Academy Securities | Competitive Intelligence Profile
Academy Securities is the first post-9/11 veteran-owned and operated investment bank in the United States, founded in 2009 and headquartered...
Academy Securities is the first post-9/11 veteran-owned and operated investment bank in the United States, founded in 2009 and headquartered in New York City. It specializes in capital markets, investment banking, institutional trading, public finance, asset management, and advisory services, with a strong focus on geopolitical intelligence and sustainable finance. The firm is mission-driven, emphasizing ethical standards, accountability, and veteran mentorship, and is certified as a Disabled Veteran Business Enterprise (DVBE), Minority Business Enterprise (MBE), and Service Disabled Veteran Owned Business (SDVOB).
🛍️ Academy Securities Product and Pricing Intelligence →
📅 Academy Securities Event Participations →
⚖️ Academy Securities Regulatory Intelligence →
👔 Academy Securities Management and Leadership Team →
⚔️ Academy Securities Alternatives and Competitors →
💼 Academy Securities Hiring and Layoffs →
🤝 Academy Securities Partnerships, Clients and Vendors →
📈 Academy Securities Financial Performance, Fundraising, M&A →
🛍️ Academy Securities Product and Pricing Intelligence
Leverage product insights to define key product development milestones, guide go-to-market planning, build a robust product-market fit matrix, and perform in-depth SWOT analyses.
Harness pricing intelligence to support strategic pricing decisions, conduct competitive pricing analysis, and craft effective differential pricing strategies.
- Academy Securities' Head of Macro Strategy Peter Tchir discussed on CNBC how tensions with Iran impact global markets and investment trends.
- Academy Securities' Head of Geopolitical Strategy James Marks discussed Iran on CNN.
- Academy Securities received the U.S. Department of Labor's Platinum HIRE Vets Medallion Award for training, mentoring, and hiring military veterans.
📅 Academy Securities Event Participations
Stay updated on where your competitors are showing up—industry conferences, webinars, podcasts, and speaking engagements—to gauge their messaging, target audiences, and strategic focus. Discover how they’re positioning themselves in the market, what narratives they’re pushing, and which partnerships they’re cultivating. Use this intelligence to refine your own positioning, identify missed opportunities, and stay top-of-mind in your industry.
- Academy Securities sponsors a networking event with AFP Greater Southern California in Newport Beach on April 30.
- Academy Securities hosted a summit in Del Mar, California, where industry leaders discussed geopolitics, macro trends, cybersecurity, and artificial intelligence, concluding with a geopolitical risk exercise led by its Geopolitical Intelligence Group.
⚖️ Academy Securities Regulatory Intelligence
Monitor critical regulatory events—such as issued or revoked licenses, lawsuits, investigations, and court rulings—to understand the compliance posture and legal exposure of your rivals. Spot early warning signs of operational risk, delays, or reputational damage, and use these insights to fine-tune your market strategy, mitigate your own risk, or capitalize on competitor setbacks.
👔 Academy Securities Management and Leadership Team
Understand who’s steering your competitors by tracking changes in their management and leadership teams. Gain insights into strategic direction, leadership style, and organizational priorities based on executive backgrounds and hiring trends. Use this knowledge to anticipate competitive moves, tailor your sales or partnership approach, and benchmark against industry leaders.
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CFO / COO
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Founder & CEO[email protected]
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Director[email protected]
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Managing Director[email protected]
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Managing Director[email protected]
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Managing Director[email protected]
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Managing Director[email protected]
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Managing Director[email protected]
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Managing Director[email protected]
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Managing Director[email protected]
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Managing Director[email protected]
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Managing Director[email protected]
⚔️ Academy Securities Alternatives and Competitors
Identify the competitors of your competitors to uncover indirect threats, emerging disruptors, and untapped opportunities. Understand the broader competitive ecosystem, spot white space in the market, and gain strategic context that helps you position more effectively. These insights sharpen your market intelligence and reveal angles others often overlook.
- Morgan Stanley |
- Citi |
- Credit Suisse |
- Goldman Sachs |
- Deutsche Bank |
- Wells Fargo |
- UBS |
- J.P. Morgan |
- Lazard |
- Barclay Investment Group Inc |
- AmeriVet Securities |
- PrivCo |
- Nasdaq |
- Mischler Financial Group |
- CastleOak Securities |
- Drexel Hamilton |
- Levvel.io |
- AvidXchange |
- Meduit |
- Nadex
💼 Academy Securities Hiring and Layoffs
Track key workforce changes—new hires, leadership shifts, and layoffs—to spot strategic organizational moves. Identify rising competitors, uncover shifts in company direction, and seize opportunities to attract top talent or engage new decision-makers. Use these insights to refine your recruitment strategy and build stronger business relationships.
- Academy Securities welcomes Vice Admiral David H. Buss to its Geopolitical Intelligence Group as a member, leveraging his extensive military and private sector experience.
- Shelby Pierson, a former Director of Analysis at the National Geospatial-Intelligence Agency, joins Academy Securities.
- Shelby Pierson joined Academy Securities as an advisor after more than 25 years in national security, bringing expertise in AI, automation, and mission operations to help clients tackle complex global challenges.
🤝 Academy Securities Partnerships, Clients and Vendors
Monitor new partnerships, client wins, and vendor relationships to understand where your competitors are gaining traction. Spot emerging alliances, evaluate ecosystem shifts, and identify potential partners or prospects early. These insights help you refine your sales strategy, anticipate market movements, and stay one step ahead in a dynamic competitive landscape.
- Academy Securities co-managed a $460 million bond sale for Santee Cooper alongside Goldman Sachs and Wells Fargo Securities.
- Academy Securities acted as a co-manager for Goldman Sachs BDC, Inc.'s public offering of $400 million in unsecured notes on January 21, 2026.
📈 Academy Securities Financial Performance, Fundraising, M&A
Track competitors’ financial performance, fundraising rounds, and M&A activity to assess their growth trajectory and strategic focus. Uncover signals of expansion, market entry, or consolidation, and benchmark your position accordingly. Use these insights to inform investor conversations, identify acquisition opportunities, and fine-tune your competitive strategy.
- Academy Securities participated in GrubMarket's $50 million Series H venture funding round on February 2, 2026.
- Academy Securities acts as a co-manager for Hennessy Capital Investment Corp. VIII's upsized $210,000,000 initial public offering.
- Academy Securities, as an underwriter, expects to price tax-exempt fixed rate bonds for SKYH Capital III during the week of January 26th.
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