About Us


Independent Financial Services Advice


Freeman & Co. is a premier provider of independent financial services advice offering mergers and acquisitions and related advisory services, capital raising, underwriting, strategic management consulting and competitor benchmarking data analysis to the entire spectrum of financial institutions.
Sell-Side & Buy-Side M&A Advisory
Sell-Side & Buy-Side M&A Advisory
Fairness Opinions & Valuations
Fairness Opinions & Valuations
Capital Raising & Private Placements
Capital Raising & Private Placements
Strategic Consulting
Strategic Consulting
Distribution Solutions
Distribution Solutions
Equity Compensation Planning
Equity Compensation Planning
Restructuring
Restructuring
Competitor Benchmarking
Competitor Benchmarking

Exclusive focus on the financial services industry


  • Alternative Asset Managers
  • Traditional Asset Managers
  • Exchange Traded Funds
  • Asset Allocators
  • Manager of Managers
  • Wealth Managers
  • Diversified Broker-Dealers
  • Advisory Firms & Investment Banks
  • Institutional Research, Sales & Trading
  • Algorithmic and Electronic Execution
  • Retail Brokerage & Private Client Services
  • Asset & Wealth Mgmt Technology
  • Capital Markets Technology
  • Banking Systems & Lending Technology
  • Financial Data & Information Services
  • Financial Business Services
  • Real Estate Lenders
  • Real Estate Brokerages
  • Homebuilders / Developers
  • Tech-Enabled Lenders
  • Consumer Lenders
  • Commercial Lenders & Leasing
  • Mortgage Banks & Brokers
  • Alternative Lenders
  • Specialty Assets & Pools
  • Insurance Brokers
  • Insurance Processing
  • Life and P&C Carriers