Farlie Turner Gilbert & Co.

What Farlie Turner Gilbert & Co. does

Farlie Turner Gilbert & Co. (d/b/a FTG & Co.) is a boutique, independent investment bank founded in 2004 that provides merger and acquisition advisory and private placement of securities services to middle market companies. The firm operates without the conflicts of interest associated with large institutional banking platforms, and it channels all securities-based M&A and private placement transactions through an affiliated broker-dealer, Bayshore Partners, LLC, which is registered with FINRA and SIPC. This structure allows FTG & Co. to deliver regulated securities execution while maintaining its independent advisory brand.

The firm is co-led by founders Craig Farlie and Michael Turner, both of whom serve as managing directors, indicating a founder-led ownership and operating model. It maintains two U.S. offices — its headquarters in Fort Lauderdale, FL (550 S. Andrews Avenue, Suite 330) and a secondary office in Raleigh, NC (702 Oberlin Road, Suite 130) — staffed by 11 to 50 employees. No customers, revenue figures, transaction volumes, or pipeline data are publicly disclosed, and the firm's website provides minimal detail beyond contact information, service descriptions, and regulatory affiliation disclosures.

Revenue mechanics follow the standard boutique investment banking model: success-fee and retainer income tied to completed M&A transactions and private placement financings, supplemented by ancillary advisory fees. With no disclosed technology platform, AI tooling, or proprietary deal-sourcing system, FTG & Co. appears to compete on banker relationships, deal execution quality, and its conflict-free positioning rather than on technology differentiation.

Name

Farlie Turner Gilbert & Co.

Legal name

FTG & Co.

Website

https://ftgco.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

FTG & Co. is a boutique, founder-led investment bank founded in 2004 that provides independent M&A advisory and private placement of securities services to middle market companies, executing securities transactions through its FINRA/SIPC-registered affiliate Bayshore Partners, LLC from offices in Fort Lauderdale, FL and Raleigh, NC.

Ownership category

akta.pro rank

Headquarters

HQ city

Fort Lauderdale

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

FTG & Co. is a boutique investment bank providing independent merger and acquisition (M&A) advisory and private placement transaction services to middle market companies. Securities-based transactions are executed through its affiliated broker-dealer Bayshore Partners, LLC, a FINRA and SIPC member. The firm operates from Fort Lauderdale, FL and Raleigh, NC.

Product overview

FTG & Co is an independent investment bank offering a single unified service platform centered on investment banking advisory. The core offering consists of merger and acquisition (M&A) advisory and private placement transaction services for securities, delivered through its affiliated broker-dealer Bayshore Partners, LLC. The company operates from offices in Fort Lauderdale, FL and Raleigh, NC.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Banking Services Independent M&A advisory and private placement of securities services for middle market companies, with securities-based transactions executed through affiliate Bayshore Partners, LLC.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights2 records

Direct peers

• Lincoln International: Boutique global investment bank focused exclusively on M&A advisory and capital markets for the middle market. Directly comparable in mandate type, client segment, and independence positioning.
• Houlihan Lokey: Large independent investment bank with a deep middle-market M&A and capital markets advisory practice. Most direct comparable to FTG's M&A and private placement focus, though at significantly greater scale.
• PMCF (Plante Moran Corporate Finance): Independent middle-market M&A advisor integrated with a large accounting firm, providing sell-side advisory and capital raising. Comparable boutique scale and middle-market mandate focus.
• Carl Marks Advisors: Independent advisory firm providing M&A and capital advisory services to middle-market companies. Comparable size, independent ownership, and advisory focus.
• Brown Gibbons Lang & Company: Independent middle-market investment bank providing M&A advisory and capital-raising services. Closely comparable boutique peer with similar founder-led, conflict-free positioning.
• Livingstone Partners: Boutique M&A advisor focused on middle-market transactions with sector specializations. Comparable boutique advisory model serving similar lower middle-market clients.

Broad incumbents

• Robert W. Baird & Co. Large employee-owned investment bank with a well-known middle-market investment banking practice. Comparable client segment but at far greater scale and with broader service offerings.
• William Blair: Large diversified investment bank with a substantial investment banking arm serving middle-market clients in M&A and capital raising. Overlapping client base but broader service mix.
• KeyBanc Capital Markets: Middle-market investment banking arm of KeyCorp serving corporate and PE clients with M&A and capital raising. Similar middle-market client focus, though part of a much larger bank holding company.
• Stifel Financial Corp. Large full-service investment bank with a strong middle-market M&A and capital markets practice. Overlapping target clients and services, but diversified across institutional brokerage and wealth management.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Farlie Turner Gilbert & Co.