Moneta

What Moneta does

Moneta Securities is a Canadian independent investment banking advisory platform founded in 2018 and incorporated in Alberta as Moneta Securities (Alberta) Corp. The firm provided corporate finance, mergers and acquisitions advisory, and capital markets strategy services, with a vertical specialization in metals, mining, critical minerals, and energy — focusing on helping Canadian resource issuers access U.S. institutional investors and list on senior U.S. stock exchanges via IPOs, SPACs, or reverse mergers. The firm operated from offices in Vancouver, Calgary, Edmonton, and Toronto, with a headcount of 11–50 employees and senior-level direct advisory relationships as its primary distribution channel. The platform's go-to-market was enterprise field sales, targeting corporate clients and institutional investors in the resource sector.

Moneta's revenue model was professional services advisory fees tied to transaction complexity and deal size, with no standardized or publicly disclosed pricing. The firm's value proposition rested on deep sector expertise, established cross-border capital markets capabilities, and founder Erin Campbell's network across Canadian institutional capital, industry, and government. No technology stack, proprietary tools, or productized offerings were disclosed — the business was fundamentally a relationship-driven advisory practice.

In June 2026, Moneta Securities' investment banking team was acquired by ArcStone Partners Global LLC, integrating the firm into a larger cross-border capital markets platform. Founder Erin Campbell transitioned to lead Canadian Advisory for ArcStone alongside Michael J. Curtis. ArcStone's Kingswood mining-focused division, into which Moneta's team was absorbed, had participated in over $200 million in metals and mining financings in the 60 days preceding the acquisition. Post-acquisition, Moneta operates as part of the ArcStone Group of Companies, and the standalone firm's growth trajectory and financials are no longer independently reported.

Name

Moneta

Legal name

Moneta Securities (Alberta) Corp.

Website

https://monetasecurities.com

Company type

Private

Founded year

2018

Operating status

Acquired

Headcount range

11–50 employees

Short description

Moneta Securities was a Canadian boutique investment banking advisory firm serving metals, mining, critical minerals, and energy issuers with cross-border capital markets and M&A services. Founded in 2018, it was acquired by ArcStone Partners Global LLC in June 2026.

Ownership category

akta.pro rank

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Investment Banking Advisory: Revenue generated from advisory fees for corporate finance, M&A transactions, and capital markets strategy engagements. The firm also facilitates cross-border capital market transactions for Canadian resource issuers seeking U.S. listings.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Moneta Securities was a Canadian independent investment banking advisory platform that provided corporate finance, mergers and acquisitions advisory, and capital markets strategy services. The firm specialized in metals, mining, critical minerals, and energy sectors, helping Canadian resource issuers access U.S. institutional investors and senior U.S. stock exchanges through IPOs, SPACs, or reverse mergers.

Product overview

Moneta Securities operates as a single core offering — an investment banking advisory platform that provides corporate finance, M&A advisory, and capital markets strategy services. The platform has recently joined the ArcStone Group of Companies, with its investment banking team transitioning to ArcStone's operations across New York, Toronto, Vancouver, Calgary, and Miami.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Finance Advisory Investment banking advisory engagements on corporate finance matters for Canadian resource issuers in the metals, mining, critical minerals, and energy sectors.
• Mergers and Acquisitions Advisory M&A advisory services for corporate clients in the resource sector, supporting acquisitions and corporate growth transactions.
• Capital Markets Strategy Advisory on capital markets strategy, including facilitating cross-border capital markets transactions for Canadian resource issuers seeking U.S. institutional investors.
• Cross-Border Listings Advisory (IPOs, SPACs, Reverse Mergers) Facilitation of IPOs, SPACs, and reverse mergers for Canadian resource issuers to list on U.S. senior stock exchanges.

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• ArcStone Partners Global LLCcoreStrategic or Co-development Partner · 11 June 2026The investment banking team from Moneta Securities, led by founder Erin Campbell, joined ArcStone Partners Global LLC to expand ArcStone's Canadian footprint in metals, mining, critical minerals, and energy sectors. Erin Campbell now leads Canadian Advisory for ArcStone alongside Michael J. Curtis, bringing established networks across institutional capital, industry, and government.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Red Cloud Securities: Mining-focused Canadian investment bank providing capital markets and advisory services to resource issuers; competes head-to-head for North American mining advisory mandates.
• Cormark Securities: Canadian independent investment bank with a strong focus on small- and mid-cap resource issuers, providing M&A advisory and capital markets services that closely overlap Moneta's core offering.
• Haywood Securities: Canadian full-service investment dealer with a long-standing mining and resource sector advisory franchise, competing directly for the same Canadian resource issuer mandates as Moneta.
• PI Financial Corp. Canadian independent investment bank with active resource-sector capital markets and advisory practices, serving many of the same junior and mid-cap mining and energy clients as Moneta.
• Canaccord Genuity Group: Independent global capital markets group with a deep mining and resources advisory franchise in Canada and globally; a key direct competitor for mid-cap resource sector mandates.
• Sprott Capital Partners: Resource-focused capital markets advisor tied to the Sprott resource investment platform, providing advisory and financing services that directly overlap Moneta's resource-issuer coverage.

Broad incumbents

• BMO Capital Markets: Canadian bank-owned investment bank with a globally recognized mining franchise; provides broader capital markets and advisory services that compete with Moneta for larger Canadian resource mandates.
• RBC Capital Markets: Major Canadian bank capital markets franchise with a leading global mining practice; competes with Moneta for Canadian and cross-border resource-sector advisory mandates.
• National Bank Financial Markets: Canadian bank capital markets group with a strong resource-sector practice; a broad incumbent that frequently competes with boutique advisors like Moneta for mining and energy mandates.

Emerging players

• SCP Resource Finance: Canadian resource-focused capital markets advisor providing equity financing and advisory services to junior and mid-cap mining issuers, overlapping meaningfully with Moneta's resource niche.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/monetacanada

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 Moneta