Directory · US
Investment Banking in United States
A register of firms and the professionals working at them in the Investment Banking sector based in United States. Browse the public index, then filter or export on Kipplo.
Companies
4.4K on file
Cicc
China International Capital Corporation Limited (CICC, 03908.HK601995.SH) is a top tier investment bank, founded in China in 1995, providing first-class financial services to corporates, institutions and individuals worldwide. As the first international joint-venture investment bank in China, CICC plays a unique role to support China’s economic reforms and liberalization through providing comprehensive one-stop domestic, overseas, and cross-border financial services including investment banking, equities, FICC, asset management, private equity investment, wealth management and research. Headquartered in Beijing, CICC has over 200 branches in Mainland China and offices in Hong Kong, Singapore, New York, London, San Francisco, Frankfurt and Tokyo. For more information about CICC, please visit
10001+ staff
Citizens Capital Markets And Advisory
Citizens Capital Markets and Advisory is a leading middle market investment bank that supports clients across a focused set of industry sectors. Our bankers thrive on delivering keen market insights that are both strategic and thoughtful, while driving extraordinary outcomes for our clients. Industry Expertise A core tenet of our strategy is a selective focus on specific industries – we stick to what we know. As a result we are true industry experts, offering unrivaled sector intelligence gained through years of highly relevant experience. Focused Industry Sectors: • Aerospace, Defense & Government Services • Business Services • Consumer • Gaming, Lodging & Commercial Real Estate • Healthcare • Industrials • Technology, Media & Telecom • Transportation & Logistics
10001+ staff
Saber Partners, Llc
Saber Partners has a unique combination of investment banking, and corporate financial management experience. Our experience allows us to initiate, evaluate or assist in the implementation of significant strategic initiatives. We specialize in power industry and corporate finance issues. Our senior management and advisors have decades of experience in finance, government and related industries, and our clients receive senior-level attention through all stages of an assignment. As a highly specialized and independent firm, Saber Partners does not have the conflict of interest inherent in larger, more diverse firms that also pursue underwritings from current and future clients. We focus exclusively on achieving the maximum benefit for our clients, by analyzing, advising and overseeing the implementation of the most favorable financing for their strategic goals. Saber Partners provides confidential, independent, senior level analysis, advice and execution for Chief Executive Officers, Regulators, Chief Financial Officers, Treasurers and others. These services include:* Analysis of the actions of a competitor, regulated entity or an industry segment * Advice on capital market proposals, financing structures and offering strategies * Negotiation of terms and conditions with underwriters, lenders and institutional investors * Evaluation of specific investment banking proposals * Initiation of opportunistic financing
10001+ staff
Arma Partners
Arma Partners provides independent corporate finance advice to companies and investors active in the global digital economy. We act as trusted advisors to digital economy leaders throughout their entire corporate lifecycle, from raising private capital for fast-growing disrupters and founder-led businesses to orchestrating complex cross-border M&A deals for private equity investors and global large-cap public companies. Since our inception in 2003, we have grown and evolved in tandem with the global technology ecosystem, advising on over 190 deals valued at more than $50 billion in aggregate. Today we employ a large dedicated advisory team with unparalleled domain expertise and an enviable track record in each of the diverse sub-segments that together comprise the ever-expanding global digital economy. Our proven track record of exceptional deal execution, combined with our deep understanding of the segments we cover, ability to provide independent advice at every stage of a company’s lifecycle and extensive network across the global digital economy, makes us an invaluable long-term partner to our clients.
51 to 200 staff
Bda Partners
BDA Partners is the global investment banking advisor. We are a premium provider of advice to sophisticated clients globally, with over 30 years' experience advising on cross-border M&A, capital raising, and financial restructuring. We provide global reach with our teams in New York and London, and true regional depth through our seven Asian offices in Tokyo, Seoul, Shanghai, Hong Kong, Ho Chi Minh City, Singapore and Mumbai. BDA has deep expertise in the Chemicals, Consumer & Retail, Health, Industrials, Services and Technology sectors. We work relentlessly to earn our clients' trust by delivering insightful advice and outstanding outcomes. BDA carries out its US securities business through BDA Advisors Inc, a broker-dealer registered with the US Securities and Exchange Commission (SEC) and a member of FINRA and SIPC. BDA’s UK subsidiary is authorised and regulated by the Financial Conduct Authority. In Hong Kong, Business Development Asia Ltd. is licensed and regulated by the Securities & Futures Commission (SFC) to conduct Type 1 and Type 4 regulated activities to professional investors.
51 to 200 staff
Capital Factory
Capital Factory is the center of gravity for entrepreneurs in Texas, the number one startup state in the U.S. Thousands of entrepreneurs, programmers and designers gather day and night, in-person and online for meetups, classes and coworking. With boots on the ground in Austin, Dallas, Houston, and San Antonio, we meet the best entrepreneurs in Texas and introduce them to their first investors, employees, mentors and customers. According to Pitchbook, Capital Factory has been the most active investor in Texas since 2010.
