple industries and investment stages with a majority of businesses closely held by their founders.”

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

Axial

JUNE 6, 2023

Sponsors lay out their investment focus across financials, geographies, and industries, and receive relevant opportunities directly from boutique investment banks, business brokers and company owners. The platform is used by over 2,000 boutique investment banks that don’t post/list their deals anywhere online.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Financing 52

The Big Picture

NOVEMBER 4, 2024

And having gone into biotech early and then tech enabled, you know, software using, you know, leveraging the internet in healthcare early, I just felt like payments and FinTech, I wanted to be early. I carry Steve Jobs bags on the Apple IPO Road show, my first three months there.

Banks 52

Banks Startups Boutique Investment Banks Companies 52