Mergers & Acquisitions
Count on an industry leader to close the deal.
Raymond James has one of the most highly regarded, broadly experienced advisory practices in middle-market investment banking. Our M&A practice delivers a broad array of financial advisory offerings, including transactional and strategic advisory services for both private and publicly held companies. Our advisory services leverage the firm’s deep industry knowledge and relationships across the corporate and private equity landscape to provide clients with best-in-class execution.
Mergers & Acquisitions Expertise
Mergers & Acquisitions Insights
Senior Banking Team
Senior Managing Director, Head of Mergers & Acquisitions
St. Petersburg
Managing Director M&A/Financial Sponsors
St. Petersburg
Managing Director, Head of ESOP Advisory
Dallas
Transaction History
April 2026
About VideoVerse
VideoVerse is the leading sports technology company that created Magnifi.
April 2026
About Enlyte
Enlyte is a P&C industry leader providing claims technology innovations and connectivity solutions, specialty networks, case management, pharmacy benefit and disability management services.
April 2026
About Stride Consumer Partners
Stride is a private equity firm that specializes in partnering with talented and dynamic founders, entrepreneurs, and business leaders to build the next generation of great consumer brands.
April 2026
About South Plains Financial, Inc.
South Plains Financial, Inc. (NASDAQGS: SPFI) is a Texas-based, commercially focused financial holding company operating primarily in West Texas, Dallas–Fort Worth, and Houston through its wholly owned subsidiary, City Bank.
April 2026
About Heritage NOLA Bancorp, Inc.
Heritage NOLA Bancorp, Inc. is the holding company for Heritage Bank of St. Tammany, a federally chartered savings bank.
April 2026
About Intrepid Potash, Inc.
Intrepid Potash, Inc. (NYSE: IPI) is a diversified mineral company that delivers potassium, magnesium, sulfur, salt, and water products essential for customer success in agriculture, animal feed, and the oil and gas industry.
March 2026
About Fidelity BancShares (N.C), Inc.
Fidelity BancShares is the bank holding company of Fidelity Bank.
March 2026
About Sterno
Founded over 100 years ago, Sterno is headquartered in Texarkana, TX and is a leading brand of food-warming and tabletop solutions, known for its chafing fuel products used across catering, hospitality, and foodservice applications through retail and distribution channels.
March 2026
About American Wire Group
American Wire Group is a market-leading distributor of wire, cable and electrical hardware components in the U.S.
March 2026
About AddSecure
AddSecure is a leading European provider of secure IoT connectivity and end-to-end solutions that help organisations optimise operations, create business value, and protect vital societal functions.
March 2026
About 20 Majors, LLC
20 Majors’ business lines will continue to include golf-course design, golf and real estate community development, and the marketing and licensing of lifestyle products worldwide under the iconic Jack Nicklaus and Golden Bear brands.
March 2026
About Long Tail Health
Long Tail is a leading provider of AI-native software and services for utilization management, physician advisory, and denials and appeals workflows across hospitals, medical centers, and health systems.
March 2026
About Salt & Stone
Salt & Stone is an award-winning premium bodycare brand redefining daily self-care through high-performance formulas, sophisticated scents and elevated design.
March 2026
About LiveBarn
LiveBarn provides automated livestreaming and on-demand video and analytics for youth and amateur sports, enabling families, coaches and athletes to watch games and share moments from anywhere.
March 2026
About Karpel Solutions
Karpel is a leading provider of case management system (CMS) software for prosecutor and public defender offices nationwide.
March 2026
About Signature Bancorporation, Inc.
Signature Bancorporation, Inc. is the parent company of Signature Bank, a business-focused bank headquartered in Rosemont, Illinois. Founded in 2006, Signature Bank is dedicated to providing tailored financial solutions to middle-market businesses.
March 2026
About Not Your Mother's
Founded in 2010, Not Your Mother’s creates high-quality, salon-inspired haircare and has become one of the largest independent mass haircare brands in the U.S.
