INVESTMENT BANKERS/M&A INTERMEDIARY

Front: Jim Afinowich, Oksana Komarnyckyj, Troy Stapley, Becky Jones, Tracy Penwell, Mike Cauley, Jim Kuykendall. Back: Lance Meilech, Steve Bisbee. ©2020 DuaneDarling.com

IBG FOX & FIN FINANCIAL GROUP

15029 N. 74th St., Scottsdale, AZ 85260 480-421-9789 · foxfin.com Year Est: 1993 AZ Staff: 9 Principal(s): Jim Afinowich, M&AMI, CBI

LAST YEAR

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IBG Fox & Fin gets businesses sold – facilitating sales of private companies up to $150 million in market value. Since 1993, IBG Fox & Fin’s mission has been to support business owners’ growth and liquidity objectives with the highest levels of professional expertise and service. As evidenced by its No. 1 Ranking Arizona position for 19 straight years, IBG Fox & Fin’s experience, network and proven process help owners achieve maximum value in a business sale. For business buyers, sellers and their professional advisors, IBG Fox & Fin’s professionalism, passion and performance are hallmarks of a “Fox & Fin deal.”

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 helps shape the perception of our firm among leading business owners and their attorneys and financial professionals.” IMPACT OF 2021 TRENDS: “The coronavirus and elections will cause buyers and sellers to look at deals in new ways. As they see how economic and market factors affect business value and who will be in the market, they will be in a better position to decide the timing and nature of deals.” last year 2

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 $25M to $500M. Represent both buyers and sellers internationally.

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last year 8

Clarke Advisors

7275 Easy St., #107, Carefree, AZ 85377 480-488-1929 · clarkeadvisors.net Year Est: 2010 AZ Staff: NA Principal(s): Norman E. Clarke Special Services: NA

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Arizona Bank & Trust

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: NA

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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 & acquisitions, equity and debt capital markets, private placements and restructuring

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BOK Financial

16767 N. Perimeter Dr., #200, Scottsdale, AZ 85004 480-459-2821 · bokfinancial.com Year Est: 1910 AZ Staff: NA Principal(s): Dave Ralston, Arizona market CEO Special Services: Corporate and public financing; underwriting and financial advisory services

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CKS Advisors

6263 N. Scottsdale Rd., #390, Scottsdale, AZ 85250 480-351-8533 · cksadvisors.com Year Est: 2001 AZ Staff: 6 Principal(s): Mark Young Special Services: Mergers and acquisitions, capital raising - debt and equity, representing clients to maximize their business transition

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

Guardian Capital Group

3190 W. State Route 89A, #800, Sedona, AZ 86336 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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Oracle Capital LLC

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