Insights

Ecommerce push Two Roads Advisors' acquisition of Inflection Brands signals a strategic push into e-commerce M&A, creating demand for specialized due diligence, integration planning, and advisory services for digital commerce companies.

Growth opportunities With a boutique M&A and capital raises focus and mid-sized revenue, there is a visible need for scalable deal-sourcing and deal-management capabilities, offering deal rooms, CRM, and data room solutions to streamline transactions.

Tech optimization The current technology stack shows a modern, cloud-based workflow; opportunities exist to introduce cybersecurity, cloud optimization, and collaboration tools to improve governance, risk management, and efficiency.

Capital markets tie-in Affiliation with Finalis Securities and the focus on capital raises presents a sales channel for compliant capital formation services, investor outreach, and related financing tools to support client fundraising.

New York access Based in New York with a crossroads strategy, the firm can be a prime partner for regional banks, private equity firms, and growth-minded companies seeking M&A advisory, corporate strategy, and performance improvement services.

Two Roads Advisors Tech Stack

Two Roads Advisors uses 8 technology products and services including Amazon Web Services, Open Graph, Google Workspace, and more. Explore Two Roads Advisors's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Open Graph
    Content Management System
  • Google Workspace
    Email
  • Sentry
    Issue Trackers
  • PWA
    Miscellaneous
  • Eleventy
    Page Builders
  • HSTS
    Security
  • Bootstrap
    UI Frameworks

Two Roads Advisors's Email Address Formats

Two Roads Advisors uses at least 1 format(s):
Two Roads Advisors Email FormatsExamplePercentage
First@tworoadsadvisors.comJohn@tworoadsadvisors.com
100%

Frequently Asked Questions

Where is Two Roads Advisors's headquarters located?

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Two Roads Advisors's main headquarters is located at New York United States. The company has employees across 2 continents, including North AmericaEurope.

What is Two Roads Advisors's official website and social media links?

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Two Roads Advisors's official website is tworoadsadvisors.com and has social profiles on LinkedIn.

What is Two Roads Advisors's NAICS code?

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Two Roads Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Two Roads Advisors have currently?

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As of June 2026, Two Roads Advisors has approximately 23 employees across 2 continents, including North AmericaEurope. Key team members include Founder & Managing Partner: J. F.Co-Founder & Managing Director: R. C.Partner: N. J.. Explore Two Roads Advisors's employee directory with LeadIQ.

What industry does Two Roads Advisors belong to?

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Two Roads Advisors operates in the Financial Services industry.

What technology does Two Roads Advisors use?

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Two Roads Advisors's tech stack includes Amazon Web ServicesOpen GraphGoogle WorkspaceSentryPWAEleventyHSTSBootstrap.

What is Two Roads Advisors's email format?

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Two Roads Advisors's email format typically follows the pattern of First@tworoadsadvisors.com. Find more Two Roads Advisors email formats with LeadIQ.

When was Two Roads Advisors founded?

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Two Roads Advisors was founded in 2020.

Two Roads Advisors

Financial ServicesNew York, United States11-50 Employees

We are a boutique investment bank focused on providing excellent advice on mergers & acquisitions, capital raises, and corporate strategy & performance to businesses that are at a crossroads in their lifecycles.


Securities are offered through Finalis Securities LLC (https://www.finalis.com) Member FINRA / SIPC. Two Roads Advisors LLC is not a registered broker-dealer, and Finalis Securities LLC and Two Roads Advisors LLC are separate, unaffiliated entities.

Section iconCompany Overview

Headquarters
New York United States
NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Two Roads Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Two Roads Advisors's revenue is estimated to be in the range of $10M$25M

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