Univest Securities

New York, United States Founded: 1994 • Age: 32 yrs
MA advisory services are offered across multiple sectors.

About Univest Securities

Univest Securities was established in 1994 in New York, United States, as an MA advisory firm. Operations are centered on providing merger and acquisition guidance to clients in various industries. Services include transaction structuring and sector-specific expertise, with a leadership team comprising Managing Directors, a CEO and Head of Investment Banking, COO, CFO, and Chief Compliance Officer. The firm maintains a focus on U.S.-based activities.

  • Headquarter New York, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Capital Markets & Trading
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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People of Univest Securities
Headcount 10-50
Employee Profiles 14
Employee Profiles
People
Bradley Richmond
COO
People
Edric Yi Guo
CEO & Head, Investment Banking Division
People
Quinn Qin
Managing Director Of Investment Banking
People
Charles Poulin
VP, Capital Markets

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Funding Insights of Univest Securities

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Univest Securities

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Univest Securities

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Univest Securities Comparisons

Employees
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Competitors of Univest Securities

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Univest Securities

Frequently Asked Questions about Univest Securities

When was Univest Securities founded?

Univest Securities was founded in 1994.

Where is Univest Securities located?

Univest Securities is headquartered in New York, United States. It is registered at New York, New York, United States.

Who is the current CEO of Univest Securities?

Edric Guo is the current CEO of Univest Securities.

What does Univest Securities do?

Univest Securities was established in 1994 in New York, United States, as an MA advisory firm. Operations are centered on providing merger and acquisition guidance to clients in various industries. Services include transaction structuring and sector-specific expertise, with a leadership team comprising Managing Directors, a CEO and Head of Investment Banking, COO, CFO, and Chief Compliance Officer. The firm maintains a focus on U.S.-based activities.

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