Our Services

LockeBridge has created a leading investment banking firm located in the Boston metropolitan area of New England specifically designed to assist corporations executing transactions between $5M to $100M. Whether your objective is to raise capital, sell all or part of the business, divest a division, acquire or merge, our engagement terms are specifically designed to eliminate conflicts of interests by assuming most or all of the risk through our success driven agreements.

In addition to the services displayed here, we have other customized investment banking and research services available depending on your company’s individual needs.  Please do not hesitate to contact us today to discuss your investment banking objectives and find out how LockeBridge can help you meet or exceed your financial goals.

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Client Experience

Dear Prospective Client:

Our “Client Experience” section outlines a small sample of the recent deals we have structured for our clients, as well as the value achieved for their company as a result of working with us preparing and executing the investment banking process. We hope you will spend some time reviewing this information. 

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National & International Awards


Number of Valuations



Transaction Closed


Closing Rate



*10 year average

Sample Transactions