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Advisory Group Equity Services Launches Flagship Investment Banking Division

Date: Aug 20, 2021 @ 07:48 AM
Filed Under: Industry News

Advisory Group Equity Services launched Trust Capital Markets, a growth stage and middle-market focused investment banking division providing financial advisory, capital placement, mergers and acquisitions, and restructuring services to businesses generating up to $500M in revenues.

Trust Capital Markets is led by Jeffery Morfit, appointed as the Head of Investment Banking, to execute AGES's vision of growth and performance in investment banking.

Jeffrey Morfit states, "Our goal in launching Trust Capital Markets is to centralize the investment banking efforts of Advisory Group Equity Services and build off the broker-dealer's successful placement agent, financial advisory and M&A track record. With a nationwide footprint of 50+ branch offices, $1.3B+ assets under control, a diversified banking team of over 15 investment bankers, and $10B+ transaction experience – this is a platform that can deliver a lot of value to our clients."

Mr. Morfit leads a team of professionals providing capital formation and advisory services for companies looking to enhance corporate value in their business and implementation strategy. The TCM team also advises buy and sell side M&A clients looking to secure strategic assets or to clearly define the value proposition a sale would offer an acquirer. The TCM team's expertise spans 12 industries with products that include public offerings, equity and debt private placements and M&A. TCM has also identified six "high growth" verticals in which the team plans to specialize. In order to serve the unique needs of companies that are transforming tomorrow's landscapes, TCM is forming dedicated investment banking groups to cover these verticals with the first specialized group covering companies enabled by Artificial Intelligence and Machine Learning technologies.

Advisory Group Equity Services Ltd., led by President and CEO, William McCance, is excited to be launching the new banking division. "We are excited to have Jeff and his team join us. They bring a level of professionalism in analysis, idea generation and execution that clients deserve," said William.


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