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We at IIB celebrate our affiliated independent investment bankers’ successes.

Mergers and Acquisitions

IIB affiliated investment bankers assisted their client, a business communications company, to acquire a networking business solutions company in a high multi-million dollar transaction.  IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who is an investor, to secure over 8 million-dollars through a term loan for an online food delivery company.  IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers assisted their client, an investment firm within the wellness / healthcare sector, to acquire a vitamins / supplements company in a transaction valued at 6 million dollars.  IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers assisted their client, an investment firm, to acquire a testing & measurement company in a transaction valued at over 21 million dollars.  IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who operates in the software services for law, to secure 20 million-dollars of working capital through a line of credit.  IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers assisted their client, who operates in the wine and spirits distribution industry, sell their business to a strategic buyer in a transaction valued at 5 million dollars. IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies. These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who operates in the solar energy installation business, to secure 10 million-dollars of working capital through a term loan. IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies. These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Equity Financing

IIB affiliated investment bankers assisted their client, who operates in the medical diagnostic devices business, to secure over 15 million-dollars of working capital through the sale of assets.  IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers were able to successfully assist their client, who operates in the real estate document preparation services industry, sell their business to a strategic buyer in a transaction valued at 28 million dollars. Licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers were able to successfully assist their client, who operates in the insurance industry, sell 60% of their business to a strategic buyer in a transaction valued at over 7 million dollars. The investor has the first rights to purchase the remaining 40% over the next 5 years.  Licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers were able to successfully assist their client, who operates in the solar energy industry, sell their business to a strategic buyer in a transaction valued at over 24 million dollars.  Licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who operates in the restaurant business, to secure up to 10 million-dollars of working capital through a line of credit.  IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Equity Financing

IIB affiliated investment bankers assisted their client, who operates in the business/productivity software industry, to secure 30 million-dollars through a strategic investor through preferred shares.  IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers were able to successfully assist their client, who operates in the apple growing and packaging industry, sell their business to a strategic buyer in a transaction valued at 50 million dollars.  Licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who operates in the business/productivity software industry, to secure over 8 million-dollars through a term loan.  IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Asset Sale

IIB affiliated investment bankers were able to successfully assist their client, who operates in the staffing industry, sell their business to a strategic buyer in a transaction valued over seven million dollars.  Licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Asset Sale

IIB affiliated investment bankers were able to successfully assist their client, who operates in the automotive collision repair industry, sell their business to a strategic buyer. Licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Asset Sale

IIB affiliated investment bankers were able to successfully assist their client, who operates in the automotive collision repair industry, sell their business to a strategic buyer.  Licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers were able to successfully assist their client, who operates in the cybersecurity software industry to secure approximately six million-dollars through a term loan.  Licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers were able to successfully assist their client, who operates in industrial inspection services industry — operating in the petrochemical, energy and power generation markets, sell their business to a strategic buyer in a transaction valued over three million dollars.  Licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Asset Sale

IIB affiliated investment bankers assisted their client, an engineering & consulting firm specializing in optimal oil and gas pipeline flow, with the sale of their assets to a strategic buyer in a transaction valued over ten million dollars.  IIB licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who operates in the on-demand, same-day delivery services industry, to secure over thirty million-dollars through a term loan.  IIB licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who operates in the consumer loan industry, to secure over twenty million-dollars through a term loan.  IIB licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Debt and Equity Financing

IIB affiliated investment bankers assisted their client, who operates in the wearable technology industry, to secure over two million-dollars through a combination of equity and debt.  IIB licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers assisted their client, an ecommerce/online retailer of specialized casual apparel, with the sale of their business to a strategic buyer in a transaction valued over eight million dollars.  IIB licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who operates in the consumer goods industry, to secure a one hundred million-dollar term loan.  IIB licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Asset Sale

IIB affiliated investment bankers assisted their client, an education technology company, with the sale of their assets to a private equity group in a transaction valued over eleven million dollars.  IIB licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who operates in the software industry, to secure over a five-million-dollar term loan.  IIB licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers were able to successfully assist their client, who operates in the Fire Protection industry, sell their business to a family office for a value in excess of fifteen million dollars.  IIB licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers were able to successfully assist their client, who operates in the HVAC and plumbing contractors’industry, sell their business to a strategic buyer in a transaction valued over twenty million dollars.  Licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Mergers and Acquisitions

IIB affiliated investment bankers were able to successfully assist their client, who operates in the logistics industry, sell their business to a strategic buyer in a multi-million-dollar transaction.  Licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who operates in the software industry, to secure a multi-million-dollar line of credit.  IIB licensed investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Mergers and Acquisitions

Licensed investment bankers were able to successfully assist their client, who operates in the consumer services industry, sell their business to a strategic buyer in a multi-million-dollar transaction.  Affiliated investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Debt Financing

An IIB affiliated investment banker assisted their client, who operates in the financial services industry, to secure an approximately forty-million-dollar debt financing.  IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who operates in the real estate industry, to secure a multi-million-dollar debt financing. IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies. These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers assisted their client, who operates in the financial services industry, to secure over five-million-dollar debt financing that was used to refi existing debt and reduce their cost of capital.  Additional financing was available as working capital.  IIB registered investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  These licensed investment bankers provide merger and acquisition advisory services and equity financing and debt financing capital advisory services.

Mergers and Acquisitions

Licensed investment bankers were able to successfully assist their client, who operates in the consumer services industry, sell their business to a strategic buyer for millions of dollars.  Affiliated investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies.  Registered investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Mergers and Acquisitions

Our affiliated investment bankers were again able to successfully assist their client, who operates in the business services industry, sell their business to a strategic buyer for millions of dollars. Our investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies. Our investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Debt Financing

IIB affiliated investment bankers recently assisted their client, who operates in the technology industry, to secure an over twenty-million-dollar term loan from a commercial bank. IIB affiliated investment bankers hold a Series 79 FINRA license and serve lower middle market and middle market companies across many industries and geographies. IIB affiliated investment bankers provide merger and acquisition advisory services and equity and debt financing capital advisory services.

Mergers and Acquisitions Advisory

IIB investment bankers assisted their client, who operates in the consumer services industry, with the sale of their business to a strategic buyer for several million dollars.

Equity and Debt Financing

IIB investment bankers assisted their client, who operates in the industrials industry, obtain over ten million in debt and equity financing from institutional sources.

Mergers and Acquisitions Advisory

IIB investment bankers assisted their client, who operates in the industrials industry, sell a division of their business to a strategic buyer for approximately one hundred million dollars.

Equity Financing

IIB investment bankers assisted their client, who operates in the clean energy industry, to secure over fifty-million-dollar equity commitment from a large private equity group.

Mergers and Acquisitions Transaction

IIB investment bankers assisted their client, who operates lower middle market company in the industrials industry, with the sale of their business to a strategic buyer for over ten million dollars.

Debt Advisory

IIB investment bankers assisted their client, who operates in the technology industry, to secure a ten-million-dollar term loan at a competitive interest rate.  The debt facility was provided by an institutional debt fund.

Mergers and Acquisitions Advisory

IIB investment bankers assisted their client, who operates in the consumer products industry, with the sale of their business to a strategic buyer for almost a hundred million dollars.

Mergers and Acquisitions Advisory

IIB investment bankers assisted their client, who operates in the consumer services industry, with the sale of their business to a strategic buyer for tens of millions of dollars.

Debt Advisory

IIB investment bankers assisted their client, who operates in the technology industry, to secure a ten-million-dollar line of credit at a competitive interest rate. The debt facility was provided by a commercial bank.