Business Details
50+ Years
experience
Trusted Investment Banking Services in New York
Founded in 1971, Samuel Ramirez has established itself as a leading minority-owned investment bank with a legacy of excellence in municipal finance, capital markets, and wealth management. Our firm combines deep industry expertise with a commitment to integrity, delivering tailored financial solutions to institutional clients, corporations, and high-net-worth individuals. With a diverse team of seasoned professionals, we rank among the top 10 municipal bond underwriters nationally and serve over 25% of the Fortune 500.Our dedication to innovation, client-centric service, and community empowerment has driven our growth across 13 regional offices. We maintain rigorous ESG standards, holding an A+ credit rating from Egan-Jones, and have pioneered diversity initiatives that reflect our values as a 92% minority-owned firm.
Services
Municipal Finance
Debt Capital Markets
Equity Capital Markets
Wealth Management
Corporate Advisory
Details
- Year established: 1971
Highlights and features
- 50+ years of expertise in municipal finance and capital markets
- Top 10 nationally ranked municipal bond underwriter
- 92% minority-owned firm with industry-leading diversity initiatives
- A+ credit rating from Egan-Jones Rating Company
- Serving 25%+ of Fortune 500 corporations with tailored solutions
Associations and certifications
- Egan-Jones Rating Company
What people say
Industry-leading diversity initiatives
Proven track record in capital markets
Personalized wealth management solutions
Strong community engagement
Experienced leadership team
Services
Municipal Finance
As a top 10 municipal bond underwriter, we provide comprehensive financing solutions for state and local governments. Our team executes negotiated and competitive underwritings for infrastructure projects, healthcare facilities, and educational institutions. With 50+ years of experience, we maintain active market-making positions in $69B+ of municipal bonds while offering credit strategy insights through our weekly Municipal Market Weekly newsletter.
Debt Capital Markets
We underwrite and distribute fixed income securities including corporate bonds, asset-backed securities, and agency debt. Our team participates in 150+ new issue transactions annually, with expertise in structured products and taxable municipal debt. Recent transactions include Verizon's $1B green bond and $1.1T in corporate debt offerings across 600+ issues over three years.
Equity Capital Markets
Our equity group handles IPOs, follow-ons, and convertible bonds with focus on optimal capital structure advisory. We've participated in 170+ equity transactions since 2020, including 86 IPOs. Our algorithmic trading platform executes corporate share repurchases for Fortune 100 companies, managing 200M+ shares in six years.
Wealth Management
Delivering customized solutions for high-net-worth families and institutions since 1971. Our approach combines proprietary quantitative models with personalized service, offering real-time portfolio access through third-party analytics platforms. We maintain long-term relationships with multi-generational clients across family offices and endowments.
Credit Strategy
Our Credit and Market Strategy team provides daily inventory management across $100M+ in fixed income securities. We produce pre-sale credit analyses for all managed transactions and maintain a comprehensive municipal bond market newsletter. The group supports primary market underwritings while monitoring macroeconomic factors affecting bond spreads and credit ratings.
People
Samuel A. Ramirez
Founder & CEO
Puerto Rican entrepreneur with 50+ years of investment banking experience. Founded the first Hispanic investment bank in 1971. Recognized for diversity leadership including Citibank's D&I Broker-Dealer of the Year. Advocates for minority representation in finance through internship programs and charitable giving initiatives.
Patricia McGrorry
Head of Underwriting
Seasoned professional with extensive municipal finance expertise. Leads underwriting desk that participates in 23% of all negotiated bond transactions nationally. Instrumental in expanding the firm's competitive syndicate operations across 13 regional offices.
Lorraine Palacios-Germain
Co-Head of Public Finance
Senior leader with deep municipal market knowledge. Oversees team that has senior managed $46B in municipal transactions over five years. Focuses on healthcare, transportation, and public power sectors while maintaining relationships with major institutional investors.
Peter Block
Head of Municipal Credit Strategy
Manages credit risk oversight for primary and secondary market transactions. Authors weekly Municipal Market Weekly newsletter and pre-sale credit analyses. Brings 20+ years of experience in evaluating municipal credit exposures across diverse economic cycles.
Alan Greco
Head of Institutional Sales and Trading
Leads 13-member institutional sales team with $75M+ average daily inventory. Oversees trading operations across five desks including municipal, corporate, and mortgage-backed securities. Focuses on liquidity provision and execution excellence for Tier 1-3 institutional clients.
Questions
What services does Samuel A. Samuel Ramirez & Co. offer?
We provide municipal finance, debt/equity capital markets, wealth management, corporate advisory, and institutional trading services.
How long has the firm been in business?
We have served clients since 1971, with expertise across five decades of financial market evolution.
What makes your firm unique?
As a 92% minority-owned firm, we combine Wall Street expertise with a commitment to diversity and inclusion leadership.
Which industries do you specialize in?
We focus on municipal finance, corporate debt/equity offerings, and wealth management for institutional clients.
How do you support client success?
Through tailored financial solutions, rigorous credit analysis, and execution excellence across primary and secondary markets.
