Weild & Co.

What does Weild & Co. do?

Weild & Co. describes itself as a national broker-dealer platform for sector-focused investment banking. Weild Capital, LLC operates under the d/b/a name Weild & Co.; FINRA identifies the firm as CRD #132398 and SEC #8-66593.

The firm states that it serves public and private companies, funds, investors, bankers, and distribution partners. It also states that senior bankers remain engaged from the first conversation to close.[1][2][3][13]

Publicly stated services include private placements, sell-side and buy-side M&A advisory, public-company advisory, fund placement, strategic advisory, fairness opinions, SPAC advisory, PIPEs, and registered directs. Weild & Co. states that it does not currently underwrite public securities.[3]

Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.

What should a business owner evaluate before hiring Weild & Co.?

An owner evaluating Weild & Co. can examine a platform that publicly combines M&A advisory, private capital placement, public-company advisory, fairness opinions, and strategic advice across multiple sector groups. The firm states that it serves public and private companies and funds, and that its investor platform works with institutional investors, qualified purchasers, and strategic partners.

The decentralized broker-dealer structure makes it important to identify the legal entity and registered representatives responsible for the engagement, the proposed banker and any affiliate role, and the buyer or investor universe contemplated for the mandate. Its Companies & Funds page does not publish a universal engagement fee, success-fee percentage, minimum fee, tail period, or termination schedule, so those terms should be established directly in the engagement discussion. Public transaction examples also do not uniformly disclose closing status, valuation, buyer identity, financing terms, or complete transaction economics.[3][8][9][12]

What size transactions and clients does Weild & Co. focus on?

Weild & Co. identifies sector focus in venture funds and alternative assets, real estate, oil and gas, energy and infrastructure, healthcare and life sciences, financial services and fintech, insurance, digital assets and blockchain, technology, software and AI, and sustainability. Its Weild Health group identifies diagnostics, computational health, medical devices, life sciences, healthcare services, wellness, biopharma and therapeutics, and healthcare IT and digital health.[1][5]

• KoreInside: KoreInside announced on March 3, 2026 that Weild & Co. had been retained to raise capital in a $40 million Series B offering and to act as lead manager for the private placement.
• Mortgage Information Services and Lenderful Solutions: Draycott Place Partners, an affiliate of Weild & Co., served as exclusive financial advisor to Mortgage Information Services, Inc. in its merger with Lenderful Solutions LLC announced May 6, 2024.
• INX Digital Company and Republic: Weild Capital acted as financial advisor to INX Digital Company in connection with Republic’s investment, which had an approximate purchase price of US$5.25 million and included cash, preferred shares, a cash fee, and warrants, according to INX’s material change report.
• Dignity Gold: Dignity Gold announced on August 25, 2023 that Weild & Co. had been retained to advise on strategy and operating procedures and to raise capital in the institutional marketplace.

The firm’s publicly stated transaction work spans private capital placements, M&A advisory, fund placement, public-company advisory, strategic advice, fairness opinions, SPAC advisory, PIPEs, and registered directs. Weild & Co. states that more than a quarter of its closed transactions are M&A and that its strategic advisory work is shaped by hundreds of transactions across market cycles.[3]

What does Weild & Co. publicly disclose about fees, process and engagement terms?

Its Companies & Funds page does not state a universal minimum revenue, EBITDA, enterprise-value, transaction-size, or geographic eligibility threshold for company or fund engagements. That page also does not publish a universal engagement fee, success-fee percentage, minimum fee, tail period, or termination schedule.

Its Investor Services page does not publish a universal fee schedule, minimum investor check size, or complete inventory of current investment opportunities. The KoreInside announcement identifies a $40 million Series B offering and Weild & Co.’s proposed role but does not disclose a completed closing, final proceeds, valuation, investor list, or consideration terms.[3][4][8]

Weild Capital, LLC is a broker-dealer registered with FINRA and licensed by the SEC, is wholly owned by Weild & Co., Inc., and provides investment banking and consulting services. FINRA’s firm report identifies Weild Capital, LLC d/b/a Weild & Co. as CRD #132398 and states that the firm is regulated by FINRA’s Denver Office.[2][12]

Weild & Co. states that senior bankers remain engaged from the first conversation to close and that the firm does not operate a trading desk.

Its investor model is described as curated access to selected private and public-market opportunities rather than a passive listings feed. The firm states that investor opportunities are matched to sector, check size, structure, and strategy.[4][13]

Questions to ask before hiring Weild & Co.

Related Auxo guidance

Use these resources to evaluate role, structure, economics and process rather than relying on a directory profile alone.