Independent Investment Bank

LSH Partners

LSH Partners is an independent NYC-based boutique merchant bank providing corporate finance and private capital advisory services to clients in the financial services and other selected industries.

The Firm

Senior bankers on every deal, from first meeting to close — focused entirely on your desired outcome.

  1. LSH Partners Securities LLC (“LSH Partners”) advises founders, management teams and owners on M&A and private capital markets transactions. We work with a select group of clients, bringing decades of Wall Street experience directly to each engagement.

  2. Our independent advice is tailored to each engagement and free of the conflicts of interest that can arise at full-service investment banks.

  3. Our partnerships with seasoned industry operators and consultants adds an operational lens to our banking advice, extending our support well beyond the transaction itself.

  4. Our strategic partnership with Spencer House Partners LLP (“Spencer House Partners”) in London enables us to provide seamless cross-border advisory services to clients on both continents.

Cross-Border Focus

One partnership.
Two financial capitals.

Loeb Spencer House Partners (“LSHP”) was formed over a decade ago as a strategic alliance between LSH Partners and Spencer House Partners. Together we advise financial institutions, aiming to provide clients with top-tier senior guidance, devoid of conflicts, while maintaining the utmost discretion and integrity.

Lower Manhattan skyline seen from the harbor in late-afternoon light

40°45'18.0"N 73°58'18.4"W

New York

LSH Partners

  • Coordinated
    cross-border coverage
  • Global network paired
    with local knowledge
  • Senior focus across
    both organizations

Sector Focus

Advisory focused on the financial services industry.

Our senior bankers have spent decades advising a broad range of clients including financial institutions and their key stakeholders on numerous types of transactions.

Wealth Management

  • RIAs & Hybrid RIAs
  • Family Offices & MFOs
  • Trust Companies
  • OCIOs & Investment Consultants

Asset Management

  • Traditional Asset Management
    • Equity
    • Fixed Income
    • Diversified
  • Alternative Asset Management
    • Private Equity
    • Private Credit
    • Diversified

Banks

  • Full Service Investment Banks
  • Advisory-only Investment Banks
  • Commercial Banks

Opportunistic Other

  • Transportation & Logistics
  • Tobacco & Cannabis
  • Consumer & Retail
  • Healthcare
  • Real Estate

Our Services

Broad range of corporate finance and capital markets advisory capabilities.

M&A, Strategic, and Restructuring Advisory

  • Sell-Side M&A
  • Buy-Side M&A
  • Divestitures / Carve-Outs / Spin-Offs
  • Joint Ventures / Strategic Partnerships
  • Board / Special Committee Advisory
  • Fairness Opinions
  • Strategic Advice
  • Restructuring

Capital Markets Advisory

  • Equity Placement
  • Debt Placement
  • Private Fund Placement

We aim to be our clients’ trusted advisor, building long-term relationships that extend well beyond any single transaction. We measure success in years, not quarters.

Selected Transactions

Representative engagements.

Asset Management

On its merger with

Wealth Management

On its sale to

*

Asset Management

Fundraise for

Wealth Management

On its combination with

SH

Asset Management

On its sale to

SH

Wealth Management

On its minority sale to

SH
View more Spencer House Partners transactions

* Transactions completed by LSH professionals during their employment at a prior firm

SH Deals completed by Spencer House Partners

Principal Investing

A century of investing alongside our clients.

The Loeb/Kempner family has an investing history dating back more than a century, starting with Carl M. Loeb leading a management buyout of American Metal Company from the United States Government in 1919. LSH Partners’ professionals are always on the lookout for unique opportunities to make proprietary investments in situations where our skills, experience and expertise can add value to a business. Our investments are funded from the capital of our professionals, the Kempner/Loeb family, and other closely connected co-investors. Our clients’ success and ours is frequently measured in years, not quarters.

Over the years, Spencer House Partners and its partners have participated in direct private equity investments; typically we have preferred minority positions and opportunities where we can support an existing management team, often the founders of the business, providing assistance with a new stage of the company’s development.

Select LSH Partners Investments*

  • Flexpoint Ford
  • Hunter Point Capital
  • NewEdge Wealth
  • Red Sea Ventures
  • Dogtopia
  • Faherty
  • FluidStack
  • Harmless Harvest

Select Spencer House Partners Investments*

  • Harbourmaster Capital Management
  • Martin Currie
  • Partners Capital
  • SRL Global

*This is not an offer to purchase or sell securities. The FluidStack, Ltd investment is through a third-party special purpose vehicle. The companies described in the Select LSH Partners Investments are past and current private, direct investments of LSH Partners, its professionals, and closely connected co-investors. LSH Partners does not purchase, sell or recommend securities to clients. The companies identified in the Select LSH Partners Investments and Select Spencer House Partners Investments are described herein in order to demonstrate the types of companies and industries that LSH Partners, Spencer House Partners, and their professionals seek to invest in.

People

Our team.

LSH Partners

Spencer House Partners Senior Leadership

Prior Experience

Our partners have built their careers at some of the world’s leading financial institutions.

  • Goldman Sachs
  • Sandler O'Neill + Partners
  • Lazard
  • Bear Stearns
  • Credit Suisse First Boston
  • Merrill Lynch
  • Kleinwort Benson
  • Rothschild & Co
  • Donaldson, Lufkin & Jenrette

Contact

Begin a conversation.

The most valuable engagements start well before a decision is made. If you are weighing your options, we would welcome a confidential conversation.