Our Institutional Sales Department provides real-time information, expert analysis, and responsive client service to mutual funds, hedge funds, money managers, corporations, insurance companies, and registered investment advisors.
Our professionals bring diversified backgrounds across corporate finance, research, and operations, excel under pressure, and are available to assist clients. We are dedicated to building long-term relationships by delivering actionable insights, efficient execution, and customized solutions tailored to each client’s investment objectives.
See also: Research | Capital Markets | Investment Banking
Recent Investment Banking Transactions
May 16, 2025
$10,000,000
Acted as Underwriter
May 9, 2025
$5,500,000
Acted as Placement Agent
April 17, 2025
$4,000,000
Acted as Placement Agent