Oppenheimer & Co. Inc.

07/07/2025

Our stormwater systems weren’t built for this climate.

As storms grow more frequent and intense, legacy infrastructure is failing to keep pace. In our latest episode of Let’s Talk Future, Bryan Blair explains why stormwater management is becoming the fastest-growing vertical in the water sector — and where capital and innovation are flowing in response.

Catch the full conversation: https://bit.ly/4ljkl0P

12/10/2024

We are pleased to have acted as Sole Bookrunner for Capital Southwest Corporation (NASDAQ: CSWC) on its $230,000,000 Convertible Notes Offering

https://bit.ly/3Vx4JvK

09/23/2024

Thank you to all whom attended and contributed to the tremendous success of Oppenheimer’s inaugural 6 to 8 event hosted at the magnificent Spencer House in St James’ London. A beautiful setting for an evening of meaningful connections and valuable conversation.

07/15/2024

We are pleased to have acted as Sole Bookrunner on Vaxart’s $40MM Registered Direct Offering

Oppenheimer & Co. Inc. acted as Sole Bookrunner on Vaxart’s $40MM Registered Direct Offering

06/26/2024

Oppenheimer’s Insurance and Insurance Tech & Services Investment Banking team recently hosted a client reception, uniting innovative carriers, brokers, and insurance technology companies.

Peter Gunder, former CIO at American Family Insurance, shared his insights on AI’s impact on the industry. Together, we had a lively discussion about AI driving down the marginal cost of prediction to zero and its potential impact on insurance.

06/20/2024

We are pleased to have acted as Financial Advisor to American Travel Solutions, LLC on its Acquisition by TravelPerk, Inc.

Oppenheimer & Co. Inc acted as Financial Advisor to American Travel Solutions, LLC on its Acquisition by TravelPerk, Inc.

06/04/2024

The OIM Corporate Core Plus strategy, managed by Leo Dierckman and Michael Richman, achieved PSN Top Guns status within Zephyr's PSN manager database for the 24th straight quarter. Informa’s quarterly ranking recognizes the top 10 performers—before fees—within various asset class peer groups.

OIM Corporate Core Plus Fixed Income Ranked Among Informa’s Top 10 Fixed Income Performers

05/30/2024

In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management.

Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/3KlCbiX

A Podcast Conversation featuring Anusha Rodriguez and Jake Turner

05/22/2024

Generative AI has the potential to boost global economic growth and improve productivity, but it requires significant computing infrastructure.

The demand for data centers and power supply is expected to increase dramatically, leading to challenges in capacity and rising prices, which is why investors are paying attention to companies like Microsoft, Equinix, CloudFlare, Vertiv, Modine, and Itron in the AI and energy infrastructure space.

Tune in today for actionable insights! https://bit.ly/3wBuqCd

05/17/2024

Generative AI technology has immense potential to boost global economic growth and increase productivity. However, its implementation requires significant computing infrastructure.

In this episode of Let's Talk Future, Jane Ross, Tim Horan, Colin Rusch, and Noah Kaye explore the challenges and opportunities of implementing generative AI, focusing on the need for data centers, energy infrastructure, and cooling systems. Get exclusive insights into the top players in the cloud and communications, infrastructure, and renewable energy sectors. https://bit.ly/4bEkiY4

A Podcast Conversation featuring Jane Ross, Tim Horan, Colin Rusch, and Noah Kaye

05/09/2024

Technology is a key driver of innovation in the financial services industry, and direct indexing is a prime example of this progress.

In our latest episode, Peter Cadaret interviews Brian Jacobs, the Head of Client Portfolio Management for PGIM Investments, who is harnessing the power of technology and innovation and bringing the concept of direct indexing to the mainstream. https://bit.ly/4b5F1UO