"As an independent advisor, we have a long history of providing objective, expert advice and a full range of services to clients in a broad range of industries. We give straight-up, honest advice on private placements of debt and equity, underwritings of public debt and equity securities, and mergers and acquisitions." - Ed Gallagher, Senior Managing Director and Head of Investment Banking

Investment Banking: Our Values

At First Liberties Financial, we think differently about investment banking. We understand providing advice to someone about their business is a tremendous responsibility. Whether it be raising capital to grow a business, investing from a fund or playing a C-suit role, we have sat on all sides of the table.

Minor details can make or break a good deal. As a boutique investment bank, we are selective when talking on new projects to assure our clients receive unmatched attention from our most senior bankers every step on the way.

We understand each client is unique, there is no “one size fits all” approach. We look beyond the spreadsheet and understand the entrepreneurial spirit guiding your objectives. Our approach has evolved from years of experience as business owners, consultants and trusted advisors.  We are both high-tech and high-touch. Our team members draw upon deep specialized industry expertise across a wide range of senior officers, business advisors, lawyers, financial experts, and consultants to bring a multi-disciplinary approach to each transaction.

Area of Focus
We partner with public and private middle-market companies that typically have annual sales of between $5 and $500 million dollars. ​ We have extensive experience in identifying, structuring, and executing the most complex corporate finance transactions on behalf of clients.

Investors value smart founders, fast execution and proven technology. We help to improve our client's story and treat these relationships as partnerships; providing value not just at the transactional level but strategically from an advisory point of view.

- Client focused, results driven
- Highest standards and best practices to ensure your interests are protected
- Sharp commercial acumen and an innovators’ mindset
- Strategy and execution driven by knowledge and vision
- Deliver the ability to constantly adapt in today's dynamic environment
- We know how to get deals done, and we do it quietly, quickly and efficiently

Transaction Capabilities

- Private Placements
- IPOs ($5 to $500 million)
- Secondaries ($10 to $250 million)
- Mezzanine Financing
- Bridge Financing
- Recapitalizations
- Mergers and Acquisitions
- Venture Capital / Private Equity business development

- Portfolio harvesting
- Valuations and Turn-arounds