Yesterday an Investment Banker from JP Morgan Wall Street in New York City asked me, If I knew who was the top Investment Banks in the Kansas City area? I had to stop myself and ask the same question. The simple truth is? I did not know. So I figured it would be good idea to research the question and find out. Thinking about this in depth? I honestly should know a few of these professionals in case I am ever looking for a specific opportunity, Deal Flow, or advisory referrals. So I started calling around about who’s who? And these are the recommendations that made sense.

Interestingly if I was in New York City we would normally be sharing the large Wall Street Investment Banks as my choices. I have several relationships with many of these Investment Bankers but none are in Kansas City. Normally I would list the top Investment Banks for this Article. Banks like Goldman Sachs, JP Morgan Chase, Bank of America Securities, Morgan Stanley and many more. However since I am not in New York City I must look at the smaller Investment Banks in Kansas City. These are going to be my short list of choices for the short term. Or at least until I am able to meet more of our local Investment Banking Professionals in Kansas City.

Its true the Kansas City area only has a few known local Investment Banks within our community. The first Investment Bank I would like to recommend is our most well known. Interestingly, I have had the privilege of meeting it’s Founder many years ago. It’s founder Mr. G. Kenneth Baum and His family are known supporters of our gorgeous Gallery Nelson Atkins Museum of Art. And the families philanthropy work is known and generous as well. Mr. Baum’s Son is now in Command of the Family Firm and has been leading the firm to a exciting future.

George. K. Baum & Co.

Frontier Investment Bank

The second in line is Frontier Investment Bank and for all intensive purposes according to my Business Attorney this small boutique Bank is top notch and the list of Transactions completed long. When experience, leadership, and market research count? Im very positive that if you need your business sold at fair and favorable terms. This is most likely a Investment Bank that can do that for you and help with a long list of Advisory services. I will be reaching out to ask the Lead Sr. Executive and Attorney Mr. Patrick J. Trysla, “How he has built his remarkable team.”

Country Club Finance | CC Capital Advisors

Several weeks ago I opened my Email and found typed out a personal Invitation to attend Country Club Banks CC Capital Advisors State of the M&A market in Kansas City. I sincerely did not know what I was about to find. But when I arrived I met someone who honestly spoke my Language “FINANCE”. And this alone made me think? Maybe this is going to be very interesting. See here’s the thing. For about 2 and 1/2 years I have been basically alone here in Kansas City as a Entrepreneur with a incredibly unlikely story.

Most local Investment Bankers and Finance professionals have zero clue I really am trying my best to learn all about Finance. And most importantly be of service and be valuable for the Finance business community in Kansas City. But the reality is this. I have not been able to capture the interest of this very exclusive community until now.

Let’s finish with this CC Capital Advisors. I walked in Country Club Bank and dropped my Coat off for this evening reception and events. Immediately I spotted a few older Gentleman who looked like they were the Professionals who knew what they were doing. I immediately could tell they have been to war and won within the Finance community. I was impressed to be able to meet CC Capitals Team. First off to shake my hand was the warm astute Mr. Christianberry who greeted me casually, and next to him was fellow MD’s Mr. Conway and Mr. Hense Jr. who also welcomed me. First things first. I could honestly tell these fella’s are very experienced. It was clear they were literally professionals I should strive to be like. They welcomed be warmly and we talked shop and the current M&A market for about 10 minutes.

One thing that sincerely I should probably share? I am genuinely thankful for the Privilege of meeting these Managing Directors of CC Capital Advisors. I hope one day soon to spend some more time with these fellas. They truly impressed me. The presentation CC Capital Advisors was spearheaded by Stephanie and Mr. Conway. The market of M&A in the Kansas City area, basically confirmed what I have been hearing and seeing from New York Investment Bankers. When the entire Presentation was finished? I sincerely was blown away at the facts and market information I had just reviewed. It was exactly what I had been seeing from my vantage point across the country. These two did a fantastic job. I was again very Impressed.

Please take the time and if your in this small community or interested? I would like to suggest you read the State of M&A in Kansas City provided and written by CC Capital Advisors. They honestly have done a outstanding Job making the information easy to follow. I wish others in other Markets like the South West would be this easy. Here is the link to the Report. PUBLICATION M&A KANSAS CITY

In conclusion I would like to include CC Capital Advisors on this short list of Investment Bankers in Kansas City I would recommend. Its a very small community. And it’s been my experience? If you treat others well? They will be helpful to you as entrepreneur. And if your Investment Bank and Advisory Team have my tough stamp of approval? You must be doing something right.

This list is obviously going to be very short. However within a month or just inside a few weeks? I will be able to expand this short List. Giving a more detailed look at each Investment Bank, listing more Banks that have trust in this space, and what makes them special? As with anything. Highly specialized industry leaders, professionals, financial services and capabilities are the deciding factors who becomes the most influential and trusted Organization within any industry. Please Stay tuned as I meet these professionals and begin listing what makes their firms the choice for you.

What is Kansas City’s Best Investment Bank?

According to Investment Group Partner and Notable Kansas City Entrepreneur Kc’s Best Investment Bank is G.K Baum & Co. Sharp chose this on the merits in light of him personally knowing and trusted this Banks Founder. Legendary Financier George Kenneth Baum.

Thank you for reading, and I just need to share this thought. This list will not include local Business Brokers. This listing will be my personal picks of who I trust as a Partner. Since I am on a World Class team of Investment Professionals.
Stay tuned. JS.

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