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.  


Consulting

Insurance

Oberon Securities, LLC

Russ Crafton

Michael Pazzani

Elizabeth Obloy

David Karlin

Andrew Ward

Ed McCabe

Sean S. Bach

James Cotton

Frank McGrath

Corey Luskin

Andrew Silver

The Investment Professionals team at Oberon Securities, LLC specializes in providing expert advisory services for mergers and acquisitions, as well as private equity and debt financing solutions tailored to middle market businesses. Comprising seasoned analysts and investment bankers, the team leverages deep industry knowledge and strong relationships to guide clients through complex transactions and ensure optimal outcomes. Their collaborative approach and commitment to personalized service enable them to build lasting partnerships with clients, enhancing Oberon’s reputation as a trusted advisor in the competitive investment banking landscape.

Investment Professionals

Leadership Team

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Investment Professionals

About

Team members

Other teams at Oberon Securities, LLC

Leadership Team

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Investment Professionals

About

Team members

Other teams at Oberon Securities, LLC

Leadership Team

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