Dynasty Investment Banking
Expertise. Reputation. Commitment.
We are a leading investment bank specializing in the wealth and investment management industry that provides full-service M&A advisory services and capital.
Advisory
Investment banking and private equity professionals
The Dynasty Investment Banking team is comprised of Wall Street investment banking and private equity professionals that have collectively advised on over $25 billion in transaction value across dozens of advisory mandates.
Advisory services include:
Select Wealth Management Transactions
Advised
On its acquisition of
2021
Exclusive Buy-side M&A AdvisorAdvised
On its acquisition of
2022
Exclusive Buy-side M&A AdvisorAdvised
On the merger with
2021
Exclusive Sell-Side M&A AdvisorCapital
Capital solutions
Access flexible and tailored capital products spanning the capital structure from debt to equity.
Capital services include:
Dynasty Investment Banking Team
Contact Us
200 Central Avenue, 15th floor
St. Petersburg, Florida 33701
IB@dynastyfp.com
Dynasty Securities LLC (“Dynasty IB”), a subsidiary of Dynasty Financial Partners LLC, provides financial advice on mergers, acquisitions, financial restructurings and similar corporate finance matters, engages in the private placement of securities and conducts underwriting activities. Dynasty IB is a registered broker-dealer (FINRA BrokerCheck) with the United States Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority, Inc. (www.finra.org) and the Securities Investor Protection Corporation (www.sipc.org).