Gordian Group served as investment banker to the Company in its successful expansion capital-raising process.
Case Study
Undisclosed Wealth Management / Brokerage Company
CLIENT: Undisclosed Wealth Management/Brokerage Company (the "Client")
Industries
Finance & InsuranceBusiness Profiles
Private Equity / Entrepreneur RepresentationsSituation
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.
Engagement
Gordian Group was retained to assist in raising expansion capital for the Client.
Outcome
We successfully raised a round of expansion capital for the Client despite the worst market for financial services firms since the Great Depression.