Lincoln Square Advisors

Lincoln Square is an independent investment banking and marketing firm focused on the alternative investment industry. To raise assets and forge partnerships for our clients, we employ a systematic approach, drawing on our extensive network and leveraging proprietary technology. We build long-term, trust-based client relationships by emphasizing business ethics, drawing on deep industry expertise, and delivering results.

AxialMarket

AxialMarket provides technology-enabled tools and analytics to help intelligently connect qualified buyers and sellers of privately held companies. Since 2007, AxialMarket’s deal management and deal origination platforms have been used by many of the most active lower middle market financial buyers, strategic buyers, and M&A Advisory firms to source, manage, and execute private M&A transactions across a broad range of industries, geographies, and transaction types.

Supported by proprietary datasets and technology, AxialMarket creates tremendous efficiencies for deal professionals while respecting the confidential nature of the M&A processes. Since inception, over 2,500 privately held companies (representing over $51 billion in total revenue) to utilize AxialMarket’s deal origination and deal management platforms.

Equifin Capital Partners

Equifin Capital Partners is an independent private investment firm focused on financial assets and the financial services sector. The firm leads transactions involving private partnership interests, performing and sub-performing financial assets, and large scale corporate build-ups and turnarounds in the financial services industry. Equifin’s principals leverage extensive experience in the alternative asset and finance industries, a broad network of relationships in the firm’s focus sectors, and specialized operational and financial management skills. Equifin and certain of its principals are affiliated with Tangent Capital for the purpose of conducting securities transactions requiring broker dealer registration. To learn more about us, our website is www.equifincapital.com.

MDI Investments, Inc.

MDI Investments, Inc. helps small and medium-sized financial institutions grow and better serve customers. From finding the best strategic partners to developing strategies to raise capital, MDI Investments serves as a trusted advisor, combining the expertise of management consulting with that of a boutique investment bank. MDI professionals have a solid track record helping community banks increase capital and complete transactions even in difficult markets. 

MDI's business philosophy can be summed up this way: "We care deeply about the success of our clients,” says Mike Iannaccone. "We demonstrate our dedication by delivering personalized service, handling all client requests with a sense of urgency and producing results. We may go light on the sugar and spice, but our clients appreciate our willingness to be candid and convey straight-forward answers," he continued. "We provide our clients with focus and execution, not 'a deal of the week' service. We will not be locked into the standard view. Our team offers terrific problem-solving skills that lead to creative solutions during years of exceptional growth as well as turbulent times. We're in this business to build satisfying, productive, long-term relationships... with you."