Clear Street Investment Banking

Providing strategic capital solutions for emerging and established growth companies. Our integrated team of bankers and technologists delivers precise, technology-driven execution across equity, debt and M&A – empowering clients to act decisively and engage investors optimally.

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67

transactions YTD

$40.4bn

value of transactions YTD

$47.6bn

value of transactions since launch

34

Investment Banking professionals

1,000+

Clear Street institutional clients

Smarter Capital, Elevated Results

In today’s capital markets, emerging companies face significant challenges: slow deal cycles, siloed processes and limited investor reach. Clear Street’s solutions combine strategic advisory with cutting-edge infrastructure. Our investment banking team delivers real-time transparency, creative financing structures and precise execution across equity, debt and M&A, with deep sector expertise and proven frameworks so clients can move faster and raise capital with confidence.

The Clear Street Difference

ClearStreet Values_Team

Senior Leadership

Every client engagement is led by experienced bankers who stay deeply involved from initial strategy through execution.

ClearStreet Values_Client Focus

Sector Expertise

Dedicated coverage across Energy, Media, Healthcare & Pharmaceuticals, Technology, Business Services and Financials ensures tailored insight and investor alignment.

ClearStreet Values_Win

Efficient Service

Streamlined processes and close coordination between banking, sales, and trading teams enable faster, more precise deal completion.

ClearStreet Values_Integrity

Capital Connectivity

Access to a broad network of institutional investors and allocators through Clear Street’s Corporate Access and Capital Introduction ecosystem.

Clear Street Investment Banking Services

Advisory and capital markets expertise for growth: creative solutions, senior attention and efficient deal delivery.

equity-market-makers

Equity Capital Markets

Access equity funding and public markets with tailored strategies and precise execution.

  • Comprehensive coverage across IPOs, follow-ons and block trades for emerging and established issuers
  • Expert structuring of ATMs and convertible offerings to optimize pricing, timing and dilution
  • Institutional insight informed by active engagement with leading investors and research analysts
debt-capital-markets

Debt Capital Markets

Gain flexible debt financing solutions designed for evolving capital needs.

  • Convertible and straight debt offerings that balance funding efficiency with investor demand
  • Private placements connecting issuers with institutional and accredited investors
  • Creative structures including hybrids and specialty financings for growth-stage companies
M&A-advisory-services

M&A Advisory

Navigate mergers, acquisitions and strategic transactions with confidence.

  • Sell- and buy-side advisory from senior bankers experienced in complex, cross-sector transactions
  • SPAC and strategic transaction expertise guiding clients through the full lifecycle from structuring to close
  • Restructuring support for recapitalizations, divestitures and balance sheet optimization
corporate-access

Corporate Access

Connect with the right investors and maintain meaningful market engagement.

  • Investor introductions through targeted roadshows and non-deal marketing
  • Capital introduction leveraging Clear Street’s allocator network across fund and issuer lifecycles
  • Ongoing market insight to inform post-deal strategy and future financing opportunities

Clear Perspectives

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Clear Street Investment Banking Expands Blockchain and Digital Assets Franchise

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Select Clear Street Investment Banking Transactions

