FBR & Company

FBR & Co is a full-service investment banking and asset management firm that emphasizes a client-focused approach. It offers a range of services, including merger and acquisition advisory, institutional brokerage, trading, and research. The firm targets the middle market and specializes in various industry sectors such as consumer goods, diversified industrials, energy and natural resources, financial institutions, healthcare, insurance, real estate, and technology, media, and telecommunications. Additionally, FBR engages in principal investments, utilizing its own capital for merchant banking opportunities. The firm was acquired by B. Riley FBR in 2017, enhancing its capabilities and market presence.

Andrew Alper

Director

David Hilal

Financial Policy Analyst and Managing Director

Madhu Kumar

Senior Research Analyst and Senior Vice President

Karolis Stravinskas

Equity Research Associate

William Strome

Director

Edward Wheeler

Managing Director, Investment Banking

12 past transactions

Abeona Therapeutics

Post in 2017
Abeona Therapeutics is a clinical-stage biopharmaceutical company focused on developing gene and cell therapies for severe, life-threatening rare genetic diseases. The company's primary programs include EB-101, an autologous cell therapy for recessive dystrophic epidermolysis bullosa, and AAV-based gene therapies for Sanfilippo syndrome types A and B, designated as ABO-102 and ABO-101, respectively. Additionally, Abeona is advancing therapies for Batten disease with ABO-201 and ABO-202, and exploring treatments for cystic fibrosis and genetic eye disorders. The company has a strategic partnership for the development of gene therapies targeting MPS III and other conditions. Abeona also operates a fully-functional manufacturing facility to support its clinical and preclinical endeavors and is developing the AIM Vector Platform, which includes over 100 next-generation AAV capsids designed for efficient gene delivery. Founded in 1974 and headquartered in New York, Abeona Therapeutics is committed to addressing unmet medical needs in rare diseases.

MLV

Acquisition in 2015
MLV & Co. LLC is a boutique investment banking firm based in New York City, specializing in financial advisory services for institutional investors and growth-oriented companies. Founded in 2009, MLV provides a comprehensive range of services, including mergers and acquisitions, divestitures, strategic guidance, fairness opinions, valuations, royalty monetization, project finance, and restructurings. The firm primarily serves clients in capital-intensive sectors such as healthcare, financial services, information technology, real estate, and energy. MLV operates as an independent full-service investment bank and institutional broker-dealer, leveraging the expertise of its team of investment banking professionals, research analysts, and traders to deliver exceptional service. In September 2015, MLV became a subsidiary of FBR & Co.

Watch Hill Partners

Acquisition in 2009
Watch Hill Partners is a consulting firm offering Customer Relationship Management (CRM) and Mobile/Web Services solutions to the financial services, insurance and healthcare industries. Its experienced delivery team has implemented and supported leading technology in the world's top businesses. Watch Hill Partners Optimization Methodology(TM) addresses obstacles with an approach that creates and aligns clients' CRM, wireless and ecommerce strategies with the technology and change management to drive success.

East Peak Advisors

Acquisition in 2008
East Peak Advisors is a boutique investment banking firm that specializes in providing financial advisory and consulting services primarily to the wireless, information technology, and electronic manufacturing sectors. The firm offers a range of services including mergers and acquisitions, divestitures, and institutional private placements of equity and debt. Additionally, it assists clients with negotiation support, fairness opinions, due diligence, PIPE transactions, and strategic advisory services. East Peak Advisors was headquartered in Greenbrae, California, and was acquired by FBR Capital Markets in March 2008.

Financeware

Series B in 2001
Financeware provides probability-analysis technology and marketing strategies for financial advisors and institutions. The big bang of fintech has transformed a universe of segments into a converging connected ecosystem. To compete and win, innovators must create, collaborate and integrate. Agility is expected, but access and advantage now must be earned. Financeware was born of a need to connect winning solution sets to the fast-moving targets, partners and market opportunities playing out across the entire wealthscape. With decades of tech leadership, a deep bench and unrivaled views of the horizon, we’re helping to define and deliver the new seamless and simplified winning wealth experience.

Financeware

Series A in 2000
Financeware provides probability-analysis technology and marketing strategies for financial advisors and institutions. The big bang of fintech has transformed a universe of segments into a converging connected ecosystem. To compete and win, innovators must create, collaborate and integrate. Agility is expected, but access and advantage now must be earned. Financeware was born of a need to connect winning solution sets to the fast-moving targets, partners and market opportunities playing out across the entire wealthscape. With decades of tech leadership, a deep bench and unrivaled views of the horizon, we’re helping to define and deliver the new seamless and simplified winning wealth experience.

3-G International

Private Equity Round in 2000
3-G International develops software-based smart card, biometric, and card management solutions. The company was founded in 1982 and is headquartered in Springfield, Virginia.

Homebytes

Series A in 2000
An Internet-based, licensed real estate firm

Access Data

Series A in 2000
Access Data Corp. is a Pittsburgh based leading provider of enterprise reporting and data management services for asset management firms and financial intermediaries. Access Data's flagship product, Access Data SalesVision® delivers comprehensive storage, analysis and web-based reporting solutions for distribution, compensation management and shareholder compliance. Access Data's Software as a Service (SaaS) delivery model, along with their full-service business approach, enables clients to easily implement solutions with minimal resource commitment.

B2eMarkets

Series A in 2000
B2eMarkets, Inc. is a company based in Rockville, Maryland, specializing in the development of an eSourcing software suite. This software suite includes tools for strategy formulation, negotiation management, contract management, compliance, and performance management. The company was acquired by BravoSolution US in July 2004. B2eMarkets focuses on providing comprehensive solutions to enhance the sourcing process for organizations, promoting efficiency and effectiveness in procurement activities.

Call Technologies

Series A in 1997
Call Technologies is a developer of Unified Messaging (UM) and Operational Systems and Support (OSS) software solutions for service providers. Unified Messaging gives people access to any message - voice, fax or email - across any network while utilizing any client device -- traditional telephone, wireless handsets, PC or wireless personal digital assistant. OSS gives carriers custom automated management of service delivery and back-office processes.
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