Avalon Net Worth is a boutique investment bank with a focus on providing world-class financial and business advisory services to middle-market companies. Our professionals combine over 300 years of investment banking and operational knowhow. We provide our clients with the breadth of experience and technical expertise of a major investment bank, while maintaining the personal service and efficiency of a boutique firm – senior bankers are involved in every aspect of our assignments.


Since 1992, Avalon has worked with high caliber, committed business owners, senior executives and entrepreneurs as they have expanded businesses, re-capitalized or re-organized firms, sold or purchased companies, and gained liquidity for themselves and their shareholders. Our clients have ranged from early stage firms to mid-market private companies to Fortune 500 companies. Avalon Net Worth and Avalon Securities, its FINRA and SEC registered broker-dealer, are located in mid-town Manhattan with a domestic and international network of offices and representatives.