First Liberties Financial Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 1983

Year Founded

  • Employees
  • 35

Employees

  • Serviced Companies
  • 7

  • Serviced Deals
  • 5

  • Serviced Investors
  • 14

First Liberties Financial General Information

Description

Founded in 1983, First Liberties Financial is a full-service brokerage firm based in New York City, New York. The firm's investment banking service expertise includes private placements, initial public offerings, recapitalization, buy-side, and sell-side mergers and acquisitions, strategic turnaround advisory, mezzanine, bridge financing, and valuations. In addition to investment banking, the firm offers access to a diverse range of services from hedge fund capital raising to institutional trading and wealth management. The firm assists institutions, corporations, alternative asset managers, and high-net-worth individuals. The firm caters to sectors such as insurance, healthcare, financial services, manufacturing, cleantech, and life sciences.

Contact Information

Year Founded
1983
Service Provider Type
Financing Advisory
Corporate Office
  • 15150 Preston Road
  • Suite 300
  • Dallas, TX 75248
  • United States
+1 (917)

First Liberties Financial Services to Companies

Service on a Deal (5)

First Liberties Financial has provided services on 5 deals. It last acted as a underwriter to Change Healthcare on a made for . The deal was made in 2019.

Company Name Service Provided Deal Date Deal Type Deal Amount
Change Healthcare Underwriter Jun 2019
Chicken Soup for the Soul Entertainment Advisor: General Aug 2017
Pavmed Advisor: General Apr 2016
Doc's Nutrilicious Advisor: General Nov 2015
Pixel Velocity Placement Agent Feb 2015
To view First Liberties Financial’s complete services to companies history, request access »

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First Liberties Financial Services to Investors

Service on a Deal — Buy Side (1)

First Liberties Financial has provided buy side services on 1 deal. It last acted as a general advisor to Get Connectivity on a . The deal was made in 2020.

Investor Name Service Provided Deal Date Deal Type Deal Amount
Get Connectivity Advisor: General Mar 2020
To view First Liberties Financial’s complete services on a deal — buy side history, request access »

First Liberties Financial Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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First Liberties Financial FAQs

  • When was First Liberties Financial founded?

    First Liberties Financial was founded in 1983.

  • Where is First Liberties Financial headquartered?

    First Liberties Financial is headquartered in Dallas, TX.

  • What is the size of First Liberties Financial?

    First Liberties Financial total number of employees/professionals is 35.

  • What service provider type is First Liberties Financial?

    First Liberties Financial's service provider type is Financing Advisory.

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