Cary Street Partners Overview

  • Service
  • Placement Agent

  • Year Founded
  • 2002

Year Founded

  • Employees
  • 163

Employees

  • Serviced Companies
  • 37

  • Serviced Deals
  • 40

  • Serviced Investors
  • 16

Cary Street Partners General Information

Description

Cary Street Partners provides placement agent, 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, and 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
Placement Agent (Fundraising)
Corporate 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
Carbon Conversions Advisor: General Aug 2015 00000 0000000
Lincoln Lumber Advisor: General Aug 2015 00000 0000000
Carbon Conversions Advisor: General Jul 2015 00000 0000000
Superior Fibers (Composites Division) Advisor: General Apr 2015 00000 0000000
Home Healthcare Solutions Advisor: General Jan 2015 00000 0000000
Alloy Polymers Advisor: General Dec 2014 00000 0000000
Woodbridge Furniture 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
You’re viewing 10 of 40 services to companies. Get the full list »

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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
Future Capital Partners Advisor: General Mar 2013 00000 0000000
MVP Group International Advisor: General May 2011 00000 0000000
Furniture Origins Advisor: General Jul 2010 00000 0000000
Atlanta Equity Advisor: General May 2009 00000 0000000
Culp Advisor: General Aug 2008 00000 0000000
Optical Cable Advisor: General May 2008 00000 0000000
UNITRAC Railroad Materials Advisor: General Feb 2008 00000 0000000
Edgewater Services 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 (Media and Information Services) Advisor: General Dec 2012 00000 0000000
The Vita Group 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 (111)

Name Title Deals Office Contact
Info
Azam Jaber Financial Advisor & Managing Director Austin, TX
Ray Deragon Financial Advisor & Vice President Austin, TX
Shawn Morgan Financial Advisor & Vice President Austin, TX
Christina Todd Financial Advisor, Vice President Richmond, VA
Joseph Schmuckler Chief Executive Officer & Managing Director 0 Richmond, VA
You’re viewing 5 of 111 team members. Get the full list »

Cary Street Partners Board Members (5)

Name Representing Role Since
Douglas Stewart Cary Street Partners Board Chairman & Financial Advisor, Managing Director 000 0000
Mark Gambill Cary Street Partners Co-Founder & Chairman Emeritus 000 0000
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Cary Street Partners Subsidiaries (1)

Company Name Industry Location Founded
The Breckenridge Group Private Equity Atlanta, GA 0000
To view Cary Street Partners’s complete subsidiaries history, request access »

Cary Street Partners FAQs

  • When was Cary Street Partners founded?

    Cary Street Partners was founded in 2002.

  • Who is the founder of Cary Street Partners?

    Thomas Tullidge Jr. is the founder of Cary Street Partners.

  • Who is the CEO of Cary Street Partners?

    Joseph Schmuckler is the CEO of Cary Street Partners.

  • Where is Cary Street Partners headquartered?

    Cary Street Partners is headquartered in Richmond, VA.

  • What is the size of Cary Street Partners?

    Cary Street Partners total number of employees/professionals is 163.

  • What service provider type is Cary Street Partners?

    Cary Street Partners's service provider type is Placement Agent.

  • What companies has Cary Street Partners invested in or acquired?

    Cary Street Partners has invested in or acquired companies like AnchorCove Partners, Dixon, Hubard, Feinour & Brown, and National Wealth Management.

  • What are Cary Street Partners subsidiaries?

    The Breckenridge Group is a subsidiary of Cary Street Partners.

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