Direct Listing
Financial Advisor
October 2025
Turn
$370,000,000
Warrant Inducement
Co-Advisor
October 2025
Plug
$35,000,000
Private Placement
Financial Advisor
October 2025
Critical Metals
$100,000,000
Follow-On Offering
Co-Manager
October 2025
Fidus
$100,000,000
Initial Public Offering
Sole Bookrunner
October 2025
AA Mission YCY U
$350,000,000
Convertible Debenture
Exclusive Financial Advisor
September 2025
ETHZilla - ETHZ
$500,000,000
Private Placement
Exclusive Financial Advisor & Lead Placement Agent
September 2025
Helius Pantera Summer
$400,000,000
Convertible Notes Offering
Co-Manager
September 2025
Planet
$57,500,000
Underwritten Public Offering
Co-Manager
September 2025
Great Elm
$2.1 Billion
At-The-Market Offering
Sales Agent
September 2025
American BTC
$6.42 Billion
Business Combination
Exclusive Capital Markets Advisor
September 2025
Yorkville TMTG CryptoCom
$10 Billion
At-The-Market Offering
Sole Sales Agent
September 2025
ETHZilla - ETHZ
$150,000,000
Initial Public Offering
Sole Book-Running Manager
August 2025
McKinley
$156,000,000
Convertible Notes
Financial Advisor & Exclusive Placement Agent
August 2025
ETHZilla - ATNF
$159,375,000
Initial Public Offering
Co-Manager
August 2025
WhiteFiber IPO August 2025
$800,000,000
Business Combination
Lead Financial Advisor & Exclusive Placement Agent
August 2025
Parataxis SilverBox
$425,000,000
Private Placement
Financial Advisor & Exclusive Placement Agent
August 2025
ETHZilla - ATNF
$4.2 Billion
At-The-Market Program
Sales Agent
July 2025
Strategy MSTR MSTC
$75,000,000
Follow-on Offering
Joint Bookrunner
July 2025
Bakkt
$500,000,000
Private Placement
Financial Advisor
July 2025
CEA 10X YZI VAPE
$2.5 Billion
Initial Public Offering
Co-Manager
July 2025
Strategy MSTR STRK STRF STRD
$500,000,000
Private Placement
Lead Placement Agent
July 2025
Volcon
$50,000,000
New Issue Preferred Stock
Co-Manager
July 2025
SoundPoint Meridian
$1.1 Billion
Private Placement
Co-Lead Placement Agent
July 2025
BioSig Streamex
$4.2 Billion
At-The-Market Program
Sales Agent
July 2025
Strategy STRD
$13,500,000
Private Placement
Financial Advisor
July 2025
RedCloud RCT
$253,000,000
Initial Public Offering
Sole Book-Running Manager
July 2025
Cohen Circle
$172,500,000
Initial Public Offering
Sole Book-Running Manager
June 2025
Yorkville YORKU
$172,500,000
Underwritten Public Offering
Co-Manager
June 2025
Bit Digital
$751,500,000
Private Placement
Joint Co-Lead Placement Agent
June 2025
Columbus Circle ProCap BTC
$25,000,000
Convertible Debenture
Sole Placement Agent
June 2025
Bakkt
$892,000,000
Business Combination
Financial Advisor
June 2025
The Generation Essentials Black Spade
Proposed Business Combination
Lead Financial Advisor
June 2025
Parataxis SilverBox
$999,999,500
Series A Perpetual Stride Preferred Stock
Co-Manager
June 2025
Strategy STRD
$2.4 Billion
Private Placement
Co-Lead Placement Agent
May 2025
TMTG
$74,750,000
Initial Public Offering
Sole Book-Running Manager
May 2025
ChampionsGate
$250,000,000
Upsized Initial Public Offering
Joint Bookrunner
May 2025
Colmbus Circle
$241,500,000
Initial Public Offering
Sole Book-Running Manager
May 2025
Renatus
$143,750,000
Initial Public Offering
Sole Book-Running Manager
May 2025
Dune
$172,500,000
Initial Public Offering
Sole Book-Running Manager
April 2025
Copley
$172,500,000
Initial Public Offering
Joint Bookrunner
April 2025
Real Asset Acq Corp
$172,500,000
Initial Public Offering
Joint Bookrunner
April 2025
Digital Asset Acq Corp
$30,000,000
Capital Raise
Financial Advisor
April 2025
Voom
C$11,000,000
Follow-On Offering
Lead U.S. Agent
April 2025
Verses
$200,000,000
Initial Public Offering
Joint Bookrunner
April 2025
Texas Ventures
$150,000,000
Preferred Stock Offering
Capital Markets Advisor
March 2025
Prairie OpCo
$38,500,000
Underwritten Public Offering
Co-Manager
March 2025
Prairie OpCo
$100,000,000
At-The-Market Facility
Sole Agent
March 2025
Office Properties
$20,000,000
Initial Public Offering
Joint Bookrunner
March 2025
RedCloud RCT
$165,000,000
Unsecured Notes Offering
Lead Manager
February 2025
Oxford Lane
$85,415,000
Initial Public Offering
Co-Manager
January 2025
MSC Income Fund
Spin-Off
Financial Advisor
January 2025
Twin Peaks Fat Brands
$230,000,000
Initial Public Offering
Sole Book-Running Manager
January 2025
DMAA
Business Combination Agreement
Joint Financial Advisor
January 2025
Black Spade World Media
$190,000,000
Initial Public Offering
Joint Bookrunner
January 2025
Hennessy 7
C$20,000,000
Follow-On Offering
Financial Advisor
January 2025
Verses
$650,000,000
Convertible Senior Notes
Co-Manager
December 2024
CleanSpark
$115,000,000
Unsecured Notes Offering
Co-Manager
December 2024
Eagle Point
Equity Private Placement
Placement Agent
November 2024
LumiThera
$150,000,000
Initial Public Offering
Co-Manager
November 2024
Dynamix
$57,500,000
Underwritten Public Offering of Series A Preferred Shares
Co-Manager
October 2024
Sound Point Image
$85,000,000
Initial Public Offering
Sole Bookrunner
October 2024
Charlton Aria
$4 Billion
Merger
Financial Advisor
October 2024
Triller AGBA Image
$84,500,000
Acquisition
Co-Lead Placement Agent
October 2024
Prairie OpCo Nickel Road
Senior Secured Facility
Exclusive Financial Advisor
September 2024
Worldwide Stages
$36,000,000
Unsecured Notes Offering
Co-Manager
September 2024
Great Elm Capital
$150,000,000
Initial Public Offering
Joint Bookrunner
August 2024
Black Spade Capital
$345,000,000
Initial Public Offering
Sole Bookrunner
August 2024
AA Mission
$55,000,000
Unsecured Notes Offering
Co-Manager
July 2024
Atlanticus
Instinet's Fox River has been acquired by Clear Street
Financial Advisor
July 2024
Clear Street Fox River acquisition
$33,510,000
Private Placement
Exclusive Placement Agent
July 2024
Triller AGBA
$115,000,000
Unsecured Notes Offering
Co-Manager
June 2024
Oxford Lane
$83,500,000
Initial Public Offering
Co-Manager
June 2024
Sound Point Image
SoundCath has been acquired by Boston Scientific
Exclusive Financial Advisor
May 2024
Boston Scientific SoundCath
$120,000,000
Endeavor Entities has been acquired by VIVAKOR
Financial Advisor
March 2024
Vivakor Endeavor Entities
$60,000,000
At-The-Market Facility
Sole Agent
February 2024
IpA
$13,500,000
Private Placement
Financial Advisor
February 2024
Third Pole Therapeutics
$89,652,500
Initial Public Offering
Co-Manager
January 2024
Palmer Square
$18,254,247
Private Placement
Lead Placement Agent
October 2023
Lung Therapeutics
Lung Therapeutics has been acquired by Aileron Therapeutics
Financial Advisor
October 2023
Aileron Lung Therapeutics

