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Investment banking and capital markets

StoneX investment banking and capital markets services provide access to capital and financial solutions across all sectors of the balance sheet, including both debt and equity.

Our investment banking solutions

StoneX’s investment banking platform provides advisory and capital markets solutions for capital raising, refinancing, M&A and private capital.

Debt capital markets

Develop a financing plan aligned with your balance sheet through private placements and other debt capital markets solutions, supported by debt advisory and market insight. 

Equity capital markets

Work with an equity capital markets team on IPOs, follow-on offerings and private placements, supported by market advisory and transaction execution capabilities.

Share repurchase program

Run a share repurchase program with clear controls aligned with capital allocation, liquidity and disclosure considerations.

Private capital advisory

StoneX advises companies evaluating private equity and private debt alternatives, helping management teams assess options, timing, and structure in the context of broader capital markets and strategic objectives.

Mergers & acquisitions

We provide M&A advisory services, supporting buy- and sell-side deals, divestitures and recapitalisations with corporate advisory investment banking.

Corporate access

Connect with investors through targeted roadshows and meetings, supported by institutional distribution and market insight.

Not sure which investment banking solutions align with your objectives?

Markets we help you access

Investment banking and capital markets solutions that connect issuers to equity, foreign exchange and interest-rate markets.

Markets we help you access

Clients we serve

We advise a range of corporate and institutional clients across public and private markets, including: 

  • Public companies seeking ongoing access to the capital markets 
  • Private companies evaluating IPOs, growth financing or strategic sales 
  • Financial sponsors and family offices pursuing acquisitions, exits or recapitalizations 
  • Founder-led and closely held businesses planning ownership transitions 
  • Boards and special committees requiring independent advisory perspectives
Clients we serve by StoneX investment

StoneX investment banking transactions

Selected investment banking transactions highlight work completed by The Benchmark Company, now part of StoneX, across equity, debt and advisory mandates. 

All transactions are for informational purposes only.

$325,000,000

144A Offering

Bitdeer Technologies Group

February 2026

$13,000,000

Private Placement

Cineverse Corp

February 2026

$80,000,000

Private Placement

Deep Fission Inc.

February 2026

$14,000,000

Private Placement

CapsoVision Inc.

March 2026

$50,000,000

At the Market Offering

Aeluma Inc.

March 2026

$175,000,000

144A Offering

Dave Inc.

March 2026

$18,000,000

Private Placement

General Fluidics

March 2026

$170,500,000

144A Offering

Indie Semiconductor Inc.

March 2026

Why choose StoneX for investment banking

Our investment banking platform provides transparent, execution-focused advice informed by sector expertise, market access and governance considerations.

Reach

As a global financial services firm, we connect transactions to institutional investors across public capital markets and private capital solutions. 

Transparency

As a publicly traded company, we bring transparency to investment banking services—clear views on trade-offs, risks, fees and processes for informed decisions.

Expertise

Our bankers bring sector insight and market-cycle experience, supported by independent research and market intelligence to inform valuation, investor expectations and governance. 

Equity research connectivity

StoneX delivers independent equity research reports and equity research services that support investment banking with investor insight, targeting and ongoing communication.

Meet our investment banking team

Our investment banking platform is led by experienced bankers with extensive sector specialisation and expertise in capital markets execution. 

Get to know the senior professionals behind our investment banking efforts.

  • Michael Jacobs— Investment banking and capital raising for special situations and growth companies 
  • Dmitry Netis — Capital markets advisory and investor access for emerging and growth‑stage issuers 
Meet our investment banking team

Frequently asked questions 

StoneX: We open markets

Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.

Reach

With access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bilateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.

Transparency

As a publicly traded company meeting the highest standards of regulatory compliance in the markets we serve, our financials and track record are matters of public record. StoneX’s commitment to “doing the right thing over the easy thing” sets us apart in the industry and helps us build respect, client trust and new partnerships.

Expertise

From our proprietary Market Intelligence platform to “boots-on-the-ground” expertise from award-winning traders and professionals, we connect our clients directly to actionable insights they can use to make more informed decisions and achieve their goals in the global markets.

© 2026 StoneX Group Inc. All rights reserved.

The subsidiaries of StoneX Group Inc. provide financial products and services, including, but not limited to, physical commodities, securities, clearing, global payments, risk management, asset management, foreign exchange, and exchange-traded and over-the-counter derivatives. These financial products and services are offered in accordance with the applicable laws in the jurisdictions in which they are provided and are subject to specific terms, conditions, and restrictions contained in the terms of business applicable to each such offering. Not all products and services are available in all countries. The products and services offered by the StoneX Group of companies involve risk of loss and may not be suitable for all investors. Full Disclaimer.

This website is not intended for residents of any particular country, and the information herein is not advice nor a recommendation to trade nor does it constitute an offer or solicitation to buy or sell any financial product or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Please refer to the Regulatory Disclosure section for entity-specific disclosures.

No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. The information herein is provided for informational purposes only. This information is provided on an ‘as-is’ basis and may contain statements and opinions of the StoneX Group of companies as well as excerpts and/or information from public sources and third parties, and no warranty, whether express or implied, is given as to its completeness or accuracy. Each company within the StoneX Group of companies (on its own behalf and on behalf of its directors, employees and agents) disclaims any and all liability as well as any third-party claim that may arise from the accuracy and/or completeness of the information detailed herein, as well as the use of or reliance on this information by the recipient, any member of its group or any third party.