Investment Banking

Zofingen Investment Banking, powered by San Blas Securities, is a growth stage and middle market investment banking firm. SBS advises public and private companies on public offerings, equity and debt private placements, mergers and acquisitions, and real estate capital market.

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Investment Building
Investment Construction
Downtown Properties
Building Interior
Downtown Building Bridge
Investment Property
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OUR APPROACH

Creating Bespoke Solutions

$1B+**

Assets Under Management

$30B+**

Transaction Experience

20+**

State Presence

OUR SERVICES

Comprehensive Banking

Equity

Equity and Debt Capital

Our seasoned staff is adept at developing equity and debt solutions tailored to the challenges of shifting market conditions, including IPOs, private placements, SPACs, and private debt. Our capital markets desk has distribution capabilities leveraging our institutional, family office, and retail clients.

Boardroom

Buy Side / Sell Side M&A

For two decades, we've helped company owners work toward results that align with their goals. When you sell your business, you are not just closing a deal; you're handing years of work, relationships, and vision. We help honor that story by pursuing the proper fit.

Capital Markets Advisory

Capital Markets Advisory

With decades of experience, our banking expertise and global capabilities can help source capital and advise on financing solutions. Our team can identify investors to make the proper capital introductions for our clients.

Mixed Use Real Estate

Real Estate Advisory

Real estate businesses, both public and private, can expect industry-leading investment banking services. Our expertise informs innovative solutions, designed to meet your organization's unique capital structure and financing needs.

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The Zofingen Difference

“Steve is a pleasure to work with, so much so that he has become a friend and confidante. I trust him not only for advice in areas he is most qualified in, but in all areas, he truly cares and will do whatever he can to help. His personal relationship with his clients is a true differentiator.”
Current Zofingen Client
“Steve is compassionate, diligent, trustworthy, experienced, and competent.”
Current Zofingen Client
“Like Stephen personally, but mostly appreciate his diligence and skill.”
Current Zofingen Client
“Our retirement planning has been 100% driven by Stephen for almost thirty years.”
Current Zofingen Client
“Zofingen's values are profound. They are true, genuine, and strong people.”
Current Zofingen Client
“Zofingen understands what we face as entrepreneurs building companies.”
Current Zofingen Client
“Zofingen is a firm that listens and continually focuses on serving clients better.”
Current Zofingen Client
“The team truly understands our family's unique financial situation and goals.”
Current Zofingen Client
“Working with Zofingen has given us confidence in our financial future.”
Current Zofingen Client

Zofingen clients were not compensated via credits or other benefits from Zofingen for providing testimonials. Quotes do not necessarily represent all client experiences. Testimonials verified by Indyfin.

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Contact us today to learn how we can help you achieve your financial goals and take the next step toward lasting financial confidence.

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