Cary Street Partners Overview

  • Service
  • Investment Bank
  • Founded
  • 2002
Founded
  • Serviced Companies
  • 37
  • Serviced Deals
  • 40
  • Serviced Investors
  • 11

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

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
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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 Jun 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
To view Cary Street Partners’s complete services on a deal — buy side history, request access »

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
To view Cary Street Partners’s complete services on a deal — sell side history, request access »

Cary Street Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Cary Street Partners Team (109)

Name Title Deals Office Contact
Info
Azam Jaber Director & Financial Advisor Austin, TX
Melissa Clemens Financial Advisor & Vice President Kingsport, TN
Ray Deragon Financial Advisor & Vice President Austin, TX
Shawn Morgan Financial Advisor & Vice President Austin, TX
Christina Todd Financial Advisor, Vice President Richmond, VA
You’re viewing 5 of 109 team members. Get the full list »

Cary Street Partners Board Members (4)

Name Representing Role Since
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
To view Cary Street Partners’s complete board members history, request access »

Cary Street Partners Subsidiaries (2)

Company Name Industry Location Founded
Waypoint Advisors Asset Management Virginia Beach, VA 2001
000 000000000000 0 Asset Management Atlanta, GA 0000
To view Cary Street Partners’s complete subsidiaries history, request access »