Greene Holcomb and Fisher LLC

What Greene Holcomb and Fisher LLC does

Greene Holcomb and Fisher LLC (GHF) is a private, boutique investment bank headquartered in Minneapolis, Minnesota, founded in 1995. The firm specializes in mergers and acquisitions advisory services for the middle market, positioning itself as a generalist advisor to private and lower-middle-market businesses, their owners, and boards. Its service mix is concentrated in sell-side and buy-side M&A representation, including transaction advisory, valuation, and deal execution support typical of boutique intermediaries in this segment.

GHF operates as a relatively small professional services firm with between 11 and 50 employees, consistent with a partner-led boutique model where senior bankers carry client relationships and the firm relies on a lean support and analyst structure. Revenue mechanics for the firm follow standard M&A advisory economics: success fees (typically tied to a percentage of enterprise value at closing), supplemented by retainers and incremental fees for valuation, structuring, and related advisory work. Customer segments served are middle-market business owners, family-owned companies, private equity sponsors, and corporate buyers — the conventional addressable market for upper-middle-market boutiques.

The firm has no disclosed proprietary technology platform, AI/ML product, or software offering; its competitive basis is human capital, industry relationships, and a long-standing reputation. No strategic transactions, funding rounds, leadership changes, partnerships, or geographic expansions have been documented in the available data. As a long-tenured boutique (nearly 30 years in operation), GHF is best understood as a steady-state advisory franchise rather than a scaling platform business.

Name

Greene Holcomb and Fisher LLC

Legal name

BMO Capital Markets (Division of Bank of Montreal)

Website

https://ghf.net

Company type

Public

Founded year

1817

Operating status

Operating

Headcount range

11–50 employees

Short description

Greene Holcomb and Fisher LLC is a Minneapolis-based boutique investment bank founded in 1995, providing mergers and acquisitions advisory services to middle-market private companies, owners, and private equity sponsors across the United States.

Ownership category

akta.pro rank

Product category

Investment Banking / M&A Advisory

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industry

M&A Advisory (Buy-side/Sell-side) (BPAHADAC)

Keywords

• Mergers and acquisitions
• Investment banking
• Middle market advisory
• M&A advisory
• Boutique investment bank

Headquarters

HQ city

Minneapolis

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

Greene Holcomb and Fisher LLC is a boutique investment bank that provides mergers and acquisitions advisory services to middle market companies. The firm operates as a generalist M&A advisor, serving clients across the U.S. middle market from its Minneapolis base.

Differentiator

Problem solved

Functional benefit

Products and services

• Middle Market Mergers and Acquisitions Advisory

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Piper Sandler: Piper Sandler is a large, diversified middle-market investment bank with deep M&A advisory, equity research, and capital markets capabilities. It is comparable to GHF as a competitor for similar mid-market advisory mandates, especially with corporate and PE clients in the upper Midwest.
• Robert W. Baird: Baird is a diversified middle-market investment bank headquartered in Milwaukee, with substantial M&A advisory and capital markets franchises. It competes with GHF for middle-market sell-side and buy-side advisory engagements across the upper Midwest and nationally.
• Houlihan Lokey: Houlihan Lokey is a leading global investment bank with one of the largest middle-market M&A advisory practices and a strong restructuring franchise. It competes with GHF on middle-market sell-side mandates and corporate finance advisory assignments.
• William Blair: William Blair is a diversified middle-market investment bank with significant M&A advisory and capital markets businesses. It is comparable to GHF as a competitor for advisory mandates in the middle market, particularly across industrials, technology, and consumer.
• Stifel Financial: Stifel provides middle-market investment banking, brokerage, and research services, with a sizable M&A advisory franchise. It competes with GHF for similar mid-market clients, including corporates, sponsors, and family-owned businesses.
• BMO Capital Markets: BMO Capital Markets is the capital markets division of Bank of Montreal with ~2,700 professionals and a full-service M&A advisory business. It is comparable to GHF as a much larger competitor for middle-market M&A mandates, particularly with corporate and sponsor clients across North America.
• Raymond James Investment Banking: Raymond James has a large middle-market investment banking group with extensive M&A advisory coverage across sectors. It competes with GHF on mid-market sell-side mandates, particularly for healthcare, industrials, and consumer clients.

Direct peers

• Lincoln International: Lincoln International is a global boutique investment bank focused exclusively on M&A advisory and financing in the middle market. It is a direct peer to GHF, sharing the same product focus (M&A), similar client base (mid-market corporates and PE sponsors), and boutique delivery model.
• Mesirow Financial: Mesirow is a diversified financial services firm with a dedicated middle-market investment banking practice focused on M&A. It is a direct peer to GHF, sharing a generalist middle-market M&A advisory model and competing for similar sell-side and buy-side mandates.

Emerging players

• McGuireWoods (M&A practice): McGuireWoods is a law firm with a sizable dedicated M&A advisory subsidiary focused on middle-market sell-side transactions. It is comparable to GHF as a competitor for middle-market corporate sell-side mandates, though delivered through a legal-services-led model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/greene-holcomb-fisher

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Greene Holcomb and Fisher LLC