We are pleased to announce that Concord Ventures has placed on the Axial list of top US 20 lower middle market investment bankers for the first quarter 2020.
“Together, the top 20 investment banks are those who work with the most in-demand clients; balance breadth, selectivity, and accuracy in the buyers they engage; and generate the largest number of positive outcomes for their clients,” Axial stated.
Axial’s main criteria for placement on the list include:
- Client Quality: Buy-side demand for engagements represented by the advisor
- Buy-Side Targeting: The advisor’s ability to balance selectivity, accuracy, and breadth when identifying potential buyers
- Process Effectiveness: The advisor’s ability to generate positive outcomes for their client
Other data that Axial evaluates includes:
- Overall Deal Relevance: How many buy-side mandates (financial and strategic) align with the advisor’s engagements.
- Process Selectivity: How broad or narrow are the advisors’ sell-side processes relative to their peers.
- Signed NDAs: How many buyers showed interest in each of the advisor’s offerings, measured by the number of signed NDAs.
- Buyer Referrals: Buyer feedback that Axial receives on the way the advisor manages their processes.
- Closed Deals: How many deals has the advisor closed involving one more Axial buyers.
Many other lists of this type evaluate the investment banker only on deal and/or dollar volume.
Axial (www.axial.net) is an online network for buying and selling businesses in the North American lower middle market. Sellers post their offerings and buyers post their criteria on the Axial website. Axial’s strong interface then matches possible buyers and sellers according to their data. Over 791 investment banks posted businesses for sale on Axial in the first quarter 2020.
Concord Ventures is a boutique investment banking firm representing business sellers in the $3,000,000-$1,000,000,000 value range in manufacturing, service, distribution, retail, and technology. Concord Ventures also provides financing services for acquisitions and recapitalizations and offers business valuation services. We are headquartered near Seattle, in Bellevue, WA. For more information, see https://concordventuresinc.com.
Concord Ventures is pleased to announce the sale of Talon Manufacturing, Inc., Arlington, WA, to Prowse Manufacturing Group, Inc., also of Arlington, WA, as part of a rollup.
Representing the seller, Concord Ventures initiated and negotiated the transaction and arranged the financing.
Founded in 1997, Talon is an ISO 9001 and AS 9100 certified company that produces machined and turned metal aerospace parts for its customers. These certifications show a consistent level of quality and service.
Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $3,000,000 to $500,000,000 in manufacturing, service, and distribution.
Concord Ventures is pleased to announce the sale of Encore Cabinets, Inc., of Everett, WA, to DGT Industries, Inc, Bellevue, WA.
Representing the seller, Concord Ventures initiated and negotiated the transaction and arranged the financing.
Founded in 2003 by the current owner, Encore Cabinets’ main customers are local homebuilders. It is one of the few companies in its area able to provide complete matched sets of cabinets and doors delivered to the job site. Encore has a top reputation for quality, service, and prompt delivery, which is essential for home builders.
The previous owner will remain involved in the operation.
Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $3,000,000 to $250,000,000 in manufacturing, service, and distribution.
Concord Ventures is pleased to announce the sale of Infinity Fabrication, Inc., of Arlington, WA, to a private investor.
Representing the seller, Concord Ventures initiated and negotiated the transaction and arranged the financing.
Infinity Fabrication is an aerospace machining and fabrication company specializing in producing complex hydroformed parts. Particularly suited for aircraft, hydroformed parts are used in a range of industries.
Infinity has a strong reputation for quality and prompt delivery.
Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $3,000,000 to $250,000,000 in manufacturing, service, and distribution
Concord Ventures is pleased to announce the sale of Holowchuk Wood Services, Kirkland, WA, to French Touchup, LLC.
Representing the seller, Concord Ventures initiated and negotiated the transaction and arranged the financing.
Founded in 1980, Holowchuk Wood Services is the leading furniture finish touchup and repair business in the Seattle metro area with a mix of corporate and private customers.
Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $3,000,000 to $250,000,000 in manufacturing, service, and distribution
Concord Ventures is pleased to announce the sale of Peltram Plumbing, Inc., Auburn, WA, to Crescendo Capital Partners, Los Angeles, CA.
Representing the seller, Concord Ventures initiated and negotiated the transaction.
The previous owner retains substantial equity and a leadership role in the company.
Founded 30 years ago by the current owner’s father, Peltram Plumbing installs plumbing and related systems for large volume home builders and commercial developers in the Pacific Northwest. In addition to handling the rough-In and trim phases, Peltram is also licensed to install residential fire sprinkler systems and NFPA13-D designated systems.
Peltram has built a reputation for a very high level of customer service and performance.
Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $3,000,000 to $500,000,000 in manufacturing, service, and distribution.
Concord Ventures placed on the 2017 Axial list of top 100 middle market banks and advisory firms in the U.S.
Axial created the list by asking 1000 private equity firms, strategic acquirers, and family offices to name the banks and advisers they trust and respect the most in the middle market. See https://www.axial.net/forum/recommended-investment-banks-advisors-us/ for the complete list.
Concord Ventures is among four honored in Washington State. The other three are Cascadia Capital, Exvere, and Meridian Capital, all in Seattle. All four Washington firms are in the generalist category as are 66% of the firms on the list.
As you might expect, there is a heavy concentration in New York and Los Angeles.
Axial is networking website that connects mid-market sellers, buyers, and investors using criteria that find the right match in real-time. Over 11,000 firms use the Axial network to identify, connect with, and close M&A and growth financing deals. See https://www.axial.net for more information.
Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $3,000,000 to $500,000,000 in manufacturing, service, and distribution.
Concord Ventures is pleased to announce the sale of Entellects, Inc, Rolling Meadows, Illinois, to a private investor.
Representing the seller, Concord Ventures initiated and negotiated the transaction and arranged financing as well.
Entellects is an IT staffing company with clients nationwide. Founded in 2005, it employs over 50 people. Its contractors provide cloud solutions, mobile applications, custom-built applications, enterprise portals, e-commerce solutions, and more.
Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $3,000,000 to $250,000,000 in manufacturing, service, and distribution.
Local business paper the Puget Sound Business Journal quoted our Principal in an article describing the hows and whys of diminishing local ownership of aerospace suppliers.
Concord Ventures sold three aerospace suppliers to a single private equity firm in a rollup sale.
See the article about this sale in The Puget Sound Business Journal, March 20, 2015