Business Details
50+ Years
experience
Expert Investment Banking Solutions in Portland, OR
Founded in 1970, Paulson Investment has established itself as a premier boutique investment bank serving small to mid-cap markets nationwide. With over 50 years of experience, we have successfully executed more than 175 public and private offerings, raising over $1.2 billion for our clients. Our firm specializes in limited access private equity offerings, leveraging our deep capital markets expertise to deliver tailored financial solutions. In 2024, we strengthened our capabilities through the acquisition of Orca Investment Management, combining our legacy with their expertise to offer enhanced wealth management services.Our team's collective 100+ years of experience in both bull and bear markets ensures clients receive strategic guidance grounded in real-world market dynamics. We maintain offices in major financial hubs across the United States, providing institutional-grade trading services with access to major exchanges and liquidity pools. Our commitment to long-term relationships, integrity, and innovation has earned us a national reputation as a trusted financial partner for businesses seeking strategic growth opportunities.
Services
Investment Banking
Private Equity Offerings
Wealth Management
Institutional Trading
Capital Markets
Details
- Year established: 1970
Highlights and features
- We have over 50 years of experience in small to mid-cap investment banking
- Our team has executed 175+ public and private offerings
- We combine legacy expertise with innovative wealth management solutions
- We maintain institutional-grade trading capabilities across major exchanges
- Our acquisition of Orca Investment Management expands client service offerings
Services
Investment Banking
We provide comprehensive investment banking services focused on small to mid-cap markets. Our expertise includes executing public and private offerings, strategic mergers and acquisitions, and capital raising solutions. With over 50 years of experience and 175+ completed transactions, we deliver tailored financial strategies that align with clients' long-term objectives while maintaining the highest standards of market integrity.
Private Equity Offerings
Our private equity offerings specialize in limited access investment opportunities. We connect qualified investors with carefully vetted private market opportunities while helping companies secure growth capital. This service leverages our deep market relationships and due diligence capabilities to identify potential investments with strong growth prospects and risk-adjusted returns in both domestic and international markets.
Wealth Management
We offer customized wealth management solutions combining Paulson's legacy expertise with Orca Investment Management's capabilities. Our approach creates diversified portfolios tailored to individual client goals, utilizing both traditional and alternative investment strategies. The service emphasizes long-term wealth preservation and growth through strategic asset allocation and active portfolio management.
Institutional Trading
Our institutional trading team executes orders for broker/dealers, hedge funds, and high net worth clients. With access to major exchanges, algorithmic trading strategies, and dark pools, we provide quality executions for exchange-listed, NASDAQ, and OTC equities. The team's 100+ combined years of market experience ensures effective trade execution across various market conditions.
Capital Markets
We provide capital markets advisory services that bridge companies with investors. Our expertise covers market structure analysis, liquidity solutions, and strategic positioning for both public and private companies. The service utilizes our extensive network and market intelligence to help clients navigate complex capital markets while maintaining compliance with regulatory requirements.
Questions
What services does Paulson Investment Company offer?
We specialize in investment banking, private equity offerings, wealth management, and institutional trading services for small to mid-cap businesses and qualified investors.
How long has Paulson been in business?
We have been operating since 1970, providing investment banking services with over 50 years of experience in the capital markets.
What makes Paulson different from other firms?
Our combination of 50+ years of experience, 175+ completed transactions, and the 2024 acquisition of Orca Investment Management provides enhanced capabilities across investment banking and wealth management.
Do you serve clients outside the Portland area?
Yes, we have offices in multiple financial centers including New York, Beverly Hills, Chicago, and Fort Lauderdale to better serve national clients.
What experience does your trading team have?
Our institutional trading team has over 100 combined years of experience executing trades in both bull and bear markets across various equity markets.
