KBT Competitors

Bank Street is an independent investment banking firm providing a comprehensive array of financial advisory services to middle-market companies. Our senior professionals have originated, structured and executed more than $200 billion of financial and strategic transactions and are dedicated to bringing the breadth and depth of this experience to bear to the benefit of our clients. Bank Street was founded on the belief that senior corporate managements, financial sponsors, and entrepreneurs require more focused, objective and seasoned advice and execution than the diversified financial services firms are prepared to provide. With a portfolio of capabilities that includes Financial Advisory, Mergers & Acquisitions, Private Placements of Debt & Equity, Restructuring & Turnaround Advisory, Valuation and Fairness Opinions, Bank Street offers one-stop shopping for our clients seeking sophisticated financial services.

Carter Morse & Goodrich is a boutique M&A advisory firm that exclusively represents founder-led and family-held companies typically valued between $25 million and $500 million. CMG advises owners pursuing their once-in-a-lifetime sale of their business as they plan, prepare, and close successful transactions. We fully understand and appreciate the unique dynamics of these companies, the objective of maximizing value and the importance of owner legacies. We work with leading companies in unique and niche markets leveraging our industry expertise in manufacturing, consumer products, food and beverage, business services and HVAC. Since 1987, the combination of our hands-on approach, senior banker attention, strategic guidance, seamless transaction execution and extensive network of domestic and international resources has enabled us to become a trusted advisor to hundreds of business owners.

W Partners is a boutique investment banking advisory firm known for its reputation as an independent, trusted advisor to middle-market companies and family offices in the Western United States. Based in San Diego with a satellite office in Salt Lake City, we specialize in providing tailored M&A transaction services, strategic advisory, and capital solutions to a select group of clients. Please visit us at wpartners.com.