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Radar · Investment Banks in Chicago

Best Investment Banks Companies in Chicago, United States

The 118 best Investment Banks companies in Chicago, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Mesirow.

118companies tracked
$236.8Mdisclosed funding
0unicorns
6have raised

Ranked: Best Investment Banks companies in Chicago

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackRecent signals
1Mesirow
Capital advisory firm focused on multiple sectors
$107M154 mo agoAcquiredNorman Mesirow
Founder
1937DrupalApple iCloud MailMicrosoft 365+27—
2Marathon Capital
M&A and corporate advisory focused on the renewable energy sector
$51M2 mo agoSeries CMatt Shanahan
Managing Director
1999—1 partnership
3Performance Trust Capital Partners
Financial advisory and investment banking services
$33M101 mo agoSeries BPaul Limanni
Managing Director
1994Vue.jsLozad.jscore-js+13—
4Concord Financial Advisors
Debt placement firm sourcing creative financing solutions with optimal terms
$25M19 mo agoFunding RaisedThomas Jones
Founder & Managing Partner
2001——
5Guggenheim Securities
Strategic advisory firm focused on multiple sectors
$13M2 mo agoSeries BSteve Lee
Senior Managing Director
2010Froala EditorAzure Front DoorAzure+10—
6Metropolitan Capital Bank & Trust
Universal bank providing comprehensive financial solutions for businesses and high-net-worth individuals
$8M107 mo agoSeries AJerry Frump
Co-Founder & Executive Vice President
2005——
7Grant Thornton
Merger and acquisition advisory firm
—27 mo agoAcquiredAlexander Grant
Founder
1924Adobe Experience ManagerJavaAdobe Client Data Layer+23—
8Ziegler
Specialty investment bank providing financial services for healthcare, senior living, education
—47 mo agoFunding RaisedAmy Castleberry
Managing Director
1902BootstrapMicrosoft AdvertisingLazySizes+121 partnership

Top 10 Investment Banks companies in Chicago

#1
Series C · Chicago, Illinois · founded 1999 · 170 employees
$51.3Mraised
▾

M&A and corporate advisory focused on the renewable energy sector

LinkedIn Pulse recent public activity · Jul 2026
Audience: 20k LinkedIn followers — 6.1% of this cohort's audience
Activity: 1 partnerships (incl. HyperBase) announced in 12 mo
Funding rounds
  • Mar 2026Series C$16.8M
  • Jun 2024Series C$20.8M
  • Jul 2022Series C$30.5M
Founders & team
Evan UhlickDirectorJason NortonSenior DirectorJulian TrobeDirector
#2
Series B · Chicago, Illinois · founded 2010
$13.2Mraised
▾

Strategic advisory firm focused on multiple sectors

Funding rounds
  • Apr 2026Series B$13.2M
Founders & team
Steve LeeSenior Managing DirectorJeffrey CohenSenior Managing DirectorRyan LindquistSenior Managing Director
Tech stack
AzureAzure Front DoorAzure MonitorFlickityFont AwesomeFroala Editor
#3
Funding Raised · Chicago, Illinois · founded 2001
$25Mraised
▾

Debt placement firm sourcing creative financing solutions with optimal terms. They specialize in securing the most advantageous financing structures for clients across various industries. With expertise in debt advisory, they manage the entire transaction process, offering market feedback and screening potential lenders. Their services cater to middle-market businesses, equity sponsors, and borrowers, providing tailored cash flow financing solutions. They focus on building strong relationships with lenders to deliver unparalleled results, saving clients time and money. They offer a one-stop approach to meeting unique financial needs, ensuring clients receive the best possible financing options.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 299 LinkedIn followers
Funding rounds
  • Nov 2024Conventional Debt$25M
Founders & team
Thomas JonesFounder & Managing PartnerWilliam FarrarManaging DirectorAndrea JoselitManaging Director
Investors
Acmsgroup
Tech stack
WordpressMysqlPhpYoutubeWpmu Dev SmushApache Http Server
#4
Acquired · Chicago, Illinois · founded 1937 · 6 employees
$106.8Mraised
▾

