Invested in driving next-level results

Invested in driving* next-level results

No matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized professionals in strategically located offices throughout the U.S., Canada and Europe within nine growth-oriented industry practices to serve you.

In addition to introducing you to experienced industry bankers and advisory and capital markets services, we can connect you to the specific support and resources you need for continued success.

  • You can expect strength and support from one of the largest diversified financial services firms with market-leading investment banking. With a personal approach and international access, we bring together strategic plans from industry renowned teams that provide proficiency and quality service to those who matter most – clients like you.

    • Mergers & Acquisitions
    • Equity & Debt Capital Markets
    • Private Capital Advisory
    • Capital Structure Advisory
    • European Advisory

  • Our deals speak for themselves. In the past few years, they’ve been respected and thought of as highly specialized in their industries. This thoughtful and deep approach has helped us become one of the leading full-service investment banking firms in the U.S. catering to middle-market growth companies.

    • Consumer & Retail
    • Convenience Store & Fuel Products Distribution
    • Diversified Industrials
    • Energy
    • Financial Services
    • Healthcare
    • Real Estate
    • Sustainability & Renewable Energy
    • Technology & Services

  • With high-level attention on every transaction, we help consistently provide you with compelling ideas, investment opportunities and creative solutions through industry insight, execution expertise and dedication to the middle market.

    • Financial sponsor coverage – Private equity and venture capital firms, family offices and pension funds turn to us to deliver the full benefits of the Alex. Brown platform. Look to our team for quality deal flow and an unwavering focus.
    • Professional partners – Our partnerships go far beyond the deal, since strong relationships form the foundation of our team. We focus on cultivating business opportunities through strong ties with attorneys, accountants and consultants, providing each partner with investment banking advice designed for their clients’ long-term success.

    Past performance does not guarantee future results.

Information on this page is relevant to Raymond James only and is not pertinent to M Holding Securities, Inc.
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Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Harbour Wealth Management Group, Inc., a Registered Investment Advisor. Harbour Wealth Management Group, Inc. is independently owned and operated.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

For important information related to Harbour Wealth Management Group, Inc., refer to the Harbour Wealth Management Group, Inc’s Client Relationship Summary (Form CRS) by navigating to Form CRS

The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and any affiliates are not affiliated with M Financial Group, M Holdings Securities, Inc., its affiliates, or its Registered Representatives.

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