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Investment Firm
Overview
Siebert Williams Shank & Co., LLC (SWS) is an independent non-bank financial services firm that offers investment banking, sales and trading, research, advisory, and asset management services. We provide customized, best-in-class solutions incorporating comprehensive financial advisory, capital raising and risk management guidance with the mission to afford the highest level of value-added services to our clients. Dually headquartered in New York and Oakland, our firm is comprised of approximately 130 diverse professionals spanning over 20 offices across the United States.
Highlights
1996
Financial Services
101-250
1
0
1
N/A
Investment Bank
Location
New York, New York, United States, North America
Contact Information
Social
Profile Resume
Siebert Williams Shank, established in 1996 and headquartered in New York, New York, United States, North America., specializes in investments across Financial Services, Finance, Banking, Advice, Asset Management. The organization boasts a portfolio of 1 investments, with an average round size of $2.0B and 1 successful exits. Their recent investments include State Street Corporation, Independence Point Advisors, CAVU Securities. The highest investment round they participated in was $72.0B. Among their most notable exits are State Street Corporation and Independence Point Advisors. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.
Employees
N/A
Investment portfolio
1
0
0
1
Investments
1
Annouced Date | Organization Name | Industry | Money Raised |
---|---|---|---|
May 18, 2023 | State Street Corporation | Financial Services | 2000.0M |
Exits
1
Funding Timeline
1
1
1
Funding Rounds
1
Siebert Williams Shank has raised 1 rounds. Their latest funding was raised on May 18, 2023 from a Post-IPO Debt - State Street Corporation round.
Annouced Date | Transaction Name | Number of Investors | Money Raised | Lead Investor |
---|---|---|---|---|
May 18, 2023 | Post-IPO Debt - State Street Corporation | - | 2000.0M | - |
Investors
1
Siebert Williams Shank is funded by 1 investor(s). Apollo Kantor is the most recent investors.
Investor Name | Lead Investor | Funding Round | Money Raised |
---|---|---|---|
Apollo | Yes | Private Equity Round - Siebert Williams Shank | 0 |
Fund raised
2
Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.
Annouced Date | Fund Name | Money Raised |
---|---|---|
May 10, 2013 | OTPPLESS | 1.0M |
May 11, 2013 | OTPPLESS | 1.0M |
Invest in industries
Recent Activity
News
Mar 25, 2024
Bond Buyer - Siebert hires UBS' Belinfanti Knight as managing director in California
News
Mar 25, 2024
Bloomberg - The DEI Debate in US Fails to Slow Top Minority-Owned Investment Bank
News
Jan 18, 2024
Yahoo Finance - Siebert Williams Shank Launches Quantitative Solutions Group Headed by Giles Nicholson
Funding Round
May 18, 2023
State Street Corporation raised $2000000000 on 2023-05-18 in Post-IPO Debt