K2 Securities ("K2") is a middle-market, FINRA licensed investment bank focusing on A&D, Software, Transportation, and other select sectors in the US and LatAm. We offer sell-side representation, buy-side representation, brokerage of institutional capital raises, and other IB related services. Clients include select private companies with an enterprise value in excess of USD$25,000,000 and public clients with a market cap in excess of USD$100,000,000.

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. K2 Securities is not a registered broker-dealer, and Finalis Securities LLC and K2 Securities are separate, unaffiliated entities..

K2 Securities

Craig Primo

This department specializes in advising clients on mergers and acquisitions, capital raising, and other financial transactions.

Investment Banking

This department provides strategic vision and direction for the organization.

K2 Securities

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Investment Banking

Executive Leadership

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