Avondale Partners

The skills of a big firm. Without the big firm. That’s the Avondale difference. Rather than trying to be all things to all people, Avondale is a boutique firm focusing on selected industries and proficiencies. This gives us deep knowledge and experience you won’t find anywhere else, even at larger firms. Whether they are providing investment banking, capital markets or wealth and investment advisory services, they call upon their strengths in proprietary research and deep analysis. They uncover opportunities that other firms miss, and they consistently share quality intelligence and fresh, actionable ideas with their clients. No old news. No fluff.

Lawrence Pfeffer

Vice President and Senior Research Analyst

Patrick Shepherd

CEO and Managing Partner

1 past transactions

Steine & Gooch Co, Inc.

Acquisition in 2016
Steine & Gooch complements Avondale's existing fee-based business, which includes personal high net worth, individual, business and retirement plan accounts as well as the management of corporate 401(k) accounts, defined contribution plans and professional practice tax deferral plans.
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