Wunderlich Securities Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1996

Year Founded

  • Serviced Companies
  • 132

  • Serviced Deals
  • 151

  • Serviced Investors
  • 16

Wunderlich Securities General Information

Description

Wunderlich Securities, founded in 1996, was an independent investment banking firm specializing in wealth management, investment banking and, trading and research. It catered to a large spectrum of industries which included business services, consumer, energy, financial services, industrials, real estate and, technology, media and telecom. The firm was based in Memphis, Tennessee. On July 1, 2017, the firm was acquired by B. Riley.

Contact Information

Year Founded
1996
Service Provider Type
Investment Bank
Corporate Office
  • 6000 Poplar Avenue
  • Suite 150
  • Memphis, TN 38119
  • United States
+1 (561)

Wunderlich Securities Services to Companies

Service on a Deal (152)

Wunderlich Securities has provided services on 152 deals. It last acted as a underwriter to Asure Software on a made for . The deal was made in 2017.

Company Name Service Provided Deal Date Deal Type Deal Amount
Asure Software Underwriter May 2017
Solaris Energy Infrastructure Underwriter May 2017
Veritone Underwriter May 2017
Eagle Point Credit Company Underwriter Apr 2017
Power Solutions International Advisor: General Apr 2017
Physicians Realty Trust Underwriter Mar 2017
Via Renewables Advisor: General Mar 2017
Monmouth Real Estate Investment Underwriter Mar 2017
Kimbell Royalty Partners Cash Management Feb 2017
Just Energy Group Underwriter Jan 2017
You’re viewing 10 of 152 services to companies. Get the full list »

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Wunderlich Securities Services to Investors

Service on a Deal — Buy Side (13)

Wunderlich Securities has provided buy side services on 13 deals. It last acted as a general advisor to City Office REIT on a made for . The deal was made in 2016.

Investor Name Service Provided Deal Date Deal Type Deal Amount
City Office REIT Advisor: General Feb 2016
Home Bancshares Advisor: General Oct 2015
Incipio Advisor: General Sep 2015
Incipio Advisor: General Jun 2015
PCTEL Advisor: General Feb 2015
Vertex Energy Advisor: General May 2014
New Source Energy Partners Advisor: General Nov 2013
Waste Services Industries Advisor: General Aug 2013
Waste Services Industries Advisor: General Aug 2013
Waste Services Industries Advisor: General Aug 2013
You’re viewing 10 of 13 services on a deal — buy side. Get the full list »

Wunderlich Securities Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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