Freeman & Co.

What Freeman & Co. does

Freeman & Co. is a privately held, New York-based financial services advisory firm founded in 1991. The company describes itself as a provider of independent financial services advice, with its core offering centered on mergers and acquisitions and related advisory mandates. It operates as a boutique, with headcount reported in the 11-50 range, consistent with a lean senior-led advisory practice rather than a full-service platform.

The firm's service scope spans M&A advisory and adjacent financial advisory engagements. The only directly observable mandate in the supplied source material is a project finance advisory engagement supporting New Found Gold Corp. ahead of the Queensway Gold Project's targeted late-2027 production start in Newfoundland and Labrador, Canada. The engagement is documented through Cutfield Freeman & Co. Ltd., suggesting an affiliated international entity participates in project finance work, while Freeman & Co. anchors the New York-based independent advisory practice.

There is no publicly disclosed information on pricing models, customer segments beyond individual mandates, distribution channels, partnerships beyond the New Found Gold engagement, or technology stack. Revenue, ownership, and capital structure are also not disclosed in the supplied data. The firm's competitive positioning therefore rests almost entirely on its independent status, its longevity (operating since 1991), and the senior relationships typical of small advisory boutiques — with no observable technology, AI, or platform differentiators in the input set.

Name

Freeman & Co.

Website

https://freeman-co.com

Company type

Private

Founded year

1991

Headcount range

11–50 employees

Short description

Freeman & Co. is a privately held, New York-based independent financial advisory firm founded in 1991, providing mergers and acquisitions and related advisory services to clients including mining and natural resources companies, operating as a boutique with 11-50 employees.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

M&A Advisory (Buy-side/Sell-side) (BPAHADAC)

akta.pro secondary industries

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Buy-Side M&A Advisory (FSAEAGAB), Fairness Opinions & Independent Financial Advice (BPAHAOAF), Fairness Opinions & Independent Board Advice (FSAEAGAF), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Corporate Strategy Advisory (BPAHADAA)

Keywords

• Mergers and acquisitions advisory
• Financial services consulting
• Corporate finance advisory
• Investment banking services
• M&A advisory services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

Freeman & Co. is an independent financial services advisory firm providing mergers and acquisitions (M&A) and related advisory services to clients. The firm operates as a boutique advisor focused on delivering independent advice on corporate transactions and related strategic financial matters.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers and Acquisitions Advisory
• Related Financial Advisory Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Direct peers

• Moelis & Company: Boutique independent advisory firm focused on M&A, restructuring, and capital markets. Directly comparable to Freeman & Co. in boutique, independent, senior-led M&A advisory positioning, though at meaningfully larger scale and as a public company.
• Evercore: Independent investment banking advisory firm specializing in M&A, restructuring, and capital markets advisory. Closely comparable to Freeman & Co. in business model and independence-based positioning, with a public-company platform and senior-led client coverage.
• Greenhill & Co. Independent investment bank focused on M&A and financial advisory. Highly comparable to Freeman & Co. in independent, senior-led M&A advisory model, and the closest publicly traded pure-play boutique comparable in size profile.
• PJT Partners: Independent advisory-focused investment bank with M&A, restructuring, and fund placement practices. Closely comparable to Freeman & Co. as a pure advisory, independent firm built around senior banker relationships and M&A mandates.
• Centerview Partners: Independent advisory firm specializing in M&A, restructuring, and strategic counsel. Comparable to Freeman & Co. as a senior-led, independent advisory firm focused on M&A mandates, though Centerview operates at the very top of the market.
• Perella Weinberg Partners: Independent boutique advisory firm providing M&A, capital markets, and strategic advice. Directly comparable to Freeman & Co. in boutique, independent, senior-led M&A advisory positioning, with similar target clientele of corporates and sponsors.

Broad incumbents

• Jefferies: Diversified investment bank with a strong M&A advisory practice, particularly in mid-market and sponsor-led transactions. Comparable to Freeman & Co. in M&A advisory scope, though Jefferies also operates large equities and fixed income businesses.
• Houlihan Lokey: Global investment bank with a leading M&A advisory practice across financial services, mid-market, and restructuring. Comparable to Freeman & Co. as both firms provide M&A and financial advisory, though Houlihan Lokey operates at substantially greater scale and as a public company.
• Robert W. Baird: Private, employee-owned financial services firm with a sizable M&A advisory practice serving mid-market clients. Comparable to Freeman & Co. in mid-market M&A advisory focus and privately-held independent structure, with broader wealth and capital markets operations.
• Lazard: Independent global financial advisory and asset management firm with a flagship M&A advisory practice. Comparable to Freeman & Co. as both operate as independent advisors offering M&A and related strategic advice, though Lazard is a far larger public company with global coverage.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Freeman & Co.