Services

Advisory Services

IPA’s suite of solutions provides authentic perspectives from an exceptional team of experienced leaders to support our clients across all stages of growth and the corporate life cycle.

IPS can serve as an advisor on private placements of equity and debt to help companies fund their growth across various stages of their lifecycle.
IPA provides M&A advisory services.
Private Capital Markets
IPS can serve as an advisor on private placements of equity and debt to help companies fund their growth across various stages of their lifecycle.
M & A
Unique alliance in M&A with Lazard and IPA as strategic partners, providing access to IPA’s areas of expertise coupled with Lazard’s preeminent brand in M&A advisory.
Investor Relations
IPA partners with senior management to develop and refine company’s key messaging, including investment thesis, long-term financial outlook, and financial guidance narratives.
ESG and Impact
IPA’s ESG experts build sustainability strategies to capture value in the capital markets. We help clients to identify, prioritize, and measure issues that matter, right sizing our approach based on clients’ unique capabilities and needs.
IPA partners with senior management to develop and refine company’s key messaging, including investment thesis, long-term financial outlook, and financial guidance narratives.
Impact Pathways at IPA offers a differentiated approach to the capital markets, focusing on ESG value creation and protection for companies undergoing transactions and preparing for IPO. These services include:
  • IPO Communications
  • ESG & Sustainability Investor Education And Targeting
  • ESG BOD Governance Recommendations
  • Climate Disclosures
  • ESG Ratings Education & Analysis
  • ESG Strategy Development

The two firms collaborate seamlessly to prepare companies for the increasing expectations of investors and regulators around public companies. Together, IPA and Pathways help companies meet and exceed the evolving standards for ESG and sustainability, enhancing their market positioning and investor appeal.

For more information, follow www.impactpathways.com

Capital Markets

IPA capital markets activity is conducted under its FINRA-registered, wholly owned, subsidiary, Independence Point Securities (IPS) which provides underwriting and advisory across equity, debt, and private capital markets. Our Wall Street experienced team takes a differentiated approach, providing targeted investor insights and expertise at the intersections of ESG with the capital markets.

IPS acts as an underwriter on transactions and offers a differentiated focus on corporates and financial institutions. In alignment with its mission of modernizing investment banking, IPS’s team of experienced experts represents talent from many demographics, including the Black, Latinx, Asian, and LGBTQ communities. IPS debt capital markets advisory services add value through providing targeted investor insights and expertise from a capital markets lens with the goal of becoming a thoughtful, valuable extension of our clients’ teams.
IPS acts as an underwriter in the equity capital markets for various products, including IPOs and follow-on equity offerings. The firm partners with companies anticipating a future IPO to drive better outcomes.
DCM Underwriting
IPS acts as an underwriter on transactions and offers a differentiated focus on corporates and financial institutions. In alignment with its mission of modernizing investment banking, IPS’s team of experienced experts represents talent from many demographics, including the Black, Latinx, Asian, and LGBTQ communities. IPS debt capital markets advisory services add value through providing targeted investor insights and expertise from a capital markets lens with the goal of becoming a thoughtful, valuable extension of our clients’ teams.
ECM Underwriting
IPS acts as an underwriter in the equity capital markets for various products, including IPOs and follow-on equity offerings.