Avondale Partners

Avondale Partners, LLC is a boutique investment banking and asset management firm that specializes in the healthcare sector and the targeted middle market. Founded in 2001 and headquartered in Nashville, Tennessee, with additional offices in several key U.S. cities, Avondale offers a range of services including mergers and acquisitions advisory, capital-raising execution, equity research, institutional sales and trading, and private wealth management. The firm prides itself on its deep knowledge and expertise in selected industries, leveraging proprietary research and thorough analysis to identify opportunities that may be overlooked by larger firms. As of March 2018, Avondale operates as a subsidiary of J.J.B. Hilliard, W.L. Lyons, LLC, enhancing its capabilities while maintaining its focus on delivering high-quality, actionable insights to its clients.

Lawrence Pfeffer

Vice President and Senior Research Analyst

Patrick Shepherd JD

Co-Founder and Managing Partner

1 past transactions

Steine & Gooch

Acquisition in 2016

Steine & Gooch is a portfolio management firm that provides comprehensive investment advisory and portfolio management services. The company serves a diverse clientele, including high net worth individuals and businesses, and it manages retirement plan accounts such as corporate 401(k) accounts and defined contribution plans. Additionally, Steine & Gooch specializes in professional practice tax deferral plans, positioning itself as a versatile provider of financial management services. By complementing Avondale's existing fee-based business, Steine & Gooch enhances its offerings in the financial advisory sector.

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