Welcome to Wilcox | Swartzwelder & Co., a boutique investment bank providing sophisticated investment banking services for middle market companies in the energy and industrial sector.
Simple Philosophy. As a boutique investment bank, we believe that providing effective and valuable services requires three important elements:
Why We Do What We Do. Few business owners receive high quality investment banking services, especially at critical times when they need it most. We think they should.
Approach. As a boutique investment bank, we provide a high level of personal individualized service, senior level expertise honed at major Wall Street investment banks, innovative deal strategies, rigorous transaction execution and superior results.
Track Record: Principals have more than 40 years of combined investment banking experience and have closed over 100 transactions with an aggregate value in excess of $3.6 billion. Also, they have acted as operators, investors and board members in multiple companies, having navigated through various business cycles and completed transactions in both up and down markets.
If your company is at a critical point and you need thoughtful, candid investment banking services and advice, contact us. Wilcox | Swartzwelder & Co. has the expertise to deliver results.