Capital isn’t scarce; vision is.
— Sam Walton
Avalon Net Worth is an independent boutique investment bank committed to facilitating the visionary and transformative success of our clients. Founded in New York in the 1990’s, we have arranged over $2 billion in transactions, in a diverse range of industries. Our clients benefit from the customized attention of experienced Managing Directors who combine a strong mix of operating and investment banking expertise.
Avalon provides financial and strategic business advisory services to middle-market companies with enterprise values generally between $25 million and $500 million. Clients encompass a mix of private and public companies as well as private equity funds in domestic and international markets.
We provide value through a refined blend of services which are tailored to fit the distinct and unique goals of each client and transaction.