Univest Securities, LLC Company Profile, Contacts & Intelligence

Univest Securities, LLC Overview

31 Years in the making. A boutique full-service investment bank. Leveraging Univest’s unique geographic roots in Asia Pacific and North America, and our hybrid position across institutions and retail, we provide a variety of services to small-to-medium size public and private enterprises through our Investment Banking and Corporate Financing Division including mergers & acquisitions capital markets advisory, valuation and fairness of opinion advisory, private placement, initial and secondary public offerings. Unconventional to our many transactional focused peers, our team takes a fundamental value-driven approach. As generalists, we are focused on discovering innovative, exciting, and emerging growth companies to provide them with long-term strategic advisory service and unique global access to capital. Our seasoned banking team is adept in heavy lifting situations and pride themselves on staying ahead of curve. We believe in mutual value generation for enterprises and investors driven by capital, innovation, and sound market execution. Trust and strategic partnerships are the foundation of our equity and debt capital markets strategy. Leveraging our strong, personal relationships with the most long-term institutional buy-side investors, we structure and execute customized financing solutions. Our capital markets team introduces the right partners to address a broad range of capital needs, including buyouts, growth capital, platform formation, and project financing for corporate issuers and financial sponsors. Our family-oriented team combined with our global reach and vast network of institutional partners, protects the interests of and mutually benefits both our issuers and our investors, leading to efficient execution, improved valuation, and successful transactions for our clients. With deep-rooted relationships, we continue to build valuable connections with new clients to optimize their capital structure.

Headquarters

75 Rockefeller Plaza

Website

univest.us

Industry

Financial Services

Founded

1994

Stock Symbol

IPO

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Phone Number

Available in AeroLeads

Company Email

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Univest Securities, LLC Contact Intelligence

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Univest Securities, LLC Workforce Composition

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