Investment Banking (Industry Sector: Financial Services)

Tobin & Company provides superior investment banking and securities services structured to the needs of its small and middle-market clients. Since its founding in 2001, the firm has been bringing its extensive experience in conducting mergers and acquisitions advisory, private capital raises, managing broker dealer operations and business valuations and fairness opinions. Its diverse client base has served clients across public and private corporations, family owned businesses, and investment funds.

Touchstone Group is an independent full-service placement agent founded in 2002. It represents fund managers in private equity and other illiquid alternative investment strategies targeting a broad spectrum of institutional investors. Its core investor coverage is North American and European institutions, and it also covers large investors in Australia, Asia and the Middle East. Touchstone’s professionals have extensive buy-side experience, having been executives within large financial institutions, principals in investment management firms, and consultants to major pension funds.

Founded in 2000 and formerly known as Fortress Group, Trailmark raises capital for a select number of private markets strategies each year, sourcing institutional investors around the world. It is headquartered in Atlanta with offices in New York, London, and Singapore. Trailmark takes on a select number of assignments each year, enabling it to dedicate significant resources to each client.

Transact Partners International is a Mergers and Acquisitions Advisory firm that serves middle market privately held companies, family owned businesses and corporate spin-offs. Transact Partners, headquartered in Raleigh, North Carolina, provides representation services to business owners selling their companies or that are seeking growth/equity capital. Also specialize in sourcing acquisition opportunities for Private Equity Groups, Corporate Acquirers and Strategic Investors. Transact Partners has represented domestic and international companies across a wide spectrum of industries including manufacturing, wholesale, distribution, medical, logistics, multi-unit concepts and business services. In addition to diverse research and deal sourcing staff, they have a team of top attorneys who are involved in overseeing every transaction and insuring buyer and seller clients get the best available counsel and advice.

Triad was founded in 1976 as a full-service agency only discount brokerage firm. With corporate headquarters in the Wall Street area of New York City and a full service execution desk, Triad is meeting the needs of a world-wide trading environment. Considered a global source for information on IPO, secondary, preferred and convertible bond offerings, Triad continues to enhance the way customers gain knowledge in these areas.

Triago provides private equity fundraising, secondary market and strategic solutions for general partners and limited partners seeking to optimize success in the global Private Equity market. Founded in 1992 as one of the first private equity fund placement agents, the firm has completed over 150 fundraisings on five continents and advised on the transfer of more than 2,200 secondary positions in private equity funds. Triago has also undertaken more than 50 strategic advisory mandates for GPs and LPs looking to launch, boost, or restructure PE fund operations.

TriPoint Global Equities, LLC., a FINRA member firm, is a global investment bank focused on assisting fast growing companies. Its team consists of specialists dedicated to helping small-cap companies access U.S. capital markets and achieve their growth objectives. Its experience includes concept formation, business plan development, operations, mergers and acquisitions, and private/public financing. TriPoint is headquartered in New York City with offices in Washington, D.C.

Trudeau & Trudeau Associates is a leading M&A advisory firm with over 35 years of dealmaking experience in 11 countries. The founders of the firm, brothers Bill and Mike continue to be the transaction leaders and the driving force of the firm. The Mission Statement at T&T has always been “to exceed the expectations of our clients with empathy and perseverance”.

Tsg Equity Partners Llc is a financial services company. It has been serving the lower middle market since 1996. They partner with clients to identify areas of maximum impact and provide access to investment capital, board representation, operating guidance, and/or business development and growth strategy. Advisory services: -Operations & Governance; -Planning & Growth; -Finance & Capital

Tunstall Consulting is an hourly based consulting firm that specializes in the strategic development and capital formation of companies with high growth potential. Since 1980 Tunstall Consulting has helped raise over $15 billion for growing entrepreneurial companies from a wide variety of institutional sources including banks, mezzanine and subordinated debt providers, venture capitalists and underwriters in initial public offerings.