Cary Street Partners Overview
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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.
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
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Advisor: General
Aug 2015
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Advisor: General
Aug 2015
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Advisor: General
Jul 2015
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Advisor: General
Apr 2015
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Advisor: General
Jan 2015
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Advisor: General
Dec 2014
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Advisor: General
Oct 2014
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Greenwood Fabricating and Plating
Advisor: General
Aug 2014
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Smart Choice(North Carolina)
Advisor: General
Aug 2014
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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
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Advisor: General
Mar 2013
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Advisor: General
May 2011
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Advisor: General
Jul 2010
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Advisor: General
May 2009
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Advisor: General
Aug 2008
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Advisor: General
Jun 2008
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Advisor: General
Feb 2008
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The Edgewater Funds
Advisor: General
Nov 2007
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cormine
Advisor: General
Jul 2007
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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
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