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Carver Cross Securities

Carver Cross Securities

Founded in 1993, Carver Cross is a New York-based boutique investment bank focused on assisting mid-sized and emerging companies achieve their growth, corporate-development, financing, and shareholder-liquidity goals. The firm serves companies in a range of industries, focusing on private companies including those that are family-owned, portfolio companies of venture capital and private equity firms and subsidiaries of public companies. The firm's transaction specialties are mergers, acquisitions, corporate sales and raising equity and debt capital. Carver Cross also provides strategic corporate financial advice and consulting.

Year Founded
Service Provider Type
Investment Bank
Primary Office
  • 10 Rockefeller Plaza
  • Suite 1405
  • New York, NY 10020
  • United States

+1 (212) 000-0000

Carver Cross Securities Services to Companies

Service on a Deal (2)

Company Name Service Provided Deal Date Deal Type Deal Amount
Financial Management Systems Advisor: General Sep 2005 00000 0000000
000000000 00000000 Placement Agent Sep 2005 00000 0000000
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Carver Cross Securities Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Carver Cross Securities Team (7)

Name Title Deals Office Contact
Bruce Jackson Founder, Chairman & Chief Executive Officer New York, NY
Peter Ruof Senior Advisor New York, NY
Shezad Rokerya Senior Advisor New York, NY
Matthew Bergstrom JD Senior Advisor to the Chairman New York, NY
William Dowling Senior Advisor to the Chairman New York, NY

2 Former Team Members

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Carver Cross Securities Board Members (1)

Name Representing Role Since Contact
Bruce Jackson Carver Cross Securities Founder, Chairman & Chief Executive Officer 000 0000