Additional Services

Investing Banking

We offer clients a full range of investment banking services which include:

  • Capital formation (public and private offerings, debt and equity)
  • Mergers & acquisitions
  • Advisory services — growth strategies
  • Going private transactions
  • Restructurings
  • Recapitalizations
  • Strategic partnerships and joint ventures
  • Fairness opinions


EarlyBirdCapital delivers cost-efficient and timely executions. Our professional traders seek liquidity through long term relationships as well as sophisticated algorithms. Our goal is to access liquidity, minimize market impact, and deliver post transaction results.

  • Equity trading
    • VWAP, TWAP, and POV Strategies
  • Rule 144 transactions
  • Block transactions
  • Seamless settlements

Institutional Sales

Our Institutional Sales Representatives are relationship driven. EarlyBirdCapital seeks to form a partnership with our institutional clients to find the right opportunities for the right clients. We believe that our ability to provide clients with support before, during and after a transaction creates and strengthens that partnership.

Private Client Services

Our Private Client Services Group consists of a team of experienced financial professionals dedicated to providing superior investment opportunities, including proprietary offerings, to a select group of high net-worth individuals. Our Team will assist clients preparing for every stage of their lives and suitability needs; including general account services, establishing and servicing retirement accounts, UGMA/UTMA accounts, private foundations, and trust accounts. Our goal is to understand the objectives and develop long-term relationships to work with clients as they prepare for each of life’s important milestones.