Shields & Company Overview

  • Service
  • Investment Bank
  • Founded
  • 1991
Founded
  • Serviced Companies
  • 133
  • Serviced Deals
  • 61
  • Serviced Investors
  • 10

Shields & Company General Information

Description

Shields & Company is an investment banking firm, founded in 1991 and based out of Waltham, Massachusetts. The firm provides corporate finance advisory services in the areas of mergers and acquisitions, valuations and fairness opinions, and corporate advisory services to owner-entrepreneurs, family-owned businesses, and closely held public companies in North America. Shields & Company caters to sectors including business services, consumer, food and beverages, healthcare, industrial products and services, manufacturing, and specialty distribution.

Contact Information

Year Founded
1991
Service Provider Type
Investment Bank
Primary Office
  • 890 Winter Street
  • Suite 160
  • Waltham, MA 02451
  • United States
+1 (781) 000-0000

Shields & Company Services to Companies

Service on a Deal (61)

Company Name Service Provided Deal Date Deal Type Deal Amount
Elevator Systems Advisor: General Mar 2020 00000 0000000
0000000000 0000000 Advisor: General May 2018 00000 0000000
00000000 000000000 Advisor: General Oct 2017 00000 0000000
00000 Advisor: General Jun 2017 00000 0000000
000 000 0000000 Advisor: General Apr 2016 00000 0000000
000000000 Advisor: General Jan 2016 00000 0000000
000000000 0000 Advisor: General Dec 2015 00000 0000000
0000000 000000000 Advisor: General Jun 2015 00000 0000000
Heatbath Advisor: General May 2015 00000 0000000
SugarSync Advisor: General Mar 2015 00000 0000000
You’re viewing 10 of 61 services to companies. Get the full list »
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Shields & Company Services to Investors

Service on a Deal — Buy Side (8)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Lockheed Martin Advisor: General Mar 2014 00000 0000000
0000000000 0000000 Advisor: General Apr 2006 00000 0000000
000000000 Advisor: General Dec 2003 00000 0000000
00000000 00000 Advisor: General Dec 2000 00000 0000000
0000000 00000 Advisor: General Nov 1999 00000 0000000
000 0000000 00000 Advisor: General Jan 1992 00000 0000000
Independent Pipe & Supply Advisor: General 00000 0000000
National Express Advisor: General 00000 0000000
To view Shields & Company’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Lunt Silversmiths Advisor: General Apr 2014 00000 0000000
0000000000 0000000 Advisor: General Feb 2002 00000 0000000
To view Shields & Company’s complete services on a deal — sell side history, request access »

Shields & Company Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Shields & Company Team (15)

Name Title Deals Office Contact
Info
Janice Shields Co-Founder & Managing Director Waltham, MA
Thomas Shields Co-Founder & Managing Director Waltham, MA
Darwin Olympia Managing Director 0 Waltham, MA
Richard Newman Managing Director, Valuation Waltham, MA
Christopher Nicholas Managing Partner 0 Waltham, MA
You’re viewing 5 of 15 team members. Get the full list »