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Mesirow Public Finance Expands Team and Enhances National Presence with Launch of Maryland Office
Firm hires Chris Sheehan from Stifel as Managing Director and Jeff Wilke from Maryland Economic Development Corporation as Director Sheehan and Wilke will focus on serving public and private sector clients in the State of Maryland and other states along the east coast Roles expand the firm’s public finance presence in the mid-Atlantic region CHICAGO August 11 2021 – Mesirow Financial Holdings Inc…
Mesirow Ranked 13th on Crain’s Chicago Business 2022 Money Managers List
23% increase in assets under management in 2021 propelling the company to #13, , CHICAGO May 16 2022, – Mesirow an independent employee-owned financial services firm announced that the firm ranked 13th in Crain’s Chicago’s List of Top Money Managers for 2022 The annual list details the top 25 firms as ranked by assets under management as of December 31 2021 Not only did Mesirow rank highly in terms of assets under management but it was also one of the few firms that checked every box in the…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…
Mesirow ranked among top wealth management firms
Ranked #9 on, Crain’s Chicago Business, list of largest wealth management firms by local assets under management, Highest-ranked independent employee-owned firm among Chicago’s top 10 wealth managers, Continued national expansion with strategic growth, CHICAGO April 3 2025, – Mesirow an independent employee-owned financial services firm today announced that the firm has been ranked #9 on Crain’s Chicago Business list of the “ Largest Wealth Management Firms in the Chicago Area ” 1 According to Crain’s “Chicagos largest wealth management firms which serve the regions most affluent clients oversee hundreds of billions in local assets Crain’s newest list highlights 24…, Natalie Brown, Mesirow CEO, “This distinction reflects our longstanding commitment to putting clients first and delivering comprehensive customized wealth plans across generations” This recognition comes amid continued strategic expansion by Mesirow Wealth Management through organic growth strategic acquisitions and expanding products and services In 2023 Mesirow announced the acquisition of Front Barnett Associates LLC…, Brian Price, CEO Mesirow Wealth Management, “Were able to serve not just ultra-high-net-worth families but also successful individuals and business owners who value comprehensive planning and thoughtful investment strategies” “Mesirow Wealth Management is now one of the largest independent wealth management firms in the region with 40 Wealth Advisors based in the Chicago area” continued Price “That depth allows us to offer clients a…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Private Capital and Currency Capital Markets Investment Banking and Advisory Services we invest in what matters our…
Mesirow ranked in Barron’s 2021 List of Top 100 RIA Firms
CHICAGO October 14 2021, – Mesirow an independent employee-owned financial services firm today announced that the firm was ranked 40th in Barron’s list of 2021 Top 100 RIA Firms Barron’s bases its annual ranking of independent advisory companies on assets managed by the firms technology spending staff diversity succession planning and other metrics “We are honored to be on Barron’s list of the Top 100 Registered…, Natalie A Brown President of Mesirow, “Wealth Management is one of our original businesses founded by Norman Mesirow more than 80 years ago Our team works hard each day to build upon the level of trust that our financial advisors have established with our multi-generational clients” Mesirow has $224 billion in assets under supervision* with 84 years of market experience and has earned a top score of 100 for four consecutive years…, President and CEO of Mesirow Wealth Management Melissa L Bean, The purpose of Barron’s ranking of the Top 100 RIA Firms is to showcase financial advisors across the country that prioritize advancement and work toward raising the standards for other firms To be considered for this achievement Barron’s assesses firms on a quantitative and qualitative level Mesirow has recently received other accolades including Top DC Advisor Multi-Office Firms by the…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…
Mesirow ranks 14th on Crain’s Chicago Business 2023 Money Managers List
Mesirow ranks #4 among private employee-owned firms, Ranks in top 5 for Chicago-based portfolio manager and analyst headcount, Firm added employees globally in 2022 number of Chicago-based employees increased 5%, , CHICAGO March 30 2023, – Mesirow an independent employee-owned financial services firm announced that the firm ranked 14th in Crain’s Chicago’s List of Top Money Managers for 2023 1 This year’s list presents the top 35 firms as ranked by assets under management as of December 31 2022 Mesirow’s strong rank in terms of assets under management is enhanced by the firm’s relationships with all investment client types…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…