March 2026
About Pillar Oil & Gas
Headquartered in Irving, Texas, Pillar Oil & Gas (“Pillar”) is an independent exploration and production company focused on operated, oil-weighted development in the Eagle Ford Shale.
March 2026
About Ritchey Metals
Ritchey Metals is the largest domestic producer of Galvalume alloy, supplying mission-critical inputs used in coating processes for steel mills across the United States.
March 2026
About Kreher Steel
Kreher Steel is a leading North American provider of specialty metal products and value-added processing services, supplying carbon and alloy steel bars, steel tubing, wire rods, and various metallic products.
March 2026
About Deed
Deed is a global workplace social impact platform connecting employees with over two million nonprofits for volunteering, giving and wellness initiatives.
March 2026
About Wincove Private Holdings
With offices in Boston and New York, Wincove invests in small and mid-size industrial and infrastructure products and services companies.
March 2026
About First Financial Corporation
First Financial Corporation (NASDAQ: THFF) is the holding company for First Financial Bank N.A. First Financial Bank N.A. is the fifth oldest national bank in the United States, operating 86 banking centers in Georgia, Illinois, Indiana, Kentucky and Tennessee.
March 2026
About Middlefield Banc Corp.
Middlefield Banc Corp., headquartered in Middlefield, Ohio, is the bank holding company of The Middlefield Banking Company, with total assets of $1.9 billion at December 31, 2025.
February 2026
About Softeon
Softeon is a cloud-native WMS provider focused on optimizing warehouse and fulfillment operations.
February 2026
About Whip Around
Whip Around is a leading provider of fleet and asset maintenance and compliance software.
February 2026
About Pacific West Bancorp
Pacific West Bancorp (OTCPK: PWBK), headquartered in West Linn, Oregon, is the parent company of Pacific West Bank. Pacific West Bancorp operates four locations across the greater Portland area, including two full-service branches and two production offices.
February 2026
About New Mountain Capital
New Mountain Capital is a New York based investment firm with $60 billion in assets under management, focused on business building and sustainable growth to generate long-term capital appreciation.
February 2026
About EOG Resources, Inc.
Headquartered in Houston, Texas, EOG Resources, Inc. (NYSE: EOG) is one of the largest crude oil and natural gas exploration and production companies in the United States with assets in the U.S., Trinidad, UAE, and Bahrain.
February 2026
About Republic Bank Finance
Founded in 1982 and based in St. Louis, Missouri, Republic Bank Finance (“RBF” or the “Company”) is a direct provider of equipment finance and leasing solutions for businesses nationwide.
February 2026
About UPOP Holdings
UPOP Holdings (“UPOP”) was formed in 2022 by a group of industry professionals to execute a buy-and-build strategy and create a fully integrated convenience store platform in the Mountain West.
February 2026
About Palmdale Oil Company
Palmdale is a leading statewide solutions provider of fuels, lubricants, chemicals, propane, and diesel exhaust fluid with delivery and management solutions.
February 2026
About CQG
CQG is a leading global provider of high-performance trading, market data, analytics, risk management and order management solutions for traders, brokers, hedgers and exchanges worldwide, with direct market access to more than 45 global exchanges.
February 2026
About WP Global Partners
Founded in 2005, WP Global Partners is a Chicago, IL-based private markets manager providing investment advisory and portfolio solutions to institutional and other qualified clients.
February 2026
About InvestEdge
InvestEdge is a financial technology and compliance software company specializing in advanced tools for trade supervision, account monitoring and wealth management operations.
February 2026
About Third Coast Bancshares, Inc.
Third Coast Bancshares, Inc. (NYSE & NYSE Texas: TCBX) is a commercially focused, Texas-based bank holding company operating primarily in the Greater Houston, Dallas-Fort Worth, and Austin-San Antonio markets through its wholly owned subsidiary, Third Coast Bank.
February 2026
About Northfield Bancorp, Inc.
