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CAPABILITIES

Our Capabilities
AmerX provides full-service global execution services to corporate and institutional clients, delivering access to advanced technology, differentiated liquidity, and significant natural order flow. Our integrated platform includes direct market access (DMA), a suite of algorithmic trading strategies, self-clearing and custody, Prime Services, securities lending, capital introduction, and corporate access.

Trading & Execution
Full Service, Global Agency Trading Desk

  • Expertise in U.S. equities, ETFs, ADRs and equity options

  • Clients receive exclusive access to unique order types, including DQuotes​

  • ​Early Imbalance Data - Access to AmerX's innovative Early Imbalance Indicator site, allowing traders to view Market-on-Close (MOC) imbalances beginning at 2pm ET

  • Access to price/volume information prior to the open, and intra-day price movement through exchange matching

  • AmerX’s NYSE floor brokers provide clients with valuable insights, including NYSE merger/arb notices and price quoting on NYSE IPOs and Secondaries of interest

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Business Meeting

Self-Clearing & Custody
Delivering end-to-end trade management within an integrated framework
 

  • ​Integrated with established resources to handle time-consuming back-office responsibilities

  • Manage all aspects internally, ensuring efficient and successful completion
     

Securities Lending
Specialists in locating hard-to-borrow securities

  • Specialized access to liquidity and hard-to-borrow, "locate-required," securities

  • Robust easy-to-borrow lists from a diversified pool of lenders

  • Locate securities via API & web-based interface portals, streamlining locate process

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Prime Services
Cash and Synthetic Prime Solutions

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  • ​Innovative solutions in financing, market access, and risk management

  • Introducing broker to top-tier firms *

  • ​​Access to multi-asset class prime brokerage platforms

  • ​​Wholesale rates

  • Portfolio margin accounts​​

Private Markets Solutions
Late-stage Secondary & Founder Liquidity

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  • Origination and execution of select late-stage private secondary transactions across leading technology and high-growth companies

  • Structuring and facilitation of founder and early investor liquidity solutions

  • Direct access to a curated network of institutional buyers, including hedge funds, family offices, and alternative asset managers

  • End-to-end transaction management, spanning pricing, negotiation, documentation, and settlement

  • Trusted counterparty delivering discretion, disciplined execution, and seamless coordination with self-clearing and financing capabilities
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Capital Introduction
Strategic capital introduction and investor meeting coordination

  • Comprehensive capital introduction services connecting clients with a global network of institutional investors

Corporate Access
Strategic interactions, driving mutual success
 

  • Opportunities for investors to engage directly with corporate management, ensuring both parties achieve their strategic goals

  • High-quality interactions and customized solutions, delivering value through targeted and impactful engagements

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Investment Banking
Client-focused & relationship-driven approach

  • Full Service Investment Banking, including, Strategic Advisory Services, Capital Raising, Debt & Equity Financing, Syndication and Distribution, Market Insights and Analysis

  • Specialized expertise across various growth sectors of the economy

Equity Research
Transforming Data into Equity Insights
 

  • Data-driven research focused on topical and complex themes covering technology, software, and artificial intelligence (AI)

  • Coverage also includes mid- and late-stage private technology companies

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Disclaimer
Investments in private placements and start-up investments in particular are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest in start-ups. Companies seeking startup investments tend to be in earlier stages of development and their business model, products and services may not yet be fully developed, operational or tested in the public marketplace. There is no guarantee that the stated valuation and other terms are accurate or in agreement with the market or industry valuations. Additionally, investors may receive restricted stock that may be subject to holding period requirements. In the most sensible investment strategy for start-up investing, start-ups should only be part of your overall investment portfolio. Investing in private placements carries additional risk and you should be prepared to lose some or all of your investment. Prospective clients are strongly urged to review the offering documents carefully and consult with their own financial, legal and tax advisors prior to investing.

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