Financial Services

Ludwig & Associates’ Financial Services practice covers investment banking and capital markets, advisory, sales, trading, and research, asset management, legal/compliance, and private equity.

Our business is built on a partnership model. We are not transactional, but rather focused on providing a differentiated level of service and objective advice over the long term to help our clients reach their goals and beat their competition. Ludwig & Associates has worked across industry groups – Energy (including A&D advisory), Healthcare, Real Estate, Industrials, FIG, TMT, Consumer/Retail, and Power & Utilities.

Ludwig is uniquely positioned to advise our clients on talent acquisition and succession planning, as well as providing market intelligence, compensation data and competitive analysis.