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) 000-0000

Wunderlich Securities Services to Companies

Service on a Deal (151)

Company Name Service Provided Deal Date Deal Type Deal Amount
XA Investments Underwriter Oct 2017 00000 0000000
Asure Software Underwriter May 2017 00000 0000000
Solaris Oilfield Infrastructure Underwriter May 2017 00000 0000000
Veritone Underwriter May 2017 00000 0000000
Eagle Point Credit Company Underwriter Apr 2017 00000 0000000
Power Solutions International Advisor: General Apr 2017 00000 0000000
Physicians Realty Trust Underwriter Mar 2017 00000 0000000
Via Renewables Advisor: General Mar 2017 00000 0000000
Monmouth Real Estate Investment Underwriter Mar 2017 00000 0000000
Kimbell Royalty Partners Cash Management Feb 2017 00000 0000000
You’re viewing 10 of 151 services to companies. Get the full list »

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Wunderlich Securities Services to Investors

Service on a Deal — Buy Side (13)

Investor Name Service Provided Deal Date Deal Type Deal Amount
City Office REIT Advisor: General Feb 2016 00000 0000000
Home Bancshares Advisor: General Oct 2015 00000 0000000
Incipio Advisor: General Sep 2015 00000 0000000
Incipio Advisor: General Jun 2015 00000 0000000
PCTEL Advisor: General Feb 2015 00000 0000000
Vertex Energy Advisor: General May 2014 00000 0000000
New Source Energy Partners Advisor: General Nov 2013 00000 0000000
Waste Services Industries Advisor: General Aug 2013 00000 0000000
Waste Services Industries Advisor: General Aug 2013 00000 0000000
Waste Services Industries Advisor: General Aug 2013 00000 0000000
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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