Company Research Report: Academy Securities

Company Overview

Name

Academy Securities

Mission of the Company

Academy Securities is our nation’s first post-9/11 veteran-owned and operated investment bank with strengths in capital markets, asset management, public finance, geopolitical intel, fixed income, and equity trading. The firm operates at the intersection of geopolitical risk and finance.

Founding

Academy Securities was founded in 2009 by former US Naval Officer Chance Mims.

Key People

Chance Mims: Founder & CEO

Phil McConkey: President

Anthony Graham: Chief Financial Officer, Chief Operating Officer

Michael Boyd: Chief Compliance Officer

Spencer Wilcox: Managing Director, Head of Capital Markets

Rick Kolman: Managing Director, Head of the Municipal Securities Group

Headquarters

622 Third Avenue, 12th Floor, New York, NY 10017

Number of Employees

No specific number of employees is provided.

Revenue

No specific revenue information is provided.

What is the Company Known For?

Academy Securities is known for being the nation’s first post-9/11 veteran-owned investment bank.

Over 62% of the firm’s equity is owned by military veterans.

The firm has significant capabilities in the areas of capital markets, public finance, institutional trading, asset management, and advisory services with a focus on geopolitical risks.

Products

Capital Markets

Academy works with clients seeking debt or equity capital markets access in the public or private markets. Notably:

Debt Capital Markets: Academy has raised over $4.9 trillion since inception.

Equity Capital Markets: Academy Securities has participated in transactions raising over $392 billion.

Public Finance

Academy offers comprehensive public finance services, including municipal finance banking, underwriting, marketing, and innovative structure for tax-exempt securities.

Institutional Trading

The firm offers both equity and fixed income execution services, providing best-in-class service and superior execution through a disciplined approach integrating technology and trading skills.

Investment Banking

The Investment Banking team at Academy provides comprehensive advisory services, catering to middle-market public and private companies, including debt and equity raising, restructuring, and traditional M&A.

Money Market Funds

Academy launched the Academy Share Class of JP Morgan Money Market Funds, including the JP Morgan Prime Money Market Fund and the JP Morgan U.S. Government Money Market Fund.

Recent Developments

New Partnerships and Hires

Academy Securities has been expanding its advisory board and leadership team with notable hires:

July 2024: Academy announced five new equity team hires.

Various Dates in 2023 and 2024: New notable advisors including Lieutenant General Rick Waddell, Admiral Sir George Zambellas, Vice Admiral Raquel Bono, among others, joined the Advisory Board and Geopolitical Intelligence Group.

Expanded Infrastructure

Securitized Products Research and Strategy Division: Led by Dr. Stav Gaon, the research team provides insights on securitized products, specializing in deep fundamental analysis and structured finance.

Noteworthy Transactions

Academy Securities has underwritten numerous financing transactions and has attained leading positions in the Diversity League Tables.

Recent Reports

Academy Securities has been proactive in producing a breadth of insightful reports and podcasts focusing on geopolitical risks, market strategies, and macroeconomic conditions, such as:

Regular publications on geopolitical situations (e.g., "Around the World with Academy Securities")

Monthly and situation-based reports providing immediate reactions to global events

Note: This report includes only the data found in the provided text. Fields without specific data are marked as "No information is available".