Pederson&Co
Pederson&Co is a boutique investment banking firm providing M&A advisory and capital raising services to financial services companies in wealth management, insurance, and accounting, with a secondary healthcare practice. Founded in 2020, the FINRA/SIPC member has advised on over $500 million in cumulative transactional value.
- Company typePrivate
- Founded2020
- HeadquartersMinneapolis, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Pederson&Co does
Pederson&Co is a U.S.-domiciled boutique investment banking and strategic advisory firm founded in 2020 by Zach Pederson, operating as Pederson&Co LLC, a FINRA/SIPC member broker-dealer headquartered in Miami, FL. The firm specializes in mergers and acquisitions advisory (buy-side, sell-side, and merger representation) and capital raising via private placements, with sector focus on wealth management, insurance, and accounting/tax firms, plus a secondary healthcare practice spanning multi-site, physician practice, behavioral, home health/hospice, staffing, and healthcare technology.
The service portfolio pairs core transaction advisory with tiered Valuation Services (Level 1 Comprehensive and Level 2 In-Depth), Succession Planning, and Business Strategy modules, designed to create recurring engagement opportunities alongside episodic M&A mandates. The firm employs six professionals — three Managing Directors (Zach Pederson, Louis Volk IV, Daren Oddenino), a Vice President (Kyle Long), and two Analysts (Chase Osterberg, Zach Ingebrigtson) — all drawn from senior banking backgrounds at Thrivent, Hightower Advisors, J.P. Morgan, Deloitte, Cain Brothers/KeyBanc, Ziegler, and Piper Sandler.
Pederson&Co generates revenue through transaction-based success fees on completed M&A mandates, placement fees on private placements, and professional services fees for valuation, succession, and consulting engagements. Go-to-market is direct and relationship-driven, with senior leadership personally involved in every engagement, supported by a professional website, regulatory credentials, and word-of-mouth referrals from repeat clients. Since formation, the firm has advised on over $500 million in cumulative transactional value, with named engagements including Triton Financial Group, Thrivent College Ave Acquisition, Riley Private Client, Cornbelt MHCS, SWG Mark Magnuson, SentryHealth, PharmaSmart, and Polarity.
Pederson&Co firmographics
Firmographics- Name
- Pederson&Co
- Legal name
- Pederson&Co LLC
- Website
- https://pedersonco.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Pederson&Co is a boutique investment banking firm providing M&A advisory and capital raising services to financial services companies in wealth management, insurance, and accounting, with a secondary healthcare practice. Founded in 2020, the FINRA/SIPC member has advised on over $500 million in cumulative transactional value.
- Ownership category
- akta.pro rank
Pederson&Co industry classification
Industry- Product category
- Investment Banking
- NAICS
- Investment Banking and Securities Intermediation (52315)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
Keywords
Where Pederson&Co is headquartered
LocationHeadquarters
- HQ city
- Minneapolis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Pederson&Co business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- M&A Advisory Fees: The firm generates revenue through providing mergers and acquisitions advisory services to financial services companies, including buy-side representation, sell-side representation, and merger advisory. Revenue is derived from transaction-based fees associated with completed M&A deals.
- Private Placement Services: Assistance with capital raises including private placements, debt and equity raises, and capital structure decisions for clients. Revenue generated through placement fees and success-based compensation.
- Strategic Consulting: Business strategy and succession planning services for financial services firms. Includes valuation services at multiple levels of depth, compensation modeling, and strategic recommendations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Level 1: Comprehensive Valuation - Entry-level detailed valuation service |
| Other | Multi-year contract | Level 2: In-Depth Valuation - Advanced valuation with scenario modeling |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Pederson&Co product offering
Product offeringCore offering
Pederson&Co is a boutique strategic advisory and investment banking firm providing mergers and acquisitions advisory (buy-side, sell-side, and merger advisory), private placements (debt and equity capital raises), and supporting business strategy, succession planning, and tiered valuation services. Engagements are concentrated in financial services verticals including wealth management, insurance, and accounting & tax firms.
Product overview
Pederson&Co operates as a strategic advisory and investment banking firm offering a unified suite of M&A and capital markets services. The core offering centers on M&A Advisory (buy-side, sell-side, and merger advisory) and Private Placements, supported by Business Strategy and Succession Planning service modules. The firm also provides tiered Valuation Services (Level 1: Comprehensive and Level 2: In-Depth) that include benchmarking, financial metrics, compensation modeling, and scenario analysis. These services are delivered across three vertical focus areas: Wealth Management, Insurance, and Accounting & Tax, with specialized consulting capabilities for each sector.
Differentiator
Problem solved
Functional benefit
Products and services
- M&A Advisory Mergers and acquisitions advisory services including buy-side representation, sell-side representation, and merger advisory for financial services companies across wealth management, insurance, and accounting sectors.
- Private Placements Capital raising services for companies seeking equity or debt financing, including assistance with determining appropriate capital type, placement within capital structure, and identifying suitable capital partners.
- Business Strategy Strategic guidance for firms to clarify direction, differentiate value proposition, refine service offerings, optimize operations, and position for scalable growth.
- Succession Planning Design and implementation of leadership transition plans that protect clients, staff, and enterprise value while preserving team culture and client relationships.
