WHO WE ARE

About Bardi Co.

Bardi Co., a diversified financial services firm, was established in 2012 to meet the demand for conflict-free advisory services both in investment banking and asset management.

Bardi Co. is an investment bank and asset manager implementing the highest standards of quality, analytical rigor, ethics and insight. Bardi Co. differentiates itself from other firms through technical sophistication, persistence, good judgment and a unique international cultural understanding. These strengths make Bardi Co. qualified to handle its clients' most pressing challenges and ambitious objectives. This can entail working through complex corporate structures and difficult negotiations in order to achieve the desired outcome for our clients anywhere in the world; or meeting specific investment goals without being swayed away by short-term fluctuations and volatile financial markets.

 

On the investment baking side, Bardi Co. specializes in M&A advisory services both sell-side and buy-side as well as capital raises for middle market companies in various industries. Bardi Co. investment bankers have a unique wealth of experience gained by handling hundreds of transactions in a variety of sectors both domestically and internationally. As asset managers, we focus primarily on our corporate clients to whom we offer extensive insight and expertise across traditional investment styles, as well as hedge fund strategies.

SECTORS OF FOCUS

While being industry agnostic, Bardi Co. offers expertise in the following sectors:

 

Media, Tech & Entertainment

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Manufacturing, Engineering

 

& Aerospace

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Healthcare & Wellness

 

Food & Beverage

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Apparel & Accessories

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Real Estate, Hospitality

 

& Gaming

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OUR MISSION

To be the leading global financial services firm serving the middle market.

At Bardi Co. we work hard to the benefit of our clients' organizations. Bardi Co. has earned its reputation among its client base and within the financial services industry through leadership, foresight, tenacity, analytical rigor and high ethical standards. Through relationship capital and unbiased advice in each of its comprehensive service offerings, Bardi Co. strives to help its clients successfully achieve their goals and maximize their corporate value.