Institutional Sales & Trading

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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

February 25, 2026

T3 Defense Inc.

$20,000,000

Acted as Placement Agent

February 12, 2026

RenX Enterprises Corp. (f/k/a Safe and Green)

$6,000,000

Acted as Placement Agent

February 5, 2026

Aspire Biopharma Holding, Inc.

$20,000,000

Acted as Placement Agent