Company Information

Get to know Palomar Group - Advisory & Capital

Founded in 2002, The Palomar Group is a boutique investment banking firm that provides sophisticated merger and acquisition (M&A) advisory and capital-raising services to middle-market companies. The firm focuses exclusively on the consumer and retail sectors, leveraging deep industry expertise to advise entrepreneurs, private equity firms, and corporations. Its core mission is to deliver Wall Street-level expertise and execution with a client-centric, relationship-oriented approach, guiding clients through complex transactions such as sell-side and buy-side M&A, private placements of debt and equity, and other strategic financial advisory services.

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Palomar Group - Advisory & Capital

Australia

Founded in

2022 (4 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.