12 Jul Axial Names BCA Top 20 Lower Middle Market Investment Bank for Q2
Bravaldo Capital Advisors has been named #18 out of the 789 investment banks in Axial’s Q2 rankings. These rankings are determined by Axial league tables, which take into account three main characteristics: client quality, buy-side targeting, and process effectiveness (see Axial’s detailed description below).
According to Axial, “For CEOs and dealmakers in the lower middle market, these league tables are a useful barometer to measure how an investment bank ranks against its peers, and how effective they are in financing and selling lower middle market businesses in various sectors.”
BCA is pleased to be recognized by an industry leader. Axial has proven to be an invaluable resource supplementing our sell side process, often turning up a number of unconventional buyers we would not have connected with otherwise.
League Table Methodology
Unlike traditional league table structures that have remained the same for years, with firms being assessed against deal volume and deal dollar volume, Axial league tables surface data on investment banks that reveal their selectivity, the relative attractiveness of their client’s businesses, and their overall sell-side process efficacy.
The investment banks at the top of the Axial League Table are leaders across the following three categories:
- Client Quality: Buy-side demand for engagements represented by the advisor.
- Buy-Side Targeting: The advisor’s ability to balance selectivity, accuracy, and breadth when identifying potential buyers.
- Process Effectiveness: The advisor’s ability to generate positive outcomes for their client.
Axial League Table data incorporates and includes:
- Overall Deal Relevance: How many buy-side mandates (financial and strategic) align with the advisor’s engagements.
- Process Selectivity: How broad or narrow are the advisors’ sell-side processes relative to their peers?
- Signed NDAs: How many buyers indicate interest in each of the advisor’s engagements, measured by the number of signed NDAs.
Buyer Referrals: Feedback we receive from buyers regarding the manner in which the advisor manages their processes.
- Closed Deals: How many deals has the advisor closed where they involved one or more Axial buyers in the process?
Together, the Top 20 investment banks are those who work with the most in-demand clients; balance breadth, selectivity, and accuracy in the buyers they engage; and generate the largest number of positive outcomes for their clients.
You can view the complete list here.