Boutique Investment Bank vs. Business Broker


In the transportation and logistics market we are constantly coming up against the tranditional local Business Broker as competition. It is important to distinguish the difference between a Boutique Investment Bank and a Business Broker. Lets start with the most obvious differences:

Finra Licensing allows for securtiies transactions (IE: a stock sale) and insures the seller of a clean background check for the I-Banker.

Private Equity experience is typically much stronger.

Research on the Transportation and Logistics space is stressed nationally.

After the sale services: a. Asset Management, Trust planning, succession planning utilizing a world wide top 10 Investment Bank, Royal Bank of Canada “RBC”

Rarely do we charge upfront fees due to our confidence in completing the transaction.

Security transactions are conducted through Penates Group, Inc. (FINRA/SIPC)
Penates Group, Inc. has no affiliation with any Clarke entity.