The Alberleen Group is an investment banking and merchant banking firm that serves middle market companies seeking mergers and acquisitions advice and capital raising services and provides investment opportunities and investment banking services to family offices. Through its merchant banking capabilities, Alberleen selectively invests in its banker’s transactions and works with family offices and high net worth individuals who are seeking proprietary direct investments.

The firm was started in 2010 and currently has 8 business groups covering discreet sectors or geographies including energy, financials, healthcare, real estate, Asia, Latin America, a group that specializes in social impact banking transactions and a generalist group. Each group is organized as a “banking team” and each team runs its own business operating under The Alberleen Group’s regulatory and operational infrastructure platform. The firm has offices in New York, San Francisco, and Los Angeles.

The Alberleen Group was founded by senior investment professionals who each have 25 years of global financial services experience and is supported by a world class Advisory Board.