Oberon Securities, LLC
Andrew Ward has a diverse work experience in the finance and banking industry. Andrew began their career at JP Morgan Chase Bank as a Mortgage Account Executive from 2001 to 2006. Andrew later worked at Alfred Street Partners as a Summer Associate, where they managed a team and assisted in strategic acquisitions in the middle market sectors.
In 2009, Andrew joined Northwestern Mutual Financial Network - The Russo Group as a Financial Representative. Andrew then moved on to Aldwych Capital Partners in 2010, where they served as a Director in Investment Banking and Business Development. In this role, they developed and maintained active distribution and investor relationships, conducted due diligence and financial analysis, and oversaw engagements in various industries.
Continuing their career, Andrew joined Stonybrook Capital as a Vice President from 2014 to 2016. Andrew then worked at Weild & Co. as a Director from 2016 to 2019. Currently, Andrew is working at Oberon Securities, LLC, where they started as a Vice President in 2019 and is currently serving as a Director.
Andrew Ward earned an MBA in Finance and Strategy from Georgetown University McDonough School of Business from 2006 to 2008. Prior to that, they obtained a BA degree from Boston College, without specifying the field of study, between 1997 and 2001. Additionally, Andrew holds a Series 79 certification from FINRA, which they obtained in December 2019. Andrew also has non-specific certifications in Series 63 and Series 7 from FINRA.
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Oberon Securities, LLC
Oberon Securities LLC (“Oberon”) is a New York City based investment bank that provides buy-side/sell-side M&A advisory and private equity/debt financing services. Oberon was founded in 2001 with the objective of becoming the “go to” investment bank for middle market businesses - capable of closing exceptional transactions with the intimacy of a boutique while providing a suite of services that rivals much larger institutions. Over the past 18 years we have grown rapidly, building a platform that excels within our middle market niche and is unique within the industry. Today, Oberon has approximately 70 senior banking professionals that bring experience from the ‘bulge bracket’ and track records of excellence in their respective focus areas. We have closed more than 300 transactions and won multiple industry accolades. However, the quality of our work is best evidenced by the amazing companies and asset managers we have had the pleasure of working with, many of which have become multi-transaction relationships spanning over a decade. Oberon is proud of its accomplishments yet cognizant that success will only be sustained by continuing to offer the most innovative services delivered by the highest quality professionals. The firm is committed to growing its team opportunistically and refining its business model to remain at the forefront of our industry. Oberon’s team is approachable, friendly and helpful. We always want to hear from private business owners, middle market investors/lenders and other investment banks interested in exchanging ideas.