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Institutional Services - Services Offered . Our institutional model provides for a dedicated, senior advisor to staff your office with full support from our main operation out of our Lexington, Massachusetts offices. In addition to execution implementation, we have the ability to offer start up services including working with your marketing department on web design and marketing collateral, training, legal and documentation processing.  Basically, we offer all the services necessary to insure that your organization is well positioned to offer the highest level of investment banking services available to the lower middle-market.

Prior to LockeBridge, subcontracting lower middle market representation was met with major objections due to concerns over potential liability generated from the practices of less than high end firms. LockeBridge has broken this barrier by offering the same high level transactional expertise usually reserved for larger companies executing larger transactions.