As a FINRA and SiPC member firm with expertise cross-sector and longstanding relationships with traditional and creative financing sources as well as M&A partners, Wavecrest Securities offers full-service investment banking capabilities and strategic advisory services to an international roster of clients.
Our services include:

Private Placements

Wavecrest Securities works with clients to evaluate and secure the best and most appropriate sources of debt and equity capital. Our senior professionals have completed hundreds of transactions and maintain extensive relationships with private equity, mezzanine, and senior debt capital providers. Our clients span the corporate lifecycle from emerging growth to mature companies.

Mergers & Acquisitions

Wavecrest Securities offers comprehensive M&A advisory services with capabilities in change of control transactions for public and private companies, carve-outs / divestitures, and structured minority and/or non-control transactions.

Insurance Products

Wavecrest Securities offers custom tailored Privately Placement Variable Universal Life (PPVUL) Insurance through its exclusive placement agreement
with Evergreen Life Insurance Company of Texas.

Direct Private Investment Solutions for Family Offices

Wavecrest has unique experience in consulting to wealthy clients and in supporting their family offices’ balance sheet management activities. Our Direct Private Investment Solutions Partners offering affords the opportunity for our clients to develop and execute balanced direct investment allocations in the less efficient venture capital, private equity and debt, developed real estate and farm, ranch, timber, minerals and unconventional or theme asset classes. Beyond customized investment solutions we often collaborate with other key advisors to assist in developing strategic and tactical plans that consider family structure and governance requirements, financial and tax objectives, operating model(s) development and support as well as branding and philanthropic opportunities.

Fund Placement

Wavecrest Securities acts as a fund placement agent and advisor, working with alternative investment managers to raise institutional capital for investment strategies that include hard/real assets, energy, infrastructure, buyout, mezzanine, private credit, distressed/turnaround, venture capital, niche and sector strategies.