Rockefeller Strategic Advisory

Investment Banking

Rockefeller Strategic Advisory

Best-in-class investment banking and strategic advice for corporate clients and business owners.

We offer corporate and business advisory services to private and public companies, and those owned by Rockefeller clients.

Our team of senior investment bankers specializes in delivering independent strategic advice and guidance, with a commitment to integrity.

Through our unique relationship with Rockefeller Capital Management’s other lines of business, we bring together an expansive array of capabilities and solutions.

Our services include comprehensive merger & acquisition (M&A) advisory, strategic and financial planning, capital raising, capital markets advisory, and strategic shareholder advisory and defense.

Solutions for Every Part of Your Financial Life

Mergers & Acquisitions

Comprehensive merger & acquisition (M&A) advisory, encompassing both buy-side and sell-side transactions.

Capital Raising

Expert-led equity and debt financing solutions tailored to boost your business growth seamlessly.

Capital Markets Advisory

Bespoke advice on market strategies, equity/debt transactions, risk management, and liquidity.

Shareholder Advisory

We assist corporate clients in effectively engaging with their shareholders.

Mergers & Acquisitions

Our services include comprehensive Merger & Acquisition (M&A) Advisory, encompassing both buy-side and sell-side transactions. Our team brings a wealth of experience and expertise to assist our clients with every aspect of the M&A process, including financial modeling, fairness opinion and valuation, deal analysis, financial and constituency impact assessment, transaction structuring, and negotiation.

Capital Raising

By leveraging our extensive network and deep industry expertise, we offer innovative, tailored solutions for equity and debt financing. Whether it’s private or public capital raises, our dedicated team works diligently to identify the right investors, negotiate the best terms, and execute transactions seamlessly, helping you accelerate business growth.

Capital Markets Advisory

Leveraging our deep knowledge and real-time insights, we advise on equity and debt transactions. Our solutions are tailored to align with your strategic goals, manage risks, and capitalize on market opportunities.

Shareholder Advisory

We provide advisory services to management and boards of directors of corporate clients on preparing for and responding to shareholder activism and other hostile activity.

Independent, strategic business advice from a team of experts with a commitment to integrity.

Meet the Team

Get in touch with a member of the Rockefeller Strategic Advisory team.

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