


Univest Securities
Financial Services • Manhattan, New York, United States • 21-50 Employees
Company overview
| Headquarters | 75 Rockefeller Plaza, Suite 18C, New York, NY 10019, US |
| Phone number | +12123431645 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investment Banking, Research, Wealth Management, Trading, Valuation, Structured Products, Mergers And Acquisitions, Private Capital, Fixed Income, Advisory, Ipos, Private Placements, Debt Capital Markets, Registered Directs, Equity Capital Markets, Spacs, Capital Raises, Secondary Offerings, Convertible Notes, Follow On Offerings |
| Founded | 1994 |
| Employees | 21-50 |
| Socials |
Key Contacts at Univest Securities
Hans Xiaodong
Managing Director, Investment Banking
James Jang
Managing Director
Quinn Qin
Managing Director Of Investment Banking
Scott Madison
Managing Director, Capital Markets
George Yu
Head Of Canada Office, Vp Of Sales And Trading
Univest Securities Email Formats
Univest Securities uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@univest.us), used 41.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@univest.us | 41.7% |
{last name}{last name} | doedoe@univest.us | 33.3% |
{first initial}{last name} | jdoe@univest.us | 25% |
About Univest Securities
31 Years in the making. A boutique full-service investment bank. Leveraging Univest’s unique geographic roots in Asia Pacific and North America, and our hybrid position across institutions and retail, we provide a variety of services to small-to-medium size public and private enterprises through our Investment Banking and Corporate Financing Division including mergers & acquisitions capital markets advisory, valuation and fairness of opinion advisory, private placement, initial and secondary public offerings. Unconventional to our many transactional focused peers, our team takes a fundamental value-driven approach. As generalists, we are focused on discovering innovative, exciting, and emerging growth companies to provide them with long-term strategic advisory service and unique global access to capital. Our seasoned banking team is adept in heavy lifting situations and pride themselves on staying ahead of curve. We believe in mutual value generation for enterprises and investors driven by capital, innovation, and sound market execution. Trust and strategic partnerships are the foundation of our equity and debt capital markets strategy. Leveraging our strong, personal relationships with the most long-term institutional buy-side investors, we structure and execute customized financing solutions. Our capital markets team introduces the right partners to address a broad range of capital needs, including buyouts, growth capital, platform formation, and project financing for corporate issuers and financial sponsors. Our family-oriented team combined with our global reach and vast network of institutional partners, protects the interests of and mutually benefits both our issuers and our investors, leading to efficient execution, improved valuation, and successful transactions for our clients. With deep-rooted relationships, we continue to build valuable connections with new clients to optimize their capital structure.
Univest Securities revenue & valuation
| Annual revenue | $350,000,000 |
| Revenue per employee | $16,667,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,120,000,000 |
| Total funding | $3,100,000 |
Employees by Management Level
Total employees: 21-50
Seniority
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Employees by Department
Univest Securities has 17 employees across 6 departments.
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Univest Securities Tech Stack
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