Our team helps institutions, funds, family offices, and HNW investors buy and sell private stock in late-stage firms. Recent transactions include SpaceX and Carbon.
Investment banking, powered by technology.
Investment Banking
FINIQ helps clients grow, capitalize or monetize their holdings. Put our relationships to work for you. Our global team of over 120 investment banking and financial professionals provide you with a depth of experience in US capital markets, industry vertical expertise, and operating experience. We focus on building long-standing relationships and are dedicated to excellence in service to our clients.
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Pre-IPO Stock
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Mergers & Acquisitions
FINIQ provides strategic M&A solutions, offering expert guidance to corporations, private equity, family offices, and institutions to achieve their goals.
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Chaperone
FINIQ partners with non-US fund distributors to offer US regulatory coverage via SEC 15a-6 chaperoning, expanding their reach and access to US market.
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Fund Distribution
FINIQ’s experienced 35-person distribution team supports 40 Act Advisors and Private Funds, placing $10B+ in fund products and achieving nationwide reach.
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Real Estate
FINIQ connects investors with private real estate funds and 1031 exchanges, leveraging $21B in experience to deliver yield, growth, and tax-focused strategies.
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Debt Capital Advisory
FINIQ’s finance professionals provide clients with tailored corporate finance solutions, navigating competitive processes to deliver actionable financing options.
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Equity Advisory
FINIQ helps companies with equity raises by identifying strategic investors who contribute beyond funding to foster growth and value creation.
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Private Equity
FINIQ works with institutional investors to provide liquidity for private equity and venture capital stakes through relationships with global market leaders.
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LP Secondaries
FINIQ addresses longer private asset hold periods by offering GP-led secondary and LP liquidity solutions, ensuring clients meet evolving market demands.
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Impact
FINIQ’s global impact footprint provides both institutional investors, foundations & family offices with unprecedented access to worldwide investment opportunities & sponsors.