Financial Institutions & Real Estate

A.G.P.’s Financial Institutions & Real Estate team provides investment banking and capital markets advisory to companies across the financial services and real estate sectors. Our coverage spans banks and depository institutions, fintech, specialty and consumer finance, asset managers, insurance, BDCs, closed-end funds, mortgage and equity REITs and real estate operating companies. We work closely with management teams and boards to evaluate capital needs, structure transactions and execute financing strategies across varying market environments. Our experience spans the capital structure, including a range of equity, debt and structured financing solutions. Our approach combines sector expertise with A.G.P.’s institutional sales, trading, syndicate and research capabilities, providing clients with market intelligence and access to a broad institutional investor network. Through our ongoing dialogue with companies and investors across the sector, we provide perspective on valuation, capital structure, market conditions and strategic alternatives while helping clients efficiently access the capital markets.