 

 

 

Tomorrow’s Investment Banking Leaders Start Here

Clear Street’s Investment Banking team is growing at the intersection of technology, finance and innovation. We empower ambitious professionals to challenge conventional thinking and shape the future of capital markets. Whether you’re an analyst or an experienced banker, you’ll find a collaborative environment that prizes curiosity, creativity and impact over hierarchy.

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Frequently Asked Questions

Find answers here to some of the most frequently asked questions about our offering.

 

Have more specific questions? Contact us today.

How do I engage Clear Street’s investment banking services?

Prospective clients can get in touch via our Contact page. A representative will reach out to discuss your investment banking needs. 

What makes Clear Street different?

Clear Street’s mission is to modernize capital markets and make them accessible to every sophisticated investor worldwide. We provide the technology, tools and service once reserved for Wall Street’s largest institutions, unifying client activity on a single, real-time end-to-end platform. Our infrastructure powers investors to scale today and will be the foundation on which markets will trade tomorrow.

What types of transactions does Clear Street handle?

Clear Street’s investment banking team advises on a broad range of equity and debt offerings, including IPOs, follow-on offerings, convertible and straight debt deals and strategic M&A (e.g., mergers, SPACs). We serve as lead or co-manager, bookrunner or advisor on deals of all sizes, and also arrange private placements through our capital introduction service. 

Who are your typical clients?

Our clients are fast-growing companies and sponsors in our target sectors: energy transition, media, healthcare, technology, business services and financials. We focus on emerging growth firms – often pre-profit or early-public – that need strategic capital or merger opportunities. In general, clients are institutional-quality issuers seeking a boutique approach backed by institutional resources.

Does Clear Street offer equity research or investor targeting?

Yes. Clear Street has an in-house Equity Research group – covering disruptive tech, energy transition and healthcare – and a Capital Introduction team focused on allocator access. We leverage these resources to help clients refine their story, identify likely investors and strengthen visibility with the institutions most aligned to their growth stage.

Get in touch with our team

Contact us

Copyright © 2025 Clear Street LLC. All rights reserved.
Products and services are offered by Clear Street LLC as a Broker Dealer member FINRA and SIPC and a Futures Commission Merchant registered with the CFTC and member of NFA. Clear Street UK Limited is authorised and regulated in the United Kingdom by the Financial Conduct Authority and is a Category 1 member of the London Metals Exchange. Additional information about Clear Street is available on FINRA BrokerCheck, including its Customer Relationship Summary and NFA BASIC | NFA (futures.org).