Bankers

Relationship view across every bank and boutique – sample data mirrored from DealCloud.

Banks covered

Deals received (24 months)

155

Top-tier banks

Reached IOI

Deal flow by bank

Bank	Tier	Deals	F&B · PM · BS · Other	Deal quality	Hit rate	Last bid	Last touch
Calder Ridge Securities Industrials and medical device	Top tier	17	0 · 12 · 1 · 4	97	35%	Project Sterling – 8.0x EBITDA	7 Oct 2026
Copperline Partners Aerospace and defense	Core	10	0 · 8 · 0 · 2	80	30%	Project Northstar – 7.8x EBITDA (IOI)	7 Oct 2026
Harbor & Vine Partners Consumer and branded food	Top tier	20	14 · 1 · 2 · 3	70	25%	Project Fig – 7.5x EBITDA	1 Oct 2026
Bluewater Corporate Finance Consumer and business services	Top tier	16	6 · 2 · 6 · 2	63	25%	Project Thistle – IOI due 21 Oct	6 Oct 2026
Pinecrest M&A Advisors Business services	Core	13	0 · 1 · 9 · 3	38	15%	Project Compass – 7.0x EBITDA (IOI)	5 Oct 2026
Stonegate Advisory Group Industrial and business services	Core	13	0 · 4 · 5 · 4	35	15%	Project Gravel – 6.5x EBITDA (IOI)	5 Oct 2026
Sable Point Advisors Business services, Canada	Core	10	2 · 1 · 5 · 2	30	10%	–	2 Oct 2026
Larkspur Capital Markets Engineered products	Core	11	1 · 6 · 1 · 3	27	9%	–	6 Oct 2026
Ashford Lane Capital Advisors Business services and distribution	Core	14	1 · 2 · 7 · 4	25	7%	–	6 Oct 2026
Tidewell Advisors Consumer	Developing	10	5 · 0 · 1 · 4	10	0%	–	7 Oct 2026
Wexford Hall & Co. Small industrials	Developing	8	0 · 5 · 0 · 3	6	0%	–	5 Oct 2026
Marlow Street Partners Generalist	Developing	13	1 · 1 · 2 · 9	4	0%	–	7 Oct 2026

Deal quality weights how far each bank's deals progressed with us (CIM, IOI, LOI). Hit rate = share of deals that reached IOI.

Top 25 by deal quality – 12 in sample data