Oliver Investment Banking Information

Founded in 2000, we provide comprehensive investment banking services including capital raise, transition preparation and sale transactions for privately-owned companies. We work carefully with owners to evaluate their options and create an exit plan that is best for them and the company. As a trusted advisor to the owner, we maximize the transaction value and complete the deal allowing the owner to focus on the business at hand knowing their interests are being fully represented. Areas of focus include, but not limited to, third-party sales of medical device, manufacturing, high-tech software, service, construction, and engineering technology companies with revenues of $2.0MM - $50.0MM. Capital Raise services are for companies of any size, including start-ups. Registered Investment Banking Agent with Series 7, 62, 63, and 79 licenses. Securities-related services offered by an unaffiliated entity, GT Securities, Inc., member FINRA/SIPC. Any third party posts linked to this profile should not be considered to represent my views, the views of Oliver Investment Banking, or the views of GT Securities.