Avalon Net Worth Overview

  • Service
  • Investment Bank

  • Founded
  • 1992

Founded
  • Employees
  • 6

Employees
  • Serviced Companies
  • 63

  • Serviced Deals
  • 61

  • Serviced Investors
  • 11

Avalon Net Worth General Information

Description

Founded in 1992, Avalon Net Worth is an independent boutique investment bank based in New York City, New York. The firm provides financial and strategic business advisory services in the areas of mergers and acquisitions, divestiture, middle-market, and private placements, business plan development, market analysis, due diligence, preparation for initial public offerings, strategic alliances, joint venture negotiations, and restructuring. Avalon Net Worth caters to consumer products, retail, e-commerce, life sciences, healthcare, technology, media, business distribution services, financial services, real estate, industrial, and energy sector industries.

Contact Information

Formerly Known As
Net Worth Solutions
Year Founded
1992
Service Provider Type
Investment Bank
Primary Office
  • 1001 Avenue of the Americas
  • 10th Floor
  • New York, NY 10018
  • United States
+1 (212) 000-0000

Avalon Net Worth Services to Companies

Service on a Deal (61)

Company Name Service Provided Deal Date Deal Type Deal Amount
Us Angels Advisor: General Nov 2022 00000 0000000
0000 0000000 Advisor: General Oct 2021 00000 0000000
000000000000 00000 Advisor: General Feb 2021 00000 0000000
000000000 Advisor: General Jul 2020 00000 0000000
000000000 Advisor: General Mar 2020 00000 0000000
0000000 Advisor: General Jun 2019 00000 0000000
00000 000 00000000 Placement Agent Feb 2019 00000 0000000
000000000 Advisor: General May 2018 00000 0000000
Ramblers Way Advisor: General Mar 2018 00000 0000000
Hex Performance Advisor: General Feb 2018 00000 0000000
You’re viewing 10 of 61 services to companies. Get the full list »

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Avalon Net Worth Services to Investors

Service on a Deal — Buy Side (5)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Milrose Consultants Advisor: General Feb 2022 00000 0000000
00000000 Advisor: General Apr 2018 00000 0000000
0000 0000000 00000 Advisor: General Mar 2017 00000 0000000
Atlantic Street Capital Advisor: General Mar 2017 00000 0000000
Hob Acquisition Advisor: General 00000 0000000
To view Avalon Net Worth’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (5)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Amiee Lynn Advisor: General Jul 2009 00000 0000000
000-000 Advisor: General Mar 2004 00000 0000000
0000000 00000 Advisor: General Dec 2003 00000 0000000
Kleinerts Advisor: General May 2003 00000 0000000
Atasco USA Advisor: General 00000 0000000
To view Avalon Net Worth’s complete services on a deal — sell side history, request access »

Avalon Net Worth Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Avalon Net Worth Team (33)

Name Title Deals Office Contact
Info
Lynda Davey Founder, Chairman of Avalon Securities & Co-Chief Executive Officer 0 New York, NY
Jack Hendler Co-Chief Executive Officer New York, NY
Matthew Polsky Senior Managing Director & Director New York, NY
Karen Sterling Ph.D Senior Advisor & Managing Director, Healthcare Investment Banking New York, NY
Eric Philo Managing Director 0 New York, NY
You’re viewing 5 of 33 team members. Get the full list »

Avalon Net Worth Board Members (1)

Name Representing Role Since
Lynda Davey Avalon Net Worth Founder, Chairman of Avalon Securities & Co-Chief Executive Officer 000 0000
To view Avalon Net Worth’s complete board members history, request access »