Capital advisory firm focused on multiple sectors. It provides Investment Management, Capital Markets & Investment Banking, and advisory services.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 20k LinkedIn followers — 6.1% of this cohort's audience
Founders & team
Norman MesirowFounderJoe HoffmanCEODavid NirtautSenior Managing Director & Co-CIO
Investors
Continental Investment Partners
Tech stack
Apple Icloud MailCloudflareCloudflare Bot ManagementCookieyesDocusignGoogle Analytics
#5
Series B · Chicago, Illinois · founded 1994 · 350 employees
$32.7Mraised
▾

Performance Trust Capital Partners provides financial advisory and investment banking services for community financial institutions and RIAs. It offers services such as M&A advisory, fairness opinions, valuations, and private placements.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 9k LinkedIn followers — 2.8% of this cohort's audience
Funding rounds
  • Jan 2018Series B$24.6M
  • Oct 2017Series A$8M
Founders & team
Richard BergExecutive ChairmanRichard GrahamPartnerDavid FergusonPartner
Tech stack
Amazon AlbAmazon S3Amazon Web ServicesApache Http ServerAws Certificate ManagerCloudflare
#6
Series A · Chicago, Illinois · founded 2005 · 95 employees
$7.8Mraised
▾

Universal bank providing comprehensive financial solutions for businesses and high-net-worth individuals. It delivers commercial banking, private banking, wealth consulting, trust services, and investment banking. It offers tailored banking products and services to help entrepreneurs and their businesses grow. Advisory services are available for mergers and acquisitions, financings, and special situations. Comprehensive wealth planning and services help clients achieve financial goals. It operates as a universal bank, providing integrated solutions for every stage of growth. It focuses on building relationships and serving businesses, founders, families, and investors. It offers digital banking resources and online banking login access.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Activity: 1 partnerships · 2 awards (incl. Nurture Life and Chicago Atlantic) announced in 12 mo
Funding rounds
  • Jul 2017Series A$6M
  • Nov 2015Seed$1.8M
Founders & team
Jerry FrumpCo-Founder & Executive Vice PresidentEllen RoginDirectorRichard KenemanDirector
Tech stack
DrupalPhpAmazon Web ServicesNginxLinkedin Insight TagLinkedin Ads
#7
Acquired · Chicago, Illinois · founded 1924 · 6500 employees
—raised
▾

Merger and acquisition advisory firm. Middle-market focused investment bank. Provides services such as merger and acquisition advisory, corporate financing, capital raising, and restructuring. The industry sectors served include construction, real estate, energy, and more.

Founders & team
Will DaviesOwnerAlexander GrantFounderSydney BeenManaging Director
Investors
New Mountain Capital, CDPQ, OA Private Capital, Europa
Tech stack
Adobe Client Data LayerAdobe Experience ManagerAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchAdobe TargetClickdimensions
#8
Funding Raised · Chicago, Illinois · founded 1902 · 185 employees
—raised
▾

Specialty investment bank providing financial services for healthcare, senior living, education sectors. The firm delivers capital raising and strategic advisory services. It offers equity and fixed income sales and trading, along with research. The company serves hospitals, health systems, healthcare services, senior living facilities, educational institutions, and municipal entities. It focuses on investment banking, capital markets, and proprietary investments. The firm aims to generate a positive impact on the communities it serves through its specialized financial expertise. It provides FHA/HUD mortgage lending for senior housing and multifamily properties. The company supports gender equity and offers workplace opportunities.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 18k LinkedIn followers — 5.4% of this cohort's audience
Activity: 1 partnerships (incl. Treasi Partners) announced in 12 mo
Founders & team
Marcletta KerrDirector & Compliance OfficerBill McGuireChairmanRyan JeffersonChief Financial Officer
Investors
Van Wert Hospital, S&P Global
Tech stack
BootstrapCloudflareCloudflare Bot ManagementCookiebotGoogle AnalyticsGoogle Tag Manager
#9
Funding Raised · Chicago, Illinois · founded 1997 · 213 employees
—raised
▾

