Many small and mid-cap companies face challenges accessing the capital markets. Successfully providing services to these companies requires specialized knowledge and experience and a certain skill-set. Large and regional investment banks and brokerage firms as well as commercial banks do not provide the essential senior-level attention required to deliver time sensitive, customized advice to owners of emerging, development stage and middle market companies.

Our investment banking team has years of experience assisting companies through the labyrinth of business and regulatory issues associated in corporate finance. Our bankers seek quality private and public companies in the small to mid-cap space. ViewTrade Securities is a sector agnostic with interest in both domestic and international opportunities. Although we have a successful track record of raising capital for our corporate clients, we also offer a wide array of value-added services. These services, which are designed to provide clear objectives for our clients, include: advisory, valuations, fairness opinions, and 10b5-1 plans. We pride ourselves on our integrity, our strong client focus, and our reputation for providing honest-straightforward advice. These principles, combined with our experience and commitment to excellence, help us achieve successful results for our clients.

Our banking team has fostered relationships within several geographic areas, including: North America, Europe, Asia, Latin America and the Middle East.

We pride ourselves on our integrity, our strong client focus, and our reputation for providing honest-straightforward advice.

Our services

Since its inception in 1998, ViewTrade Securities' Investment Banking Division has focused on providing solutions for our Investment Banking clients. We develop tailored financial solutions and innovative strategies to address the capital needs of our domestic and international client base. In addition to our retail clients that include a substantial group of high-net-worth investors, we have strong relationships with domestic and international broker dealers, commercial banks, private equity firms, hedge funds and venture capital firms. We utilize address the specific needs and provide a thorough plan to achieve the goals of our Investment Banking clientèle.

Large and regional investment banks do not provide the essential senior-level attention required to deliver time sensitive, customized advice to owners of small and middle market companies. Successfully providing services to these companies requires specialized knowledge and experience and a certain skill-set.

Our management team has years of experience assisting companies through the labyrinth of corporate finance, for both private and public companies in the small to mid-cap space. We are sector-agnostic with interest in both domestic and international opportunities. Our services are focused on raising growth capital for our corporate clients. However, we also offer a wide array of value-added services which are described below including advisory, valuations, fairness opinions and more. We pride ourselves on our integrity, strong client focus, and reputation for providing honest, straightforward advice. These principles, combined with our experience and commitment to excellence, help us achieve successful results for our clients.

Our bankers have led transactions and have institutional relationships in North America, Europe, Latin America, Asia and the Middle East.

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