Info

Milbank Roy was founded with the idea that top quality financial advisory and investment banking services can be delivered better through a small, client focused organization. Having all worked in larger institutions, we wanted to create a firm that could rise above the immediate transaction to build a long-term, mutually beneficial relationship with clients. As important, we focused on building a culture of integrity and teamwork, avoiding the office politics and hierarchies that inevitably afflict the larger banks. Milbank Roy encompasses three core business activities: Investment Banking, Private Equity, and Asset Management. Within each activity, we think like entrepreneurs, not agents, and bring valuable creativity and relationships to our engagements. Our success is inextricably linked to that of our clients, whom we consider partners. Our firm was founded on five core ideas:Principled: We are dedicated to the highest level of ethical standards. Committed: Our clients always come first. We partner with clients to accomplish their long term strategic objectives.