Provider of diversified asset management services

LinkedIn Pulse recent public activity · Jul 2026
Audience: 12k LinkedIn followers — 3.6% of this cohort's audience
Funding rounds
  • Jun 2021Unattributed—
Founders & team
Martin McCannManaging DirectorChester SingletearyDirectorAlan GouldManaging Director
Investors
Canadian Imperial Bank of Commerce
Tech stack
AosApple Icloud MailAutoptimizeCloudflareCloudflare Bot ManagementGoogle Analytics
#10
Acquired · Chicago, Illinois · founded 1942 · 1 employees
—raised
▾

M&A and strategic advisory firm focused on healthcare, fintech, manufacturing, and multiple sectors

LinkedIn Pulse recent public activity · Jul 2026
Audience: 219k LinkedIn followers — 66.9% of this cohort's audience
Activity: 1 awards announced in 12 mo
Founders & team
Bryan LorelloManaging PartnerSerge JorgensenManaging PrincipalKathryn BostickManaging Partner
Investors
Europa, Alceon Group, Accelerate Okanagan
Tech stack
Amazon CloudfrontAmazon Web ServicesApple Icloud MailAureliaBabelBootstrap

Funding & investor landscape

$236.8Mtotal disclosed funding
6companies funded
9disclosed rounds
2rounds last 90 days
Most active investors
Europa2 rounds
Accelerate Okanagan1 rounds
Acmsgroup1 rounds
Alceon Group1 rounds
Bow River1 rounds
Building Industry Partners1 rounds
CDPQ1 rounds
Canadian Imperial Bank of Commerce1 rounds
Continental Investment Partners1 rounds
Liftout Capital1 rounds

Notable founders

Evan Uhlick
Director · Marathon Capital
Jason Norton
Senior Director · Marathon Capital
Steve Lee
Senior Managing Director · Guggenheim Securities
Jeffrey Cohen
Senior Managing Director · Guggenheim Securities
Thomas Jones
Founder & Managing Partner · Concord Financial Advisors
William Farrar
Managing Director · Concord Financial Advisors
Norman Mesirow
Founder · Mesirow
Joe Hoffman
CEO · Mesirow
Richard Berg
Executive Chairman · Performance Trust Capital Partners
Richard Graham
Partner · Performance Trust Capital Partners
Jerry Frump
Co-Founder & Executive Vice President · Metropolitan Capital Bank & Trust
Ellen Rogin
Director · Metropolitan Capital Bank & Trust
Prism market signals · United States · country-scoped Prism corpus, 14,695,639 docs

Market landscape — 10 sub-themes by coverage

Share of Investment Banks coverage by sub-theme.

Regulatory-risk over time rising

Funding & growth over time

funding rising · growth rising

Common questions

How many Investment Banks companies are there in Chicago, United States?
Radar tracks 118 indexable Investment Banks companies headquartered in Chicago, United States that meet our profile-completeness bar.
What is the total funding raised by Investment Banks companies in Chicago, United States?
The Investment Banks companies in Chicago, United States on this list have raised a combined $236.8M in disclosed equity funding across 6 funded companies.
Which is the highest-funded Investment Banks company in Chicago, United States?
Mesirow is the highest-funded Investment Banks company in Chicago, United States, with $106.8M in disclosed equity funding.
How many Investment Banks companies in Chicago, United States are funded?
6 of the 118 Investment Banks companies in Chicago, United States on this list have disclosed at least one equity funding round.
How many Investment Banks unicorns are there in Chicago, United States?
None of the Investment Banks companies in Chicago, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Chicago, United States Investment Banks companies?
The most active investors in Chicago, United States Investment Banks companies on this list include Europa, Accelerate Okanagan, Acmsgroup, Alceon Group, Bow River.
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