- Valuation Services - Level 1: Comprehensive Detailed valuation with key performance benchmarking, financial metrics, and performance insights for wealth management firms.
Quantifiable outcome
- Over $500 million in transactional value advised since formation in 2020
Companies that use Pederson&Co
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles4 records
Pederson&Co technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pederson&Co partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- FINRA (Financial Industry Regulatory Authority)coreSecurities and investment banking services are offered through Pederson&Co LLC, a Member of FINRA. FINRA provides regulatory oversight and broker-dealer certification required to conduct securities transactions and investment banking activities.
- SIPC (Securities Investor Protection Corporation)coreMember of SIPC, which provides customer protection against brokerage firm failures. Required membership for securities broker-dealers to maintain operational legitimacy and client confidence.
Scale indicators2 records
Recent moves7 records
Expansion highlights4 records
Pederson&Co competitors and assessment
Company assessmentDirect peers
- DeVoe & Company: DeVoe & Company is a boutique investment bank and consulting firm focused exclusively on the RIA and wealth management M&A space. It is a direct peer to Pederson&Co given its specialization in selling and merging registered investment advisors, succession planning, and valuation services — the same core vertical in Pederson&Co's Wealth Management segment.
- MarshBerry: MarshBerry is a global advisor to the insurance distribution industry providing M&A, consulting, and valuation services to insurance agencies, brokerages, and wealth management firms. It is a direct peer to Pederson&Co's Insurance M&A practice with similar value propositions and buyer/seller representation.
- Berkshire Capital Securities: Berkshire Capital Securities provides investment banking services including M&A advisory and capital raising for asset management, wealth management, and financial services firms. It is a direct peer given its shared focus on financial services M&A and capital raising advisory.
- Echelon Partners: Echelon Partners is an investment bank focused on providing M&A and capital markets advisory services to RIAs, wealth management firms, and fintech companies. It directly competes with Pederson&Co in serving RIA succession planning and external transition mandates.
- OPTIS Partners: OPTIS Partners is an investment banking and consulting firm focused exclusively on insurance distribution M&A, providing sell-side, buy-side, and merger advisory services to insurance agencies. It competes directly with Pederson&Co's Insurance segment.
- Harvest Advisors: Harvest Advisors is a boutique M&A advisory firm focused on independent RIAs, wealth managers, and insurance agencies. It is a direct competitor to Pederson&Co, addressing the same seller-side and buyer-side representation needs in the wealth management M&A market.
- Cornerstone Advisors (Cornerstone Management): Cornerstone provides consulting, M&A, and strategic advisory services exclusively to accounting firms, including succession planning, partner transitions, and mergers. It is a direct peer in Pederson&Co's Accounting & Tax vertical.
Broad incumbents
- Piper Sandler: Piper Sandler is a middle-market investment bank with significant wealth management and healthcare practices. It competes for the same sell-side and private placement mandates Pederson&Co addresses but at a much larger scale and broader sector coverage.
- Hightower Advisors: Hightower Advisors is a wealth management firm that operates its own M&A and capital formation teams (where Pederson&Co Managing Director Louis Volk previously worked). It is comparable as both an active buyer in the RIA M&A space and a financial services firm that internally executes the same kind of transition advisory work Pederson&Co sells externally.
- Houlihan Lokey: Houlihan Lokey is a global investment bank with a strong Financial Services Group and established middle-market M&A franchise. It is a broad incumbent competing for the same wealth management, insurance, and healthcare transactions but at materially larger scale.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks4 records
Key highlights5 records
Customer concentration
Pederson&Co social profiles
Digital presencePederson&Co compliance and trust
Trust signalCompliance2 records
Pederson&Co financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pederson&Co leadership team
Management profileNumber of profiles
Profiles6 records
Pederson&Co funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pederson&Co 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 Pederson&Co
What does Pederson&Co do?
Pederson&Co is a boutique strategic advisory and investment banking firm providing mergers and acquisitions advisory (buy-side, sell-side, and merger advisory), private placements (debt and equity capital raises), and supporting business strategy, succession planning, and tiered valuation services. Engagements are concentrated in financial services verticals including wealth management, insurance, and accounting & tax firms.
Is Pederson&Co a public or private company?
Pederson&Co is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Pederson&Co founded?
Pederson&Co was founded in 2020. It employs 1 to 10 people.
Where is Pederson&Co based?
Pederson&Co is headquartered in Minneapolis, United States, in the North America region.
How does Pederson&Co make money?
Three revenue lines are on record. M&A Advisory Fees are the primary driver. The others are private Placement Services and strategic Consulting.
Who are Pederson&Co's main competitors?
Direct peers on record are DeVoe & Company, MarshBerry, Berkshire Capital Securities, Echelon Partners, OPTIS Partners, Harvest Advisors and Cornerstone Advisors (Cornerstone Management). Broad incumbents are Piper Sandler, Hightower Advisors and Houlihan Lokey.
Does Pederson&Co have an API?
No public API is recorded for Pederson&Co.
What industry is Pederson&Co in?
Pederson&Co's product category is Investment Banking. Its primary akta.pro industry code is BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory). Its NAICS code is 52315 and its SIC code is 6211.