Shields & Company Overview
- Service
-
Investment Bank
- Founded
-
1991
- Employees
-
30
- Serviced Companies
-
137
- Serviced Deals
-
65
- Serviced Investors
-
9
Shields & Company General Information
Description
Shields & Company is a boutique investment banking firm based in Waltham, Massachusetts. Founded in 1991, 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 business services, consumer, food and beverages, healthcare, industrial products and services, manufacturing, and specialty distribution sectors.
Contact Information
Website
www.shieldsco.com
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 (65)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Repipe Specialists | Advisor: General | Jan 2022 | 00000 | 0000000 |
| 00000 0000000 | Advisor: General | Jan 2022 | 00000 | 0000000 |
| 00000 0000000 | Advisor: General | Apr 2021 | 00000 | 0000000 |
| 00000000 0000000 | Advisor: General | Mar 2020 | 00000 | 0000000 |
| 0000000 | Advisor: General | Dec 2018 | 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 |
| Hub Pen Company | Advisor: General | Mar 2016 | 00000 | 0000000 |
| Explorica | Advisor: General | Jan 2016 | 00000 | 0000000 |
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 |
Service on a Deal — Sell Side (3)
| 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 |
| 000-000 | Advisor: General | 00000 | 0000000 |
Shields & Company Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|