#Investment Services #ATIS #American Trust

American Trust Investment Services Expands Leadership Team

American Trust Investment Services, Inc. (ATIS), a registered boutique investment bank and broker-dealer with FINRA and SEC credentials, has recently announced significant updates to its leadership team. This change comes as the firm is experiencing rapid growth in various sectors, including equity capital markets, mergers & acquisitions, and corporate finance advisory.

A Dynamic Growth Phase

ATIS is capitalizing on its strategic transformation to position itself as an influential player within the boutique investment banking realm. Following the recent surge in its IPO and ECM pipeline and its membership in NASDAQ Capital Markets established in 2024, the firm is expanding its presence not just across the United States but internationally as well. With a strong national footprint in the U.S. and an established team in Hong Kong, ATIS is also looking to venture into the Middle East, specifically Dubai and Abu Dhabi, to cater to its growing list of both domestic and international clients.

CEO James F. Dever articulated the firm's growth intentions: "ATIS is entering one of the most dynamic growth phases in our history. We've built a leadership team with the experience and vision to compete at the highest levels of the boutique investment banking space. Our expanding global presence and enhanced market capabilities enable us to help clients achieve their goals."

Recent Highlights and Achievements

ATIS has recently acted as a lead underwriter for various successful offerings, including IPOs for companies such as Marwynn Holdings (NASDAQ: MWYN) and Energys Group (NASDAQ: ENGS). This trend is expected to continue with multiple additional IPOs and follow-on offerings anticipated in the upcoming months.

Another landmark achievement was solidifying its NASDAQ Capital Markets membership in 2024. This membership has fortified ATIS’s execution capabilities while allowing for direct market access for issuers and institutional investors.

Amidst this growth, ATIS is also extending its commendable services internationally, driven by its dedicated team in Hong Kong and planned expansion into the UAE.

Enhanced Executive Leadership Team

James F. Dever – Chief Executive Officer

Leading the strategic vision of ATIS, James F. Dever utilizes his 30 years of expertise in capital markets to reinforce ATIS as a preferred partner for issuers and investors navigating intricate capital markets. He emphasized the boutique-level client service that defines ATIS as essential during this scaling phase.

Kristopher