51 to 200 staff
Centerview Partners
Centerview Partners is a premier provider of independent investment-banking advisory services. We forge long-term relationships to provide strategic advice to marquee companies around the world, with industry-leading expertise in M&A, independent board advice, special committees, shareholder activism, debt and equity financing, restructuring and recapitalization. A private, entrepreneurial firm with offices in New York, London, Paris, Menlo Park and San Francisco, we have advised clients on more than $4 trillion in transactions since our founding in 2006. For more information, please visit Member, SIPC. Please note: Posts of third-party content on this page do not reflect the views of Centerview Partners and have not been reviewed by Centerview Partners for completeness or accuracy.
501 to 1000 staff
Corum Group Ltd
Corum Group Ltd. is the global leader in merger and acquisition services, specializing in serving software and information technology companies worldwide. For 40 years Corum has created the standard for success. With offices across the globe, Corum has completed over US $20 billion in transactions spanning six continents. Corum also educates the industry with its popular conferences and publishes the most widely distributed software M&A research. Corum’s principals are highly experienced former tech CEOs, who are supported by the industry’s leading researchers, writers and valuators. The company has spent more than US $100 million to build the world’s largest and most comprehensive buyer database. This knowledge base combined with Corum’s experience and industry expertise, consistently ensures unequaled success in client engagements.
11 to 50 staff
Crews & Associates
Founded in 1979 with seven associates, Crews & Associates, Inc. has grown to an organization of more than 180 professionals. Our growth and perseverance has earned us the allegiance of our customers and the respect of our peers, and we’re not done yet – we strive to better serve our customers every day. From fixed income products to public finance underwriting services, Crews & Associates, Inc. has the experience, market savvy, and professionalism to be your one and only choice for market execution and investment banking needs.
51 to 200 staff
Dinan & Company, Llc
Founded in 1988, Dinan is a leading middle market investment bank with extensive expertise across mergers, acquisitions, and private capital advisory solutions. For more than 35 years, we have guided Financial Sponsors and Entrepreneurs through complex transactions in a wide variety of industries, driving impactful results across 900 transactions representing $70B in value. We combine industry and transactional expertise with an exclusive focus on the middle market to deliver institutional-grade advisory solutions to our clients.
51 to 200 staff
Intrepid Investment Bankers
Intrepid is a specialty investment bank focusing on M&A and capital advisory services for middle market companies. Our own entrepreneurial roots, combined with MUFG (Mitsubishi UFJ Financial Group), one of the largest financial institutions in the world, unlocks the best of both worlds for our clients: human-centric investment banking at a global scale. Our unique culture attracts, develops and retains the best talent in the industry. Through client-centered deal making, best-in-class market intelligence, global capital resources, and extensive access to acquirers and capital providers, our bankers work tenaciously to deliver the value in your business beyond conventional metrics.
51 to 200 staff
Jefferies
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies and governments. More about our company can be found at
5001 to 10000 staff
Marathon Capital
Marathon Capital is the largest independent investment bank dedicated to servicing the clean economy. Throughout its 25-year history, the firm has played a pivotal role in many of the groundbreaking and transformative transactions for new and emerging sectors, consistently delivering exceptional results for its clients. The firm is a leading global financial adviser across M&A, equity capital markets, debt capital markets, tax credits, offtake, and energy transition. Marathon Capital is a multi-year winner of “M&A Advisor of the Year” by Power, Finance & Risk Magazine, and was recently awarded “Financial Adviser of the Year – North America (2023)” by IJ Global. Marathon Capital is headquartered in Chicago, with offices in New York, Houston, San Francisco, San Diego, London, and Calgary and with local presence in Madrid, and Seoul.
51 to 200 staff
Needham & Company
Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors. Founded in 1985 by George Needham, Raymond Godfrey, Jr. and David Townes, the Firm is headquartered in New York City with offices in Boston, Chicago, Minneapolis, San Francisco, and Menlo Park, CA. Needham’s principal activities involve assisting our clients through a variety of advisory and transaction-related services, with a specific focus on:* Public and private financings * Mergers, acquisitions and divestitures * Equity research * Institutional sales and trading * Asset management through public and private funds At Needham, extensive experience in our markets, combined with the teamwork inherent in our independent partnership structure, enables us to provide clients with the long-term advice they need to achieve their business goals. The Firm's commitment to exceptional service is unique in today’s business climate, and is born of a tradition which stresses integrity above all else.
51 to 200 staff
Paulson Investment Company, Llc
Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We've built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation. Founded in 1970 in Portland, Oregon, Paulson Investment Company has earned national distinction as a premier boutique investment bank. Since 2014, we have focused on the small to mid-cap markets and have participated in over 175 public and private offerings while raising approximately $1 billion in financings in that time. We are a full-service broker dealer with a full range of financials products and services with a main focus on investment banking concentrating on private equity and syndicate offerings. We assess all prospective opportunities utilizing our management team's combined 100+ years of experience. When considering Paulson, please evaluate us on our depth of experience, our diligence, and our unwavering commitment to the future.
