Irvine, CA, February 7, 2024 -- Boustead & Company Limited (“BCL”) is bringing
its market-leading brand to Latin America by establishing another global controlled
subsidiary, Americas Holdings, Inc., in Panama.
“We have seen and worked with several promising companies in Latin American
during our first decade and are excited to open a local operation to deliver value to
these clients and their shareholders by bring them to the US Capital Markets,” said
Keith Moore, BCL’s Executive Chairman.
In addition to the robust Equity Capital Markets team Boustead brings to LATAM,
the Americas group has a long history of M&A, Advisory, and Special Situations
experience to bring to growth stage companies in the region.
The firm is registered in Panama, with additional presence in Colombia, Chile,
Mexico, and Puerto Rico, the latter of which has become a nexus of opportunity
for bridging the US and LATAM markets. Americas Holdings intends to file an F-1
Registration Statement with the SEC for a US listing in an IPO expected to complete in 2024-25.
In addition to screening and onboarding of the group’s cornerstone clients, the Americas Holdings team is actively seeking to grow its ranks within the region with partners and affiliates. The current banking team, headed by industry veteran Jack Wolbert, consists of six LATAM-dedicated staff and is aiming to double that figure prior to the intended IPO.
Specific industries of interest include Industrials, Healthcare Services and Medical Devices, and Technology.
For additional information please contact Jack Wolbert, Managing Director, at jack.wolbert@boustead1828.com or 949-502-4408.
About Boustead & Company Limited
Boustead & Company Limited is a diversified and comprehensive non-bank financial institution with offices in Los Angeles, New York, San Francisco, London, Zurich, Monaco, Mauritius, Singapore, Panama Beijing that is rapidly expanding in growth markets throughout the US and Asia. Through its principals and fully licensed subsidiaries, Boustead & Company possesses rich experience and exceptional capabilities in capital markets deal execution and is dedicated to providing best-in-class one-stop financial services to clients. Boustead’s comprehensive financial services platform consists of four operating units: Boustead Securities, LLC a US-based FINRA Broker/Dealer and middle-market investment bank; Sutter Securities Group, Inc., which owns four FINRA-regulated entities, Sutter Securities, Inc., Sutter Securities Clearing, LLC and FlashFunders Funding Portal, LLC, along with Sutter Securities Financial Services, Inc., Sutter Capital Partners, LLC a California Registered Investment Advisor; and Boustead Capital Markets, LLP a London-based FCA-regulated company. For more information, please visit www.bousteadco.com.
Boustead Securities, LLC
Boustead Securities, LLC is an investment banking firm that executes and advises on IPOs, mergers and acquisitions, capital raises and restructuring assignments in a wide array of industries, geographies and transactions, for a broad client base. Boustead’s core value proposition is the ability to create opportunity through innovative solutions and tenacious execution. With experienced professionals in the United States, Boustead’s team moves quickly and provides a broad spectrum of sophisticated financial advice and services. Boustead is a majority-owned subsidiary of Boustead & Company Limited, a diversified non-bank financial institution. For more information visit please visit: www.boustead1828.com
Form CRS/Reg BI Disclaimer:
Boustead Securities, LLC, Sutter Securities Inc., and Sutter Securities Clearing, LLC (SSC) are registered with the Securities and Exchange Commission (SEC) as broker-dealers and are members of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Brokerage and investment advisory services and fees differ and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. When we provide you with a recommendation, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates a conflict with your interests. Please strive to understand and ask us about these conflicts because they can affect the recommendations we provide you. There are many risks involved with investing. For Boustead Securities customers and clients, please see our Regulation Best Interest Relationship Guide on the Form CRS Reg BI page on our website at https://www.boustead1828.com/form-crs-reg-bi. For Sutter Securities’ and Sutter Securities Clearing’s customers and clients, please see the Form CRS on the website at https://suttersecurities.com/wp-content/uploads/2020/12/Sutter-Form-CRS-combined-121020.pdf. For FlashFunders’ visitors, you may review the Form CRS of Boustead Securities, Sutter Securities and Sutter Securities Clearing under the Form CRS section. Please also carefully review and verify the accuracy of the information you provide us on account applications, subscription documents and others.
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