Northfield Bancorp, Inc. (NASDAQ: NFBK) is the holding company for Northfield Bank. Northfield Bank, founded in 1887, provides a full line of deposit and lending products and services to consumers and businesses through its 37 full-service banking offices.
February 2026
About Colorescience
Colorescience, headquartered in Carlsbad, CA, is a premium, science-driven skincare and sun protection brand specializing in mineral-based, clinically validated products with cosmetically elegant finishes.
January 2026
About Field & Main Bancorp, Inc.
Field & Main Bancorp, Inc. has $861 million in assets and manages approximately $800 million in wealth and trust assets.
January 2026
About FirstFleet
Founded in 1986 and headquartered in Murfreesboro, Tennessee, FirstFleet is a leading provider of dedicated contract carriage services across North America.
January 2026
About Raptor Technologies
Raptor is a provider of integrated software solutions aimed at enhancing safety and operational efficiency in K-12 schools.
January 2026
About CPS Performance Materials
CPS Performance Materials is a diversified specialty chemicals manufacturer comprised of two business units: FAR Chemical and GEO Specialty Chemicals.
January 2026
About L Catterton
L Catterton is a market-leading consumer-focused investment firm, managing approximately $39 billion of equity capital across three multi-product platforms: private equity, credit, and real estate.
January 2026
About Five Arrows
Five Arrows is the alternative assets arm of Rothschild & Co. The firm has a globally diversified group of investors comprised of institutions, corporations, international family offices and entrepreneurs from Europe, North America, and Asia who invest alongside the firm, its partners and the team.
January 2026
About Ecosystems.io
Ecosystems is the leading SaaS platform for collaborative value management and the system of record for customer outcomes.
January 2026
About Amberjack Capital Partners
Amberjack Capital Partners is a Houston-based private equity firm focused on lower middle market buyouts in the Critical Infrastructure Services sector.
January 2026
About Symplicity Corporation
Symplicity is a global leader in higher education career services and student support software.
January 2026
About TowneBank
Founded in 1999, TowneBank is a company built on relationships, offering a full range of banking and other financial services, with a focus of serving others and enriching lives.
January 2026
About City Office
City Office REIT, Inc. is an internally managed real estate company focused on acquiring, owning and operating high-quality office properties located primarily in metropolitan areas in the Southern and Western United States.
December 2025
About CPS Performance Materials
CPS Performance Materials is a diversified specialty chemicals manufacturer comprised of two business units: FAR Chemical and GEO Specialty Chemicals.
December 2025
About Netwatch Group
Netwatch is a global leader in proactive video monitoring, delivering intelligent security solutions that prevent incidents before they occur.
December 2025
About Lindsay Precast
Lindsay Precast is one of the leading U.S. manufacturers of precast concrete solutions and related products.
December 2025
About Tiger Infrastructure Partners
Tiger Infrastructure Partners is an innovative private equity firm focused on providing transformational growth capital to middle market infrastructure companies.
December 2025
About Montagu & Kohlberg
Montagu & Kohlberg are leading mid-market private equity firms that invest in healthcare and services companies.
December 2025
About Extended Care Professional (ECP)
ECP (Extended Care Professional) provides an all-in-one, software platform for assisted living and senior care communities, integrating eMAR, EHR, CRM, Billing and business intelligence tools to streamline operations, enhance resident care, ensure compliance, and further deliver value-based care.
December 2025
About Eagle Merchant Partners
Eagle Merchant Partners is a private equity firm based in Atlanta, GA. The firm focuses on control investments in founder-owned, lower middle-market companies across the Southeastern United States, primarily in the franchise, multi-unit, consumer and commercial services sectors.
December 2025
About Moody's Analytics
MALS is the training partner of choice for thousands of financial service organizations worldwide, from community-based credit unions to international banks.
December 2025
About Invia Flights Germany
Invia Flights Germany GmbH (post-transaction: TC Flights Germany GmbH) is a leading provider of airline tickets in German-speaking countries, operating established portals such as Fluege.de.
