Business
Our Philosophy
Our clients’ needs are constantly evolving, so we continually seek new and better ways to serve them.
Early Adopters
Revere is actively seeking new technologies that can benefit our clients. We are early adopters and explorers of the market.
Flawless Teamwork
Our team of exceptional talents, abilities, and potential creates a unique environment to become the best of the best.
Services
- Wealth Management
- Asset Management
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Trust Services
- Philanthropic Services
- Planning for Education Funding
- Alternative Investments
- Executive services
- Lending Products
Brochures
Wealth Management
With a team of experienced professionals and powerful technology capabilities, we work together to develop the best strategies to suit your unique needs.
Private WM
At Revere Securities Wealth Management, our Financial Advisors start with you, focusing on your success and remaining committed to helping you grow your wealth and pursue your financial goals.
Family Office Resources
We offer clients in trust and estate planning, family governance, wealth education, family office management, philanthropy management, private banking and wealth planning for art and collectibles.
Alternative Investments
Our team can deliver custom alternative investment strategies to help diversify your portfolio and provide growth with access to solutions spanning across private equity, private credit, hedge funds, real estate, infrastructure, and managed futures markets.
Wealth Management
Revere Securities strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes institutions, corporations, and individuals worldwide.
Services
- Initial public offerings
- Follow-on offerings
- secondary offerings
- ATM (At-the-market offerings)
- PRIVATE PLACEMENTS
- spacs
- pipe
- Merger & Acquisitions
- JOINT VENTURES
- 10b-18 Buyback
Brochures
Investment Banking
Our investment banking team strives to help companies reach their full potential. With the right financial tools and partnerships, we propel your company to execute on its mission. Our successful track record proves that the right financial support can open doors and unlock potential. We serve domestic and international small-cap, mid-cap and emerging companies across all industry sectors.
Initial Public Offering
Our team consists of experienced advisors with strong sell-side experience in distressed situations in underwriting new debt and equity securities in all verticals
Mergers & Acquisitions
Offer unique perspectives and extensive knowledge of the entire capital structure to assist our clients as they navigate through complex transactions and various market cycles
Private Placements
Our seasoned industry veterans help investors and companies to connect, driving growth and value by coordinating best practices and leveraging deep industry networks
SPACs
Involved in more than 30 SPACs, Revere has a deep network of SMEs and management personnel, enhancing our ability to efficiently conduct SPAC transactions
Services
- Syndicate Access
- block trading
- Domestic and Int. Equities
- Equities Block Trading
- Options Block Trading
- Derivatives Block Trading
- Prime Brokerage Services
- Fixed Income
- asset allocation
- capital introduction
Brochures
Institutional Trading
We are a market maker to a growing base of more than 1,600 institutional counterparties across the globe, including banks, asset and wealth managers, pension funds, insurance companies, family offices and hedge funds. We strive to consistently provide competitive quotes, even during periods of extraordinary market activity and elevated levels of volatility.
Syndicate Access
Syndicate Access – Our ECM desk offers a myriad of the industry’s top deal flow, including SPACs, traditional company IPOs – both domestic and international, creating an opportunity to invest heavily in event-driven strategies. These relationships help leverage capital markets knowledge and give color to the market landscape.
Trading
Deep relationships with some of the most prestigious asset managers and institutional investors allows us to source liquidity and price domestic and international equities and derivatives. Offers some of the best trading technology the street has to offer including direct connections to the New York Stock Exchange.
Corporate Access
Our desk maintains strong relationships with the companies we work with and are able to offer a full suite of services to both investors and companies
Fixed Income
Our desk provides deep liquidity and competitive pricing for all fixed income instruments including IG, HY, EM, TIPs, Agencies, Treasuries, Dim Sum Bonds
