Top Investment Banks in Boston: A Comprehensive Guide

Boston has established itself as a significant financial hub on the East Coast, housing some of the most reputable investment banks in the country. This comprehensive guide reviews the top investment banks in Boston to help you make informed decisions about potential financial partners. Whether you’re seeking M&A advisory services, capital raising, or strategic guidance, this guide provides valuable insights into Boston’s leading investment banking institutions.

What Makes a Great Investment Bank?

Before exploring the list, here are the criteria used to evaluate these institutions:

• Expertise and Track Record: History of successful deals and investments
• Client Satisfaction: Feedback from clients and industry reputation
• Range of Services: Diversity and quality of financial services offered
• Innovation: Forward-thinking approaches to investment strategies
• Team Quality: Knowledge and expertise of the banking professionals

Boston’s Top Investment Banks

1. Madison Parker Capital

Location: 715 Boylston St, Boston, MA 02116
Phone: 617-910-0081
Website: Visit Website

Madison Parker Capital stands out with their brilliant strategies and innovative thinking. Their impressive track record of delivering exceptional results makes them a preferred choice for many investors. The firm’s unwavering commitment to client satisfaction and personalized approach sets them apart in Boston’s competitive market.

2. Brookside Capital LLC

Location: John Hancock Tower, 200 Clarendon St, Boston, MA 02116
Phone: 617-516-2900
Website: Visit Website

Brookside Capital LLC offers a team of knowledgeable professionals who excel at identifying untapped market opportunities. Their collaborative spirit and ability to stay ahead of market trends position them as strong contenders in the financial world. The firm combines expertise with a welcoming atmosphere that puts clients at ease.

3. Leerink Partners

Location: 53 State St, Boston, MA 02110
Phone: 617-918-4000
Website: Visit Website

Leerink Partners has established itself as a sophisticated and innovative player in Boston’s investment banking scene. They offer an extensive range of services from mergers and acquisitions to capital raising, all delivered with exceptional expertise and attention to detail. Their winning combination of technical knowledge and personalized service sets them apart.

4. AGC Partners

Location: Fl 22, Keystone Building, 99 High St, Boston, MA 02110
Phone: 617-261-4100
Website: Visit Website
Hours: Open 24 hours, 7 days a week

AGC Partners offers an exceptional environment for both clients and professionals in the investment banking industry. The firm provides amazing growth opportunities, guided by a hands-on CEO who sets the tone for success and professional development. Their collaborative team culture and rigorous workplace foster true professional growth and create lasting relationships.

5. BellMark Partners, LLC

Location: 75 Central St Suite 4, Boston, MA 02109
Phone: 617-574-9900
Hours: Open 24 hours, 7 days a week

BellMark Partners, LLC represents the cream of the crop in Boston’s investment banking world. They specialize in providing advisory and investment banking services to middle market and lower middle market companies across consumer, industrial, business services, and healthcare industries. Their impeccable track record and comprehensive expertise have established them as leaders in the field.

6. Aeris Partners

Location: 500 Boylston St 18th Floor, Boston, MA 02116
Phone: 617-751-4010
Website: Visit Website
Hours: Open 24 hours, 7 days a week

Aeris Partners has established itself as a standout firm in Boston’s investment banking landscape. Their team of financial experts brings both sophistication and strategic insight to every client engagement. The firm’s expertise and professionalism are truly exceptional, consistently delivering service that exceeds client expectations.

7. Needham & Co

Location: Two International Place, International Pl, Boston, MA 02110
Phone: 617-457-0910
Website: Visit Website

Needham & Co impresses with their unique approach to investment banking. Their team skillfully navigates the complex world of investments, making the process both accessible and rewarding for clients. They balance professionalism with approachability, creating an environment where clients feel confident in the guidance they receive.

8. Keene Advisors

Location: 745 Atlantic Ave 8th floor, Boston, MA 02111
Phone: 617-765-2054
Website: Visit Website
Hours: Open 24 hours, 7 days a week

Keene Advisors represents a hidden gem in Boston’s investment banking community. Their impeccable reputation and astute financial guidance have earned them a loyal client base. They specialize in creating meticulously tailored strategies designed to meet specific client objectives.

9. Johnson Mark L

Location: 60 State St # 25, Boston, MA 02109
Phone: 617-526-6000
Website: Visit Website

Johnson Mark L has carved out a distinct position among Boston’s investment banks. Their team balances professionalism with an engaging spirit that distinguishes them from competitors. Their investment strategy expertise is exceptional, and they approach each client relationship with personalized attention.

10. MHT Partners, LP

Location: 111 Huntington Ave 9th floor, Boston, MA 02199
Phone: 617-589-4300
Website: Visit Website

MHT Partners, LP has established itself as a formidable presence in Boston’s investment banking sector. Their modern offices house a team that embodies the perfect balance of professionalism and dynamic energy. Their industry expertise is evident in every client interaction, demonstrating deep knowledge and strategic insight.

