Leading investment bank focused on the business services and financial services industries. We provide proven M&A expertise and extensive industry knowledge in focused sectors to optimize outcomes for our clients.

Focus

Business
Services

Auto Dealership
Services

Data Analytics
and Marketing

Warranty

Financial
Services

Commercial
Finance

Consumer
Finance

Insurance

We focus, so we know the industry dynamics, business models, valuation metrics, accounting issues and participants. We maintain a dialogue with our extensive network of owners, investors and buyers in our target sectors.

As part of our focus, we produce ongoing content that informs the industry.

Expertise

Mergers & Acquisitions |
Capital Raising

We have built our network of relationships and execution experience the hard way: deal by deal since Colonnade’s founding in 1999 and through years at Wall Street investment banks and other leading financial services firms.

We are experts at structuring, negotiating and executing complex financial transactions for both public and private companies.

We advise large institutions, private equity firms, and entrepreneurs. Our clients hire us because we’re experts in our field and subject matter experts.

We help our clients sell their companies, buy strategic assets, and raise capital.

Results

Over $9 billion in
successful client outcomes

Colonnade Advises Security Premium Finance Company on its Sale to National Partners PFco

Colonnade Advises HouseMax Funding on its Equity Transaction with Hunt Companies, Inc.

Colonnade Advises Capital Premium Financing on its Minority Equity Transaction with Copley Equity Partners

Matrix Warranty Solutions Arranged a $20 Million Senior Credit Facility with CIBC USA

Colonnade Securities Advises OpenRoad Lending on its sale to Clarion Capital Partners

Colonnade advises gotoPremiumFinance and Input 1 on its senior financing with BMO Harris Bank

M&A and capital raising transactions require an investment banking team with deep industry knowledge, insider level mastery, competitive positioning, and buyer relationships.