Investment Banking

Data Driven Investment Banking

Trust Capital Markets (TCM), a DBA of AGES Financial Services, Ltd., is a leading investment banking group specializing in small to medium-sized transactions for private and public companies. TCM is led by a management team with extensive financial industry experience and a desire to provide companies, institutions and individuals with the tools and expertise to accomplish their financial goals. The TCM investment banking group offers a wealth of Wall Street experience through our seasoned professionals to a diverse set of clients.

TCM’s core mission is to provide excellent service and independent advice. We are not merely transaction-driven. We strive to maintain long-lasting client relationships built on trust and integrity. This philosophy has allowed us to achieve strong growth, and ever deepening client loyalty. Your success, and ultimately our success, is based on our seasoned professionals’ ability to offer sound, independent investment advice to help investors and clients alike achieve their financial goals.

We work with companies across a spectrum of strategies and sectors to help optimize the balance sheet and achieve their strategic initiatives. We have successfully managed deals for both public and private companies across various industries with a focus on producing results for our clients while maintaining the highest level of integrity.

Investment Banking Services

As registered representatives of AGES Financial Services, TCM professional’s offer the following services to our investment banking clients:

  • Public Offerings: IPOs, Primaries, Secondaries, CMPOs, Bonds
  • Rights Offerings: Plain Vanilla, Backstopped, Dual Source, Standby Underwritten
  • ATMs: At the Market Offerings
  • Private Placements and PIPEs: Both Unsolicited and Solicited
  • Debt Offerings: Secured and Unsecured
  • Exempt Offerings: Regulation D, Regulation S, Regulation A, 506, 506(b), 144A, 3(a), etc.
  • Mergers & Acquisitions, MBOs
  • Special Situations

Industry Focus

Trust Capital Markets has helped companies in a variety of industries, including:

  • Consumer goods
  • Energy
  • Healthcare
  • Life Sciences
  • Manufacturing
  • Natural Resources
  • Real Estate
  • Telecommunications
  • Technology

We utilize our relationship network and the extensive investment banking experience of our professionals to provide top-tier service for our clients. At TCM, we deliver tailor made solutions designed to maximize value and create opportunities for future growth. Our attentiveness and out-of-the-box creative thinking will help you achieve your financial goals and more, yielding the results you expect and the financial partnership you desire for the long term.