Investment banking firm specializing in M&A, private placements, financial advisory, valuation and financial restructuring services.

Avalon Net Worth is a leading independent investment banking firm that specializes in mergers, acquisitions, private placements, financial advisory, valuation and financial restructuring services. We provide our clients with the quality and technical expertise of a major investment bank while maintaining the confidential personal service and efficiency of a boutique firm. Avalon Securities, our affiliated FINRA and SEC registered broker-dealer, has provided extensive financing and strategic advi...

Avalon Net Worth is a leading independent investment banking firm that specializes in mergers, acquisitions, private placements, financial advisory, valuation and financial restructuring services. We provide our clients with the quality and technical expertise of a major investment bank while maintaining the confidential personal service and efficiency of a boutique firm. Avalon Securities, our affiliated FINRA and SEC registered broker-dealer, has provided extensive financing and strategic advisory services to both public and private companies, ranging from mid-market and international entities to Fortune 500 companies. Our senior bankers bring specific operating and financial knowledge in a number of industries, particularly in the consumer product area. Our strong relationships with various industry contacts allows us to provide the most efficient and effective solutions tailored toward our clients’ individual needs. Our firm’s finance veterans bring over 200 years of major investment banking expertise and have successfully enhanced shareholder value in a broad range of industries. As client advocates we have assisted them through many market cycles. We help our clients raise capital, buy, sell or restructure their companies to maximize value for the owners. We are well known for combining operating and investing expertise of our senior investment bankers with our wide net work of contacts in different industries.