Burnham Park Capital Markets

What Burnham Park Capital Markets does

Burnham Park Capital Markets is a privately held, tech-enabled investment bank headquartered in Chicago, Illinois, founded in 2026 through the strategic consolidation of five specialized firms. The firm operates as an Office of Supervisory Jurisdiction (OSJ) of Kingswood Capital Partners, LLC, a FINRA/SIPC member, which provides the regulatory platform under which Burnham Park offers securities services under its own brand. Leadership comprises Founder & CEO Sagar Sheth (Booth MBA, Michigan BA Economics) and COO Madan Menon (Harvard GMP, MBA). The firm reports 230+ employees across 15+ offices spanning three continents, with US offices in Chicago, New York, Austin, Boca Raton, San Diego, Miami, and Nashville.

The company's core offering is an integrated five-line capital markets platform: (1) Private & Multi-Generation Enterprises advisory for founders and family-owned businesses; (2) Investment Banking & Advisory covering M&A, IPOs, SPACs, ATM offerings, and strategic capital raising; (3) Global Sales & Trading in institutional equities, derivatives, and event-driven strategies; (4) Institutional Research & Analytics; and (5) Corporate Access & Investor Relations, including curated roadshows and strategic investor introductions. Underlying these services is a proprietary AI-driven market intelligence platform that the firm claims integrates real-time trading-flow data, predictive analytics, and knowledge retrieval capabilities across all business lines. Customer segments include high-growth companies and public issuers (primary), institutional investors (mutual funds, hedge funds, pension funds, family offices), private and multi-generational enterprises, and corporate issuers seeking institutional access.

Burnham Park's business model is transaction-fee and advisory-fee based: revenue is generated through M&A and IPO advisory fees, trading spreads and commissions on institutional equities and derivatives, commissions tied to research distribution, and bespoke corporate access mandates. Pricing is custom and quote-based, with deal size, complexity, and scope driving variation. Go-to-market is direct enterprise sales through senior relationship managers and institutional sales professionals targeting institutional investors, corporate issuers, and family enterprises. The firm's competitive thesis rests on integrating AI-driven analytics with human capital expertise across an inherited, diversified institutional platform built through consolidation, supported by an employee-first culture intended to attract and retain financial services talent.

Name

Burnham Park Capital Markets

Legal name

Burnham Park Capital Markets LLC

Website

https://burnhampark.com

Company type

Private

Founded year

2026

Operating status

Operating

Short description

Burnham Park Capital Markets is a Chicago-headquartered, tech-enabled investment bank offering M&A advisory, capital raising, institutional trading, research, and corporate access to high-growth companies, public issuers, institutional investors, and family-owned enterprises via AI-driven market intelligence.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Investment Banking and Securities Intermediation (52315), Investment Banking and Securities Intermediation (523150), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Services-Engineering, Accounting, Research, Management (8700), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI)

Keywords

• Investment banking services
• Capital markets advisory
• Equity research analytics
• Institutional sales trading
• Corporate access services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Banking & Advisory: M&A advisory, IPOs, SPACs, ATM offerings, and strategic capital raising for high-growth companies from late-stage private rounds through public listings. Revenue generated through transaction-based advisory fees.
2. Global Sales & Trading: Institutional equity trading, derivatives execution, and event-driven strategies. Revenue generated through trading spreads, commissions, and principal trading gains across equities and derivatives products.
3. Institutional Research & Analytics: Equity research distributed to institutional asset managers. Supports capital markets activity and generates commission revenue through related trading.
4. Corporate Access & Investor Relations: Bespoke investor introductions, roadshows, conferences, and strategic connections between corporate management teams and institutional investors. Revenue tied to capital markets transactions.
5. Private & Multi-Generation Enterprises Advisory: Advisory services for founders and family-owned enterprises including capital raising, corporate structure optimization, and operational scaling. Revenue generated through advisory fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Burnham Park Capital Markets is a tech-enabled investment bank providing an integrated suite of capital markets and advisory services. The firm offers five interconnected business lines: Private & Multi-Generation Enterprises advisory, Investment Banking & Advisory (M&A, IPOs, SPACs, ATM offerings), Global Sales & Trading (institutional equities, derivatives, event-driven strategies), Institutional Research & Analytics, and Corporate Access & Investor Relations. Services are powered by proprietary AI-driven data analytics and institutional-grade infrastructure.

