Investment Banking Services

Investment Banking

Since 2007, JonesTrading has placed an emphasis on bridging the gap between issuers and our broad institutional investor base. We feel every corporation has its own set of unique financing demands that cannot be boxed up and placed within the confines of the traditional banking model. This distinction is the reason JonesTrading has been successful at pursuing innovative financing strategies that can be customized to fit any corporate strategy.

By offering a flexible and full suite of banking products, our capital raising solutions give our corporate customers the ability to raise capital in a more efficient and economical way.

By utilizing our network of deep-seated institutional relationships, the Investment Banking group offers a plethora of expertise and experience. Our team has a proven track record of advising corporate clients from an unbiased point of view. Our neutral position underscores our drive and commitment to achieving best execution for our customers.

  • Capital On Demand®, our At-the-Market Offering Program
  • Confidentially Marketed Public Offerings
  • Registered Directs
  • PIPEs
  • Initial Public Offerings
  • Syndicate
  • Debt Offerings
  • Advisory Services
  • Committed Capital On Demand™, Equity Line of Credit
  • PE/VC Exits
  • Shares Repurchases
  • Spot Block Transactions
  • Preferred Offerings
  • SPACs
  • New Issuances and Recapitalizations
  • Non-Deal/Deal Roadshows in US and Canada
Moe Cohen

Managing Director

Mr. Cohen played a founding role in establishing the firm’s Investment Banking Group. In 2007, Mr. Cohen launched JonesTrading’s Equity Capital Markets Group focused on Private Equity and Venture Capital public equity exits and At-The-Market Offerings.

Bryan Turley

Managing Director

Mr. Turley has over two decades of international experience in investment banking, capital markets, and private equity. At JonesTrading he has been Principal and Head of the Financial Institutions Group for MLV & Co. Within JonesTrading he is was critical in building out a full service FIG Banking group up and down the entire capital stack.

Ryan Loforte

Director, Investment Banking

Ryan Loforte joined Jones in 2020 as Head of ATM Trading and has led the execution and oversight of more than 50 At-the-Market (ATM) programs, representing a combined notional value of over $10 billion. 

Abraham Maslavi

Director, Investment Banking

Mr. Maslavi joined JonesTrading in 2017 and works across the firm’s Investment Banking and Equity Capital Markets platforms with a focus on growth initiatives.

Syndicate

The Investment Banking and Capital Markets team has extensive expertise in executing various private and public transactions. JonesTrading has served in a number of different capacities throughout a traditional syndicate structure including Sole Book Runner, Joint-Book Runner, and Lead Manager. Their experience established a proven track record of successful execution across global capital markets.

Contact:

212.907.5398
syndicate@jonestrading.com

Our Recent Deals
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  • PINE Alpine Income Property Trust

    $35,000,000

    Preferred ATM

    Sales Agent

  • ARMP Armata Pharmaceuticals

    $100,000,000

    At-the-Market

    Sole Sales Agent

  • DTIL Precision Biosciences

    $75,000,000

    Follow-On

    Financial Advisor

  • RNXT RenovoRX

    $3,723,029

    At-the-Market

    Sole Sales Agent

  • BTDR BitDeer

    $400,000,000

    Convertible Notes

    Co-Manager

  • CLSK CleanSpark

    $1,150,000,000

    Convertible Notes

    Co-Manager

  • MOVE Movano/Corvex Merger

    $305,000,000

    Reverse Merger

    Advisor

  • HYFT Mindwalk

    $30,000,000

    At-the-Market

    Sole Sales Agent

  • CHAC Xanadu and Crane Harbor

    $3,100,000,000

    SPAC Merger

    Capital Mkts. Advisor

  • CHAC Xanadu and Crane Harbor

    $275,000,000

    PIPE

    Placement Agent

  • HOVR New Horizon Aircraft

    $50,000,000

    At-the-Market

    Sole Sales Agent

  • WULF Terawulf

    $1,025,000,000

    Convertible Senior Notes Offering

    Co-Manager

  • Onslow Bay Financial

    A wholly owned subsidiary of NLY

    $707,200,000

    Non-QM Transaction | Co-Manager

  • VSEC VSE Corporation

    $400,000,000

    Follow-On

    Co-Manager

  • ORC Orchid Island

    $500,000,000

    At-the-Market

    Sales Agent

  • PDI PIMCO

    $2,000,000,000

    PDO – At-the-Market

    Sole Sales Agent

  • BITF Bitfarms

    $500,000,000

    Convertible Senior Notes Offering

    Co-Manager

  • HIX Western Asset High Income Fund II Inc.

    $185,000,000

    HIX – At-the-Market

    Sole Sales Agent

  • PL Planet Labs PBC

    $460,000,000

    Convertible Notes

    Co-Manager

  • USBC USBC, Inc.

    $14,500,000

    At-the-Market

    Sole Sales Agent

  • ABTC American BTC, Inc.

    $2,100,000,000

    At-the-Market

    Sales Agent

  • unusual-machines-logo

    UMAC Unusual Machines, Inc.

    $300,000,000

    At-the-Market

    Sole Sales Agent

  • FEMY Femasys Inc.

    $8,000,000

    Follow-On

    Joint Book-Runner

  • NMTC NeuroOne Medical Technologies Corp.

    $6,750,000

    At-the-Market

    Sole Sales Agent

  • MFA MFA Financial, Inc.

    $300,000,000

    At-the-Market

    Sales Agent

  • MFA MFA Financial, Inc.

    $100,000,000

    Preferred ATM

    Sales Agent

  • VRNX VolitionRX Ltd.

    $30,000,000

    At-the-Market

    Sole Sales Agent

  • CRIS Curis, Inc.

    $8,137,047

    At-the-Market

    Sales Agent

  • IVR Invesco Mortgage Capital, Inc.

    25,000,000 shares

    At-the-Market

    Sales Agent

  • OSTX OS Therapies, Inc.

    $18,000,000

    At-the-Market

    Sales Agent

All Deals
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    Our Recent At-The-Market (ATM) Transactions
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      Contact Us

      Moe Cohen

      moec@jonestrading.com
      212.907.5398

      Bryan Turley

      bturley@jonestrading.com
      212.907.5398