Moody Capital Strengthens Investment Banking with Capitalyst Integration
Deal News | Jan 29, 2025 | Globenewswire
Moody Capital Solutions, a preeminent investment bank based in Atlanta, Georgia, has announced a strategic consolidation of its Capitalyst Advisory Group division. This move is designed to broaden Moody Capital's investment banking capabilities by integrating Capitalyst's expertise into its core operations. The consolidation aligns with Moody Capital's strategic vision of delivering outstanding investment banking services. Both Katherine Danielson and Todd Bertsch from Capitalyst are joining as Managing Directors, bringing a wealth of experience in investment banking and venture capital. Katherine, having founded Capitalyst, brings her diverse experience from Citigroup, Nomura Securities, and her entrepreneurial venture Zen Monkey Overnight Oatmeal. Todd, an investment banking veteran, has significantly impacted the fintech industry with his pioneering work and strategic roles at numerous financial institutions. The integration of their skills is expected to enhance Moody Capital's capacity in capital raising, mergers and acquisitions (M&A), and other investment banking services. This development showcases Moody Capital's commitment to client success and its ambition to consolidate its reputation as a top-tier investment banking firm.
Sectors
- Investment Banking
- Venture Capital
- Financial Technology
Geography
- United States – Moody Capital is based in Atlanta, Georgia, and its operations and the integration of Capitalyst's expertise are occurring within the U.S. market.
Industry
- Investment Banking – The article discusses the consolidation of Capitalyst into Moody Capital, enhancing its investment banking capabilities, including capital raising and M&A services.
- Venture Capital – The involvement of Todd Bertsch with venture capital and his expertise adds relevance to the venture capital industry.
- Financial Technology – Todd Bertsch's contribution to fintech through Gateway Financial Technologies highlights the role of technology in the financial services industry.
Financials
- $100 million – Revenue overseen by Todd Bertsch during his tenure in investment banking.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Moody Capital Solutions, Inc. | Acquirer | Company | An investment bank based in Atlanta, Georgia, focused on capital raising, mergers and acquisitions, and investment banking services. |
| Capitalyst Advisory Group | Target Company | Company | A division specializing in strategic financial advice and investment banking services. |
| Katherine Danielson | Managing Director | Person | Founder of Capitalyst Advisory Group, with experience at Citigroup and Nomura Securities, and a diverse background in investment banking and entrepreneurship. |
| Todd Bertsch | Managing Director | Person | Brings over 25 years of experience in investment banking, venture capital, and fintech, with previous leadership roles at Bank of America Merrill Lynch and Cowen Inc. |
| Zen Monkey Overnight Oatmeal | Other | Company | A food manufacturing company founded by Katherine Danielson. |