Weild & Co. Research
Advisory Approach
Weild & Co. is building the first major bracket decentralized investment bank, harnessing cloud technology to bring together dispersed, independent, and proven professionals who collaborate remotely to deliver better results. The firm was founded by David Weild IV, the former Vice Chairman of NASDAQ who is widely known as "The Father of the JOBS Act" for studies that identified and characterized the long-term structural decline in U.S. IPO and listed company markets.
The firm operates with a unique decentralized model that doesn't confine financial professionals in the way traditional investment banks do. This platform-based approach enables bankers and agents to work wherever they wish, with the freedom to make their own impact while delivering a full spectrum of financial services. Weild & Co.'s thesis is that traditional Wall Street often works against the interests of corporate clients due to market structure conflicts—they don't run a trading desk, so they're never conflicted by an institutional investor's potential to generate trading commissions.
Weild & Co. focuses on reviving the American Dream by helping entrepreneurs prosper, making small IPOs successful, and enabling public companies to flourish in the aftermarket. The firm believes this is necessary to support job creation and prosperity in America and globally. Banking and advisory are their only business, so clients' interests are their only focus.
Sector Focus
Weild & Co. serves a diverse set of industries with particular depth in several key areas:
Life Sciences & Healthcare: The firm has a dedicated life sciences practice with deep expertise in medical devices, diagnostics, pharmaceuticals, biotechnology, and health technology. Their life sciences bankers have backgrounds that include C-level operating experience, engaging clients as peers who understand both technical/operational nuances and the M&A process. The practice has completed 130+ closed deals in the last 10 years.
Technology & Digital Assets: Weild & Co. is active across technology sectors including software, digital assets, and blockchain. The firm has advised companies in the crypto and blockchain space, including acting as placement agent for digital asset offerings.
Financial Services: With the founder's deep capital markets expertise, the firm serves financial services clients, including insurance companies and insurtech firms. Through their affiliate network, they have advised on multiple insurance M&A transactions.
Clean Energy & Sustainability: Weild & Co. maintains a dedicated sustainability practice (recently rebranded as Weild Sustainability Partners) advising companies, projects, and investment funds in clean energy, decarbonization, and ESG-focused sectors.
Venture Funds & Growth Capital: The firm advises seasoned venture fund managers with positive track records, viewing venture funds as a force multiplier for early-stage company funding and job creation.
Deal Track Record
Weild & Co. and their affiliate network have completed 130+ closed transactions in the past decade. Representative transactions include:
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Marble to The Zebra (2024): Exclusive financial advisor on the sale of Marble, a one-hub digital wallet for insurance comparison, to The Zebra, the nation's leading car and home insurance comparison site. The transaction was executed through Stonybrook Capital, an affiliate of Weild & Co.
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Maidstone Insurance Company (2018): Exclusive sell-side advisor to Northwood Ventures on the sale of Maidstone Insurance Company, a NY-domiciled personal lines insurer with over 500 appointed brokers and 23 state licenses, to Special Diversified Opportunities Inc.
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Renibus Therapeutics Financing (2022): Financial advisor to Renibus Therapeutics on a $33 million bridge financing consisting of a $23 million SAFE offering and $10 million term loan with Oxford Finance LLC. Reedland Capital Partners, acting through Weild & Co., served as financial advisor.
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KoreInside Series B (2026): Retained as lead placement agent for a $40 million Series B private placement for KoreInside, a provider of secure infrastructure for private capital markets.
The firm's transactions span sell-side M&A, buy-side acquisitions, capital formation (private placements, PIPEs, and registered offerings), and SPAC advisory.
Process & Fee Structure
Weild & Co. provides senior management involvement in all engagements, so clients benefit from the full breadth of the team's diverse experience. They lead and execute every deal from start to finish, giving clients the advantage of continuity and deep experience.
The firm's M&A process includes:
- Exhaustive buyer outreach through their decentralized network of registered professionals across all 50 U.S. states and four countries
- Strong in-house research supporting transaction strategy
- Continuity from start to finish with senior bankers leading every engagement
- Institutional-quality process management for middle-market clients
Buyer Network
Weild & Co. maintains an extensive network of registered investment bankers across 52 U.S. states and territories with international operations. This decentralized structure enables transactions to be presented to the largest audience of highly targeted investors, resulting in better-competing offers and faster closes. The firm has 2,000+ relationships across private equity firms, strategic acquirers, family offices, and institutional investors.
Competitive Positioning
Weild & Co. differentiates through several unique advantages:
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Decentralized Model: The first major bracket decentralized investment bank, leveraging cloud technology to assemble optimal deal teams without geographic constraints.
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Capital Markets Expertise: David Weild's background as former Vice Chairman of NASDAQ and his role as "Father of the JOBS Act" provides unparalleled insight into market structure and capital formation policy.
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No Trading Desk: Unlike many traditional investment banks, Weild & Co. doesn't run a trading desk, eliminating conflicts of interest from institutional investor trading commissions.
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Registered Professionals Nationwide: With bankers licensed across all 50 U.S. states and territories, the firm can conduct business anywhere in the country without geographic limitations.
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Policy Influence: The firm's leadership has testified before U.S. Congress, the SEC, and the OECD on capital markets issues, giving them unique insight into regulatory and policy trends affecting transactions.
Not a Fit If
Weild & Co. typically declines:
- Businesses seeking limited buyer outreach (their value is in exhaustive, targeted outreach)
- Clients requiring underwriting of public securities (they advise on public offerings but don't underwrite)
- Transactions where there are significant conflicts they cannot avoid
Team
David Weild IV – Founder, Chairman and CEO. Former Vice Chairman of NASDAQ (2000-2003) where he managed 4,000 listed companies and created NASDAQ's Market Intelligence Desk. Known as "The Father of the JOBS Act" for studies that led to landmark capital formation legislation. Has participated in managing 1,000+ public equity offering transactions. Holds FINRA Series 7, 24, 63, 79, 82, and 99 licenses. MBA from Stern School of Business at NYU.
Jack Florio – Managing Director, Life Sciences. Focuses on medical devices, diagnostics, and life sciences M&A. Email: jack.florio@weildco.com.
Lacy Kolo, J.D., Ph.D. – Managing Director, Life Sciences. Brings legal and scientific expertise to pharmaceutical and biotechnology transactions. Email: lacy.kolo@weildco.com.
Roger Zickfeld – Managing Director, Life Sciences. Specializes in life sciences M&A and capital formation. Email: roger.zickfeld@weildco.com.
The firm has registered professionals across 26 states and four countries, enabling decentralized deal execution with local market expertise.
Geographic Coverage
Main office located in Boulder, Colorado with registered professionals across all 50 U.S. states and territories. International operations span four countries. The firm's decentralized model enables them to serve clients nationwide without geographic constraints, with particular density in major financial centers including New York, Boston, San Francisco, and Nashville.
Additional Information
- Founded: 2012
- FINRA Registered: Yes (CRD# 132398)
- Regulatory Status: No disclosures, clean regulatory record
- Total Transactions: 130+ closed deals (self-reported by Life Sciences practice)
- Awards & Recognition: Inc. 5000 America's Fastest-Growing Companies List (2021, 2022 – named twice), Titan 100 Nashville (inaugural class)
- Affiliates: Weild Capital (merchant banking), Weild Sustainability Partners (ESG advisory), Stonybrook Capital (insurance industry M&A), Reedland Capital Partners (life sciences investing)