Merger & Acquisition Capital Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
135113
Registered since
September 26, 2005

Firm profile

FINTRX

Overview

Merger & Acquisition Capital Services, LLC is organized as a limited liability company and is categorized in the data set as an investment bank. Ownership is recorded as a mix of a foreign entity and an individual. The firm is flagged as not serving as a capital allocator and is not identified as an active ESG investor. It also is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available records. Public disclosures about the company’s specific advisory or business activities, fee model, and client mix are minimal. Given its classification as an investment bank and the absence of asset-management indicators, the firm’s primary focus is likely transaction advisory, mergers-and-acquisitions support, or other investment-banking services rather than running client investment portfolios.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Monica Difiore

    Monica Difiore

    Chief Compliance OfficerCRD 2966552

  • Jason Murgio

    Jason Murgio

    Principal and Chief Executive OfficerCRD 3139459

  • Ralph Barbieri

    Ralph Barbieri

    Chief Operating OfficerCRD 6919021

Contacts

3 of 7
  • Daniel Baransky

    Daniel Baransky

    Senior Vice PresidentCRD 4371604

  • Paul Procops

    Paul Procops

    Vice PresidentCRD 5595215

  • Christopher Hughes

    Managing DirectorCRD 5747611

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
320 E 53rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth