Our team helps institutions, funds, family offices, and HNW investors buy and sell private stock in late-stage firms. Recent transactions include SpaceX, OpenAI, Anthropic, and Carbon.
Investment banking, powered by technology.
Investment Banking
FNEX helps clients grow, capitalize or monetize their holdings. Put our relationships to work for you. Our global team of over 140 investment banking and financial professionals provide you with a depth of experience in US capital markets, industry vertical expertise, and operating experience.
Through institutional services that include capital raising, M&A advisory, private securities transactions, and comprehensive broker-dealer compliance support, FNEX delivers strategic solutions built to create lasting value. We focus on long-term partnerships and are dedicated to excellence in every client relationship.
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Pre-IPO Stock
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FNEX Alternatives Market
FNEX’s Alternatives Market empowers wealth managers to engage with best in class and unique alternative investments for their clients. Source a range of asset classes from PE, VC, Real Estate, Debt and other diverse offerings.
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FNEX Compliance Services
FNEX is a powerful partner for affiliation, with proprietary tech-enabled back-office solutions for compliance. Our cloud-based environment provides you an end-to-end centralized digital investment banking platform.
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Mergers & Acquisitions
FNEX provides strategic M&A solutions, offering expert guidance to corporations, private equity, family offices, and institutions to achieve their goals.
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Real Estate
FNEX connects investors with private real estate funds and 1031 exchanges, leveraging $21B in experience to deliver yield, growth, and tax-focused strategies.
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Debt Capital Advisory
FNEX’s finance professionals provide clients with tailored corporate finance solutions, navigating competitive processes to deliver actionable financing options.
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Equity Advisory
FNEX helps companies with equity raises by identifying strategic investors who contribute beyond funding to foster growth and value creation.
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Private Equity
FNEX works with institutional investors to provide liquidity for private equity and venture capital stakes through relationships with global market leaders.
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Impact
FNEX’s global impact footprint provides both institutional investors, foundations & family offices with unprecedented access to worldwide investment opportunities & sponsors.