Top 10 Investment Banking Companies in Charlotte

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Below is the list of Top 10 Investment Banking Companies in Charlotte ranked based on company size, client reviews, services, and awards.

Investment Banking Companies in Charlotte

1. Vr Business Brokers Charlotte, Nc

Industry: Investment Banking

Location: Charlotte, North Carolina

Website: vrcharlotte.com

Company Founded: 1998

Company Size: 1-10

Company Address: 9301 Monroe Road, Charlotte, North Carolina, United States

Vr Business Brokers Charlotte, Nc Contact Details

Name Title LinkedIn Phone Email
Randy Mitchell Business Intermediary
Requires/Intent
AI-Powered Financial Modeling
IT Support
Accounting
and more

2. Blackarch Partners

Industry: Investment Banking

Location: Charlotte, North Carolina

Website: blackarchpartners.com

Company Size: 11-50

Company Address: 227 West Trade Street, Charlotte, North Carolina, United States

Blackarch Partners Contact Details

Name Title LinkedIn Phone Email
Shuler Black Investment Banking Analyst
Matthew Mclean Associate
Charles Thompson Managing Director
Requires/Intent
Blockchain For Secure Transactions
Automation
and more

3. Bundy Group

Industry: Investment Banking

Location: Charlotte, North Carolina

Website: bundygroup.com

Company Founded: 1989

Company Size: 1-10

Company Address: 1850 East Third Street, Charlotte, North Carolina, United States

Bundy Group Contact Details

Name Title LinkedIn Phone Email
Jim Mullens Managing Director
Requires/Intent
Technology
AI-Driven Asset Valuation
and more

4. 7 Mile Advisors

Industry: Investment Banking

Location: Charlotte, North Carolina

Website: 7mileadvisors.com

Company Founded: 2008

Company Size: 11-50

Company Address: 508 West 5th Street, Charlotte, North Carolina, United States

7 Mile Advisors Contact Details

Name Title LinkedIn Phone Email
Jeff Stoecklein Executive Advisor
Requires/Intent
CRM Systems
AI-Driven Customer Relationship Management
ERP Solutions
and more

5. Coker Capital Advisors

Industry: Investment Banking

Location: Charlotte, North Carolina

Website: cokercapital.com

Company Size: 11-50

Company Address: 121 West Trade Street, Charlotte, North Carolina, United States

Coker Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Jamie Heidbreder Managing Director
Requires/Intent
E-commerce Integration
AI-Driven Asset Valuation
AI-Based Alternative Investment Strategies
Sales
AI-Powered Fundraising Strategies
and more

6. Philpott Ball & Werner, Inc.

Industry: Investment Banking

Location: Charlotte, North Carolina

Website: pbandw.com

Company Founded: 1991

Company Size: 11-50

Company Address: 11325 North Community House Road, Charlotte, North Carolina, United States

Philpott Ball & Werner, Inc. Contact Details

Name Title LinkedIn Phone Email
Bradford Petitpas Investment Banking Analyst
Requires/Intent
AI-Driven Customer Relationship Management
Advertising
Branding
Smart Wealth Management
and more

7. Sherman & Company

Industry: Investment Banking

Location: Charlotte, North Carolina

Website: sherman-company.com

Company Founded: 2004

Company Size: 11-50

Company Address: 6302 Fairview Road, Charlotte, North Carolina, United States

Sherman & Company Contact Details

Name Title LinkedIn Phone Email
Yvonne Gomez Director Of Business Development
Elonda Sherman Owner
Sterling Sherman Master Carpenter
Requires/Intent
Cybersecurity Solutions
HR & Payroll Services
AI-Powered Debt & Equity Structuring
Customer Relationship Management
and more

8. Business Acquisition & Merger Associates

Industry: Investment Banking

Location: Charlotte, North Carolina

Website: buysellyourbusiness.com

Company Founded: 2005

Company Size: 1-10

Company Address: 3111 Springbank Lane, Charlotte, North Carolina, United States

Business Acquisition & Merger Associates Contact Details

Name Title LinkedIn Phone Email
Seth Conlon Associate
Requires/Intent
AI-Powered Portfolio Management
AI-Powered Financial Modeling
IoT
Business Expansion
Smart Wealth Management
and more

9. Bourne Partners

Industry: Investment Banking

Location: Charlotte, North Carolina

Website: bourne-partners.com

Company Founded: 2002

Company Size: 11-50

Company Address: 550 South Caldwell Street, Charlotte, North Carolina, United States

Bourne Partners Contact Details

Name Title LinkedIn Phone Email
Bob Newhard Accountant
Requires/Intent
Software Development
Sales
AI-Based Hedge Fund Analytics
Predictive Analytics
AI-Driven Asset Valuation
and more
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Charlotte Investment Banking Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Randy Mitchell Vr Business Brokers Charlotte, Nc Business Intermediary
2 Shuler Black Blackarch Partners Investment Banking Analyst
3 Matthew Mclean Blackarch Partners Associate
4 Charles Thompson Blackarch Partners Managing Director
5 Jim Mullens Bundy Group Managing Director
6 Jeff Stoecklein 7 Mile Advisors Executive Advisor
7 Jamie Heidbreder Coker Capital Advisors Managing Director
8 Bradford Petitpas Philpott Ball & Werner, Inc. Investment Banking Analyst
9 Yvonne Gomez Sherman & Company Director Of Business Development
10 Elonda Sherman Sherman & Company Owner
11 Sterling Sherman Sherman & Company Master Carpenter
12 Seth Conlon Business Acquisition & Merger Associates Associate
13 Bob Newhard Bourne Partners Accountant