2024 Milestones
SINCE LAUNCHING IN JUNE OF 2024
TEAM OVERVIEW
Team of 25+
professionals and growing
Dedicated investment banking, equity research, sales, trading and corporate access teams between NYC and Boston
Equity Research team officially launched coverage on Financial Services and Healthcare verticals
CAPITAL
MARKETS
Supporting clients in a range of transactions between fixed income offerings, IPOs, follow-ons and ATM programs
13
Underwritten Offerings
~$835M Gross Proceeds Raised
10
Lead Left Bookrunner Transactions
~$600M Gross Proceeds Raised
12
Active ATM Programs
~$2.9B Gross Proceeds
MERGERS AND ACQUISITIONS
4
SUCCESSFULLY COMPLETED M&A TRANSACTIONS
5
2
FAIRNESS OPINIONS DELIVERED
PENDING TRANSACTIONS TO CLOSE IN 1H 2025
EQUITY RESEARCH
4 Publishing Senior Research Analysts
Healthcare
SPECIALTY IN ONCOLOGY AND INFLAMMATION / IMMUNOLOGY
Financial Services
FOCUS ON REITS AND SPECIALTY FINANCE
2025 GOALS
Grow Investment Banking team to cover additional industry verticals with additional geographic footprints
Expand Equity Research to cover 50-100 companies
Broaden corporate access capabilities between conferences, fireside chats, analyst days, and non-deal roadshows
2024 TRANSACTIONS
Featured
