We invest in what matters
Our clients, our communities, our culture
Mesirow welcomes Shawn Beber, Chief Executive Officer
As we look ahead to our 90-year anniversary, we remain focused on expanding our capabilities while continuing to deliver meaningful value for clients. Shawn’s proven ability to grow businesses, deepen client relationships and create new opportunities will help lead us into our next chapter.
Purpose
At Mesirow, we offer a personal, more custom approach to reaching financial goals. As an employee-owned, diversified financial services firm founded in 1937, we invest in what matters: our clients, communities and culture.
Values
Independence
Think and act as owners, aligning all decisions with client priorities, long-term value and enduring partnerships
Entrepreneurialism
Attract visionary specialists who bring deep financial expertise, then empower innovation that drives client success
Engagement
Spark positive change in our core areas of commitment: family services, mentorship and opportunity and economic impact
Inclusion
Optimize all contributions, strengthen communities and advance the collective success of our clients and communities
By the numbers
In total assets under supervision1
Voting shares held by employees1
Offices worldwide1
Years recognized as a Best Place to Work1
Progress through the decades
From our beginnings in Chicago to a global footprint, we’ve evolved alongside our clients and communities. Each chapter of our history reflects intentional investment in new expertise, strong community partnerships, and a culture that empowers our people to grow with the firm.
1937
Norman Mesirow establishes Mesirow & Company, with wealth management as the firm's founding capability.
1950s | 60s
Begins offering Institutional Sales and Trading and Public Finance capabilities.
1970s | 80s
Opens first satellite office in Highland Park to serve high net worth clients.
Expands into Investment Banking, Sale-Leaseback Capital and Private Equity.
1990s
Adds fund-of-funds offering within Private Equity.
Forms strategic partnerships with multiple organizations working to empower communities and people.
2000s
Adds Currency, Fiduciary Solutions and Institutional Real Estate Direct offerings. Opens New York and London offices.
2010s
Launches Credit Tenant Lease Finance.
Opens Hong Kong office.
2020s
Recognized multiple times as a Barron’s Top 100 RIA Firm and Crain’s Chicago Business Best Place to Work. With offices worldwide and 100% of voting shares held by employees, continues to provide differentiated, diverse financial strategies customized by specialist teams.
Explore
Description
Engagement
Hear from leaders in the community about their partnerships with Mesirow
Careers
Learn about our culture and opportunities for young and experienced professionals
Spark
A quarterly email that brings together insights from across the entire Mesirow organization, with perspectives on markets, sectors and investing in what matters.
As of 9.30.26 unless otherwise noted. | 1. “Assets under supervision” includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management (“RAUM”) is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement (“AUA”) are on a 45-to-90-daylag due to time needed to confirm away assets. (3) Currency assets undermanagement includes AUM associated with (i) active and passive currency risk management products $249.45 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $1.14 billion, and (iii) alpha strategies $1.84 billion. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a “scaled” AUM, which is higher than the actual aggregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 9.30.2026, the “unscaled” AUM for alpha strategies was $431.31 million.| 2. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients nor should they be construed as a current or past endorsement of Mesirow by any of its clients. Please see this page for important information.