About InvestmentBank.com -- Advisors for the Middle Market

Management

Team

A seasoned team of investment bankers, industry specialists, and strategic advisors dedicated to driving successful outcomes.

How we work

Meet our team

Brad Bodenman

Managing Director

Curtis Case

Co-founder & Managing Director

Managing Director & General Counsel

Director of Talent Acquisition

Business Development Coordinator

Our Approach: Where Expertise Meets Integrity

Big-Firm Capability, Boutique Service

We blend the results-driven execution of bulge-bracket investment banks with the personalized attention of a boutique advisory firm.

Entrepreneurial Insight

As seasoned professionals and former business owners, we understand the real-world challenges entrepreneurs face—and offer advice that reflects that experience.

Integrity-First Advisory

We are committed to providing honest, high-integrity guidance with a long-term view of client success, not just short-term transactions.

Client-Centered Focus

Your goals come first. We prioritize outcomes that benefit our clients—not just our firm.

Tech-Enabled, Agile Execution

By leveraging advanced technology and staying operationally nimble, we adapt quickly in a fast-changing business landscape.

True Fiduciary Standards

We act in your best interest—always—with a dedication to transparency, accessibility, and superior service at every stage of the engagement.

Middle Market Business & Financial Advisory

Our advisors create actionable strategies to support healthy business growth and maximize exit value. Through a broad advisement network, we assist with business structuring, investment planning, taxation, and ROI-focused exit strategies.

We collaborate with experienced regional partners to deliver specialized M&A, private equity, and recapitalization services nationwide.

Whether assisting retiring owners or emerging entrepreneurs, we connect clients with the right investment opportunities to drive growth and long-term success.

Subscribe to Foresight

Locations

About