Company Overview

Shields & Company assists its clients with financing strategies to assist them in achieving their long-term corporate growth and shareholder objectives. Our professional team works closely with each of our clients to apply the highest level of thoughtful, objective, and professional advice. We facilitate and execute transactions and provide financial advisory services to address our clients' needs.

We employ a team of highly-skilled and experienced professionals headquartered in the Boston area. Our senior partners have worked on complex assignments and have over 100 years of corporate finance experience on Wall Street and at other regional firms. While our partners have had extensive experience across most industry groups, we specialize in business services, consumer and retail, manufacturing and distribution, and technology, life sciences, and healthcare. Our clients have good, if not exceptional, historical track records and outstanding prospects for growth.

Our staff is dedicated to completing each assignment for our clients in a professional and efficient manner. We achieve superior results and, as a result, maintain long-standing relationships with many of our clients.

Our partners also sit on the Boards of Directors of various public and private companies, and are therefore sensitive to the fiduciary and governance responsibilities confronting directors in the era of increased director responsibility.

Shields & Company is a member of FINRA and SIPC. Our professional staff members are appropriately licensed as FINRA-registered associates and as investment-advisor representatives where required.