Ladenburg Thalmann Financial Services Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1875

Year Founded

  • Employees
  • 147

Employees

  • Serviced Companies
  • 542

  • Serviced Deals
  • 562

  • Serviced Investors
  • 36

Ladenburg Thalmann Financial Services General Information

Description

Founded in 1876, Ladenburg Thalmann Financial Services is an investment bank based in New York City, New York. The firm offers services in the areas of public offerings, at-the-market offerings, private investment in public equities, private placements, fixed-income offerings, mergers, acquisitions, leveraged buyouts, and management buyout transactions. Ladenburg Thalmann caters to sectors like healthcare, capital markets, insurance, real estate, telecommunication, technology, life sciences, energy, and media.

Contact Information

Formerly Known As
Frost Hanna Capital Group Inc, Thalmann Financial Services Inc, Gbi Capital Management Corp
Year Founded
1875
Service Provider Type
Investment Bank
Corporate Office
  • 640 5th Avenue
  • 4th floor
  • New York, NY 10019
  • United States
+1 (212) 000-0000

Ladenburg Thalmann Financial Services Services to Companies

Service on a Deal (562)

Company Name Service Provided Deal Date Deal Type Deal Amount
Catheter Precision Underwriter Jun 2024 00000 0000000
Palisade Bio Advisor: General May 2024 00000 0000000
Churchill Capital IX Underwriter May 2024 00000 0000000
Calidi Biotherapeutics Advisor: General Apr 2024 00000 0000000
SoundHound AI Underwriter Apr 2024 00000 0000000
Atlanticus Holdings Underwriter Feb 2024 00000 0000000
Peraso Underwriter Feb 2024 00000 0000000
Mobilicom Placement Agent Jan 2024 00000 0000000
Immunic Therapeutics Placement Agent Jan 2024 00000 0000000
Sixth Street Specialty Lending Placement Agent Jan 2024 00000 0000000
You’re viewing 10 of 562 services to companies. Get the full list »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Ladenburg Thalmann Financial Services Services to Investors

Service on a Deal — Buy Side (26)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Vallon Pharmaceuticals Advisor: Financial Due Diligence Apr 2023 00000 0000000
Ra Medical Systems Advisor: Financial Due Diligence Jan 2023 00000 0000000
Peak Bio Advisor: General Nov 2022 00000 0000000
Big Cypress Acquisition Advisor: General Oct 2021 00000 0000000
New Beginnings Acquisition Advisor: General Aug 2021 00000 0000000
Armata Pharmaceuticals Advisor: General Mar 2021 00000 0000000
Astria Therapeutics Advisor: General Jan 2021 00000 0000000
Spring Bank Pharmaceuticals Advisor: General Nov 2020 00000 0000000
Viridian Therapeutics Advisor: General Oct 2020 00000 0000000
Eledon Pharmaceuticals Advisor: General Sep 2020 00000 0000000
You’re viewing 10 of 26 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (5)

Investor Name Service Provided Deal Date Deal Type Deal Amount
North Hills Signal Processing Advisor: General May 2010 00000 0000000
BNS Holding Advisor: General Jan 2010 00000 0000000
ImageWorks Advisor: General Jul 2009 00000 0000000
NovelStem International Advisor: General Aug 2008 00000 0000000
Tousa Advisor: General May 2007 00000 0000000
To view Ladenburg Thalmann Financial Services’s complete services on a deal — sell side history, request access »

Ladenburg Thalmann Financial Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Ladenburg Thalmann Financial Services‘s full profile, request access.

Request a free trial

Ladenburg Thalmann Financial Services Team (58)

Name Title Deals Office Contact
Info
David Rosenberg Co-President & Chief Executive Officer, Investment Banking New York, NY
Michael Gideon Co-Chief Executive Officer New York, NY
Barry Steiner JD Co-President & Co-CEO New York, NY
Jaime Desmond Chief Operating Officer, Asset Management New York, NY
David Strupp Jr. Managing Director & Head, Healthcare Investment Banking New York, NY
You’re viewing 5 of 58 team members. Get the full list »

Ladenburg Thalmann Financial Services Board Members (14)

Name Representing Role Since
Brian Genson Ladenburg Thalmann Financial Services Board Member 000 0000
Glenn Davis Ladenburg Thalmann Financial Services Board Member 000 0000
Henry Beinstein Ladenburg Thalmann Financial Services Board Member 000 0000
Jacqueline Simkin Ladenburg Thalmann Financial Services Board Member 000 0000
Mark Zeitchick Ladenburg Thalmann Financial Services Board Member & Executive Vice President 000 0000
You’re viewing 5 of 14 board members. Get the full list »

Ladenburg Thalmann Financial Services Subsidiaries (5)

Company Name Industry Location Founded
Fortress Wealth Advisors Other Financial Services Omaha, NE 2014
Premier Trust Other Services (B2C Non-Financial) Las Vegas, NV 0000
Triad Advisors Other Financial Services Norcross, GA 0000
Highland Capital Brokerage Insurance Brokers Birmingham, AL 0000
Securities America Financing Advisory La Vista, NE 0000
To view Ladenburg Thalmann Financial Services’s complete subsidiaries history, request access »

Ladenburg Thalmann Financial Services FAQs

  • When was Ladenburg Thalmann Financial Services founded?

    Ladenburg Thalmann Financial Services was founded in 1875.

  • Who is the CEO of Ladenburg Thalmann Financial Services?

    David Rosenberg and Michael Gideon are the CEOs of Ladenburg Thalmann Financial Services.

  • Where is Ladenburg Thalmann Financial Services headquartered?

    Ladenburg Thalmann Financial Services is headquartered in New York, NY.

  • What is the size of Ladenburg Thalmann Financial Services?

    Ladenburg Thalmann Financial Services total number of employees/professionals is 147.

  • What service provider type is Ladenburg Thalmann Financial Services?

    Ladenburg Thalmann Financial Services's service provider type is Investment Bank.

  • What companies has Ladenburg Thalmann Financial Services invested in or acquired?

    Ladenburg Thalmann Financial Services has invested in or acquired companies like Newday (Financial Services), Kestler Financial Group, and Abound.

  • What are Ladenburg Thalmann Financial Services subsidiaries?

    Fortress Wealth Advisors, Premier Trust, and Triad Advisors are subsidiaries of Ladenburg Thalmann Financial Services.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »