Investment Banking

The Four Pillars Of Institutional Distinction
Collaboration | Skill | Experience | Guidance

Our institutional group, headed by Senior Vice President David Metz, analyzes and helps raise capital for large and small companies. Mr. Metz brings more than 22 years of institutional experience and guides the team in making capital decisions via IPOs, secondary (or follow-on public offering), and private placements. The best approach depends on the firm’s ultimate goals and whether it wants a small or a large number of outside shareholders. Our institutional team collaborates with clients in this decision-making process.

Our mission is to help small to medium-sized companies solve their funding challenges, whether your firm’s objective is acquisition financing, growth capital, or other needs.

Our strategy is to understand your business in order to better recommend the funding solution that supports your corporate goals. We research your competitive environment, review your financial information, and have regular conversations about the corporate finance relationship.

Our goal is to have an exchange of opinions and ideas, and enthusiastic collaboration which will lead to decisions that will meet your goals and strengthen your business.

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747

845 Third Avenue
Suite 1703
New York, New York 10022

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

Herold & Lantern Investments, Inc. Rule 606


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