Investment Banking

Long Business Description

Bravaldo Capital Advisors is a boutique Atlanta based Mergers & Acquisitions and Corporate Finance Advisory Firm, providing independent economic and financial advice and execution services for lower middle market companies with revenues typically between $10 million $300 million.

From sell-side advisory and exit strategy valuation planning and positioning to growth through acquisition to complete debt restructuring and corporate recapitalization, Bravaldo Capital provides extensive M & A and Corporate Finance services to a broad range of industries.

Business Contact Name
Don Bravaldo, President
Office location(s)
Atlanta, Georgia, USA
Other area of expertise
Business Development
Long Business Description

Terry Keating through Donald J. Keating & Sons provides broad-based consulting and advisory services to middle market companies and private equity with orientation to the financial services industry. Terry has over 30 years of leadership and operational experience knowledge and expertise developing “best practices” necessary for success serving as the leader | advisor. Terry has recently served as an independent member of the Board of Directors of a private equity owned commercial finance company and serving as a special advisor to an independent private equity sponsor, as well as several other advisory engagements related to capital formation, ownership transition and market development.

Business Contact Name
Terry Keating
Office location(s)
Greenville, SC, USA
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Rana Yared
Office location(s)
New York, NY, USA
Business Website Address
Subject Matter Expertise
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Matthew T. O’Leary
Office location(s)
King of Prussia, PA, USA
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Long Business Description

We connect all the best ways to MAXIMIZE Private Business Value!

Business Contact Name
Mike Nall
Office location(s)
Milwaukee, USA
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Long Business Description

MoneySoft publishes DealSense software for the M&A and Business Valuation communities.
DealSense gives dealmakers a complete financial analysis tool made specifically for the M&A transaction process. DealSense provides wall-to-wall analysis in one system that integrates financial benchmarking, valuation/pricing, deal structuring, financial projections, Free Cash Flow/ROI analysis, consolidated financials, accretive/dilutive analysis and report writing. DealSense automates the report preparation process and creates several different reports including CIMs/Pitchbooks, Teasers, Valuations and others.
DealSense also includes MoneySoft Business Valuation Specialist for advisors who also need to create defensible valuations for tax, litigation support or planning purposes. Get more info and schedule a live demo here: https://moneysoft.com/valuation-and-acquisition-analysis-software

Business Contact Name
Matthew Shipley
Office location(s)
Phoenix, AZ, USA
Business Website Address
Subject Matter Expertise
Long Business Description

We are an investment bank focused on mid-market M&A for deals between $25 million and $250 million in size. Based in New York City, we specialize in three sectors: Marketing, Media and Information. Our team of 35 professionals is made up of former operators who have run businesses in these sectors and done a significant number of M&A deals. We are part of Oaklins International, which has offices in 45 countries and 850 investment bankers, so we can provide worldwide coverage of prospective buyers. Founder 26 years ago, the firm has completed close to 450 M&A transactions and valuations.

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Reed Phillips, CEO
Office location(s)
New York, NY, USA
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Christian Bullitt
Office location(s)
New York, NY, USA
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Long Business Description

S. Lawrence & company is a relationship based M&A firm that helps business owners prepare for and partners with them throughout the transition process, whether that be a sale to a third party, a management buyout, a transition to a family member or any other type of transition. We have developed a proprietary process which helps owners receive the maximum value for their life’s work while emphasizing the continuation of their business for the benefit of your employees, customers, and community.

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Robert Sharp, Director
Office location(s)
Flushing, Mi, USA Annandale, VA, USA
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Other area of expertise
Investment Banking, Sell-side M&A Advisory
Long Business Description

Taureau Group is an independent boutique investment bank providing merger and acquisition services to middle market companies throughout the world. Taureau Group’s team combines the capabilities of large, bulge-bracket investment banks with the service and responsiveness of a middle-market firm.
Taureau Group specializes in transactions that typically involve closely held, founder and family-owned businesses, and private equity firms with transaction values ranging from $15 million to $250 million.

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Ann Hanna
Office location(s)
Milwaukee, WI, USA
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Joan McGeough
Office location(s)
Rochelle Park, NJ, USA
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Joseph Finley
Office location(s)
Villanova, PA, USA
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Dan Mahoney
Office location(s)
Philadelphia, PA, USA
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Business Contact Name
Donald J. Mahoney
Office location(s)
Philadelphia, PA, USA