Creating Value with Ideas and Capital

Wood Warren is a long established, broadly experienced investment banking firm serving middle-market companies.

The collective private placement and merger and acquisition experience of Wood Warren principals, encompassing all major industry segments, coupled with a strong history of successful transactions, enables Wood Warren to develop creative solutions to the unique issues confronting the owners of middle-market companies.




The Firm:

Provides a full range of investment banking and corporate finance advisory services for both public and privately held middle-market companies, including:

  • Mergers, acquisitions and corporate divestitures
  • Leveraged buyouts and recapitalizations
  • Private equity and debt financings
  • Going-private transactions
  • Strategic and financial advisory services
  • Experience in a variety of disciplines including strategic analysis, corporate finance, accounting, capital markets, valuation and principal investments

Maintains strong personal relationships with leading U.S. private investment firms, lending institutions, corporations and professional service providers.



Member FINRA:

All securities transactions are executed through Wood Warren & Co. Securities, LLC. Member FINRA.




Exceed $38 billion in total career transactions.

Average more than 20 years of experience.

Are former leaders of divisions of the largest firms on Wall Street.



Advisory Group:

Is comprised of leading industry professionals with extensive, senior executive experience from a number of the most prestigious U.S. companies.



return to top






  © 2007 Wood Warren & Co. Securities, LLC. All rights reserved. Member FINRA.