Boenning & Scattergood
Founded in 1914, Boenning & Scattergood, Inc. is a Philadelphia-based independent investment bank and asset management firm. It provides a wide range of financial services to individual, institutional, corporate, and municipal clients. The firm's offerings include equity research, public finance, portfolio management, and investment banking, along with asset management and sales and trading for both equity and fixed income. Boenning & Scattergood also specializes in securities analysis, portfolio construction, financial statement preparation, cash flow analysis, and various planning services such as business succession and estate planning. The firm serves diverse sectors, including aerospace, defense, healthcare, energy, and education, maintaining a legacy of service and expertise that spans over a century.
Top Stages
3 past transactions
Columbus Macro
Acquisition in 2021
Columbus Macro is an independent boutique asset manager that focuses on providing investment management services to institutions, financial advisors, and affluent families globally. The firm specializes in multi-asset portfolio management and offers a range of capabilities, including discretionary asset allocation, portfolio strategy overlays, and outsourced Chief Investment Officer services. Additionally, Columbus Macro emphasizes tailored consulting and risk management solutions, utilizing both quantitative and qualitative methods to meet the unique needs of its diverse clientele. By leveraging its expertise, the company aims to deliver effective investment strategies that align with the financial goals of its clients.
Sweney Cartwright
Acquisition in 2019
Sweney Cartwright, headquartered in Columbus, Ohio, is a broker-dealer firm that operates as a subsidiary of Boenning & Scattergood, Inc. It specializes in providing personalized investment services, including tax-free municipal bonds, stocks, mutual funds, and general brokerage, along with tailored investment advice to meet clients' unique financial needs.
Guardian Technology Partners
Acquisition in 2004
Guardian Technology Partners is an intellectual property investment bank that commercializes intellectual property.
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