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Investment Banking
Welcome to Newbridge Securities, where we blend the personalized service of a boutique investment bank with the capabilities of a full-scale financial institution. Our Investment Banking division is committed to delivering bespoke financial solutions that support your business growth and financial health.
Providing Bespoke Solutions and Client-Centric Focus in Investment Banking
At Newbridge, we take a personalized approach to investment banking, tailoring our solutions to meet the unique needs of each client. With our client-centric focus, we strive to deliver exceptional results and build long-lasting relationships.
Bespoke Solutions
Our team of experienced investment bankers provides bespoke solutions that drive growth and maximize value.
Client-Centric Focus
We prioritize our clients' goals and objectives, ensuring their success is our top priority.
Meet Our Team
Our investment banking team brings expertise and dedication.
Chad D. Champion
Chad has over 23 years of experience in equity and debt securities offerings, with a background that includes leadership roles at notable securities firms and service in the United States Air Force.
With 14 years in the financial industry, Charles specializes in equity markets, having held roles in syndicate analysis and equity trading.
Bruce offers over 20 years of investment banking expertise, with a history of leading advisory firms and deep experience in equity research and private placements.
Constantino brings 15 years of investment banking experience, focusing on middle-market transactions, with prior roles at major investment banks.
Renny specializes in capital markets and investment banking for socially responsible sectors, bringing over 20 years of high-level experience in global financial markets.
Discover Our Comprehensive Investment Banking Services for Mergers, Acquisitions, and Financial Advisory
Our investment banking team provides a range of services, including mergers and acquisitions, capital raising, and financial advisory. With our expertise and industry knowledge, we help clients navigate complex financial transactions and achieve their strategic goals.
Mergers and Acquisitions
Whether you're looking to expand through acquisition or merge with a strategic partner, our team offers end-to-end support, from initial strategy formulation to transaction closing, ensuring a smooth process and alignment with your long-term objectives.
Capital Raising
We assist clients in securing the necessary funding for growth and operations through various instruments, including equity, debt, and hybrid securities. Our approach is tailored to optimize your capital structure and meet your specific financial needs.
Financial Advisory
Our advisory services cover a broad spectrum, including due diligence, valuation, and transaction analysis. We provide expert advice to make informed decisions that enhance shareholder value.
Proven Success in Capital Markets
With our client-focused strategy and comprehensive service offerings, we have achieved significant growth and success in capital markets. Our firm has participated in approximately $28 billion of offerings as lead or co-manager and $196 million of securities across 45 deals from 2019 to 2022.
Lead and Co-Manager Roles
-Participated as lead or co-manager in offerings totaling approximately $28 billion.
-Managed 45 deals over the four-year period, highlighting a robust transaction portfolio.
Deal Flow Growth
-Significant growth in firm deal flow, increasing 2.13x from the period 2019-2020 to 2021-2022.
-Underwrote approximately $196 million of securities, emphasizing our active role in substantial financial movements.
Diverse Industry Reach
-Supported transactions across multiple sectors, including technology, healthcare, consumer goods, and biotechnology.
-Engaged in both public and private markets, providing tailored financial solutions across diverse economic landscapes.
Enhanced Distribution Capabilities
-Acted as a selling group member on deals worth approximately $25.9 billion from 2021-2022.
-Participated in 304 deals as a selling group member during the same period, underscoring our extensive network and distribution strength.
Lead Underwriter & Co-Manager - Recent Transactions
Equity Capital Markets Origination and Execution Team serves as a central hub for issuers seeking to raise capital.
Comprehensive Investment Banking Services for Your Business
Our investment banking services cover a wide range of financial solutions, including capital raising, mergers & acquisitions, valuations & advisory, retail brokerage, sales & trading, and equity research. With our expertise and network, we can help you navigate the complex financial landscape and achieve your business goals.