Green Square Capital, LLC is an independent investment banking and wealth management firm founded with the mission to provide trusted, conflict-free financial advice. The firm operates through two main divisions: investment banking, which focuses on mergers and acquisitions, private placements of capital, and business consulting for middle-market companies; and wealth management, which offers comprehensive financial planning and investment advisory services to high-net-worth families and individuals. Their approach emphasizes long-term relationships and tailored strategies to meet specific client goals.

Founded in

United States