About

Nead, LLC is a leading provider of investment banking and investment banking technology services to middle market companies.  The nationwide practice services a client base comprised of privately-held firms with revenues of $20 million to $250 million.

Working exclusively with companies in this market size range, the firm has acquired significant expertise in the unique strategic and financial issues these companies face.  The firm’s seasoned professionals then leverage this expertise in their hands-on, tailored approach to each client engagement.

The reputation of the firm is built on the integrity, excellence and creativity of its principals and advisory board. The principals of the firm also bring their first hand knowledge from prior experience in operating roles at growing companies which contributes a measure of understanding of the challenges facing management and owners. The team at Nead, LLC draws on their extensive experience, financial contacts, and professional representation skills to successfully structure, negotiate and close transactions which maximize shareholder value.    

Without exception, each client benefits from our ability to:

  • Create and foster long-term relationships with clients, investors, lenders and buyers
  • Locate non-traditional buyers or capital sources
  • Structure each transaction individually to meet shareholder’s corporate, personal and financial goals
  • Partner with family owned companies
  • Provide the highest quality of professional service



Nead & Co. is represented by a network of industry leaders in various sectors who work to provide a targeted, but essential array of services for middle-market business leaders. Our network facilitates the increase of financial wealth and capital through investments in a broad, diversified portfolio of both public and private entities. By increasing individual and business returns, we provide excellent value-adds for our clients.