What Investment Banking Should Be.

Your Long-Term Partner

Avalon & Co. is a boutique, full-service group providing investment banking related services in partnership with our clients. We cater to strategically aligned projects, companies and individuals.

Clients partner and venture with us to:

  • Raise / Generate Capital.
  • Manage Assets.
  • M&A Mergers and Acquisitions.
  • Perform Due Diligence.
  • Trade Commodities.
  • Form Trusts.
  • Deploy Capital & Assist in Project Funding.
  • Provide Vetted Projects to Capital Owners.
  • Facilitate Large Private Transactions, and
  • Provide long-term Operational Management and Fractional Services.

About Us

Avalon & Co.

Avalon & Co. was established by entrepreneurs, for entrepreneurs. We are founders and corporate executives with vast finance and banking backgrounds, who along with our clients, felt underserved by the investment banking and lending communities. 

Each member of our team brings decades of experience to our clients’ endeavors. And our leaders have personally driven over $10B in revenues in our entrepreneurial careers.

We’re not just bankers. We’ve stood in the shoes of our clients many times as both company operators and capital seekers. We understand the needs of business because we’ve lived it.

Partner with us to help not only bring capital to your endeavors, but also drive success.


What can Avalon & Co. do for you?

What can
Avalon & Co.
do for you?

Capital Raising

Our team has over $120B in transactions behind us. Let us help bring the funding you need.

Mergers & Acquisitions

Providing guidance, audit-level due diligence, and deep negotiations for M&A & rollups.

Commodities Trading

Transacting Buy and Sell sides for agriculture, meat, gold, precious metals, fuel, oil, metals & more.

Trade Finance​​

Help obtain and facilitate trade finance instruments such as SBLC's & other trade instruments.

Consulting & Strategy

Management Consulting, Innovation, Licensing, Commercialization, & Operations.

Public Markets

Assisting initial public offerings IPO, SPAC, de-listing, sponsorship, & ongoing filings.

High Finance Transactions

Providing due diligence, verification and trust between parties. (MTN's, Bonds, Trades, Gold, Commodities)

Trust Services

Providing trust related services for companies, HNW & UHNW individuals.

Asset Management

Providing access to exclusive opportunities for our investor network and banking clients.

Bond Creation & Issuance

Help with creative bond structures including blockchain and project funding.

Fractional Operations

Providing pre-transaction and post-close staffing and ongoing operational management services.

Risk Oversight & Deployment

Provide capital owners with ongoing capital, capital deployment, & risk management.

Grant Writing

Utilizing our grant writers and vast experience to acquire strategic and non-dilutive capital for our clients.

Private Transactions

Assisting with large private transactions to our (QIB) Qualified Institutional network.

Contact Us

Inquire about becoming an Avalon & Co. client partner.

Countries we do business.

Industries We Serve.

At Avalon & Co., we serve most industries as generalists. Our team has knowledge and experience in just about any category you can name.

Technology & Healthcare

Infrastructure & Energy

Finance & Real Estate


Business Analyst Director

Our Recent MBA Graduates

Junior Analysts


Investor Relations

Su Li

Managing Director


Project Manager


Junior Analyst


Tax Specialist


Senior Analyst


Accounting Manager, CPA


HR Director


Executive Assistant & Analyst


Chief Analyst


Managing Partner


Managing Partner

Our Team is Inspirational

Behind Our Success

we love them

what our clients have to say

Meet Our Clients

They Believe In Us

Lorem ipsum dolor sit orot amet, consectetur adip scing
elit. Proin rutrum euismod dolor, ultricies aliq luam off
kool or taka ekolor.

Think we're a fit?

Let's find out.