Avalon Net Worth is an independent investment banking boutique that advises its clients on a wide range of business strategies, including raising capital, mergers and acquisitions and other corporate finance transactions.

The firm was founded on the premise that it would provide world-class financial  and general business advisory services to companies with enterprise values generally between $50 million and several billion dollars. We represents private companies, public companies and private equity funds – nationally and internationally – who seek strategic assistance.  We work with exceptional executives to raise capital, acquire strategic assets or sell all, or part, of their businesses. Our experience includes completed transactions across a wide range of industries, with a particular focus on providing financial advice to companies where our senior executives bring operating expertise as well as investment banking expertise.

At Avalon, our clients come first. We consider our clients’ financial and strategic goals as if they were our own, and we pursue them with creativity, commitment and intellectual rigor. We provide consistent and active senior-banker attention and offer a broad, extensive network of relationships. In the process, we become our clients’ most trusted advisor.

The firm’s powerful combination of institutional experience and industry knowledge, coupled with its unparalleled successes in creating value on behalf of its clients, has brought Avalon Net Worth a national and international reputation for delivering exceptional results.

All securities assignments are completed through Avalon Securities, Ltd. a FINRA and SEC registered broker-dealer.