Mesirow Sale-Leaseback Capital featured in Restaurant Finance Monitor
Mesirow Provides Sale-Leaseback Financing to Restaurants, “The QSR space is going gangbusters” said Doug Barker senior managing director with Mesirow Sale-Leaseback Capital “so I would do as much QSR business as I could” That being said “we try not to put everyone in the same box” he stated “We look at every acquisition uniquely” Mesirow Sale-Leaseback Capital does just what its name implies provides capital to corporate America via sale-leaseback…
Mesirow Selected as Primary Discount Note dealer for International Finance Corporation
Firm joins premier group of Dealers selected to offer short-term high quality investment opportunities supporting sustainable and socially focused investments, CHICAGO December 21 2022, – Mesirow an independent employee-owned financial services firm today announced that the firm has been selected as a Primary Discount Note dealer for the International Finance Corporation (IFC a member of the World Bank Group “The IFC’s Global Discount Note Program has served as an additional funding and liquidity management tool supporting IFC’s trade finance and supply chain initiatives as they…, George Barbar Senior Managing Director Mesirow Institutional Sales and Trading, “We are honored to join this select group of dealers” With major trading desks located across the US Mesirow Institutional Sales and Trading is poised to make a significant contribution to IFC’s funding program IFC is the largest global development institution focused exclusively on the private sector by helping developing countries achieve sustainable growth, Amit Jain Manager of Cash Management at IFC, said “With nearly $150 billion in annual institutional sales and trading volume Mesirow’s strength in investor outreach to US public institutions will help expand our investor base Going forward the US public institutions market remains an important focus for IFC’s funding program” This new relationship is reflective of Mesirow’s focus on expanding the firm’s platform With headquarters in Chicago…
Mesirow Selected to Join Farm Credit Dealer Group
Firm joins premier group of Bond Dealers and Banks selected to support the financial needs of rural communities and US agriculture, CHICAGO January 10 2022, – Mesirow an independent employee-owned financial services firm today announced that the firm has been selected as the newest member in the Bond and Designated Discount Note Selling Groups of the Federal Farm Credit Banks Funding Corporation “Since 1916 the Farm Credit System has supported rural communities and agriculture with reliable consistent credit and financial services We are proud to…, George Barbar Senior Managing Director Mesirow Institutional Sales and Trading, With more than 60 salespeople and traders and $174 billion in annual trading volume Mesirow Institutional Sales and Trading is poised to make a significant contribution to the Farm Credit Dealer Group Experienced traders George Barbar and, Patrick Leary Managing Director Mesirow Institutional Sales and Trading, will lead the effort “We are pleased to have Mesirow join the existing members of our dealer group and look forward to working closely with them to continue to meet the funding needs of the Farm Credit System” said, Glenn R Doran Managing Director – Finance the Federal Farm Credit Banks Funding Corporation, This new relationship is reflective of Mesirow’s focus on expanding the firm’s platform With headquarters in Chicago and offices in 18 locations worldwide including in Miami and Boca Raton Mesirow is now expanding its presence in Florida and the Southeast by raising awareness of the Mesirow brand expanding the number of Mesirow professionals in this market and deepening its commitment to…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…
Mesirow Small Cap Value: Weathering market downturns
With a , focus on risk management, Mesirow Small Cap Value strategy has historically yielded attractive downside protection relative to the Russell 2000 Value Index 1 The strategy has also produced an, 831% downside capture ratio, – from the beginning of the Financial Crisis through the most recent downturn – demonstrating how effective the strategy is in preserving capital in down markets 2 Mesirow Small Cap Value vs Russell 2000 Value Index Source Mesirow Equity Management Russell and eVestment Learn more For Institutional use only Mesirow Equity Management (“MEM” is a division of Mesirow Financial Investment Management…
Mesirow stands with Asian American and Pacific Islander communities
To our clients business partners employees and communities As a firm and as individuals Mesirow stands with Asian American and Pacific Islander communities as they face rising incidents of hate and racism in our society Through the work of our engaged employees we will continue to advance inclusion across our workforce and our industry This work is strengthened by our partnerships with…