Benjamin F. Edwards Investment Banking Leadership Team Expands


(ST-LOUIS, April 18) — Benjamin F. Edwards announced the hiring of two new investment banking managing directors: Rachel Zhang, managing director, based in Seattle, and managing director, Neil Dennis, based in Kansas City, Mo. Shelby Schagrin, managing director general, will continue to lead the investment banking team.

Benjamin F. Edwards’ Investment Banking Group continues to focus on providing sell-side merger and acquisition services to business owners of middle-market companies.

“We are delighted to expand our investment banking team with the addition of Neil and Rachel who possess qualities and attributes that we highly value,” said Doug Rubenstein, Edwards’ chief operating officer. “Our highly experienced team and personalized approach provide exceptional investment banking services to middle market business owners.”

Rachel has over 10 years of experience in investment banking and corporate finance with deep expertise in paper and packaging, industrial manufacturing and distribution. She was previously a Principal at CIBC Capital Markets, where she led coverage of the paper and packaging sector. Prior to CIBC, Rachel worked for Greenhill and Deutsche Bank where she focused on mergers and acquisitions. Rachel earned her bachelor’s degree from Indiana University, Kelley School of Business. She is a Chartered Accountant.

Neil has over 15 years of expertise in investment banking and corporate finance. He was previously Managing Director at Woodbridge International, where he led the execution of sales transactions across the United States. He earned his Bachelor of Business Administration from the University of Kansas and his MBA from Arizona State University’s WP Carey School of Business.

Benjamin F. Edwards
investment bank
Benjamin F. Edwards’ Investment Banking Group is an established and growing mid-market mergers and acquisitions (M&A) and financial advisory firm. The Investment Banking team focuses on advising business owners primarily in the consumer, business services and industrials sectors. The team has a very successful record in selling middle market businesses.

About Benjamin F. Edwards
With a 135-year legacy spanning five generations of the Edwards family, today Benjamin F. Edwards is an entrepreneurial wealth management firm welcoming client-focused, full-service financial advisors to join its ranks. Edwards advisors seek to provide sound investment advice while helping clients develop a plan to achieve their goals. The growing national company now operates in over 31 states with 86 locations, raising $36 billion in assets under management. It stays true to its Golden Rule roots when it comes to the treatment of clients, financial advisors and employees. The St. Louis home office knows advisors by name and avoids call centers for answers to advisor questions. Leveraging the firm’s distinguished heritage and vision for the future, advisors have the option of being employees of Benjamin F. Edwards or can choose an independent affiliation with the firm’s Registered Investment Advisor (RIA ), Edwards Wealth Management. The firm’s strong tax base and timeless values ​​enable it to be an unparalleled “customer first” firm, offering friendly support and thoughtful, personalized investment and planning advice to its valued clients who make it all possible.


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