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 exit’s 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.

James O’Neill

Managing Director, Investment Banking & Equity Capital Markets

James has over 20 years of investment banking and capital markets experience supporting healthcare and emerging growth companies. In his career, James has completed over 400 transactions with an aggregate transaction value north of $20B. James most recently served as Managing Director and Head of Healthcare Capital Markets at Oppenheimer. He joined the team in September of 2023.

Jack Terranova

Managing Director, Investment Banking

Jack has over 15 years of investment banking and capital markets experience, and previously served as Managing Director in the Healthcare Investment Banking group at Oppenheimer. Mr. Terranova has completed over 100 transactions in his career, which have raised in excess of $5B for healthcare issuers. He holds a BSM in finance from Tulane University, and an MBA from The University of Colorado, Boulder.

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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  • DX Dynex Capital, Inc

    37,768,692 shares

    At-The-Market

    Sales Agent

  • FEMY Femasys, Inc

    $4,500,000

    Follow-on

    Sole Bookrunner

  • CHAC Crane Harbor Acquisition Corp

    $220,000,000

    CHAC – IPO

    Joint Book-Runner

  • SER Serina Therapeutics

    $13,270,500

    At-The-Market

    Sole Sales Agent

  • RZLT Rezolute Inc

    $103,500,000

    Follow-On

    Lead Manager

  • VNRX VolitionRX Ltd

    $7,500,000

    At-The-Market

    Sole Sales Agent

  • ONVO Organovo

    $4,766,000

    At-The-Market

    Sales Agent

  • MOVE Movano Health

    $8,866,273

    At-The-Market

    Sole Sales Agent

  • NMTC NeuroOne Medical Technologies Corp

    $4,700,000

    At-The-Market

    Sole Sales Agent

  • EVAX Evaxion A/S

    $4,480,000

    At-The-Market

    Sales Agent

  • VVR Invesco Ltd

    77,000,000 shares

    VVR – At-The-Market

    Sole Sales Agent

  • OIA Invesco Ltd

    25,500,000 shares

    OIA – At-The-Market

    Sole Sales Agent

  • RPT Rithm Property Trust

    $50,000,000

    9.875% Series C Fixed-to-Floating Preferred Stock

    Co-Manager

  • ONVO Organovo Holdings, Inc

    $5,300,000

    At-the-Market

    Sales Agent

  • HOVR New Horizon Aircraft Ltd

    $6,250,000

    At-the-Market

    Sole Sales Agent

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    ARR Armour Residential REIT, Inc

    24,049,043 shares

    At-the-Market

    Sales Agent

  • LEXX Lexaria Bioscience Corp

    $5,000,000

    At-the-Market

    Sole Sales Agent

  • EVAX Evaxion

    $10,800,000

    Follow-On

    Joint Bookrunner

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    KNW Know Labs

    $5,000,000

    At-the-Market

    Sole Sales Agent

  • ""

    PAXS PIMCO

    $250,000,000

    PAXS – At-the-Market

    Sole Sales Agent

  • ""

    PDI PIMCO

    $2,000,000,000

    PDI – At-the-Market

    Sole Sales Agent

  • IVR Invesco Mortgage Capital, Inc.

    11,095,561 shares

    At-the-Market

    Sales Agent

  • ""

    TRVI Trevi Therapeutics

    $50,000,000

    Follow-On

    Co-Manager

  • ""

    JANX Janux Therapeutics

    $402,500,000

    Follow-On

    Co-Manager

  • ""

    CTO CTO Realty Growth, Inc.

    $25,000,000

    At-the-Market – 6% Preferred Stock

    Sales Agent

  • ""

    CTO CTO Realty Growth, Inc.

    $250,000,000

    At-the-Market

    Sales Agent

  • KALV KalVista Pharmaceuticals

    $55,000,000

    Follow-On

    Financial Advisor

  • MITT AG Mortgage Investment Trust, Inc.

    $75,000,000

    At-the-Market

    Sole Sales Agent

  • GLMD Galmed Pharmaceuticals

    $8,100,000

    At-the-Market

    Sole Sales Agent

  • CRNX Crinetics Pharmaceuticals

    $500,000,000

    Follow-On

    Co-Manager

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