Insights

Strong Market Presence Oberon Securities is a well-established player in the middle market investment banking space with over 300 completed transactions and a revenue range of $100M to $250M, indicating a substantial deal flow and client base ripe for additional financial services partnerships.

Industry Focus The firm's focus on M&A advisory and private equity or debt financing for middle market businesses suggests opportunities to cross-sell ancillary financial solutions such as valuation services, capital raising, or strategic advisory tailored to growth-stage companies.

Leadership Expansion Recent hires of experienced Managing Directors, notably in healthcare and other sectors, highlight a growth strategy centered on deepening sector expertise and expanding domain-specific client relationships.

Technology Utilization Utilizing sophisticated tools like S&P Capital IQ, Capital IQ, and MySQL shows the firm's commitment to data-driven decision-making, presenting an avenue to offer advanced analytics or technology-driven financial solutions.

Growth & Opportunities With a talented team of professional advisors and a boutique approach that fosters long-term client relationships, there are potential opportunities to introduce complementary services such as operational consulting or digital transformation to support clients’ strategic growth.

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Oberon Securities, LLC Tech Stack

Oberon Securities, LLC uses 8 technology products and services including S&P Capital IQ, RSS, MySQL, and more. Explore Oberon Securities, LLC's tech stack below.

  • S&P Capital IQ
    Accounting And Finance
  • RSS
    Content Management System
  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Cornerstone
    Human Resource Management System
  • jQuery
    Javascript Libraries
  • Capital IQ
    Marketing Analytics
  • Apache
    Web Servers

Oberon Securities, LLC's Email Address Formats

Oberon Securities, LLC uses at least 1 format(s):
Oberon Securities, LLC Email FormatsExamplePercentage
FLast@oberonsecurities.comJDoe@oberonsecurities.com
48%
First@oberonsecurities.comJohn@oberonsecurities.com
3%
FMiddleLast@oberonsecurities.comJMichaelDoe@oberonsecurities.com
1%
FLast@oberonsecurities.comJDoe@oberonsecurities.com
48%

Frequently Asked Questions

Where is Oberon Securities, LLC's headquarters located?

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Oberon Securities, LLC's main headquarters is located at 445 Park Ave, Suite 4B New York, NY 10022, US. The company has employees across 2 continents, including North AmericaEurope.

What is Oberon Securities, LLC's phone number?

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You can contact Oberon Securities, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Oberon Securities, LLC's official website and social media links?

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Oberon Securities, LLC's official website is oberonsecurities.com and has social profiles on LinkedIn.

What is Oberon Securities, LLC's NAICS code?

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Oberon Securities, LLC's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Oberon Securities, LLC have currently?

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As of October 2025, Oberon Securities, LLC has approximately 75 employees across 2 continents, including North AmericaEurope. Key team members include Chief Financial Officer: K. T.Founder/Managing Director: N. S.Managing Partner: A. B.. Explore Oberon Securities, LLC's employee directory with LeadIQ.

What industry does Oberon Securities, LLC belong to?

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Oberon Securities, LLC operates in the Investment Banking industry.

What technology does Oberon Securities, LLC use?

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Oberon Securities, LLC's tech stack includes S&P Capital IQRSSMySQLTwemojiCornerstonejQueryCapital IQApache.

What is Oberon Securities, LLC's email format?

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Oberon Securities, LLC's email format typically follows the pattern of FLast@oberonsecurities.com. Find more Oberon Securities, LLC email formats with LeadIQ.

When was Oberon Securities, LLC founded?

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Oberon Securities, LLC was founded in 2001.

Oberon Securities, LLC

Investment BankingUnited States51-200 Employees

Oberon Securities LLC (“Oberon”) is a New York City based investment bank that provides buy-side/sell-side M&A advisory and private equity/debt financing services. Oberon was founded in 2001 with the objective of becoming the “go to” investment bank for middle market businesses - capable of closing exceptional transactions with the intimacy of a boutique while providing a suite of services that rivals much larger institutions. Over the past 18 years we have grown rapidly, building a platform that excels within our middle market niche and is unique within the industry. 

Today, Oberon has approximately 70 senior banking professionals that bring experience from the ‘bulge bracket’ and track records of excellence in their respective focus areas. We have closed more than 300 transactions and won multiple industry accolades. However, the quality of our work is best evidenced by the amazing companies and asset managers we have had the pleasure of working with, many of which have become multi-transaction relationships spanning over a decade.  

Oberon is proud of its accomplishments yet cognizant that success will only be sustained by continuing to offer the most innovative services delivered by the highest quality professionals.  The firm is committed to growing its team opportunistically and refining its business model to remain at the forefront of our industry.

Oberon’s team is approachable, friendly and helpful.  We always want to hear from private business owners, middle market investors/lenders and other investment banks interested in exchanging ideas.

Section iconCompany Overview

Headquarters
445 Park Ave, Suite 4B New York, NY 10022, US
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2001
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Oberon Securities, LLC's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Oberon Securities, LLC's revenue is estimated to be in the range of $100M$250M

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