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

CEO and Managing Partner

1 past transactions

Steine & Gooch

Acquisition in 2016
Steine & Gooch is a portfolio management firm that specializes in investment advisory and portfolio management services. The company caters to a diverse clientele, including high net worth individuals, businesses, and retirement plans. Its offerings encompass the management of corporate 401(k) accounts, defined contribution plans, and tax deferral plans for professional practices. By complementing Avondale's existing fee-based business, Steine & Gooch aims to provide comprehensive financial solutions tailored to the needs of its clients.
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