M&A advisers

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Focus on mid-market and large-cap advisory firms for PE clients
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Capital Investment Companies

Staff:
76
Geo:
global
usa
Type:
mid market
null
Industry:
oil & gas
municipal bonds
insurance
government securities
mortgages
Capital Investment Companies is an independent financial services and brokerage firm headquartered in Raleigh, North Carolina. With a significant presence across the Southeastern United States, the firm was established over four decades ago and has developed a comprehensive suite of financial offerings.

The bank primarily focuses on wealth management, investment advisory, and financial planning services. Its Ensemble Platform integrates various financial services including annuities, corporate finance, and insurance to provide holistic solutions catered to individual and institutional clients. Additionally, Capital Investment Companies engages in investment banking activities and offers a range of products such as equities, bonds, and mutual funds.

Capital Investment Companies is recognized for its robust client relationships and tailored service, positioning itself as a key player in the competitive financial services landscape of the Southeast. Its strategic growth has been supported by a commitment to maintaining independence in its operations and a focus on aligning client needs with an extensive range of financial solutions.
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