Where is Financo headquartered?

Financo is headquartered in New York, NY.

What service provider type is Financo?

Financo's service provider type is Investment Bank.

What companies has Financo invested in or acquired?

Financo has invested in or acquired companies Goldman Sachs BDC and My Money Bank (automotive financing business) .

Financo Company Profile: Service Breakdown & Team

Financo Overview

Service

Investment Bank

Year Founded

1971

Serviced Companies

170

Serviced Deals

160

Serviced Investors

53

Financo General Information

Description

Founded in 1971, Financo was a boutique investment banking firm headquartered in New York City, New York. The firm advised in the areas of buy-side and sell-side mergers and acquisitions, growth capital raising, fairness opinion, and strategic advisory. Financo catered to sectors including retail, e-commerce, food, and beverages. The firm was acquired on December 17, 2020.

Contact Information

Website

www.financo.com

Year Founded

1971

Service Provider Type

Investment Bank

Corporate Office

540 Madison Avenue
3rd Floor
New York, NY 10022
United States

Financo Services to Companies

Service on a Deal (160)

Financo has provided services on 160 deals. It last acted as a underwriter to Viper Energy Partners on a made for . The deal was made in 2024.

Company Name	Service Provided	Deal Date
Viper Energy Partners	Underwriter	Mar 2024
Goldman Sachs BDC	Advisor: General	Mar 2024
Naturium	Advisor: General	Oct 2023
Benefit Resource	Advisor: General	Jul 2023
Casella Waste Systems	Underwriter	Jun 2023
Integrated Financial Holdings	Advisor: General	Mar 2023
Leesa	Advisor: General	Mar 2023
Mielle Organics	Advisor: General	Mar 2023
G1 Therapeutics	Underwriter	Nov 2022
Computer Services	Advisor: General	Nov 2022

You’re viewing 10 of 160 services to companies. Get the full list »

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Financo Services to Investors

Service on a Deal — Buy Side (50)

Financo has provided buy side services on 50 deals. It last acted as a financial due diligence advisor to Wings Financial Federal Credit Union on a . The deal was made in 2023.

Investor Name	Service Provided	Deal Date
Wings Financial Federal Credit Union	Advisor: Financial Due Diligence	Jul 2023
Lovell Minnick Partners	Advisor: General	Mar 2023
TowneBank	Advisor: General	Jan 2023
Knox Lane	Advisor: General	Jun 2022
Thomas H. Lee Partners	Advisor: Financial Due Diligence	Apr 2022
Famille C	Advisor: General	Mar 2022
Broad Sky Partners	Advisor: General	Mar 2022
Aritzia	Advisor: Financial Due Diligence	Jun 2021
Inflexion Private Equity Partners	Advisor: General	Feb 2021
Marquee Brands	Advisor: General	Dec 2018

You’re viewing 10 of 50 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (23)

Financo has provided sell side services on 23 deals. It last acted as a general advisor to Brooks Macdonald Group on a made for . The deal was made in 2025.

Investor Name	Service Provided	Deal Date
Brooks Macdonald Group	Advisor: General	Mar 2025
American Coastal Insurance	Advisor: General	May 2024
XPO (US)	Advisor: General	Mar 2022
Bath & Body Works	Advisor: General	Jan 2019
YFM Equity Partners	Advisor: General	Dec 2018
Brentwood Associates	Advisor: General	Oct 2018
Avantax	Advisor: General	Nov 2016
TSG Consumer	Advisor: General	Aug 2016
Amery Capital	Advisor: General	Aug 2016
Bertram Capital	Advisor: General	May 2016

You’re viewing 10 of 23 services on a deal — sell side. Get the full list »

Financo Investment Preferences

Preferred Industries	Preferred Verticals	Preferred Deal Types	Geographic Preferences	Transaction Amount

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