Cary Street Partners Overview
- Service
-
Investment Bank
- Founded
-
2002
- Serviced Companies
-
37
- Serviced Deals
-
40
- Serviced Investors
-
15
Cary Street Partners General Information
Description
Cary Street Partners provides investment banking and wealth management services to individuals, institutions, and companies from its Southeastern base. The investment banking team provides services, including merger and acquisition advisory services, private placements of debt and equity capital, strategic and financial advice to management teams and boards of directors of emerging growth and middle-market public and private companies across a variety of industries. The firm was founded in 2002 and is based in Richmond, Virginia. Cary Street Partners caters to the financial services sector.
Contact Information
Website
www.carystreetpartners.com
Formerly Known As
Luxon Financial LLC
Year Founded
2002
Service Provider Type
Investment Bank
Primary Office
- 901 East Byrd Street
- Suite 1001
- Richmond, VA 23219
- United States
+1 (804) 000-0000
Cary Street Partners Services to Companies
Service on a Deal (40)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Eco-Site | Advisor: General | Mar 2017 | 00000 | 0000000 |
| 000000 00000000000 | Advisor: General | Aug 2015 | 00000 | 0000000 |
| 0000000 000000 | Advisor: General | Aug 2015 | 00000 | 0000000 |
| 000000 00000000000 | Advisor: General | Jul 2015 | 00000 | 0000000 |
| 00000000 000000 (0 | Advisor: General | Apr 2015 | 00000 | 0000000 |
| 0000 0000000000 00 | Advisor: General | Jan 2015 | 00000 | 0000000 |
| 00000 00000000 | Advisor: General | Dec 2014 | 00000 | 0000000 |
| 0000000000 0000000 | Advisor: General | Oct 2014 | 00000 | 0000000 |
| Greenwood Fabricating and Plating | Advisor: General | Aug 2014 | 00000 | 0000000 |
| Smart Choice (North Carolina) | Advisor: General | Aug 2014 | 00000 | 0000000 |
Cary Street Partners Services to Investors
Service on a Deal — Buy Side (10)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Yonker Environmental Protection | Advisor: General | Aug 2015 | 00000 | 0000000 |
| 000000 0000000 000 | Advisor: General | Mar 2013 | 00000 | 0000000 |
| 000 00000 00000000 | Advisor: General | May 2011 | 00000 | 0000000 |
| 000000000 0000000 | Advisor: General | Jul 2010 | 00000 | 0000000 |
| 0000000 000000 | Advisor: General | May 2009 | 00000 | 0000000 |
| 0000 | Advisor: General | Aug 2008 | 00000 | 0000000 |
| 0000000 00000 | Advisor: General | May 2008 | 00000 | 0000000 |
| 0000000 00000000 0 | Advisor: General | Feb 2008 | 00000 | 0000000 |
| The Edgewater Funds | Advisor: General | Nov 2007 | 00000 | 0000000 |
| cormine | Advisor: General | Jul 2007 | 00000 | 0000000 |
Service on a Deal — Sell Side (2)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Basic | Advisor: General | Dec 2012 | 00000 | 0000000 |
| 000 0000 00000 | Advisor: General | Aug 2012 | 00000 | 0000000 |
Cary Street Partners Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Cary Street Partners Team (110)
Cary Street Partners Board Members (5)
| Name | Representing | Role | Since |
|---|---|---|---|
| Jessica Thompson JD | Cary Street Partners | Chief Compliance Officer & Corporate Counsel | 000 0000 |
| Joseph Brower | Cary Street Partners | Managing Director, Head of Corporate Advisory Services & Board Member | 000 0000 |
| Mark Gambill | Cary Street Partners | Co-Founder & Chairman Emeritus | 000 0000 |
| Max Chapman Jr. | Cary Street Partners | Chairman | 000 0000 |
Cary Street Partners Subsidiaries (2)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Waypoint Advisors | Other Financial Services | Virginia Beach, VA | 2001 |
| 000 000000000000 0 | Private Equity | Atlanta, GA | 0000 |