Colorado Financial Service Corporation
Investment BankersAbout UsContact UsDisclosuresFirm NewsJoin Us


Associates
Contact(s)
Location
Website
Sarowdin Partners LLC
Chris Barnes
518 17th St Ste 1005
Denver, CO 80202

Sarowdinpartners.com

Sarowdin Partners is a Denver-based, nationally focused investment bank that delivers Wall Street quality transactional and advisory services, including mergers & acquisitions (sell- and buy-side), capital raising (both debt and equity) and financial consulting (valuations, fairness opinions and balance sheet restructurings).  The firm focuses on companies valued at the lower end of the middle market, defined as enterprise value (equity plus outstanding debt) less than
$20 million (typical client revenues between $3-$30 million with EBITDA typically between $750,000-$4 million).  Sarowdin Partners differentiates itself given its focus solely on smaller companies, which means a client (a) does not have to be concerned that the firm’s attention might be diverted if a larger transaction comes along (NOT elephant hunting) and (b) gets the “A” team on every transaction, so they will receive senior-level attention on a day-to-day basis, with no junior bankers learning the investment banking business at the expense of their transaction.  Sarowdin Partners is capable of executing transactions for manufacturing, distribution and service companies across a broad range of end markets and has experience in a wide variety of sectors including healthcare, technology and retail.


 

 
Dailey Partners
Tim Dailey
David Hieb
1610 Wynkoop St Ste 150
Denver, CO 80202

Dailey Partners is a premiere boutique investment bank that specializes in helping emerging and middle market companies with their investment banking needs. We are dedicated to providing best-in-class advisory services to our clients. Dailey Partners provides Private Placement and Mergers & Acquisitions services. We focus on $5 - $75 million transaction sizes, including growth financings, acquisition financings, management buyouts, minority sales, and liquidity and control transactions. Dailey Partners is a trusted referral source for more than 1,200 venture, buyout, hedge and mezzanine funds as well as strategic investors. We source our clients through a referral-only network and put all companies through a rigorous screening process prior to engagement.  Our firm works only with high quality companies and management teams.Prior to forming Dailey Partners, the partners closed more than 60 transactions representing over $600 million of cumulative transaction size.


Catenary Capital
Jay T. McHale, IV
Jeffrey Martin

Catenary Capital Group LLC was created with the understanding of the current capital challenges facing business owners and real estate developers; as well as the current market hurdles confronting most hedge funds, private debt and equity groups, and alternative investment trusts and funds. Like our namesake, the catenary curve, our organization engages in developing relationships with reputable capital sources and clients that have the integrity to hold up their respective ends of a transaction.  Our intermediary services extend beyond:  traditional, mezzanine, bridge, and complex debt financing; equity infusions and joint ventures; as well as asset or business acquisitions. By recognizing the goals and criteria of our capital sources, and understanding the financial needs and motivations of our clients, Catenary Capital creates a smooth deal process and exceptional experience, with results, for all parties involved.


CFA Midwest
Jim Zipursky
268 North 115th St Ste 6
Omaha, NE 68154
 
www.cfamidwest.com
www.cfaw.com/omaha
 
 

CFA-Midwest is the oldest and most successful mid-market, merger & acquisition advisory company in the area. Founded in 1980, CFA-MidWest focuses on serving the needs of sellers and buyers of businesses that will be sold for between $3 million and $100 million. Over the past 30+ years, we have successfully represented the sales of hundreds of businesses worth billions of dollars to our clients. Typically, we work with buyers and sellers of businesses with transaction values ranging from $3 million to $100 million. We work with clients around the globe and have closed transactions with clients from all over North America, Europe and Asia. We have sold virtually every type of company, from basic manufacturing to the highest-tech software developers. Our clients include small, entrepreneurial businesses to Fortune 500 companies.  In addition to seller and buyer representation, we also provide the following services to our clients:

  • business valuation
  • succession planning
  • value enhancement planning

Aaron Bell
Daniel Braiman
Ralph Bellizzi
9101 E. Kenyon Ave Ste 2300
Denver, CO 80237
Aaron-bell.com

Aaron, Bell International, Inc. (ABI), founded in 1989, is an investment bank focused on middle market merger and acquisition transactions. ABI is a performance based firm dedicated to delivering strategic transactions that maximize value and enable clients to achieve their strategic objectives. We diligently define client goals to provide best-fit results and strive to exceed client expectations.

ABI clients are typically companies with EBITDA of $1 million to $25 million with enterprise values of $5 million to $250 million. ABI is focused on clients in the manufacturing, distribution, and service sectors, with an emphasis on high margin industry leaders, niche markets, value added operations and recurring revenue
.


SDR Ventures
Chris Bouck
Andy Limes
Carol Frank
6500 E. Hampden Ave Ste 202
Denver, CO 80224
SDRVentures.com
We pride ourselves on providing a professional class of investment banking and advisory services to business owners and managers. Since our formation in 2002, we have focused our energy, resources and knowledge on combining the best of Wall Street and Main Street to create an unparalleled suite of professional services, dedicated to privately-held companies.

Fortitude
Chris Wilson
Jim Scott
1800 W. Littleton Blvd
Littleton, CO 80120
cwilson@fortitudemb.com

Our management team has over 40 years of experience focused on middle market companies. We have collectively created solutions for more than 140 companies resulting in over $30 billion in transaction value.

We apply our relevant experience to achieve success in difficult and complex situations, and are fully dedicated and unyielding in our determination to succeed. We are able to succeed where others fail.