Coastal Securities Overview

  • Founded
  • 1991

Founded
  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Coastal Securities General Information

Description

Provider of investment banking and brokerage services. The company operates as an investment banking and brokerage firm and offers services related to trading, securitization and analysis of small business administration loans. It also offers portfolio analysis for its clients.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Investment Banks
Other Industries
Brokerage
Primary Office
  • 920 Memorial City Way- 11th Floor
  • Houston, TX 77024
  • United States
+1 (713) 000-0000

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Coastal Securities Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Coastal Securities Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of investment banking and brokerage services. The company operates as an investment banking and brokerage firm
Investment Banks
Houston, TX
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McLean, VA
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000000&0 000.00

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Westlake, TX
00000 As of 0000
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Coastal Securities Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Folio Investing Formerly VC-backed McLean, VA 000 000.00 000000&0 000.00
000 0000000 000000 Corporation Westlake, TX 00000 00000 000000 - 000 00000
0000000 00000 0000 Corporation Saint Petersburg, FL 00000 00000000
00 0000000000 0000 Corporate Backed or Acquired Omaha, NE 00000
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Coastal Securities Executive Team (2)

Name Title Board Seat Contact Info
Brian Folk Chief Financial Officer & President
Christopher LaPorte Chairman
To view Coastal Securities’s complete executive team members history, request access »

Coastal Securities Board Members (1)

Name Representing Role Since
00000000000 0000000 Coastal Securities Chairman 000 0000
To view Coastal Securities’s complete board members history, request access »