Mooreland Partners
Mooreland Partners is a New York-based boutique investment bank, founded in 2003, that provides M&A and financial advisory services to public and private technology companies through a small senior team of bankers.
- Company typePublic
- Founded2003
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Mooreland Partners does
Mooreland Partners LLC is a privately held investment banking and financial advisory firm headquartered in New York. Founded in 2003, the firm provides advisory services to public and private technology companies. The firm operates with a small, senior team of approximately 11-50 employees, led by CEO and President Charles B. Bullock alongside four other directors — Todd Feldman, Larry Phillips, Gregory Galliford, and Robert McNamara. As a boutique technology-focused advisor, its revenue model follows the standard investment banking services model: earning advisory and transaction fees from M&A, capital-raising, and related strategic engagements rather than recurring product or subscription revenue.
The firm's competitive positioning rests on senior banker relationships in the technology sector rather than on scale, product breadth, or proprietary technology. No product, technology platform, pricing, partnership, regulatory, or location details beyond the single New York office are disclosed in the available data, indicating a lean operating profile consistent with a relationship-driven boutique. No acquisitions, funding rounds, leadership changes, partnerships, or material corporate actions for Mooreland Partners are documented in the input. The surrounding input corpus largely reflects a separate entity, Stifel Institutional's technology banking franchise, and should not be attributed to Mooreland Partners.
Mooreland Partners firmographics
Firmographics- Name
- Mooreland Partners
- Legal name
- Stifel, Nicolaus & Company, Incorporated
- Website
- https://moorelandpartners.com
- Company type
- Public
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Mooreland Partners is a New York-based boutique investment bank, founded in 2003, that provides M&A and financial advisory services to public and private technology companies through a small senior team of bankers.
- Ownership category
- akta.pro rank
Mooreland Partners industry classification
Industry- Product category
- Technology Investment Banking
- NAICS
- Investment Banking and Securities Intermediation (523150)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
- akta.pro secondary industries
- Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)
Keywords
Where Mooreland Partners is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices12 records
Markets served
Mooreland Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Investment Banking Services: M&A advisory and capital-raising services including mergers & acquisitions advisory, IPOs, follow-on offerings, convertible senior notes, senior secured credit facilities, private placements, and equity placements for technology companies.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Mooreland Partners product offering
Product offeringCore offering
Mooreland Partners LLC provides investment banking and financial advisory services to public and private technology companies. Its core offering is middle-market M&A advisory and capital-raising services, including IPOs, follow-on offerings, convertible senior notes, private placements, and equity placements for technology issuers and their institutional investors. The firm operates as a sector-focused boutique advisor leveraging deep relationships with software companies, private equity investors, venture investors, and entrepreneurs.
Differentiator
Problem solved
Functional benefit
Brands
- Stifel Global Technology Group: Investment banking franchise offering M&A and capital raising services dedicated to the middle market technology sector across North America and Europe.
Products and services
- Mergers & Acquisitions Advisory
Companies that use Mooreland Partners
Customer profileSegments2 records
Ideal customer profiles2 records
Mooreland Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Mooreland Partners partnerships and signals
Strategic signalScale indicators3 records
Recent moves1 record
Expansion highlights1 record
Mooreland Partners competitors and assessment
Company assessmentBroad incumbents
- Stifel Global Technology Group: The parent platform's own technology investment banking franchise; operates with 100+ professionals and provides M&A, ECM, DCM, and advisory services to middle-market tech clients across North America and Europe — the most directly comparable given Mooreland's integration into Stifel.
- Morgan Stanley Technology Investment Banking: Bulge-bracket technology coverage spanning software, internet, hardware, and tech-enabled services; competes for larger-cap tech M&A and ECM mandates that Mooreland/Stifel also pursues via joint bookrunning roles.
- Goldman Sachs Technology, Media & Telecom: Bulge-bracket TMT investment banking group offering M&A, ECM, and DCM services; primary competitor for the largest tech mandates that Mooreland/Stifel occasionally co-leads.
- Lazard Technology: Global advisory firm with a dedicated technology practice advising on M&A and strategic transactions; comparable in providing senior-led advisory across borders.
Direct peers
- Qatalyst Partners: Independent tech-focused M&A boutique advising technology companies on sell-side and strategic transactions; competes head-to-head for the same middle-market and large-cap tech M&A mandates.
- Jefferies Technology Group: Dedicated technology investment banking franchise within Jefferies providing M&A and capital-raising services to software, internet, and tech-enabled services companies; directly comparable in subsector coverage and middle-market orientation.
- Allen & Company: Boutique investment bank with deep focus on technology, media, and telecom M&A and capital raising; competes for premier tech M&A and large strategic transactions.
- Centerview Partners: Independent advisory firm with significant technology M&A practice; competes for high-end technology sell-side and strategic advisory mandates.
- Evercore Technology: Independent advisory firm with strong technology M&A franchise; competes for middle-market and large-cap software and internet mandates.
- William Blair Technology Investment Banking: Middle-market focused investment bank with substantial technology coverage across software, fintech, and tech-enabled services; direct competitor for growth-stage tech M&A and capital raising.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Mooreland Partners social profiles
Digital presenceMooreland Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mooreland Partners leadership team
Management profileNumber of profiles
Profiles5 records
Mooreland Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mooreland Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mooreland Partners
What does Mooreland Partners do?
Mooreland Partners LLC provides investment banking and financial advisory services to public and private technology companies. Its core offering is middle-market M&A advisory and capital-raising services, including IPOs, follow-on offerings, convertible senior notes, private placements, and equity placements for technology issuers and their institutional investors. The firm operates as a sector-focused boutique advisor leveraging deep relationships with software companies, private equity investors, venture investors, and entrepreneurs.
Is Mooreland Partners a public or private company?
Mooreland Partners is a public company. It is classified as unknown and is currently operating.
When was Mooreland Partners founded?
Mooreland Partners was founded in 2003. It employs 11 to 50 people.
Where is Mooreland Partners based?
Mooreland Partners is headquartered in New York, United States, in the North America region.
How does Mooreland Partners make money?
One revenue line is on record: investment Banking Services.
Who are Mooreland Partners's main competitors?
Broad incumbents on record are Stifel Global Technology Group, Morgan Stanley Technology Investment Banking, Goldman Sachs Technology, Media & Telecom and Lazard Technology. Direct peers are Qatalyst Partners, Jefferies Technology Group, Allen & Company, Centerview Partners, Evercore Technology and William Blair Technology Investment Banking.
Does Mooreland Partners have an API?
No public API is recorded for Mooreland Partners.
What industry is Mooreland Partners in?
Mooreland Partners's product category is Technology Investment Banking. Its primary akta.pro industry code is BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory), with a secondary code of BPAHAOAG, Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs). Its NAICS code is 523150 and its SIC code is 6211.