What Size Companies Does Merit Investment Bank Work With?

At Merit Investment Bank, our focus is on helping middle-market companies achieve their strategic and financial goals. Typically, we work with businesses that have an enterprise value between $20 million and $200 million.

This range represents the heart of the middle market — companies large enough to have established operations and growth potential, yet nimble enough to pursue strategic opportunities such as mergers, acquisitions, recapitalizations, or liquidity events.

While this is our core focus, we also handle select transactions above and below this range. Our team evaluates each engagement based on its strategic merit, market potential, and fit with our expertise. Whether a company is on the smaller end seeking its first institutional capital or a larger enterprise pursuing a complex sale or acquisition, Merit Investment Bank provides the same level of dedication, insight, and senior-level attention.

Why Middle-Market Companies Choose Merit

Middle-market firms often face unique challenges — from growth capital needs and ownership transitions to navigating complex financial structures. Merit Investment Bank specializes in guiding these businesses through transformative moments, leveraging deep industry experience, a strong network of strategic and financial buyers, and a proven process to deliver results.

Learn More

To explore how Merit Investment Bank can help your company achieve its next milestone, visit www.meritinvestmentbank.com or contact our advisory team.

Merit Investment Bank as a leading boutique investment bank is focused on entrepreneurial middle-market companies. Merit Investment Bank Executes sell-side M&A, buy-side M&A, and capital advisory services, debt and equity capital raises, corporate finance, and valuation services. Securities offered through Finalis Securities LLC Member FINRA/SIPC. Merit Investment Bank and Finalis Securities LLC are separate, unaffiliated entities.