November 2025
About Alesco Advsiors LLC
Alesco Advisors LLC is a Pittsford, NY-based RIA with more than $6 billion in assets under advisement, providing comprehensive wealth advisory and outsourced chief investment officer services to high-net-worth families and individuals, institutions, and retirement plans.
November 2025
About Federal Signal Corporation
Founded in 1901 and based in Downers Grove, Illinois, Federal Signal Corporation is a diversified manufacturer of specialty vehicles and equipment serving municipal, industrial and commercial customers across the environmental solutions and safety markets.
November 2025
About Maple Hill Creamery
Maple Hill Creamery is a pioneer in 100% grass-fed organic dairy, working with a network of family farms to produce high-quality, sustainable dairy products.
November 2025
About Cranford Equipment
Cranford Equipment is one of the nation’s largest independent distributors of industrial filtration solutions.
November 2025
About BYOMA
Founded by beauty entrepreneur and visionary Marc Elrick in 2022, BYOMA is a science-backed, solution-focused, skin barrier and skin health brand.
November 2025
About Quiet Professionals
Quiet Professionals is a veteran-founded defense and technology company specializing in intelligence, advanced analytics, cybersecurity, and mission support for U.S. government agencies.
November 2025
About Revelar Capital
Revelar Capital is a New York–based private equity firm that invests exclusively in healthcare services, business services, and specialty manufacturing, bringing deep sector focus to complex and fragmented markets.
November 2025
About Coterie
Coterie is the premium baby care brand dedicated to making parents' lives easier. Coterie is helping redefine its category with new standards for performance, safety and transparency and has become the fastest-growing premium diaper care brand and one of the most trusted names in baby care.
November 2025
About Arsenal Capital Partners
Arsenal Capital Partners is a leading private equity investment firm that specializes in building market-leading industrial growth and healthcare companies.
November 2025
About SimpliSafe
SimpliSafe is the third largest residential security provider in the U.S., offering a full suite of professional monitoring services to millions of people across the U.S. and U.K.
November 2025
About Blue Owl Capital Corporation
Blue Owl Capital Corporation (NYSE: OBDC) is a specialty finance company focused on lending to U.S. middle-market companies.
November 2025
About SkyKnight Capital
SkyKnight Capital focuses on partnering with high quality businesses in acyclical growth sectors alongside exceptional management teams.
October 2025
About PSG Equity
PSG Equity is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic opportunities, and build strong teams.
October 2025
About stp.one
stp.one, headquartered in Karlsruhe, is one of the leading providers of complete legal tech solutions in Europe, which drive the digitization of law firms, insolvency administrators and corporate legal & risk management departments.
October 2025
About KPS Capital Partners
KPS, through its affiliated management entities, is the manager of the KPS Special Situations Funds, a family of investment funds with approximately $19.4 billion of assets under management (as of June 30, 2025).
October 2025
About B+N Industries
B+N Industries is a California-based designer, developer and manufacturer of architectural systems and branded environments.
October 2025
About Aurelius
AURELIUS is a global private equity investor, distinguished and widely recognised for its operational approach. It focuses on private markets, in particular Private Equity and Private Debt.
October 2025
About Fibo Group AS
Fibo Group AS is a Norwegian-based specialist in high-quality, waterproof wall systems designed to take wet room environments to the next level.
October 2025
About Battle Financial, Inc.
Battle Financial, Inc., headquartered in Edwards, Colorado, and founded by banking industry veterans with decades of experience in precious metals, lending, and retirement accounts, seeks to launch Battle Bank, N.A.
October 2025
About Seacoast Banking Corporation of Florida
Seacoast Banking Corporation of Florida (NASDAQ: SBCF) is one of the largest community banks headquartered in Florida with approximately $15.9 billion in assets and $12.5 billion in deposits as of June 30, 2025.
October 2025
About Calitii
Calitii is a leading ServiceNow Implementation partner founded by Patrick O’Connor in June 2023 and headquartered in London. Calitii focuses on delivering for highly regulated industries and serves several major financial institutions.