Product overview

Burnham Park Capital Markets is a full-service, tech-enabled investment bank providing an integrated suite of capital markets and advisory services. The firm operates as a unified platform offering five interconnected business lines: Private & Multi-Generation Enterprises, Investment Banking & Advisory, Global Sales & Trading, Institutional Research & Analytics, and Corporate Access & Investor Relations. These services are powered by advanced AI-driven data analytics and institutional-grade infrastructure, with deep institutional relationships driving execution across the corporate lifecycle from private enterprise through public markets.

Differentiator

Problem solved

Functional benefit

Products and services

• Private & Multi-Generation Enterprises Advisory Advisory services for founders and family-owned enterprises, combining dedicated relationship management with robust data analytics to raise capital, optimize corporate structure, and scale operations for long-term, generational success.
• Investment Banking & Advisory M&A advisory, IPOs, SPACs, ATM offerings, and strategic capital raising for high-growth companies from late-stage private rounds through public listings. Combines deep human expertise with quantitative market insights.
• Global Sales & Trading Institutional equities trading, derivatives execution, and event-driven strategies providing the buy-side network with institutional liquidity, seamless execution, and investment opportunities using real-time market intelligence.
• Institutional Research & Analytics Equity research combining thought-provoking analysis and deep sector expertise with proprietary AI-driven market intelligence, translating complex data into actionable insights for institutional asset managers.
• Corporate Access & Investor Relations Bespoke roadshows, conferences, and strategic investor introductions powered by targeted data-driven marketing models that connect corporate management teams with top-tier mutual funds, hedge funds, and institutional investors.

Quantifiable outcome

• 5+ specialized firms consolidated into unified platform
• +3 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability2 records

Feature3 records

Partnerships

One partnership is on record.

• Kingswood Capital Partners, LLC (KCP)coreOthersBurnham Park Capital Markets LLC operates as an Office of Supervisory Jurisdiction (OSJ) of Kingswood Capital Partners, LLC. Securities services are offered through KCP, member FINRA/SIPC. KCP provides the regulatory and supervisory platform under which BPCM operates as a separate commercial brand.

Scale indicators5 records

Recent moves4 records

Expansion highlights6 records

Direct peers

• Cowen (TD Cowen): Growth-company-focused investment bank with deep institutional equities, research, ECM, and advisory practices — historically a leader in the same growth/sector-specialist niche that Burnham Park is targeting.
• Loop Capital Markets: Mid-market, minority-owned investment bank providing investment banking, equities sales & trading, research, and corporate access — comparable structure and client focus, particularly for institutional and growth-segment mandates.
• William Blair: Chicago-headquartered, employee-owned, full-service investment bank with investment banking, equities trading, institutional research, and corporate access — directly comparable structure, geography, and product mix to Burnham Park.
• Oppenheimer & Co. Mid-market full-service investment bank offering investment banking, equities and derivatives trading, institutional research, and corporate access for growth and family-owned companies — closely mirrors Burnham Park's value proposition.
• B. Riley Financial: Diversified mid-market investment bank with capital markets, research, and advisory services across small/mid-cap issuers — comparable multi-line capital-markets platform.
• Roth Capital Partners: Small/mid-cap focused investment bank with institutional sales & trading, research, ECM, and M&A advisory — closely comparable issuer profile and product mix for growth-oriented clients.
• Needham & Company: Growth-company-focused investment bank with institutional brokerage, research, ECM, and M&A advisory — comparable business model and target issuer profile to Burnham Park's investment banking line.

Emerging players

• EF Hutton Financial Group: Re-emergent full-service smaller investment bank offering M&A, ECM, sales & trading, and corporate access — comparable product set to Burnham Park though at smaller scale and earlier stage.

Broad incumbents

• Houlihan Lokey: Leading mid-market M&A and capital markets advisory firm with extensive sector coverage — a larger, established incumbent in parts of Burnham Park's advisory service set.
• Jefferies Financial Group: Large diversified mid-market investment bank with strong equities sales & trading, ECM, M&A advisory, and research — an established incumbent operating across Burnham Park's full product set, but with far greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/burnhampark

Compliance3 records

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 Burnham Park Capital Markets