Guggenheim Securities Reviews
New York, NY · Founded 2000
- Type
- Middle market
- HQ
- New York, NY
- Founded
- 2000
- Deal size
- $250M-$10B
- Focus
- Generalist
- Website
- guggenheimpartners.com
- Mark Van LithHead of Investment Banking
Guggenheim Securities is a middle market headquartered in New York, NY and founded in 2000. The firm focuses on Generalist and typically advises on transactions in the $250M-$10B range. Key dealmakers include Mark Van Lith (Head of Investment Banking). Read founder-verified reviews of Guggenheim Securities below, from founders who hired the firm as their sell-side advisor whether the deal closed or not.
What to know about Guggenheim Securities
Guggenheim Securities has built its franchise in Generalist, where founders running a sale process often turn to firms with deep sector pattern recognition. The senior bench, anchored by Mark Van Lith, sets the tone for how engagements run from the first call through whatever outcome the process produces. Founders evaluating Guggenheim Securities typically compare it against other middle market houses with similar sector emphasis.
Deal sweet spot at Guggenheim Securities sits in the $250M-$10B band. That target range shapes everything: which buyers get the call, how the process is paced, and how the firm allocates senior banker attention. Founders working with Guggenheim Securities should expect a process tuned to that band; founders far below or above it sometimes find a better fit elsewhere.
Geography matters more than founders expect. Guggenheim Securities operates out of New York, NY, and its strongest buyer-side relationships tend to cluster around that orbit. For sellers running a global process, that can be either an advantage (concentrated relationships) or a constraint (thinner reach in other regions). Founders should ask directly: which buyers have you placed with in the last 24 months, and where are they.
Reviews
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Frequently asked questions
- Who can review Guggenheim Securities?
- Any founder who hired Guggenheim Securities as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.
- Has Guggenheim Securities been reviewed by founders?
- Guggenheim Securities appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.
- Where is Guggenheim Securities headquartered?
- Guggenheim Securities is headquartered in New York, NY. The firm was founded in 2000.
- What kinds of deals does Guggenheim Securities work on?
- Guggenheim Securities focuses on Generalist. Typical transaction size falls in the $250M-$10B range.
- Who are the key dealmakers at Guggenheim Securities?
- Senior dealmakers include Mark Van Lith (Head of Investment Banking). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.
- How does BankerNotes verify reviews of Guggenheim Securities?
- Every review on BankerNotes is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.
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Last updated: August 5, 2025