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.

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. 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 has underwritten in excess of $400B in corporate bonds
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.