Services
Advisory Services
IPA’s comprehensive suite of advisory services in ESG, modern information governance, investor relations, and human capital supports clients across all stages of growth, planning and the transaction process. Our forward-thinking approach provides CEOs and decision-makers with collaborative solutions for the challenges they face today and tomorrow.
Unique alliance in M&A with Lazard and IPA as strategic partners, providing access to IPA’s areas of expertise coupled with Lazard’s preeminent brand in M&A advisory.
IPA’s ESG and Impact experts assist clients in building and communicating value-creating strategies in the public and private markets. We help clients to identify, prioritize, and measure issues that matter.
IPA offers customized modern information governance services to support clients in the evolving digital landscape.
M & A
Unique alliance in M&A with Lazard and IPA as strategic partners, providing access to IPA’s areas of expertise coupled with Lazard’s preeminent brand in M&A advisory.
IPA’s ESG experts build sustainability strategies to capture value in the capital markets. We help clients to identify, prioritize, and measure issues that matter, right sizing our approach based on clients’ unique capabilities and needs.
IPA offers customized modern information governance services to support clients in the evolving digital landscape.
IPA partners with senior management to develop and refine company’s key messaging, including investment thesis, long-term financial outlook, and financial guidance narratives.
IPA will partner with companies anticipating a future IPO to drive better outcomes with a focus on ESG strategy and measurement, holistic risk assessment and public company board development.
IPA’s corporate finance advisory services include sharing expertise and advisory services across a variety of subjects including capital structure optimization, financing alternatives, acquisition capacity, and rating agency perspectives.
IPA partners with senior management to develop and refine company’s key messaging, including investment thesis, long-term financial outlook, and financial guidance narratives.
IPA will partner with companies anticipating a future IPO to drive better outcomes with a focus on ESG strategy and measurement, holistic risk assessment and public company board development.
IPA’s corporate finance advisory services include sharing expertise and advisory services across a variety of subjects including capital structure optimization, financing alternatives, acquisition capacity, and rating agency perspectives.
Capital Markets
IPA capital markets activity is conducted under its FINRA-registered, wholly owned, subsidiary, Independence Point Securities (IPS) which provides underwriting and advisory across equity, debt, and private capital markets. Our Wall Street experienced team takes a differentiated approach, providing targeted investor insights and expertise at the intersections of ESG with the capital markets.
IPS can serve as an advisor on private placements of equity and debt to help companies fund their growth across various stages of their lifecycle.
IPS acts as an underwriter on transactions and offers a differentiated focus on corporates and financial institutions. In alignment with its mission of modernizing investment banking, IPS’s team of experienced experts represents talent from many demographics, including the Black, Latinx, Asian, and LGBTQ communities. IPS debt capital markets advisory services add value through providing targeted investor insights and expertise from a capital markets lens with the goal of becoming a thoughtful, valuable extension of our clients’ teams.
IPS acts as an underwriter in the equity capital markets for various products, including IPOs and follow-on equity offerings.
Private Capital Markets
IPS can serve as an advisor on private placements of equity and debt to help companies fund their growth across various stages of their lifecycle.
IPS acts as an underwriter on transactions and offers a differentiated focus on corporates and financial institutions. In alignment with its mission of modernizing investment banking, IPS’s team of experienced experts represents talent from many demographics, including the Black, Latinx, Asian, and LGBTQ communities. IPS debt capital markets advisory services add value through providing targeted investor insights and expertise from a capital markets lens with the goal of becoming a thoughtful, valuable extension of our clients’ teams.
IPS acts as an underwriter in the equity capital markets for various products, including IPOs and follow-on equity offerings.
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