Investment and MERCHANT Banking

Expert Guidance for Complex Transactions

At Salem Partners, our Investment and Merchant Banking division delivers comprehensive financial solutions that drive growth and create value. With expertise across industries, we guide our clients through complex transactions with precision, integrity, and a commitment to excellence.

Full Suite of services

Trusted Financial Advisors for Complex Deals

We act as stewards for our clients' strategic and financial goals while also creating momentum and identifying upside opportunity for each unique mandate.

Mergers & Acquisitions and Strategic Advisory


  • Sell-Side M&A Advisory

Salem Partners is a leading sell-side advisor with the access and marketing expertise required to close transactions with both strategic and financial buyers.  Each sell-side transaction process is tailored to the financial market environment as well as the strategic and financial objectives of our clients.

  • Buy-Side M&A Advisory

We also specialize in advising clients on the successful deployment of capital for acquisitions.  Salem Partners' industry expertise and analytical skills enable it to accurately identify value and risk.  We have provided buy-side advisory services to leading companies as well as financial buyers.

  • Strategic Advisory

In addition to mergers and acquisitions advisory, Salem Partners also provides overall strategic advice for companies and investors seeking opportunities or access to expertise in a variety of industries.

Merchant Banking

Salem Partners’ merchant banking business model differentiates our investment banking capabilities by enabling co-investment in conjunction with advisory services. Our principal investment track record extends across a number of notable operating companies as well as portfolios of media rights and Intellectual Property.

Capital Raising

Salem Partners acts as exclusive agent in private placements of equity and debt securities for companies in a wide variety of industries. Our expertise and knowledge of capital structures, deal term trends, governance and valuation ensure an optimal experience for our clients.

Valuations

Salem Partners offers a comprehensive range of valuation services, including expert opinions and analyses for mergers, acquisitions, and other financial transactions. Our services support collateral evaluations for debt or equity financing, internal corporate or strategic planning, and support for market value accounting and tax treatment.  

Fairness Opinions

We also provide  financial fairness opinions to boards of directors, investors, trustees, management and other stakeholders in order to fulfill the fiduciary obligation to verify the financial fairness of a pending transaction.

Our Investment Banking Professionals

Get to know the exceptional individuals driving our company forward, each contributing their distinct skills and a collective dedication to achieving remarkable outcomes for our clients.

Our focus is on building enduring partnerships, offering strategic financial solutions tailored to our clients' evolving needs. From mergers and acquisitions to wealth preservation, our expertise ensures impactful results.