We are a boutique investment bank focused on providing excellent advice on mergers & acquisitions, capital raises, and corporate strategy & performance to businesses that are at a crossroads in their lifecycles


Principals of Two Roads Advisors are Registered Representative of and will offer Securities through Finalis Securities, LLC Member FINRA (www.FINRA.org) SIPC (www.SIPC.org).  Two Roads Advisors and Finalis Securities, LLC are separate and unaffiliated entities.

Consulting

Investment Management

Professional Services

Two Roads Advisors

The New York office primarily focuses on investment banking and financial services, supporting corporate finance and marketing initiatives.

New York

John Fang

Rob Cooper

Kevin He

Nate Jackson

This department focuses on providing financial advisory services, facilitating capital raising, and executing mergers and acquisitions for clients.

Investment Banking

This department provides overall strategic direction and leadership for the organization.

Executive Leadership

This department oversees the strategic direction and management of the organization.

Two Roads Advisors

Org chart

Teams

Investment Banking

Executive Leadership

Leadership

Offices

Two Roads Advisors

Org chart

Teams

Investment Banking

Executive Leadership

Leadership

Offices

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