Academy Securities is a FINRA-registered Broker-Dealer, California-certified Disabled Veteran Business Enterprise (DVBE), Certified Minority Business Enterprise (MBE), Service Disabled Veteran Owned Small Business (SDVOSB), and SIPC member.
1. Agency Execution- We offer agency execution services to institutional clients including corporations, mutual funds, hedge funds, endowments, foundations, state agencies, registered investment advisors and pension funds.
2. Public Finance- We offers a full menu of public finance services including municipal finance banking, structuring, underwriting, marketing, and position trading. Our team of seasoned bankers and traders leverage their decades of experience on a broad range of tax-exempt issues to provide dynamic solutions on challenging municipal bond transactions for various issuers.
3. Investment Banking- We offer diverse solutions in strategic advisory and in accessing capital markets. Our firm combines a depth of transactional expertise with independent full service capabilities, making us a trusted partner to serve your strategic and corporate finance needs.
4. Strategic Advisory- Our team advises clients on strategic issues including mergers, acquisitions, buyouts, joint ventures, carve-outs, divestitures, sell-sides, takeover defenses, restructurings, intellectual property monetization, equity investments, fairness opinions, solvency opinions, and other matters of critical importance to clients