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.
- Lieutenant General (Ret.) Karen Gibson of Academy Securities' Geopolitical Intelligence Group warned on Bloomberg Surveillance that Iran's ability to contest a waterway poses enduring navigation challenges until a diplomatic solution is reached.
- Academy Securities Vice Chairman Phil McConkey appeared on IEX's Boxes and Lines podcast to discuss his NFL and Navy background and the company's mission of hiring military veterans alongside finance veterans.
- Academy Securities published a SITREP on May 2, 2026, analyzing the U.S. 'Project Freedom' initiative to guide stranded ships out of the Strait of Hormuz and the rejection of Iran's 14-point peace plan.
📅 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 will participate in Trepp, Inc.'s Connect conference in New York City on May 6-7, where Stav Gaon, Ph.D., Head of Securitized Products Research and Strategy, will join a panel on digital infrastructure and data centers.
- Academy Securities presents at TEXPO next week.
- Academy Securities sponsors a networking event with AFP Greater Southern California in Newport Beach on April 30.
⚖️ 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 Major General Dustin A. "Dusty" Shultz to its Geopolitical Intelligence Group, bringing over three decades of military intelligence experience including roles as Director of Intelligence at U.S. Southern Command and Army Director of Strategic Operations.
- Academy Securities added Michael Taets as Managing Director and Head of Corporate Finance and Justin Condreay as Managing Director and Head of Equity Capital Markets to its leadership team.
- Academy Securities hired John Maguire as Managing Director, Mergers & Acquisitions on April 02, 2026.
🤝 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 will serve as a co-manager for AEVEX Corp.'s initial public offering.
- Academy Securities co-managed a $460 million bond sale for Santee Cooper alongside Goldman Sachs and Wells Fargo Securities.
📈 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' Academy Asset Management division's Academy Veteran Bond ETF (VETZ) surpassed $100 million in assets under management as of April 15, 2026.
- Academy Securities managed over $160 billion in capital markets transactions as Joint Lead Manager, Joint Book-Running Manager, Senior Co-Manager, or Co-Manager to start Q1 2026.
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