Global Advisory
The global independent adviser
We help our clients to define and achieve their M&A, strategic and financing goals with the best possible results, whatever their objectives and wherever they are.
We have the coverage and resource of the largest integrated banks while delivering tailored, expert advice, investing time in understanding our clients and building long-term, trusted relationships that look beyond any single transaction.
bankers based in North America
M&A deals since 2010
years of experience in North America
Our services
North America Transactions Highlights
Fermi
Bookrunner on its US$785 million IPO on the Nasdaq & LSE, valuing the company at c.US$14 billion.
2025
Montagu
£3.5bn sale of a minority stake in Wireless logic to General Atlantic
2025
Fermi
Bookrunner on its US$785 million IPO on the Nasdaq & LSE, valuing the company at c.US$14 billion.
2025
Montagu
£3.5bn sale of a minority stake in Wireless logic to General Atlantic
2025
Fermi
Bookrunner on its US$785 million IPO on the Nasdaq & LSE, valuing the company at c.US$14 billion.
2025
Montagu
£3.5bn sale of a minority stake in Wireless logic to General Atlantic
2025
Tailored processes delivered at an unrivalled scale
We advise on and execute every type of M&A transaction, on either side, as well as bespoke strategic assignments such as joint ventures and partnerships. We design and deliver tailored transaction structures and processes based on our client’s objectives.
Investing time in understanding our client’s needs is fundamental to the way we work, and we always take a long-term view. This is clearly demonstrated by our relationships that span decades, and our significant repeat business.
[Investor Engagement / Shareholder Activism]
We have a track-record in advising on sustainability-related financing as part of our Debt Advisory services. Our Investor Advisory services provide an expert perspective on ESG strategy and investor engagement, incl. ESG ratings. And our sector specialists are well-equipped to help clients navigate transition to the low carbon economy, benefitting from a market-leading track record in the renewables sector.
[Geopolitical Advisory]
[Our Geopolitical Advisory team provides clients with insights and perspectives to navigate complex risks of an increasingly multi-polar world, a shifting political and regulatory landscape, a race for natural resources and the energy transition. Geopolitical Advisory is chaired by Lord Mark Sedwill, the former UK Cabinet Secretary and National Security Adviser, and brings together a network of Rothschild & Co experts, sector teams, Sovereign Advisory and Redburn Atlantic.] - text will be edited to accommodate for the US
North America Conferences
Fintech Conference
November 2026
The CEO Conference
December 2026
Energy and Power Conference
September 2025
Our history in North America
As early as 1821, the Rothschild business had formed an association with the American banking firm of R & J Philips of Philadelphia. Philips introduced them to their circle of business associates and through these agencies the Rothschilds built up a portfolio of substantial and wide-ranging investments in municipal and state stock, canal and mining shares and in finance houses.
Contact Our Team
Interested in joining our Global Advisory team?
Learn more about our Student and Graduate programmes and our opportunities for experienced professionals.
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