FBR

FBR & Co is a full-service investment banking, institutional sales, trading and research and asset management firm with a customer-focused and innovative approach to meeting their clients' needs. In addition, they make principal investments, including merchant banking investments, with their own capital.

Clarke, Michael J.

Senior Associate

Kelleher, Thomas J.

Co-Founder and Co-CEO

Madhu Kumar Ph.D

Senior Equity Research Analyst

12 past transactions

Abeona Therapeutics

Post in 2017
Abeona Therapeutics is developing gene therapy-based potential cures for the deadly childhood diseases Sanfilippo (SF) Syndrome Type A and Type B. Its multi-platform expertise across the manufacture, delivery, development, and discovery of the novel gene and cell therapies has it uniquely positioned for success. Underpinning the Company’s robust pipeline is its fully-operational manufacturing facility producing therapies and vectors for preclinical and clinical studies. Abeona is also developing the AIM Vector Platform: 100+ next-generation AAV capsids for delivering gene therapies targeting a wide range of organs and multiple routes of delivery.

MLV

Acquisition in 2015
MLV & Co. LLC ("MLV") is an independent full service investment bank and institutional broker dealer located in New York City. MLV’s experienced team of investment banking professionals, research analysts and traders are focused on providing outstanding service to institutional investors and growth oriented companies in capital intensive sectors.

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 provides financial advisory and consulting services to wireless, Information Technology (IT), and electronic manufacturing sectors. The firm offers mergers and acquisition, divestitures, institutional private placement of equity and debt, negotiation assistance, fairness opinions, due diligence, Private Investment In Public Entity (PIPE) transactions, and strategic advisory services.

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.

AnnuityNet

Series B in 2000
AnnuityNet is a supplier of on-demand software and e-commerce services to the insurance, financial, and healthcare industries.

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
As of July 19, 2004, B2eMarkets was acquired by BravoSolution US. B2eMarkets, Inc. engages in the development of an eSourcing software suite, which comprises strategy formulation, negotiation management, contract management and compliance, and performance management. The company is headquartered in Rockville, Maryland.

Call Technologies

Series B in 1998
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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