About

Year Founded

1902

Headquarters

1603 Catherine Ct, Sewickley, PA 15143-8891, USA

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Overview

Empowering Education with Bespoke Financial and Strategic Solutions

This organization is a leading figure in the independent college leadership industry, offering specialized financial and strategic services that cater to the unique needs and goals of educational institutions. With a robust presence in key markets across the United States, the firm combines deep domain expertise with a commitment to positively impacting communities. Known for its personalized approach, it seamlessly integrates investment banking and corporate finance with strategic advisory services, ensuring that each client receives bespoke solutions that align with their specific objectives and principles of integrity.

The firm’s dedicated team excels in facilitating capital raising, equity and fixed income sales and trading, all while delivering comprehensive research to support decision-making processes. Clients benefit from the firm’s innovative and tailored financial services across diverse educational settings, including K-12 private schools, colleges, universities, and religious institutions. Through its unwavering commitment to leadership and client satisfaction, the company continues to distinguish itself by enhancing the independence, quality, and overall experience of educational systems nationwide.

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Brian Riordan

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Headquarter

1603 Catherine Ct, Sewickley, PA 15143-8891, USA