Investment Banking
Zermatt Investment Banking, powered by San Blas Securities, is a growth stage and middle market investment banking firm. SBS advises public and private companies on public offerings, equity and debt private placements, mergers and acquisitions, and real estate capital market.
Using Proprietary Technology to Deliver for Clients
in Assets Under Management
$1B+
in Transaction Experience
$30B+
State National Presence
20+
Our Services
Equity and Debt Capital
Our seasoned staff is adept at developing equity and debt solutions tailored to the challenges of shifting market conditions, including IPOs, private placements, SPACs, and private debt. Our capital markets desk has distribution capabilities leveraging our institutional, family office, and retail clients.
Buy Side / Sell Side M&A
For two decades, we’ve helped company owners work toward results that align with their goals. When you sell your business, you’re not just closing a deal; you’re handing years of work, relationships, and vision. We help honor that story by pursuing the proper fit.
Capital Markets Advisory
With decades of experience, our banking expertise and global capabilities can help source capital and advise on financing solutions. Our team can identify investors to make the proper capital introductions for our clients.
Real Estate Advisory
Real estate businesses, both public and private, can expect industry-leading investment banking services tailored to their needs. Our expertise informs innovative solutions, designed to meet your organization’s unique capital structure and financing needs.
The Zermatt Difference
Zermatt clients were not compensated via credits or other benefits from Zermatt for providing testimonials. Quotes do not necessarily represent all client experiences. Testimonials verified by Indyfin.
Ready to Get Started?
Contact us today to learn how we can help you achieve your financial goals and take the next step toward lasting financial confidence.
