WE PROVIDE EXPERT ADVISORY FOR THE FOLLOWING:
- SECURITIES SERVICES
- LIQUIDITY, FINANCING & COLLATERAL
- GLOBAL PAYMENTS & TRADE
- MARKETS EXECUTION SERVICES
- INVESTMENTS
- ISSUER SERVICES
- CROSS-BORDER INVESTMENT
$1.2B+
In transactions advised
185+
Engagements completed
Who We Are
ABOUT US
BNY is redefining what it means to be a modern financial institution by combining a legacy of proven resilience with a steadfast commitment to innovation. Through this approach, we empower our clients to achieve their strategic objectives with confidence in an increasingly dynamic global marketplace.
As a leading global financial services platform, we integrate deep industry expertise with advanced technology to deliver innovative solutions that help clients unlock growth, enhance operational efficiency, and strengthen resilience amid evolving economic and market conditions.
Our leadership team and employees are committed to driving the financial industry forward. By combining decades of experience and sound judgment with a culture of continuous innovation, we establish new standards for financial markets while enabling our clients to make informed, confident decisions in a world defined by constant change.
BNY Mellon
What We Do
ADVISORY SERVICES
BNY is a leading global financial services company entrusted with overseeing more than $59 trillion in assets under custody and/or administration (AUC/A) for clients worldwide
MERGERS & ACQUISITIONS
End-to-end deal advisory, from target screening and valuation through negotiation and close.
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CAPITAL RAISING
We connect growing companies with a vetted network of institutional and private capital partners.
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WEALTH MANAGEMENT
Portfolio strategy and risk-managed allocation built around each client's long-term objectives.
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What Drives Us
VALUES
Our values towards our clients are the foundation of every engagement we take on
- HONESTY
- COMMITMENT
- DEDICATION
- RESPONSIBILITY
- RESPECT
CLIENT PERSPECTIVE
Completing an acquisition, financing, buyout, or capital placement is a significant business transaction that requires a substantial investment of both time and financial resources. To maximize the likelihood of a successful outcome, it is essential to promptly organize, consolidate, and manage all relevant information needed to guide a promising opportunity through to completion.
For serious participants, time is one of the most valuable and limited resources. Every stage of the process demands efficiency, accuracy, and timely execution. In today's competitive business environment, a well-managed transaction depends on the ability to make informed decisions quickly, because when it comes to closing a successful deal, time is of the essence.
Robin Vince
Chief Executive Officer
Meet The Team
OUR ADVISORS
Vicente La Camera
Senior Investment Advisor
Jennifer Barker
Global Head of Treasury Services and Depositary Receipts
Bill J. Brodsky
Chairman and Chief Executive Officer
Jayee Koffey
Chief Global Affairs Officer
How We Work
OUR PROCESS
- No Hidden Fees – Transparent pricing with no unexpected charges.
- Competitive & Transparent Pricing – Fair, market-driven rates with complete cost transparency.
- Dedicated Advisory & Compliance Support – Personalized guidance and regulatory expertise throughout every stage of the process.
Investor Protection
REGULATORY COMPLIANCE
We adhere to applicable national and international regulatory standards designed to promote transparency, accountability, and investor protection throughout every stage of the advisory and transaction process.
As a client, you are entitled to:
- Financial Assurance – The right to receive contractual financial safeguards and protections throughout each engagement.
- Transparency & Participation – The right to receive timely information and participate in key decisions throughout the transaction process.
- Independent Escrow Protection – The right to have eligible pre-closing funds held in an independent escrow account until all agreed-upon closing conditions have been satisfied and the transaction is finalized.
Our Commitment
TRANSPARENCY
TRANSPARENCY
Clear communication and no hidden fees—just straightforward pricing you can trust.
FAIR PRICING
Advisory fees are credited toward the total transaction cost upon successful closing.
EXPERT GUIDANCE
Enjoy a complimentary initial consultation and dedicated support throughout every stage of the process.
CLIENT PROTECTION
We encourage clients to work only with licensed, reputable professionals to help safeguard their interests.
Get In Touch
CONTACT US
Request a Consultation
- 240 Greenwich Street, New York, NY 10286, United States
- (646) 814-6399
- bnymellon@cross-borderbanking.org
- bis-div@int-crossborderbanking.org