Top 50: Americas M&A Investment Bankers

“Distinction in Dealmaking”

Published exclusively by Global M&A Network, the 9th annual list profiles highly respected, successful, and innovative group of 50 investment bankers from the Americas mergers and acquisitions communities. 85 firms and 490 professionals were reviewed for the current A-list.

All transactions are truly a team effort, and inclusion in the A-list also validates the firms’ leadership and record of closing value-creating transactions irrespective of deal size. We have range of identifiable criteria for making the often-hard editorial decisions.

Congratulations: Top 50 M&A Investment Bankers, and the firm’s they represent!

Kendall is accountable for our client experiences, brand recognition, team development, and deal production. She is also a member of our Major Transaction Team and works closely with our teams that focus on transactions with $100M+ in transaction value. She has led some of the largest and most complicated deals within the industry. Kendall’s day-to-day responsibilities also includes careful oversight of our Southwest territory. She received the prestigious USA Top Woman Dealmaker Award (2022) by Global M&A Network.

Jeffrey Unger

Jeff has spent the last 30 years as a serial entrepreneur and C-level executive across several markets. He is an accomplished Senior Executive, M&A advisor, and Restructuring specialist with significant international and cross border experience. He launched G2 Capital Advisors in 2010 with a vision to introduce a new platform comprised of a sector focused, multi-disciplinary, financial advisory services to the marketplace.

Loli Wu

Loli is responsible for the firm's investment banking business in the airline, railroad, shipping, trucking & logistics, and transportation infrastructure sectors. He and the team have advised on many significant transactions over his 24 plus year career, including M&A Atlas Awards winning deals such as Genesee & Wyoming’s acquisition of Railamerica, Kansas City Southern sale to Canadian Pacific Railway. He joined Bank of America in 2009 from Citigroup.

Tom founded EdgePoint Capital, a boutique investment bank based in Cleveland. Since EdgePoint’s founding in 2000, EdgePoint has completed more than 275 domestic and international middle market transactions. Tom has over 25 years of transactional experience with family businesses. He is a frequent speaker on family business transition matters. He has received many national awards including: 2018 Boutique Investment Banker of the Year, 2022 Boutique Investment Bank of the Year, Smart 50 Leadership Award, and Crains – 500. Most Influential Leaders in Cleveland. Tom is an active civic leader and participates on several prominent boards.

What Tom most enjoys about his career... I enjoy the opportunity to create great outcomes for family businesses. The privilege of working with our world-class team to preserve family and business legacies is gratifying and rewarding. Additionally, the ability to be challenged by financial, emotional, and transactional complexities never allows for a dull day.