Investment Banking & Advisory

Investment banking and Advisory Services

At The Origination Group, our Investment Banking & Advisory services are designed to deliver strategic financial solutions tailored to your unique needs. Our experienced team provides comprehensive support, from capital raising and mergers and acquisitions to strategic advisory and risk management. We leverage our extensive industry expertise and deep network of relationships to help you navigate complex financial landscapes, maximize value, and achieve your long-term business objectives. Trust The Origination Group to be your dedicated partner in driving sustainable growth and success.

Investment Banking


Follow-On Offerings Registered Directs at The Market Offerings Special Purpose Acquisition Vehicles PIPEs and Private Placements Fixed Income Offerings.

Sell-side advisory

Provide advisory services to support sales, mergers, capital raising, and divestiture transactions. We tailor each process to specific client objectives, with confidentiality always the highest priority.

Advisory Services


Mergers & Acquisitions Board Placement Corporate Fairness Opinions Balance Sheet and Corporate Restructuring Debt Restructuring Capital Raising Solvency Opinions

Buy-side advisory

Support firm acquisitions and advisor recruitment transactions. As a benefit to our clients, our partnership with Dynasty Financial Partners gives us insights into potential acquisition targets and related integration execution.

Private Equity Investing


We ensure our deals are rooted in partnership by actively co-investing in transactions when presented the opportunity.

Strategic advisory engagements

Offer bespoke assignments advising on strategic alternatives review, valuation, succession planning, or recapitalization analysis.