Veteran-owned credibility Leverage Academy Securities' status as a post-9/11 veteran-owned investment bank to build trust with public sector clients and institutions that prioritize veteran-owned businesses and homeland security funding opportunities.

Public sector growth With new appointments in Public Sector and Infrastructure Financing and a growing Geopolitical Intelligence Group, there is an opportunity to cross-sell municipal finance, infrastructure lending, and risk advisory services to state and local governments.

Senior leadership access High-profile advisory board and executive hires (Vice Admiral, Major General, Lieutenant General) present a channel to engage decision-makers in defense, aerospace, and national security sectors for capital markets, advisory, and complex financing needs.

Expansion footprint Multiple office locations (New York, Chicago, San Diego, Chapel Hill) and ongoing senior-level hiring signal a scaling platform ideal for national coverage of public finance, asset management, and fixed income trading services.

Financial scale potential Revenue range indicates a mid-market platform with room to grow; target clients seeking veterans-led valuation, structured finance, and bespoke capital markets solutions that align with mission-driven, ethical investing approaches.