Investment Banking Services

on a Global Basis

Overview

  • Triad's team of investment banking professionals focuses on small and middle-market mergers and acquisitions, equity financings and debt advisory activities. Businesses in these segments are often underserved, requiring personal attention from Triad's bankers.
  • Our team structure allows us to provide our clients with a range of advisory and financing services and offerings.
  • We take the time to understand your business and your objectives, and we work together to find the right solutions for your specific needs.
  • Triad maintains a unique network of institutional investors, family offices, venture capitalists, and private equity firms.
  • Our flexible fee structure can be tailored to you and your offering.
  • Triad is family-owned and has been in business for over 40 years. We do not compete with our clients for investors or capital. Triad's interests are aligned with your interests.

Investment Banking Services


Michael Bird
Sr. Managing Director Investment Banking

(212) 349-1004
mbird@triadsecurities.com

Investment Banking Services


Scott Daspin
Director of Investment Banking

(212) 349-1004
sdaspin@triadsecurities.com

Investment Banking Services


Kara Edgar
Third Party Marketing

(646) 250-3959
kedgar@triadsecurities.com

Investment Banking Services


Todd Shenkin
Investment Banking

(917) 701-6788
tshenkin@triadsecurities.com