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 that fits 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 recapitalizations 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.
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
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 issuers with institutional investors across public capital markets and private capital solutions.
Transparency
As a publicly traded company, we bring transparency to investment banking services with 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 can provide investor insight, targeting, and ongoing communication support.
Meet our investment banking team
Our investment banking platform is driven by seasoned bankers who possess extensive sector specialization and expertise in capital markets execution.
Meet the senior professionals leading our investment banking initiatives:
- Michael Jacobs — Focused on investment banking and capital raising for special situations and growth-oriented companies.
- Dmitry Netis — Specializing in capital markets advisory and connecting investors with emerging and growth-stage issuers.
FAQs
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 bi-lateral 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 record of accomplishment 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.
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