Services/ Investment Banking

SDDco-BA Investment Banking

We are a privately owned corporate advisory and investment banking firm. As an independent firm with no proprietary trading, capital commitment, or research coverage, clients benefit from unbiased and tailored solutions. Our team works with founders, shareholders, boards and management teams to develop their companies by aligning processes, structures and work practices to improve efficiencies and achieve specific performance goals, with a strong focus on P&L objectives. We are highly regarded for our access to the capital markets, strategic insights, clear communication (early, often and candid), and problem-solving capabilities. We are here to be your partner.


What we do

We leverage our relationships nationwide with family offices, venture capital firms, private equity firms, hedge funds and asset managers as sources of capital. We have extensive deal structuring and deal making expertise. With our institutional, high net worth, and ultra-high net worth relationships, we have the distribution strength and keen understanding of the markets that are imperative in a fund-raising partner.

We look forward to helping you raise the capital needed to grow your company.


Our Approach

With a creative approach to financing, expertise in capital markets and deep industry insight, we assist clients by helping them access the capital they need to fund their important business initiatives.

Our key relationships with hundreds of financial and strategic investors who have varying risk preferences enables the broad spectrum between simple to highly complex private placement offerings of debt or equity financing to be completed.

We have a successful history of significantly assisting client companies through our operational capability across the spectrum of industry verticals. This includes providing strategic leadership by assisting with the creation of Boards, Advisory Boards and the management of other Governance Related Issues.

Additionally, our established team of seasoned professionals has experience in M&A, business development, HR, IT, sales and marketing, operations, accounting and facilities.


Investment Banking Services

  • Corporate Finance
    • Capital Raising
    • Restructuring
    • Due Diligence
    • Valuation
    • Mergers and Acquisition
  • Strategic Advisory
    • Business Strategy and Planning
    • Partnership Development
    • Licensing and Joint Ventures
    • Develop Boards of Directors and Advisory Boards
  • Operational Advisory
    • Infrastructure Development
    • Human Capital Development
  • Interim Leadership
    • C – level roles
    • Board level augmentation or advisory
    • Implement strategic plans
    • Strengthen and mentor teams


Industry Focus

  • Technology
    • Unmanned Arial Services
    • Cybersecurity
    • EdTech
    • FinTech
    • Robotics
    • Artificial Intelligence
    • Digital media
    • Mobile (Gaming, Location Based Services)
    • Video
    • Internet (Payment Systems)
  • Healthcare
    • Biopharmaceutical
    • Medical Devices
    • Services
    • Wellness
  • Electronics
  • Financial Services
  • Energy
    • Solar
    • Wind Turbine
    • Renewables
  • Entertainments and Media
  • Transportations
  • Business Services


Contact Info

SDDco Brokerage Advisors LLC

485 Madison Ave. 15th FL
New York, NY 10022
Donald McGuire, Managing Director
Mobile (914) 441-0517

Patricia Miranda, Marketing Principal
Mobile (917) 992-2995


SDDco Brokerage Advisors, LLC (“SDDco-BA”) MEMBER: FINRA/SIPC – © 2016 SDDco-BA, LLC. All rights reserved. Securities products offered by and transactions conducted through SDDco-BA. The SDDco Group and SDDco-BA are corporate control affiliates, share offices and personnel, and provide complementary services.


SDDco specializes
in two industries.

Our know-how and our network supports the financial services & tech industries.

We hold the right training and licensures to keep you in step and mitigate risk.

Our Credentials


SDDco supports
industry leaders.

We oversee back office functions so you can focus on your own clients.

Major banks, private funds, RIAs, BDs, and tech startups choose us.

Our Clients


SDDco is as good
as its great people.

Our CPAs, FinOps and
consultants are licensed,
experienced professionals.

Partner with us for start-ups and for ongoing accounting, compliance and tax work.

Our People


SDDco performs
services onsite.

Outsourced support with
SDDco isn’t out of sight.

We work in your space and for your team on a regular basis. Engage the expertise without the fulltime hire.

Our Praises


SDDco observes
AICPA principles.

Our inaugural firm began
when two CPAs opened
a NYC office back in 1952.

We faithfully maintain the CPA standards: integrity, competency, confidentiality….

Our Group