Investment Banking

A diligent approach to your success

Personalized for the Middle Market

We offer boutique investment banking and advisory services to mid-sized and small companies across a wide variety of sectors.

The group has a strong track record of identifying buyers and sellers, financing options, and representing clients in all aspects of the process.

Triad maintains a robust network of institutional investors, family offices, venture capitalists, and private equity firms. Our flexible fee structure can be tailored to you and your offering.

A Value-add approach

We apply a customized approach, deploying a mix of services based on your unique business needs.

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Leveraging Triad’s client-first approach, we take the time to understand your financial modelling, your position in the competitive landscape, and your strategic plans.
We help you highlight your business performance and tell a compelling story to investors. We work with you to develop ideas and uncover opportunities to move your business forward and secure value. Our services include:
  • Mergers and Acquisitions
  • Equity Financing
  • Debt Advisory

Our Team Provides

a First-Class Experience

Triad’s Investment Banking Team members have extensive experience in capital markets and a deep familiarity in a wide cross-section of sectors.

We work just as hard to execute your deal as you have to build your business.

Team Leaders are:

Michael Bird
Sr. Managing Director Investment Banking
Industry veteran Michael Bird brings over 25 years’ experience in capital markets and has held senior positions at bulge-bracket firms. He brings his knowledge of the institutional investor marketplace to Triad’s investment banking clients. Previously, Michael was a Managing Director at Bank of America Merrill Lynch running several business lines including Broadcort, a fully disclosed clearing offering. and before that served as a Director in Merrill Lynch’s NASDAQ trading department. Prior to that, Michael was a Managing Director of Equity Trading at Dain Bosworth. Additionally, Michael served as Chairman of the national Securities Trade Association (STA) and before that as a Governor of STA. Michael has a BS in Investment Finance from Drake University. Michael holds FINRA 7, 8, 24, 53, 57, 63, 79, and 99 licenses.
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Scott Daspin
Managing Director
Scott Daspin brings 25 years of experience in the capital markets to his middle-market advisory work. He has a strong history of creating new relationships, identifying and closing successful partnerships and transactions. Clients benefit from Scott’s diligence, along with his extensive network of strategic investors, institutional asset managers, and private equity investors who are looking for opportunities across a variety of industries.  Previously, Scott served as a Managing Director at a BNY Mellon company where he was a producing manager with primary responsibilities for marketing global equity businesses. Prior to that, he served as a VP at Merrill Lynch. Scott holds a B.S. from Boston University.  Scott holds Series 7, 24, 63, 65, 79 licenses and SIE.
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