Croft & Bender

What Croft & Bender does

Croft & Bender is an Atlanta-based investment banking firm founded in 1996 that provides mergers and acquisitions advisory and capital raising services to middle-market and emerging growth companies. The firm serves three primary client segments: founder- and family-owned businesses (approximately 70% of transactions), private equity sponsors seeking exits or add-on acquisitions, and public companies pursuing strategic transactions. Deal sizes typically target companies with revenues between $20 million and $500 million across five industry verticals: Industrial, Business Services, Technology, Healthcare, and Consumer.

The firm's core offerings are sell-side and buy-side M&A advisory and private equity and debt capital raises, delivered through senior banker-led engagement with company management, founders, and sponsors. Differentiated capabilities include a proprietary database of 3,000+ buyers and investors built over the last decade, membership in the Clairfield International network providing access to 300+ professionals across 34 offices in 25 countries, and C&B Capital, an affiliated private equity vehicle with $44 million under management that enables co-investment in client transactions. The senior team comprises approximately 9–10 managing directors and directors, most of whom joined from leading institutions such as Goldman, Credit Suisse First Boston, Donaldson Lufkin & Jenrette, Evercore, William Blair, Lincoln International, and RBC Capital Markets.

Croft & Bender LP operates as a registered broker/dealer with FINRA and the SEC, and is a member of SIPC. The firm is privately held and partner-owned, with no institutional outside investors, parent company, or public funding rounds disclosed. Revenue is generated primarily through transaction-based advisory and placement fees, supplemented by management economics from C&B Capital. The firm has completed more than 1,000 transactions across its history and maintains its headquarters at 4401 Northside Parkway, Suite 395, Atlanta, GA.

Name

Croft & Bender

Legal name

Croft & Bender LP

Website

https://croft-bender.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Croft & Bender is an Atlanta-based middle-market investment bank founded in 1996 that provides M&A advisory and capital raising services to founder- and family-owned businesses, private equity sponsors, and public companies across Industrial, Business Services, Technology, Healthcare, and Consumer verticals.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Investment Banking and Securities Intermediation (52315)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industry

Buy-Side M&A Advisory (FSAEAGAB)

Keywords

• Mergers acquisitions advisory
• Capital raising services
• Investment banking services
• Middle market advisory
• Financial advisory services

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. M&A Advisory Services: Croft & Bender provides merger and acquisition advisory services including sell-side mandates, buy-side mandates, and strategic advisory to middle market and emerging growth companies. Revenue is generated through transaction-based advisory fees.
2. Capital Raising Services: The firm assists companies in raising private equity and debt capital through its extensive network of 3,000+ buyers and investors. Revenue is earned through success fees on completed capital raises.
3. C&B Capital - Principal Investing: As the private equity affiliate of Croft & Bender, C&B Capital participates in equity investments alongside financial partners, generating returns through portfolio company management and exits.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Croft & Bender is an Atlanta-based investment banking firm providing mergers and acquisitions (sell-side and buy-side) advisory and capital raising services to middle market and emerging growth companies. The firm also operates C&B Capital, an affiliated private equity vehicle with $44 million under management that co-invests in client transactions.

Product overview

Croft & Bender is an investment banking firm offering a unified set of advisory services centered on M&A advisory (sell-side and buy-side representations) and capital raising (equity and debt). The firm serves middle market and emerging growth companies across five industry verticals: Industrial, Business Services, Technology, Healthcare, and Consumer. The core offering consists of transaction advisory work, supplemented by C&B Capital, the firm's affiliated private equity fund that co-invests in certain transactions.

Differentiator

Problem solved

Functional benefit

Brands

• C&B Capital: The private equity affiliate of Croft & Bender that sponsors private equity funds and participates in equity financing of client transactions. C&B Capital has approximately $44 million under management.

Products and services

• M&A Advisory Services Mergers and acquisitions advisory services including sell-side and buy-side representations for middle market and emerging growth companies across Industrial, Business Services, Technology, Healthcare, and Consumer verticals.
• Capital Raising Services Private equity and debt capital raising services for middle market and emerging growth companies, leveraging a network of 3,000+ buyers and investors contacted personally over the last decade.
• C&B Capital Private equity affiliate of Croft & Bender that sponsors private equity funds and participates in equity financing alongside financial partners in transactions where Croft & Bender serves as financial advisor.

Quantifiable outcome

• 1000+ transactions completed over firm history
• +2 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Clairfield InternationalcoreStrategic or Co-development PartnerCroft & Bender is a member of Clairfield International, a worldwide network of leading middle market investment banks. This partnership provides access to 300+ professionals in 34 offices across 25 countries on five continents, enabling the firm to source international buyers and investors for domestic transactions and facilitate cross-border M&A activity.

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• PMCF (Plante Moran Corporate Finance): Middle-market M&A advisor affiliated with Plante Moran accounting firm — comparable in target client base (founder/family-owned and PE-backed middle-market companies), deal size focus, and sector verticals including industrials and business services.
• Livingstone Partners: Global middle-market M&A advisory firm with sector verticals including Business Services, Healthcare, Industrial, and Consumer — directly comparable in client profile, middle-market transaction size range, and international partnership-based execution model.
• Lincoln International: Global middle-market M&A advisory firm serving private equity and corporate clients — comparable in target client profile (PE sponsors and founder-owned businesses), middle-market deal focus, and global execution capabilities through an international partnership model.
• Houlihan Lokey: Global investment bank with a leading middle-market M&A franchise — comparable in mid-market advisory focus, sector specialization, and cross-border execution capabilities, though larger in scale.
• Harris Williams: Middle-market M&A advisor with sector-focused coverage in Consumer, Healthcare, Industrials, and TMT — directly comparable in target client base (founder/family-owned businesses and PE sponsors), deal size sweet spot, and sector vertical model.
• Brown Gibbons Lang & Company: Middle-market investment bank providing M&A advisory and capital raising services — directly comparable in mid-market transaction focus, sector verticals, and target client base of privately held businesses and financial sponsors.

Broad incumbents

• Deloitte Corporate Finance: Middle-market M&A advisory practice within Big Four Deloitte — comparable in middle-market M&A advisory focus, founder/family-owned business client base, and sector vertical coverage, though embedded in a much larger professional services platform.
• Piper Sandler: Diversified middle-market investment bank with M&A advisory, capital raising, and equity research — comparable in mid-market advisory focus and middle-market company client base, with a broader service offering.
• William Blair & Company: Diversified investment bank with a leading middle-market M&A practice and broader investment management arm — comparable in mid-market deal focus and sponsor client base, with overlapping talent pipelines (Neale Fisher previously worked at William Blair).
• SunTrust Robinson Humphrey (Truist Securities): Middle-market investment bank (now part of Truist) with strong Southeast US presence and M&A advisory franchise — comparable in regional middle-market focus, target client base, and Atlanta/Southeast market overlap (Erik Zalenski and Matt Veal previously worked at SunTrust Robinson Humphrey).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CroftBender
• LinkedInlinkedin.com/company/croft-&-bender

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments13 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Croft & Bender