Founded in 2004, Cafferty & Company is a specialized, private investment bank headquartered in New York City. The firm provides mergers and acquisitions (M&A) advisory, capital raising, and other strategic financial advisory services exclusively to companies within the global asset management, wealth management, and related financial technology sectors. Their mission is to offer senior-level attention and industry-specific expertise to help middle-market clients navigate complex transactions and achieve their strategic objectives.

Founded in

United States