10 public firms currently match both the financial services focus and Connecticut geography. Narrow your search faster than browsing the full directory.
Firms
10
Deal range
$250K–$11.5B
Top cities
Greenwich, Stamford
Updated
3/14/2026
When you know both your sector and location, you want results that match — not a generic list. This page combines both filters.
Every profile listed here has enriched research and is publicly visible. No placeholder entries.
Advisor profile
$10M–$250M · Stamford, CT
Independent, employee-owned investment bank specializing in cross-border M&A, capital markets, and special situations transactions with deep expertise in metals & mining, agriculture, defense & security, and energy transition sectors.
Advisor profile
$25M–$556M · Darien, CT
Boutique M&A advisory firm specializing in technology, software, and fintech transactions with 25+ years of expertise in capital solutions and strategic advisory.
Advisor profile
$250M–$5B · Greenwich, CT
Global emerging markets investment bank specializing in debt capital markets and corporate advisory for Latin American and Eastern European entities, with team expertise drawn from Morgan Stanley, Nomura, and Deutsche Bank.
Advisor profile
$100M–$11.5B · Stamford, CT
Independent investment banking firm specializing in M&A advisory, capital markets, and restructuring services for growth companies and financial sponsors in digital infrastructure, communications, and technology sectors.
Advisor profile
$250K–$10M · Cheshire, CT
Connecticut-based business brokerage and exit planning firm specializing in lower middle market businesses ($500K-$5M TEV), offering business growth consulting combined with comprehensive sale preparation services.
Advisor profile
$10M–$275M · Norwalk, Connecticut
Norwalk-based boutique corporate finance advisor specializing in M&A and financing for lower-middle market companies ($5M-$300M range) across manufacturing, logistics, healthcare, and specialty finance.
Advisor profile
$10M–$500M · Greenwich, CT
Greenwich, CT-based investment bank founded in 1996, specializing in cross-border M&A between US and Europe with deep expertise in FinTech, digital payments, and financial services. 34 professionals, $5B+ capital raised track record.
Advisor profile
$10M–$300M · Stamford, CT
Premier independent investment banking firm specializing in M&A advisory for insurance agents, brokers, carriers, and registered investment advisors since 1962. Founded in 1962, with 100+ completed transactions and dedicated partner-led advisory model.
Advisor profile
$25M–$500M · Greenwich, CT
Boutique investment bank specializing in capital raising and off-market deal sourcing for growth companies in healthcare, technology, real estate, and special situations.
Advisor profile
$5M–$75M · Cromwell, CT
Independent valuation and M&A advisory firm specializing in lower-middle market business transitions, combining 30+ years of expertise with valuation-first methodology for business owners.