We are a research-powered investment bank focused on growth companies.

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Our REsearch Universe

Research is at the core of what we do.

Our research mission is to help institutional investors identify and understand secular growth themes and identify innovative companies best positioned to capitalize on them.

Adagio Medical Holdings, Inc.
Red Violet, Inc.
CPI Card Group, Inc.
Daxor Corporation
OptimizeRX Corporation
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Our Transactions

We facilitate innovation and drive long-term value creation.

Our banking team helps promising companies access timely advice and capital to create value.

Applied Digital Corporation
Birchtech Corp.
TriSalus Life Sciences, Inc.
Energy Services of America Corporation
Insight Molecular Diagnostics Inc.
Applied Digital Corporation
Birchtech Corp.
TriSalus Life Sciences, Inc.
Energy Services of America Corporation
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Jacob Stephan
Rob Martin
Bill Beise
Rob Martin
Daniel Brims
Sam Flynn
Daniel Brims
Kevin Manthie
Sam Hill
Jaeson Schmidt
Jared Schramm
Aaron Wright
Mike Townley
Frank Takkinen
Bill Beise
Our Team

A dedicated team of professionals, working to add value for our clients.

At Lake Street, we focus on collaborative relationship building to create bespoke solutions executed by our experienced team of capital markets professionals.

With domain expertise, diverse backgrounds, and unique perspectives, our team has the experience necessary to successfully navigate complex, high-touch situations.

Meet the team
News

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