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Investment Banking
Charles Welch
Managing Director>
Other Services Offered
  • Funding Sources
  • Investment Banking
550 South Tryon Street
Suite 2500
Charlotte, NC 28202
Phone: (704) 731-7201

Company Descripton “Deloitte” is the brand under which tens of thousands of dedicated professionals in independent firms throughout the world collaborate to provide audit, consulting, financial advisory, risk management and tax services to select clients. These firms are members of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ("DTTL").
FalconBridge Capital Markets, LLC
Bennett Cole
Other Services Offered
  • Investment Banking
  • Mergers and Acquisitions
301 S. College Street
Suite 3310
Charlotte, NC 28202
Phone: (704) 302-1612

Company Descripton Company Descripton FalconBridge is an investment banking organization providing capital markets and corporate finance advisory services exclusively to specialty finance companies. In addition, we provide focused advice to the sponsors, lenders, and investors who operate in the specialty finance space. The firm’s services include capital raising, mergers & acquisitions, portfolio sales & acquisitions, and financial consulting/analytics. FalconBridge’s principals have successfully completed over $30 billion of investment banking transactions for consumer and commercial finance company clients.
Jefferies, LLC
Andrea Lee
Managing Director, Global Head of Specialty Finance>
Other Services Offered
  • Funding Sources
  • Investment Banking
520 Madison Avenue
New York, NY 10022
Phone: (212) 284-2062
Fax: (212) 284-2208
For over 50 years, Jefferies has measured success just one way: We only win when our clients win. What makes this approach so important today is not just our dedication to it, but that these values and character of work have never been more important to our clients. Jefferies provides insight, expertise and execution to investors, companies and government entities. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, commodities and wealth management in the Americas, Europe and the Middle East and Asia.
Polaris Capital Advisors
Kevin Small
Managing Director>
Other Services Offered
  • Asset Finance
  • Investment Banking
1212 Forest Island Place
Wilmington, NC 28405
Phone: (860) 810-2933

Operating since 2007, Polaris has earned a reputation for generating consistently superior results for its clients by providing high quality and value added services. With experience in buy-side and sell-side perspectives, financial transactions, mortgage origination and servicing, we provide clarity and solutions in today's rapidly evolving market.
Raymond James & Associates, Inc.
James Chester
Senior Vice President>
Other Services Offered
  • Investment Banking
3414 Peachtree Road, NE
Suite 500
Atlanta, GA 30326
Phone: (404) 240-6884
Fax: (404) 240-6712
Company Descripton Company Descripton Company Descripton Company Descripton

The Raymond James Financial Institutions Group is part of the firm’s Capital Markets operations, which includes over 800 equity and debt capital markets professionals. Established in 1962, Raymond James is one of North America’s leading investment banks, with an extensive presence across the United States, Europe and Canada.  Raymond James stock is traded on the New York Stock Exchange (RJF).


Raymond James Financial Institutions Investment Banking has over 20 years' experience in public and private debt and equity capital raising and strategic advisory engagements for specialty finance companies across a wide variety of industry sectors. Our experience encompasses a broad range of consumer and commercial finance companies.  Consumer finance segments include auto finance, personal loan finance, mortgage finance, credit card finance, student loan finance, structured settlements finance and manufactured housing finance.  Commercial finance segments include asset-based finance, accounts receivable finance and equipment finance & leasing.




Stephens, Inc.
1 Star Partner
William Farinholt
Managing Director>
Other Services Offered
  • Investment Banking
  • Mergers and Acquisitions
3344 Peachtree Road NE
Suite 1650
Atlanta, GA 30326
Phone: (404) 461-5109

Company Descripton
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