11. Covington Associates

Location: 99 Summer Street, Boston, MA 02110
Phone: 617-314-3950
Website: Visit Website

Covington Associates stands out for their exceptional expertise in the financial industry. Their team combines deep professional knowledge with approachability, creating relationships built on trust and mutual respect. They take time to thoroughly understand client needs and develop tailored solutions aligned with individual goals.

12. TM Capital Corp.

Location: 201 Washington St #32, Boston, MA 02108
Phone: 617-259-2200
Website: Visit Website

TM Capital Corp. operates in a class of their own among Boston’s investment banks. Their team strikes the perfect balance between professional expertise and client accessibility. Their impressive track record speaks volumes about their capabilities in guiding clients through complex financial decisions.

13. Stifel – Public Finance

Location: 125 High St 17th floor, Boston, MA 02110
Phone: 617-488-4100
Website: Visit Website

Stifel – Public Finance impresses with their deep industry knowledge and client-focused approach. Their attention to detail and commitment to excellence is evident throughout every client interaction. Their extensive portfolio and diverse investment options provide solutions for various financial objectives.

14. Newbury Piret & Co.

Location: One Boston Place, 201 Washington St Ste 2600, Boston, MA 02201
Phone: 617-367-7300
Website: Visit Website
Hours: Monday-Friday: 9 AM–5 PM, Saturday-Sunday: Closed

Newbury Piret & Co. brings a distinctive energy to Boston’s investment banking scene. Founded in 1981, they provide corporate finance services including mergers and acquisitions, equity and debt financings, fairness opinions, valuations, and financial and strategic alternatives advice. Their dynamic approach and forward-thinking strategies have established them as leaders in navigating complex financial landscapes.

15. Imperial Capital LLC

Location: 265 Franklin St #1804, Boston, MA 02110
Phone: 617-478-7600
Website: Visit Website

Imperial Capital LLC represents a hidden gem in Boston’s investment banking community. Their sophisticated office environment sets the stage for their unique blend of professionalism and personalized service. Their commitment to delivering premium financial solutions is evident in their diverse portfolio and established track record.

16. Beacon Equity Advisors

Since: 1985
Notable Information: Beacon Equity Advisors has worked with business owners seeking to grow or divest closely held businesses. Their team consists of entrepreneurs who understand business operations, culture, and owner objectives. They help sellers understand enterprise value and structure transactions to meet objectives.

Recent Transactions:

• High Output, Inc. acquired by Willistown Capital (Oct 2023)
• School Family Media acquired by Sunlight Capital Group (Aug 2023)
• Superior Sheet Metal, LLC acquired by Management Team (Aug 2023)
• Neutra-Safe acquired by The Swan Group (Aug 2023)

17. Stanton Park Advisors

Notable Information: Provides investment banking services including business valuation, capital raising, and merger & acquisition advisory to growth-oriented businesses worldwide. Led by Jon Taylor, who has over a decade of M&A, strategic advisory, and business valuation experience.

Recent Transactions:

• Undisclosed company secured investment from Excelsior Capital Partners (Jul 2018)
• Extra Express acquired by Dicom Transportation Group / Wind Point Partners (Jul 2015)

18. Tully & Holland, Inc.

Founded: 1992
Notable Information: Boutique investment banking firm that provides financial advisory services to the consumer sector. Consistently ranks among the nation’s most active investment banks in Food & Beverage, Direct Marketing, and Retail sectors.

Recent Transactions:

• Indie Lee acquired by American Exchange Group (Jul 2024)
• Venus Wafers, Inc. acquired by Circumspect Capital (Jun 2024)
• Nikon acquired by Avonix Imaging (Jul 2023)
• Vermont Coffee Company acquired by Stonewall Kitchen (Mar 2021)

19. Consilium Partners LLC

Founded: 2000
Notable Information: Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth companies. The firm’s principals each have more than a decade of experience with a collective track record of over 250 completed transactions totaling over $15 billion.

Recent Transactions:

• Brand Aromatics acquired by McCormick & Company Inc (Mar 2015)
• Bankers Advisory acquired by CliftonLarsonAllen (Jan 2014)
• Vertical Performance Partners, Inc. acquired by Mobiquity (Jun 2013)

20. Provident Healthcare Partners

Notable Information: Specializes in the healthcare industry with a vast network of high-level, senior industry contacts and thorough knowledge of market niches and specialties.

Recent Transactions:

• Southeastern Spine Institute, LLC secured investment from Candescent Partners (Apr 2017)
• Women’s Health Care Group of PA secured investment from Audax Private Equity (Mar 2017)
• Air Medical, LLC acquired by AirMed International (Feb 2017)
• Sunshine Radiology, LLC acquired by Envision Healthcare Corporation (Jan 2017)

21. Outcome Capital

Notable Information: Unique investment banking firm providing middle-market growth companies in technology and life sciences markets with strategic value-added advisory services. Their strength stems from their ability to draw on operational, strategic, and transaction experience.

