Halen Capital Management Overview

  • Service
  • Investment Bank

  • Founded
  • 2004

  • Serviced Companies
  • 2

  • Serviced Deals
  • 3

Halen Capital Management General Information


Halen Capital Management is full-service brokerage firm, established in 2004 and with offices in New York City, Tampa Bay area, Memphis, Denver & San Antonio. The company provides investment banking services, institutional equity and fixed income distribution and trading, and related financial services as a wholly owned subsidiary of AtlasBanc Holdings Corporation. The firm caters to high net worth individuals, banks, institutions, financial advisers, family offices, hedge funds, professional money managers, and small to mid-size institutional clients. Halen Capital Management provides mergers and acquisitions, private placements of debt or equity, strategic business advisory, valuation analyses and fairness opinions, REIT Development and placement services.

Contact Information

Year Founded
Service Provider Type
Investment Bank
Primary Office
  • 301 S. Missouri Ave.
  • Clearwater, FL 33756
  • United States
+1 (727) 000-0000

Halen Capital Management Services to Companies

Service on a Deal (3)

Company Name Service Provided Deal Date Deal Type Deal Amount
Excalibur National Holdings Advisor: General Feb 2016 00000 0000000
0000000 0000000000 Advisor: General Jan 2016 00000 0000000
0000000 0000000000 Advisor: General Feb 2015 00000 0000000
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Halen Capital Management Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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