October 2025
About NetVendor
NetVendor is a leading provider of vendor compliance management software for property management companies (PMCs) across the multi-family and commercial real estate industries.
October 2025
About SavvyMoney
SavvyMoney is a provider of real-time credit, financial health, lending and deposit solutions to all constituents of the digital banking ecosystem.
September 2025
About OSEA
OSEA is clean, clinically proven skincare from the sea. Mother-Daughter founders Jenefer and Melissa Palmer launched the brand in 1996 in Malibu, California, inspired by the healing power of the sea.
September 2025
About Leahy-IFP
Leahy-IFP is a major aseptic packer and formulator of natural fruit-based beverages, offering exceptional expertise in skill and scale, guiding global brands through turn-key product formulation and commercialization.
September 2025
About Vista Equity Partners
Vista Equity Partners is a global investment firm founded by Robert F. Smith in 2000 that specializes in enterprise software, employing private equity, private credit, and permanent capital strategies to acquire and grow software companies.
September 2025
About Arbiter
Arbiter is the trusted leader in school and athletic program management, supporting thousands of schools, leagues, and organizations nationwide for more than four decades.
September 2025
About Poppins Payroll
Poppins Payroll is a provider of payroll and tax administration services for families hiring nannies, caregivers and other domestic workers.
September 2025
About Hinterland Group
Hinterland Group ("Hinterland" or the "Company") is a leading, vertically-integrated provider of mission-critical rehabilitation solutions required for the proper functioning of critical water and wastewater infrastructure.
September 2025
About Open Line
Founded in 2002 and headquartered in the Netherlands, Open Line is a leading cloud managed services provider with advanced cybersecurity and automation capabilities.
September 2025
About Springbuk
Springbuk is a premier data and analytics partner for health benefits and point solutions on a mission is to guide every healthcare decision with data.
September 2025
About Arrow Tru-Line
Arrow Tru-Line is the leading independent manufacturer and supplier of overhead garage door hardware components in North America selling into both residential and commercial sectors.
September 2025
About DonorSearch
Founded in 2007, DonorSearch is a leading provider of philanthropic data and AI-powered prospect research.
September 2025
About Patrol Protect Secure
Patrol Protect Secure (“PPS”) is a specialized provider of armed and unarmed contract security, executive protection, vehicle patrols and security consulting services to businesses, communities and institutions nationwide.
September 2025
About Spark Membership
Spark Membership is a leading software and payments platform built specifically for martial arts studios.
September 2025
About Dr. Squatch
Dr. Squatch is a natural men's soap and personal care company and one of the fastest-growing personal care companies in the USA.
September 2025
About Berkshire Hills Bancorp, Inc.
Berkshire Hills Bancorp, Inc. (NYSE: BHLB) is the parent company of Berkshire Bank, a relationship-driven, community-focused bank that delivers industry-leading financial expertise to clients in New England and New York.
August 2025
About Newterra
Newterra designs, engineers, manufactures and services environmental, water and wastewater treatment solutions that enhance performance, reliability and value in our global markets.
August 2025
About Highway
Highway is the leading Carrier Identity® and risk management platform purpose-built for freight brokers.
August 2025
About ePayPolicy
ePayPolicy is a leading provider of accounts receivable (“AR”), accounts payable (“AP”) and integrated payment solutions for the insurance industry.
July 2025
About EnviroMix
Founded in 2009 and based in Charleston, South Carolina, EnviroMix designs and engineers advanced compressed gas mixing and biological treatment solutions for municipal and industrial wastewater treatment facilities.
July 2025
About Heritage NOLA Bancorp
Heritage NOLA Bancorp, Inc. is the holding company for Heritage Bank of St. Tammany, a federally chartered savings bank. Heritage Bank, founded in 1924, is a community bank providing a variety of financial services to residents and businesses in and around St. Tammany Parish, Louisiana.
Transaction history may include a transaction completed by a Raymond James banker while at a former firm.