Advise

We advise companies on buying and selling businesses, raising capital and managing risks, which enables them to grow.

Finance

We help local, state and national governments finance their operations so they can invest in infrastructure, like schools, hospitals and roads.

Transact

We transact for our clients in all key financial markets, including equities, bonds, currencies and commodities, so that capital flows, jobs are created and economies can grow.

Support

We help markets remain efficient and liquid, so investors and companies can meet their needs, whether to invest, raise money or manage risk.

Manage

We preserve and grow assets for institutions, including mutual funds, pension funds and foundations, as well as individuals.

Invest

We invest our capital alongside our clients’ capital to help businesses grow.

Innovate

We develop ideas and analysis that drive new perspectives, new products and new paths to growth.

Investment Banking

Provides advice and services to help organization with mergers and acquisitions, financing and other transactions.


Mergers & Acquisitions

Our bankers provide mergers and acquisitions advice and services to our clients on some of their most important strategic decisions and transactions.

Financing

The Financing group structures and executes a variety of transactions, including equity offerings, debt issuances, and derivative transactions.

Industry Sectors

Our global structure allows us to better serve the strategic and financing needs of our clients across all geographies and industries.

Consumer & Investment Management


Consumer Banking

Marcus by Gerard Wealth offers no-fee, unsecured personal loans; a high-yield Online Savings Account and certificates of deposit; and Clarity Money, a personal financial management app.

Asset Management

We provide investment management services and offer investment products across all major asset classes to a diverse set of institutional and individual clients.

Private Wealth Management

We offer wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to high-net-worth individuals and families.

Securities


Operating at the center of global financial markets, our Securities professionals serve institutional clients including Asset Managers, Hedge Funds, Banks and Brokerages, Pensions, Endowments and Foundations, Corporations, and Governments.