Wunderlich Securities Overview
- Service
-
Investment Bank
- Year Founded
-
1996

- Serviced Companies
-
132
- Serviced Deals
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151
- Serviced Investors
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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
Website
www.wunderlichsecurities.comYear Founded
Corporate Office
- 6000 Poplar Avenue
- Suite 150
- Memphis, TN 38119
- United States
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 |
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 |
Wunderlich Securities Investment Preferences
Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
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Wunderlich Securities FAQs
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When was Wunderlich Securities founded?
Wunderlich Securities was founded in 1996.
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Where is Wunderlich Securities headquartered?
Wunderlich Securities is headquartered in Memphis, TN.
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What service provider type is Wunderlich Securities?
Wunderlich Securities's service provider type is Investment Bank.
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What companies has Wunderlich Securities invested in or acquired?
Wunderlich Securities has invested in or acquired companies like Dominick & Dominick, Sanders Morris Harris (3 Wealth Management Branches), and RBC Wealth Management (5 Private Client Group Branches).
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