Utendahl Capital Partners, a broker-dealer, along with its affiliates in merchant banking, mezzanine finance, and asset management, is the premier full-service minority-owned investment bank. Our depth of offerings, superior execution and quality of service have led several publications and our peers to acknowledge us as a leader in our field. We offer a full range of investment-banking products including equity, fixed income, research, corporate finance and capital markets.

Since our founding in 1992, through our broker-dealer Utendahl Capital Partners, we have served as an underwriter on an aggregate of approximately $1 trillion in equity, hybrid-equity and corporate fixed-income securities. We have lead-managed and co-managed transactions for a multitude of issuers across a wide range of industries and widely varying market capitalizations.

Last year, with $100+ billion of underwritings, we, once again, led our peers in adding value and helping our clients achieve their business and financial objectives. Our underwriting leadership results from our superior distribution to Tier II and Tier III buy-and-hold institutional investors. For the S&P 500, these Tier II/III institutional investors account for approximately 30% of aggregate institutional ownership. With this specialty, we regularly receive and execute orders well in excess of our allocations.