Avalon Net Worth Overview
- Service
-
Investment Bank
- Founded
-
1992

- Employees
-
6

- 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
- 1001 Avenue of the Americas
- 10th Floor
- New York, NY 10018
- United States
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 |
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 |
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 |
Avalon Net Worth Investment Preferences
Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
---|
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 |
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 |