Investment Bank/Securities Brokerage - N/A, N/A, N/A
We offer every client advisory services with the highest level of integrity, independence and industry expertise possible. Our firm was founded to provide the same high level of experience and professionalism demanded by Fortune 500 companies of their investment bankers to smaller and mid size businesses. Our Managing Directors have all led Merger, Acquisition and Divestiture activities at some of the largest and most successful conglomerates and now provide that caliber of advisory services and execution to middle market companies. Our team members have executed transactions representing more than $5 Billion in value ranging in size from $2 Million to $2 Billion. Our Managing Directors have structured and managed more than 75 transactions throughout the world. We leverage our extensive relationships with owners of mid size companies and strategic corporate buyers in industries in which we have focus and deep experience to accelerate growth and maximize value for our client. Securities transactions conducted through Wharton MidMarket Securities Inc. member FINRA and SIPC
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