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Capital Markets Expertise

Companies in both the public and private sectors often sell their securities in the public financial markets to raise capital.  EXCLUSIVEADVISORS® can provide traditional "Wall Street" products and services that most other firms cannot.   

Through our strategic partnership with Ladenburg Thalmann, we can extend our reach and experience to meet even the most demanding client needs by participating in multiple large-scale syndicate offerings. Founded in 1876, Ladenburg Thalmann is the 6th oldest member of the New York Stock Exchange and they are traded on NYSE_MKT, Symbol "LTS".  Ladenburg Thalmann often serves as both the lead and co-lead manager in taking a company public for the first time.  Ladenburg is intimately involved in the IPO process and up-to-date on the constantly changing issues facing public companies.  They can help guide our clients through the process one step at a time to make the transition as easy and smooth as possible.

Capital Markets

  • Initial Public Offerings (IPOs)
  • PIPE Offerings
  • Follow-On Offerings
  • Special Purpose Acquisition Companies
  • Private Equity
  • Trust Services
  • Bond Desk
  • Underwriting and Banking Syndicate

Financial Advisory

  • Mergers and Acquisitions
  • Valuations
  • Restructuring

Value-Added Services

  • Strategic Alliance
  • Equity Research


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We are licensed in the following states. If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you our services at this time. Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Vermont, Virginia & Washington.

Securities and Advisory services offered through Triad Advisors Member FINRA/SIPC.

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