DelMorgan & Co. is headquartered in Santa Monica, California and operates as an independent investment bank focused on financial advisory, capital raising, M&A and strategic transaction support. DelMorgan’s professionals are renowned for their track records at some of the industry’s leader institutions, having advised on $300Bn in completed transactions across more than 80 countries.
Structure and Alignment: “Advisory-Only” Drives Superior Outcomes
DelMorgan operates as a what is known in the investment banking world as “advisory-only.” The Company has no trading operations, no research desk and no brokerage functions activities that, in certain “full-service” institutions, could create competing priorities or incentive misalignment relative to client interests. By structuring its firm in this way, DelMorgan can focus all its efforts on what matters most: delivering the highest quality of advisory services available in the middle-market.
Third-Party Recognition as an Industry Leader
Axial, a leading platform that tracks and ranks private company M&A advisory activity in the lower and middle markets, has ranked DelMorgan as the top investment bank in Los Angeles and second in California. Axial’s rankings are derived from verified data across four attributes: client quality, buy-side targeting, M&A process effectiveness and deal outcome. In the universe of hundreds of middle-market investment banks, DelMorgan stands at the top.
Team Background: Bulge-Bracket Quality Personnel in the Middle Market
DelMorgan’s greatest assets are its people. Its professionals have an extensive track record of success at some of the world’s leading financial services and advisory firms and can immediately bring to bear a wealth of expertise in almost any industry or transaction type. The firm’s investment bankers bring prior experience from institutions including Morgan Stanley, Goldman Sachs, Credit Suisse, Merrill Lynch, Bear Stearns, Jefferies and Houlihan Lokey as well as academic backgrounds that include Harvard, Stanford, the University of Pennsylvania and Columbia, among others. The client history of its professionals spans a broad range of company profiles, from founder-led mid-market businesses to sponsor-owned business and Fortune 500 companies. As reported in a 2024 feature in the Los Angeles Business Journal, DelMorgan offers what few quality boutiques in the middle-market can: a unique combination of bulge-bracket quality personnel and expertise with hands-on, client-dedicated senior-banker deal execution.
What Clients Report: Senior-level Dedication, Client-centric Focus, Quality Results
Clients who have worked with DelMorgan tend to describe the experience as extremely high-quality, driven by senior-level attention and constant dedication. The firm commits to “24/7” availability throughout the advisory process and allocates senior resources to essentially every part of the engagement, including preparation, marketing, negotiation and closing. DelMorgan employs what is known as a “reverse pyramid” model, which places more senior professionals on each engagement than is typical in the industry. The firm sees the reverse pyramid not simply a ratio of senior to junior staff, but as an extremely high standard applied to every level of the team.
DelMorgan & Co. approaches all engagements with a “client-centric” focus rather than a boilerplate approach. The firm invests the upfront time necessary to understand what a successful outcome looks like for each client, including goals related to the financial outcomes for ownership and the strategic / cultural fit for company personnel. This approach repeatedly drives relationships that extend beyond a single transaction, into multiple engagements and future referrals.