ST. LOUIS--(BUSINESS WIRE)--Benjamin F. Edwards & Co. has announced the addition of a co-head of investment banking as it continues to expand its investment banking presence in new markets. David Frank joins the firm as a managing director having 30 years of investment banking experience including senior roles at four major investment banks. He has advised a wide array of clients across varied industries including retail, consumer products and services, distribution, food and beverage, industrials, and transportation. He will share duties with Shelby Schagrin, managing director and co-head of investment banking.
David joined Benjamin F. Edwards in April bringing extensive experience and expertise in mergers, acquisitions, corporate sales and divestitures, leveraged debt financing, financial restructurings and equity capital-raising.
He has advised a broad variety of larger and mid-cap clients on strategic mergers and acquisitions, and important corporate financing transactions. Most recently, David headed the consumer and retail investment banking industry group at RBC Capital Markets. He previously headed retail investment banking at both Credit Suisse and Wells Fargo Securities. In addition, he worked for several years advising and financing industrial and transportation clients at Lehman Brothers.
David served as a charter member of the Executive Advisory Council of Feeding America, the largest U.S. non-governmental food-assistance organization, and a Trustee of Business Today at Princeton University. He graduated from Princeton University with a bachelor’s degree, magna cum laude, and obtained an MBA from Harvard Business School.
David was raised in St. Louis, and then pursued his career in investment banking in New York City where he and his wife, Dawn, raised two sons in Manhattan.
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co. is a privately held full service, national wealth-management firm headquartered in St. Louis, Mo. Founded in 2008 by Benjamin F. (Tad) Edwards IV, Benjamin F. Edwards opened its first branch in 2009 and currently has 73 branch offices in 27 states, with more than 600 employees, and $26 billion in assets under management. A subsidiary of Benjamin Edwards, Inc., Benjamin F. Edwards & Co. is a full-service broker-dealer offering a wide array of investment management and investment banking services to its clients and advisors. In 2019, the firm launched a registered investment advisor (RIA), Edwards Wealth Management. Edwards Wealth Management is a custodian-agnostic corporate RIA firm that delivers a comprehensive, best-in-class, back-office platform providing independently owned advisory firms to operate their business. For more information about Benjamin F. Edwards & Co., please visit benjaminfedwards.com or follow the company on Twitter.com/GrowWithBFEC. For additional information about Edwards Wealth Management, visit BFEWealth.com.
Investment Banking
Benjamin F. Edwards & Co.’s Investment Banking group is an established and growing middle-market mergers and acquisitions (M&A) and capital-raising financial advisory practice. The Investment Banking team focuses on advising clients primarily in the consumer, business services and industrial sectors. The team has a highly successful record of selling companies and providing guidance on capital requirements, structure and availability.
