Investment Banks

CG Petsky Prunier is one of the leading investment banks to the technology, media, marketing, information, e-commerce, and healthcare industries. Its firm's merger and acquisition and private placement advisory services reflect a unique blend of product specialization and industry expertise. Petsky Prunier represents one of the largest industry-specific advisors providing strategic and transactional services. Securities transactions are processed through CG Petsky Prunier Securities LLC, a member of FINRA, and an affiliated entity.

PGP Capital Advisors, LLC is a boutique investment bank that provides high-impact, tailored services in connection with mergers and acquisitions, private placements and corporate finance. It assists the clients first by identifying financial objectives that complement their corporate operating goals and strategy and, second, by executing customized transactions that are designed to achieve those objectives. PGP Capital Advisors has extensive experience in completing complex investment banking engagements for both publicly-traded and privately-held companies.

Pharus Advisors is a boutique merchant banking firm providing M&A, financing, valuation and strategic advisory services in a variety of technology and growth-oriented industries, such as enterprise software, tech-enabled services, digital media, education technology, personal care and dermatology, and consumer health. Pharus develops an in-depth understanding of each client’s business and marketplace, then designs and deploys a tailored transaction approach that best meets the needs and sensitivities of each client. Pharus also makes select investments into early-stage companies where it actively participates in the development and future success of the business.

The PhillipCapital Group of companies spans 16 countries and offers a comprehensive suite of financial services including futures, foreign exchange, equities, fixed income, bonds, unit trusts, real estate, and insurance. With shareholder's equity greater than $1 billion and global assets under custody/management greater than $30 Billion, the group has been profitable each year since its founding. Phillip Capital employs more than 3,500 people worldwide, with its major interests in Singapore, Hong Kong and other member companies operating in China, Japan, Malaysia, Thailand, Indonesia, Sri Lanka, United Kingdom, France, Australia and Turkey.

PHILLIP ROMAN & COMPANY is a leading merger and acquisition consulting firm specializing in private, middle market transactions. It facilitates 100% acquisitions, management buyouts, recapitalizations, and strategic mergers with privately held companies. PHILLIP ROMAN & COMPANY focuses on transactions ranging in purchase price between $20 million and $500 million. The firm was originally founded in 1946 and is now a third generation family business based in Los Angeles. Over the past 20 years, it has successfully completed over 100 transactions.

Phillips Realty Capital collaborates with clients, serving as an extension of their capital markets office to provide a full range of financing services, including investment analysis and valuations, deal pricing and sizing, complete underwriting, deal process management and closing, third-party report review, and loan servicing and administration. Clients include many prominent real estate investors, developers, and owners such as Foulger Pratt, BF Saul, Clark, Donohoe, Lerner, and JBG Smith.

Phoenix Capital Resources provides exceptional, independent investment banking solutions to middle market companies encountering special situations. PCR assists "special situation"​ clients with complex transactions including: • Mergers & Acquisitions; • Private Placements; and • Financial Restructuring. Phoenix’s suite of companies, Phoenix Management Services (PMS) and Phoenix Capital Resources (PCR), provides a unique platform to the marketplace.

Pi Capital is a global advisory firm. Its mission is to be the preferred bankers to the entrepreneurs and corporates at the forefront of the next wave of technological change. Pi Capital offers its global network, transaction, sector and financial product expertise to catapult its clients forward in realizing their vision. All regulated activities and securities offered through Marco Polo Securities Inc. Marco Polo Securities Inc. is a member of FINRA and SIPC.

PI Financial Corp. (PI) is a leading, independent investment dealer which provides a full range of investment products and services for individual, corporate and institutional investors. As one of Canada’s top investment banks for small to mid cap Canadian companies they provide expertise across a variety of growth sectors. Their Capital Markets professionals deliver a full range of research, investment banking, advisory, and institutional sales & trading services.

Pilot Hill Advisors is a specialized investment banking and ESOP advisory firm. They develop and implement ownership transition strategies for private companies that include management and employee ownership. The most common strategies used are Management Buyouts and ESOPs. Specialties: Private company ownership transition consulting, ESOP feasibility/transaction analysis, ESOP/Management Buyout planning and execution, Senior/Junior debt placement agents for ESOPs, ESOP/MBOs, and M&A advisory for ESOP companies