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Welcome to our March Broker – Dealer newsletter. Below, I would like to discuss how investment bankers can add an RIA value proposition to their

Welcome to our February Broker-Dealer Newsletter ! Below, I would like to share some thoughts on the private capital markets and their role and impact

Welcome to our January Broker-Dealer Newsletter and to 2024! Below, I would like to share some parting thoughts on 2023, three ideas to get the

Welcome to our December Broker – Dealer newsletter. Below, I would like to share my view that the 2024 dealmaking prognosis is quite good. Then,

Welcome to our November Broker-Dealer Newsletter. Below, I would like to share a few thoughts on the evolving role of the banker in our information-overloaded

Welcome to our October Broker-Dealer Newsletter. Below, I would like to share a few thoughts on deal referral marketing. Then, Michelle Mueller will provide compliance updates,

Welcome to our September Broker-Dealer Newsletter. Below I would like to introduce GT Investment Management, our new RIA. Then, Michelle Mueller will provide compliance updates,

Welcome to our August Broker-Dealer Newsletter. I share some updated thoughts as to deal best practices in this August 2023 market environment. Then, Michelle Mueller

Welcome to our July Broker-Dealer Newsletter. For July, I share some thoughts as to 2023 year-to-date results along with the deal outlook for the remainder

Welcome to our June Broker-Dealer Newsletter.  This month, I will share some thoughts on how boutique investment bankers can leverage AI technologies to enhance their

Welcome to our May Broker-Dealer Newsletter.  This month, I will share some current data points on banker transaction fee ranges. Then, Michelle Mueller will provide

Welcome to our April Broker-Dealer Newsletter.  In this month’s newsletter, I will share some thoughts as to the impact of the fall of Silicon Valley

Welcome to our March Newsletter. In this month’s newsletter, I will share some thoughts both as to the evolving world of government interevention and “industrial

Randy Fox Joins GT Securities as Chief Operating Officer to lead the Firm’s Alternative Investing and Capital Management Expansion LOS ANGELES – FEBRUARY 14, 2023

Welcome to our February Newsletter. We hope that 2023 is off to a good start for all, and that the solid start-of-year uptick in the

Welcome to our January Newsletter. Below you will find an exciting announcement from me as to a new GT Securities team member, and then some 2022

Welcome to our December Broker-Dealer Newsletter. Welcome to December! Let’s all spend great time with family and friends this month and take advantage of improving deal market

Welcome to our November Broker – Dealer Newsletter. Historically, the last two months of the year have been the most active deal months on the

Welcome to our October Broker – Dealer Newsletter. Below we will share “one big idea” that characterizes the best investment bankers we have had the

Welcome to our September Newsletter. Below you will find some private market capital stats and forecasts, Michelle Mueller will then share compliance updates, Zaya Bold

With Three-Year Revenue Growth of 196%, GT Securities Makes the 2022 Inc. 5000 List of America’s Fastest-Growing Companies Inc. magazine has ranked GT Securities on

Welcome to our August Newsletter. In this month’s edition, I will share some deal stats and forecasts for the remainder of 2022.  Michelle Mueller will

Welcome to our July Newsletter. In this month’s edition, I will offer some thoughts on utilizing research as a business development tool, especially in these

Welcome to our June Newsletter. Below find some thoughts on what differentiates “Best-in-Class” bankers, and then Michelle Mueller will share compliance updates and Zaya Bold

Welcome to our May Newsletter. Below find some observations and data points on transaction fees, and then Michelle Mueller will share compliance updates and Zaya

Welcome to our April Newsletter. Below find some observations and data points on Q1 activity on the GT Securities platform, and then Q2 prognosis, both

Below you will find short commentary from me as to the current deal environment and then updates on collaboration from Zaya Bold and compliance from

Below you will find from me with short commentary as to deal best practices, and then compliance updates from Michelle Mueller and on collaboration from Zaya

With the New Year, I would like to first offer some thoughts as to lessons learned from 2021 and then on to the deal and