Case Study

Undisclosed Wealth Management / Brokerage Company

CLIENT: Undisclosed Wealth Management/Brokerage Company (the "Client")

Gordian Group served as investment banker to the Company in its successful expansion capital-raising process.


The Client, a storied securities firm that focuses on municipal bonds and wealth management, primarily in the New York area, sought capital to relaunch and build.


Gordian Group was retained to assist in raising expansion capital for the Client.


We successfully raised a round of expansion capital for the Client despite the worst market for financial services firms since the Great Depression.