Freeman & Co.’s professionals have over 250 years of collective experience within financial services working for bulge bracket investment banks and boutique firms. Transaction experience includes work across the following sub-sectors: diversified broker-dealers, asset management companies, financial technology, insurance and specialty finance.
As an independent investment banking boutique with no proprietary capital markets business, Freeman & Co. is not conflicted by its own capital markets initiatives.
Sell-Side & Buy-Side Advisory
Our deep domain expertise allows us to execute on M&A mandates for corporate buyers and sellers, as well as private equity firms. The firm is well versed in both public and private middle-market transactions and has completed more than 70 global M&A mandates.
Capital Raising / Private Placement
We are able to arrange a wide array of capital raising initiatives, including:
- Private capital raising
- Debt, equity and hybrid securities
- MBO and Recapitalizations
Restructuring
The firm has experience advising both corporations and steering committees:
- Creditor committees (debt & equity)
- Special situations involving complex financial assets
- Previous transactions include controlled distressed investments, CDOs, CLOs, broker-dealers, insurers and derivative product companies
Fairness Opinions & Valuations
The firm draws on its deep knowledge of the financial services industry and extensive experience with complex transactions in order to provide unbiased, independent Fairness Opinions and Valuations. Freeman & Co. is well suited to assist both public and private companies.