Pennsylvania investment banking firms can make a great partner if you're ready to sell your business, or acquire substantial funds to help it grow. Pennsylvania investment banks do this in 2 ways. The first is by issuing and selling securities through capital markets, by selling your company's stock in an initial public offering (IPO) or secondary offering. Investment banks can also raise money through private placements, by purchasing and selling private securities.

An investment bank in Pennsylvania also provides advice for a broad array of financial transactions. Consequently, it's important to be careful when picking from investment bankers in Pennsylvania. Your choice could have a large impact on the future of your company.

As you start your search for Pennsylvania investment banks, consider the following:

1. Learn the language of investment banking to get the most out of interviews with prospective investment banks in Pennsylvania.

2. The investment bank that you choose now should be established enough grow with your company.

3. You should be confident that your prospective investment banker can bring in funds with an initial public offering.

Action Steps
The best contacts and resources to help you get it done

Go for a partner you can trust when choosing investment banking in Pennsylvania

Trust and communication are key elements when building a a positive relationship with your investment bank. Your adviser is the expert, but only you know your business. Go ahead and question proposals. A good Pennsylvania investment banker listens and will take your suggestions into consideration.

I recommend: Colmen Menard Company, Inc. specializes in manufacturing, environmental, distribution, retail, healthcare, technology and service businesses with transaction values in the 5 to 100 million dollar range. Curtis Financial is another investment banking resource worth considering.

Choose from investment banks in Pennsylvania that can accommodate your goals

Don't limit yourself by picking from investment banking firms in Pennsylvania that only have services to meet your current needs. Look ahead and find a company that offers the services that you'll need as your company grows. After all, you'd hate to switch investment bankers down the line just because your partnership was successful.

I recommend: Fairmount Partners and Glenthorne Capital, Inc. are independent Pennsylvania investment bankers focused on the needs of middle-market and emerging growth companies.

Pick from Pennsylvania investment bankers who let you access your account online

Most companies these days allow you to access your account online. If you travel a lot, or even if you don't, this can be a great convenience. Make sure that the investment banking firm in Pennsylvania that you select provides you with the online tools and resources to keep an eye on your account 24/7, no matter where you are.

I recommend: Janney Montgomery Scott LLC provides investment banking in Pennsylvania to middle market companies. The Meridian Group offers services to a wide range of industries, including manufacturing, transportation, distribution, and service. Both offer internet banking.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  A good Pennsylvania investment banker should enjoy extensive insider knowledge of the industry. This knowledge can give you the edge over your competitors.