Veteran-led strengths Leverage Academy Securities’ veteran-owned profile and trusted leadership network to position advisory and capital markets services to government agencies, defense contractors, and veteran-focused organizations seeking vetted, mission-driven financial partners.

Municipal banking growth With recent hires in Municipal Banking leadership, target public sector and infrastructure clients seeking specialized debt financing, bond underwriting, and advisory services to support capital projects and municipal budgets.

Advisory board access Access to a high-profile advisory board and geopolitical intelligence experts offers a differentiator for customers needing risk assessment, macro overlays, and strategic financing guidance in complex or volatile markets.

Strategic geographic footprint National platform with offices in major markets (New York, Chicago, San Diego, Chapel Hill) enables cross-market coverage for corporate and public sector clients seeking localized execution with national scale.

Financial scale signals Revenue in the low mid hundreds of millions places Academy as a nimble alternative to bulge-brent firms for mid-market capital markets, public finance, and asset management services, presenting an opportunity to upsell integrated solutions and managed services.