Investment banking, powered by technology.

Investment banking

FNEX helps clients grow, capitalize or monetize their holdings. Put our global relationships to work for you. Our team of 80 investment banking and financial professionals provide you with a depth of experience in US capital markets, industry vertical expertise, and operating experience. We focus on building long-standing relationships and are dedicated to excellence in service to our clients.

SECONDARY TRADES
Our experienced team helps institutions, funds, family offices and HNW investors acquire and sell private stock in late-stage companies. Recent transactions include shares of SpaceX, Carbon, Palantir, 23andMe.

EQUITY ADVISORY
We help companies with significant raises of equity capital. We help our clients identify investors who add strategic value.

MERGERS AND ACQUISITIONS
FNEX Capital helps its clients reach their goals through the execution of strategic M&A Solutions. As a trusted partner, we provide expert advice to corporations, private equity, family offices, and institutions.

FUND DISTRIBUTION
FNEX Capital’s experienced distribution team helps 40 Act Advisors and Private Funds achieve nationwide distribution. Our team of over 35 salespeople has placed over $10B in fund products.

DEBT CAPITAL ADVISORY
Our team consists of finance professionals providing objective advice to clients. Our corporate finance professionals have extensive experience in managing competitive processes to secure actionable financing options.