Capital Category
Investment banking helps companies raise capital, execute mergers and acquisitions, and access public markets. Investment bankers advise on valuation, structure deals, and connect you with institutional investors and lenders.
Investment banking services include capital raising (debt and equity), mergers and acquisitions advisory, IPO preparation, private placement, debt restructuring, and strategic financial advisory. Investment bankers serve as intermediaries between companies and capital providers.
Raising institutional capital or selling a company requires expertise, relationships, and rigorous financial modeling. Investment bankers bring all three, ensuring you get the best valuation, terms, and structure. Without professional advisory, companies leave money on the table or fail to close deals.
| Service Type | Price Range |
|---|---|
| Retainer | $10,000 – $50,000/month |
| Success fee (M&A) | 2% – 5% of deal value |
| Equity raise fee | 3% – 7% of capital raised |
| Debt placement fee | 1% – 3% of debt raised |
| Fairness opinion | $25,000 – $100,000 |
An investment banker advises companies on raising capital and executing M&A transactions. They prepare financial models, create pitch materials, identify and approach investors or buyers, negotiate terms, and manage the deal process from start to close.
Investment bankers typically charge a retainer ($10,000–$50,000/month) plus a success fee of 2–7% of the deal value, paid only when the transaction closes. For capital raises, the fee is 3–7% of the amount raised.
You need an investment banker when raising over $5M in institutional capital, selling a company valued above $10M, acquiring another business, or preparing for an IPO. For smaller deals, a business broker may be more cost-effective.
A fairness opinion is an independent assessment from an investment bank that a proposed transaction (merger, acquisition, or buyout) is financially fair to shareholders. Boards often require one to protect against legal liability from shareholder challenges.
Investment Banking
Frontier Investment Banking provides investment banking for small and mid-sized businesses across the United States.
Investment Banking
Live Oak Bank provides commercial banking for small and mid-sized businesses from Wilmington, NC.
Investment Banking
Capstone Partners provides m&a advisory for small and mid-sized businesses from Boston, MA.
Investment Banking
7 Mile Advisors provides middle-market investment banking for small and mid-sized businesses from Atlanta, GA.
Investment Banking
Brookside Capital Partners provides capital advisory for small and mid-sized businesses across the United States.