INVESTMENT BANKERS/M&A INTERMEDIARY

Front, from left: Jim Afinowich, Oksana Komarnyckyj, Troy Stapley, Becky Jones, Tracy Penwell, Mike Cauley, Jim Kuykendall. Back: Lance Meilech, Steve Bisbee. ©2021 DuaneDarling.com

IBG FOX & FIN FINANCIAL GROUP

15029 N. 74th St., Scottsdale, AZ 85260 480-421-9789 · foxfin.com Year Est: 1993 AZ Staff: 10 Principal(s): Jim Afinowich, M&AMI, CBI

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IBG Fox & Fin gets businesses sold – facilitating sales of private companies up to $150 million in market value. As evidenced by its Ranking Arizona No. 1 position for 20 straight years, IBG Fox & Fin’s experience, network and proven process help achieve maximum value in a business sale. Business owners seeking top dollar in the sale of their company benefit from IBG Fox & Fin’s distinctive advantages, including an 86% deal-closing rate (more than three times the M&A industry average); expertise in key verticals and industry sectors; private placement of growth capital; and international exposure to buyers and sellers.

COMPANY STRENGTHS: “We remain faithful to our three all-encompassing values of professionalism, passion and performance. Our unwavering adherence to these values has distinguished IBG Fox & Fin for a quarter-century and help shape the perception of our firm among leading business owners and their attorneys and financial professionals.” OUTLOOK FOR 2022: “In 2022 we look forward to doing more deals internationally through our strategic partnership with Eaton Square, which increases our global exposure to buyers and sellers.” last year 4

2036 E. Camelback Rd., Phoenix, AZ 85016 602-381-2090 · arizbank.com Year Est: 2003 AZ Staff: NA Principal(s): William H. Callahan, president and CEO Special Services: Centrally-managed and/or advisor-directed investment services

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Dinan & Company

307 N. Gateway Blvd., Phoenix, AZ 85008 602-248-8700 · dinancompany.com Year Est: 1988 AZ Staff: 50 Principal(s): Michael A. Dinan, John G. Kelly Special Services: M&A transactions with companies valued between $25 million to $500 million; represents buyers and sellers internationally

Columbia West Capital

14624 N. Scottsdale Rd., #124, Scottsdale, AZ 85254 480-664-3949 · columbiawestcap.com Year Est: 2005 AZ Staff: 10 Principal(s): John Farr, David Barnett Special Services: M&A advisory — sell-side and buy-side, capital raising, debt restructuring, fairness opinions and business valuations

Piper Sandler

2525 E. Camelback Rd., #950, Phoenix, AZ 85016 800-333-6000 · pipersandler.com Year Est: 1977 AZ Staff: NA Principal(s): Chad Abraham, CEO Special Services: Mergers and acquisitions, equity and debt capital markets, private placements and restructuring

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Clarke Advisors

100 E. Easy Street #3466, Carefree, AZ 85377 480-488-1929 · clarkeadvisors.net Year Est: 2010 AZ Staff: 5 Principal(s): Norman E. Clarke Special Services: Merger, acquisition and capital formation for the transportation logistics industry

Oracle Capital

1985 E. River Rd., #111, Tucson, AZ 85718 520-319-9958 · oraclecapital.com Year Est: 2006 AZ Staff: NA Principal(s): Robert Maxfield, Jr., managing partner and president Special Services: Investment banking, corporate finance, merger and acquisitions, fairness opinions and solvency opinions

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CKS Advisors

5070 N. 40th St., #100, Phoenix, AZ 85331 480-351-8533 · cksadvisors.com Year Est: 2001 AZ Staff: 6 Principal(s): Mark Young Special Services: Sale of businesses, mergers & acquisitions, capital raising - debt & equity, representing clients to maximize their business transition

Guardian Capital Group

2610 N. Dancing Apache Rd., Cornville, AZ 86325 928-204-9147 · guardiancapitalgroup.net Year Est: 2009 AZ Staff: NA Principal(s): Linda Rachel, founder and CIO Special Services: Risk management, asset allocation, and independent investment consulting

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William & Henry Associates

13450 E. Via Linda, #2039, Scottsdale, AZ 85259 602-327-3803 · williamhenryassociates.com Year Est: 2001 AZ Staff: 3 Principal(s): David J. Iannini Special Services: Mergers and acquisitions; full or partial sales of private businesses