51 to 200 staff
Prairie Capital Advisors, Inc
Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide. For more information call 630.413.5565 or visit In 2025, Prairie was named one of Grady Campbell's Top 50 Investment Banks in the Middle Market.
51 to 200 staff
Q Advisors
Q Advisors is a world-class global boutique investment bank serving public and private companies, PE firms, entrepreneurs and large multi-nationals in the telecom, media, and technology (TMT) sectors. We have an extensive, global reach, while also providing the personalized service of a boutique advisory firm. Thanks to our partners and senior staff, who come from leading investment banks and operating companies, we can leverage extensive industry knowledge and analytical insights to help our clients achieve successful M&A and capital markets transactions. As a hands-on, employee-owned firm, Q Advisors is uniquely suited to be your long-term partner in navigating a path to dynamic financial and strategic growth.
11 to 50 staff
Roth Capital Partners
ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors. Our full service platform provides capital raising, high impact equity research, macroeconomics, sales and trading, technical insights, derivatives strategies, M&A advisory, and corporate access. Headquartered in Newport Beach, California, ROTH is a privately-held, employee owned organization and maintains offices throughout the U.S. For more information, please visit
201 to 500 staff
Suntrust Robinson Humphrey
Our advantage is simple. As a leading, full-service corporate and investment bank, SunTrust Robinson Humphrey (STRH) delivers solutions with a unique OneTeam approach. Since 1894, our firm has built a reputation on superior client service, as well as in-depth industry and capital markets expertise. We listen carefully to our clients’ needs, and we tailor solutions that allow them to achieve smart growth. Through a highly personalized approach, we are focused on becoming your company’s trusted strategic and financial advisor. We are committed to your company’s success and dedicated to helping it grow through a comprehensive range of strategic advisory, capital raising, and financing and investment solutions. We also offer a complete array of sales, trading and research services in both fixed income and equity. By putting your company first and working in a collaborative environment, our STRH teammates and clients are able to succeed. SunTrust Robinson Humphrey® is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc, a member of FINRA and SIPC, and SunTrust Bank. SunTrust Robinson Humphrey is an equal opportunity employer. Visit suntrustrh.com to learn more.
1001 to 5000 staff
B. Riley Securities
BRS provides a full suite of investment banking and capital markets services to corporations, financial sponsors, and institutional investors across all industry verticals. Services include initial, secondary, and follow-on offerings, debt and equity-linked solutions, institutional private placements, merger and acquisition (M&A) advisory, corporate restructuring, and liability management. Widely recognized for its thematic proprietary equity research, clients benefit from BRS' extensive network, industry expertise, and proven execution capabilities through its end-to-end platform. For more information, visit
51 to 200 staff
Cain Brothers
Cain Brothers, a division of KeyBanc Capital Markets, is a pre-eminent healthcare investment bank. We deliver innovative solutions and fresh ideas to our clients in mergers & acquisitions, debt and equity financing, and strategic and financial advisory from our offices across the country. Our deep knowledge of the industry is matched with the knowhow needed to efficiently execute the most complex transactions of all sizes. With our exclusive focus on healthcare services, medical technology and life sciences, we have an unobstructed view of this rapidly evolving industry that enables us to provide unique perspectives to our clients. Please also visit for the KBCM LinkedIn page. Cain Brothers, a division of KeyBanc Capital Markets Inc.” is a trade name of KeyBanc Capital Markets Inc. Member FINRA/SIPC.
51 to 200 staff
Capstone Partners
For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit
51 to 200 staff
Insperex
InspereX was founded in by Tom Ricketts, now our Chairman as well as the Executive Chairman of the Chicago Cubs. We pioneered delivering innovative, institutional-quality strategies and offerings to the retail market, and we’re now an industry leader in underwriting, marketing, and distributing a wide range of fixed income and structured investments. Our ground-breaking products, distribution, education, and technology have been recognized with dozens of awards. InspereX represents more than 400 issuing entities, distributes to more than 1,500 partners, and has underwritten more than $800 billion in securities. The firm has seven trading desks and more than 180 employees with offices in Delray Beach, Florida; Charlotte, North Carolina; Santa Monica, California; Chicago; and New York City. ©2025 InspereX®. All rights reserved. Securities offered through InspereX LLC, Member FINRA/SIPC.
51 to 200 staff
Sellside Group, Llc
Selling a business is one of the most important financial decisions you'll ever make. At Sellside Group, we ensure that your exit strategy is strategic, seamless, and profitable. Our Mergers & Acquisitions (M&A) experts specialize in business brokerage, valuations, and advisory services, guiding you every step of the way - from preparation to closing the deal. Confidential & Strategic Negotiations Expert Guidance to Maximize Your Valuation Access to a Network of Qualified Buyers Thinking about selling your business? Let’s discuss your options today!
51 to 200 staff
