Truist Securities Financial Advisor Overview

Truist Securities FAQ


Where is Truist Securities headquartered?

Truist Securities is headquartered in Atlanta, Georgia.

When was Truist Securities founded?

Truist Securities was founded in 2020.

What sevices does Truist Securities offer?

Truist Securities offers Capital Raising, Financial Restructuring and M&A Advisory.

Truist Securities

Truist Securities

3333 Peachtree Rd NE,
Atlanta, Georgia 30326
United States
www.truistsecurities.com

Truist Securities is the investment banking arm of Truist Bank. The Group offers M&A and capital raising services to businesses across the US. The Firm serves businesses operating in a variety of sectors including consumer products, retail, real estate, healthcare, technology, energy, and entertainment. Truist Securities was founded in 2020 and is based in Atlanta, Georgia.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (5.2/yr) 2 10 6 8 1 1 28
Sellside (5.8/yr) 5 12 3 6 2 6 34
  62

Most Recent

Target Company Date Value Type
Sign-up to View 2025-11-20 725M USD Life Science
Sign-up to View 2025-11-03 620M USD Restaurants
Sign-up to View 2025-09-29 250M USD Insurance
Sign-up to View 2025-09-02 - Communications
Sign-up to View 2025-08-01 670M USD Business Services
Sign-up to View 2025-01-09 - Energy Services and Equipment
Sign-up to View 2025-01-06 - Insurance
Sign-up to View 2024-11-08 708M USD Healthcare Services
Sign-up to View 2024-11-05 - Distribution
Sign-up to View 2024-01-22 7.3B USD Energy Services and Equipment
View All >>

Sector Experience

Sector # Value
Healthcare Services Sign-up to View
Information Technology Sign-up to View
Business Services Sign-up to View
Life Science Sign-up to View
Communications Sign-up to View
Financial Services Sign-up to View
Energy Services and Equipment Sign-up to View
Building Materials Sign-up to View
Insurance Sign-up to View
Oil/Gas Exploration Sign-up to View
Distribution Sign-up to View
Software Sign-up to View
Internet Software and Services Sign-up to View
Consumer Services Sign-up to View
Aerospace Sign-up to View
Restaurants Sign-up to View
Staffing Sign-up to View
Marine Sign-up to View
Environmental Sign-up to View
Construction Sign-up to View
Medical Products Sign-up to View
Information Services Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
  California Sign-up to View
  Florida Sign-up to View
  Texas Sign-up to View
  Maryland Sign-up to View
  New York Sign-up to View
  Massachusetts Sign-up to View
  Georgia Sign-up to View
  New Jersey Sign-up to View
  Illinois Sign-up to View
  Tennessee Sign-up to View
  Utah Sign-up to View
  Missouri Sign-up to View
  Oklahoma Sign-up to View
  South Carolina Sign-up to View
  Alabama Sign-up to View
Brazil Sign-up to View
Canada Sign-up to View
Switzerland Sign-up to View
Domestic Sign-up to View
Cross-border Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Divestiture Sign-up to View
Secondary Buyout Sign-up to View
Going Private Sign-up to View
Buyout (LBO, MBO, MBI) Sign-up to View
Merger Sign-up to View
Growth Capital Sign-up to View
Stake Purchase Sign-up to View
Total Sign-up to View

Top M&A Clients

PE Firms (13) Deals
Sign-up to View
2
Sign-up to View
1
Sign-up to View
1
Corporate (50) Deals
Sign-up to View
2
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2
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1

Deal Values

Value # TOTAL
> $1B Sign-up to View
$100M to $1B Sign-up to View
< $100M Sign-up to View
TOTAL Sign-up to View
Largest NuStar Energy LP
$7.3B (2024-01-22)