Investment Banking

Strategic Advisory

Our investment banking team is dedicated to helping companies and individuals create business value, sell and acquire businesses, raise equity and debt capital, and evaluate strategic alternatives. We focus on middle-market companies with revenues between $10 million and $350 million. Our expertise spans numerous industry sectors representing a wide range of businesses.

Our investment bankers know that you have options. We’ll help you evaluate them and choose the strategy that best fits your personal and business objectives. We combine senior-level industry experience, proprietary knowledge, research, and merger and acquisition capabilities of a global network of financial services firms.

Investment banking offered through Moss Adams Capital LLC, a fully licensed broker-dealer with FINRA and the SEC.

Transaction Announcements

Transaction Announcement
Moss Adams, via its affiliate Moss Adams Capital, served as the exclusive financial advisor to Riverside Physician Network in its sale to a confidential buyer.

Transaction Announcement
Rockmount Research & Alloys, Inc. was acquired by Tricor Pacific Capital, a Canadian, privately held family office founded in 1996.

Transaction Announcement
HSI Group completed the purchase of Edge Inspection Group, a nondestructive testing and inspection company.

Industry Spotlight

One of the most critical determinants of the value achieved from a transaction is your banker’s depth of knowledge in the industry. Deep industry insight is not an option—it is essential. Our professionals are dedicated to industry segments and are knowledgeable in each segment’s growth and value drivers.

Our Industry Market Monitors keep you abreast of events, trends, and market forces that shape and guide these industries.
View transactions completed by our Investment Banking team by industry.


Learn steps to take if you receive an unsolicited offer to purchase your business.

Family offices founded by individuals with large sums of wealth have shown an increase in activity and appetite for diverse assets.

Effective pretransition preparation can improve the conditions of a sale and help owners and executives meet personal and professional goals.

Conducting transaction preparedness before selling your business could save time, resources, and money—and add value for you and your business.

Follow these steps to help clarify your organization’s objectives and set the stage for a more successful M&A transaction process.


Our team is comprised of highly experienced senior bankers who are dedicated to the unique needs of middle market companies. The collective experience, diverse background, and results-oriented outlook of this team have shaped an approach that promotes teamwork and a relentless focus to assist you in maximizing your value. Our senior bankers play an active, hands-on role with each client, and are supported by an outstanding team of professionals who bring the highest standards of excellence to our work.