An associate company of Wharton and a FINRA broker dealer, was ranked by Placement Tracker and Sagient Research 92nd out of 1,933 US placement agents operating in the private placement market. This ranking was achieved by closing 44 transactions utilizing financial structures to bring hedge funds and other institutional investors to Wharton clients.

If you are a Public or Private company, we may be able to help with your funding needs. We have consulted and closed transactions in the following industries.

• Financial Services
• High Tech
• Real Estate
• IT / Software / Mobile Apps
• REIT
• Electronics
• Media/Entertainment
• Emerging Technology
• Oil and Oil Trading
• Biotechnology
• Natural Gas
• Medical/Healthcare
• Natural Resources
• Building Industry
• Environmental/Recycling
• Alternative Energy