Recent Transactions:

• Astellas acquired by Propella (Nov 2023)
• Health Catalyst acquired by ERS (Oct 2023)
• Fortune 500 acquired by Innara Health (Jul 2023)
• Sunstone Partners acquired by Evergreen (Dec 2020)

22. Mirus Capital Advisors, Inc.

Notable Information: Leading New England based firm with over 300 closed transactions, focused on providing exceptional investment banking services to middle-market clients. Specializes in mergers and acquisitions for companies in consumer, industrial, business services, healthcare, and technology industries.

Recent Transactions:

• ONSET acquired by LI-COR (Apr 2024)
• LidoChem acquired by Valudor Products, LLC (Apr 2024)
• BradFord acquired by Prince (Mar 2024)
• Century-Tywood acquired by J3 Corp/Slifka (Dec 2023)

23. Whipstitch Capital

Notable Information: Specializes in M&A and capital raising for consumer product and retail innovators. Their comprehensive expertise covers financial, strategic and operational transaction preparation, due diligence, deal structuring, negotiation, and documentation.

Recent Transactions:

• Uqora acquired by Pharmative (Aug 2023)
• Purely Elizabeth acquired by SEMCAP (Aug 2023)
• Wickles acquired by Fenwick Food Group (Aug 2023)
• High Brew Coffee acquired by Belivcompany (Aug 2023)

24. Lexbridge International

Notable Information: Offers comprehensive, global investment banking services for mergers and acquisitions, corporate finance, and strategic partnerships, focusing on privately held companies.

Recent Transactions:

• All Pump & Equipment CO. acquired by Industrial Service Solutions (Jul 2016)
• TLC Home, LLC acquired by Connected Home Care, LLC (Jun 2016)
• Ingenious, Inc. acquired by Wood Group (Apr 2016)
• Tri Con Works, L.P. acquired by Aperion Management LLC (Apr 2014)

25. North River Capital Advisors

Notable Information: Provides comprehensive investment banking, financial and strategic advisory services in the Energy Transition + Sustainability sector. They have completed over 130 transactions for clients in this sector over 25+ years.

Recent Transactions:

• Three Anonymous companies secured investment from Anonymous sources (Sep 2023)
• Anonymous secured investment from Anonymous (May 2018)

26. Lockebridge, LLC

Notable Information: Boston-based investment banking advisory firm offering seasoned domestic and international representation to owners of lower-middle market companies. Experience includes representation in sales, recapitalizations, mergers and acquisitions.

Recent Transactions:

• UTEC Constructors Corp acquired by First Reserve Corporation (Jun 2014)
• Team AVS acquired by Strategic Buyer (Jul 2011)

27. BDO Capital Advisors

Notable Information: Leading middle market investment bank focusing on sell-side advisory, acquisition advisory, capital raising and board advisory services. Has deep industry knowledge, extensive cross-border transaction experience and superior execution capabilities.

Recent Transactions:

• Neutronics, Inc. acquired by Bacharach (FFL Partners) (Jul 2018)
• Cygnus Technologies, Inc. acquired by Maravai LifeSciences (GTCR) (Oct 2016)

28. Brixton Partners LLC

Notable Information: Boutique investment bank specializing in business sales, mergers and acquisitions advisory services for privately held lower middle market companies. Works with business owners well before the actual exit to ensure maximum value, typically with profitable businesses with revenues from $2 million to $100 million.

Recent Transactions:

• Anonymous secured investment from Anonymous (Jan 2021)

29. Detwiler Fenton & Co.

Notable Information: Investment banking practice that leverages deep industry relationships and value-added insights. Senior advisory team provides guidance through acquisitions, sales, divestitures and other corporate restructurings as well as equity raises and debt offerings. Expertise in Technology, Telecom, Media, Consumer, and Clean Tech sectors.

Recent Transactions:

• Prairie Creek Beverages, LLC secured debt financing from Private Debt Provider (Mar 2016)

30. Dunn Rush & Co., LLC

Founded: 2009
Notable Information: Provides high-quality mergers and acquisition advisory services to middle market companies valued between $20 million and $200 million. Specializes in working with private company owners looking to sell their business. Has significant expertise in Business Services, Consumer & Healthy Living, Defense & Security, Healthcare & Life Sciences, Industrial & Manufacturing, and Technology & Media.

31. First Line Advisors LLC

Notable Information: Focuses on optimal financing and capital solutions to achieve client growth objectives. Partners with clients to raise capital needed for either companies or funds (private equity, venture capital, real estate). Team consists of brand management-trained and SEC/FINRA-licensed professionals.

32. New England Company

Notable Information: Subsidiary of The Arthur W. Wood Company, Inc. and is the investment boutique arm designed to meet varied needs of institutional, corporate and individual clients. Management team has decades of experience with financial advisory services, including structuring capital transactions. Focuses on private companies and Small/Micro-Cap public companies.

Conclusion

Boston’s investment banking landscape offers a diverse array of institutions catering to various financial needs and preferences. From established industry leaders to boutique firms with specialized expertise, the city provides excellent options for investors and businesses at every level.

This guide was last updated in March 2025. While every effort has been made to ensure accuracy, services and offerings may change. We recommend contacting institutions directly for their most current information.