Paulson Investment Company Overview

  • Service
  • Investment Bank
  • Founded
  • 1970
  • Serviced Companies
  • 50
  • Serviced Deals
  • 54

Paulson Investment Company General Information


Paulson Investment Company is a boutique investment banking firm headquartered in Lake Oswego, Oregon. Founded in 1970, the firm offers a full range of financial products and services focused on the small to mid-cap markets. Paulson provides advice on private equity and venture capital placements, initial public offerings, secondary offerings, and bridge financings. The firm caters to the life sciences, technology, and media sectors that include semis, software, communications, social media, pharma, medical devices, and biotechnology.

Contact Information

Year Founded
Service Provider Type
Investment Bank
Primary Office
  • 5335 Meadows Road
  • Suite 465
  • Lake Oswego, OR 97035
  • United States
+1 (855) 000-0000

Paulson Investment Company Services to Companies

Service on a Deal (54)

Company Name Service Provided Deal Date Deal Type Deal Amount
Pyros Advisor: General Aug 2020 00000 0000000
0000000 000000 Underwriter Jun 2020 00000 0000000
0000000 0000 00000 Advisor: General Apr 2020 00000 0000000
0000000000 0000000 Advisor: General Mar 2020 00000 0000000
00000 000000000000 Placement Agent Mar 2020 00000 0000000
00000000 Advisor: General Aug 2019 00000 0000000
000000000000 Lead Manager or Arranger Feb 2019 00000 0000000
00000000 Placement Agent Aug 2018 00000 0000000
Cue Biopharma Advisor: General Jan 2018 00000 0000000
AG Acquisition Group Advisor: General Nov 2017 00000 0000000
You’re viewing 10 of 54 services to companies. Get the full list »
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Paulson Investment Company Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Paulson Investment Company Team (40)

Name Title Deals Office Contact
Trent Davis Chief Executive Officer Chicago, IL
Alex Winks President, Chief Financial Officer and Chief Operating Officer Chicago, IL
Donald Wojnowski Jr. Senior Managing Director & National Sales Manager New York, NY
James Carlton Senior Managing Director Lake Oswego, OR
James Terwilliger Senior Managing Director Chicago, IL
You’re viewing 5 of 40 team members. Get the full list »

Paulson Investment Company Board Members (1)

Name Representing Role Since
Chris Clark Paulson Investment Company Chairman 000 0000
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