Bringing Wall Street Solutions to Main Street

Capital Raising | M&A Advisory

How Our Core Values Lead to Successful Client Outcomes

Bridgepoint was founded in 2010 with the purpose of doing investment banking differently. After our founders spent years working in traditional large investment banking firms, they took a critical look at an industry where maximizing fees was prioritized over the client’s goals and outcomes and where firms experienced extremely high employee burnout and turnover.

Bridgepoint Investment Banking was founded with a set of core values that truly serve as guiding principles throughout every conversation, decision and recommendation. We believe our core values should do much more than hang on a wall in our office; instead, we strive to live them out on a daily basis and hold those around us accountable for doing the same.

In this post, we want to share our core values, why they are so important to everyone at Bridgepoint, and how this commitment to our core values leads to successful outcomes for our clients.

Honesty and Integrity Always

Honesty and Integrity Always comes first in our set of core values because we believe it is the foundation of how we run our firm. In an industry driven by maximizing fees rather than client outcomes, our focus on honesty and integrity sets us apart. We strive to lead every relationship and conversation – internally and externally – with honesty and integrity. This builds trust among our team and ensures that our clients receive the “right advice” always, regardless of what it means for our firm or our fee.

Passionate Pursuit of Excellence

The Bridgepoint team is constantly striving for excellence in everything we do. This pursuit of excellence means that our clients can expect nothing less than excellence throughout their experience working with Bridgepoint – from diligence and analysis to top-quality marketing materials to legal review and closing, Bridgepoint clients get relentless attention to detail every step of the way – regardless of fee or deal size.


Every capital raising and M&A transaction involves navigating its own set of challenges. Working with a tenacious team means we’ll fight every battle on behalf of our client and pursue optimal outcomes with persistence. Time kills deals and limits competitive tension which benefits our clients. We are tenacious in our pursuit of deal momentum, creative solutions and optimal client outcomes regardless of the circumstances.

Continuous Self-improvement

Every member of the Bridgepoint team is committed to continuously improving ourselves, the firm’s service and the work we do. We’re constantly staying on top of trends, educating ourselves and improving the quality and effectiveness of our work – which means our clients get the best version of Bridgepoint at all times.


Bridgepoint’s culture is built upon mutual respect for our fellow team members, clients and communities. We believe in communicating respectfully, caring for our communities and respecting our clients and their goals by giving our all during every process we run.


Bridgepoint was founded to bring meaning and impaact to the investment banking industry. To us, investment banking goes beyond executing capital raising and M&A transactions. We go deeper, looking for the true impact of each process we run. Knowing that our work helps family-owned companies grow, continue their legacies and impact their communities is the reason we get up every morning and do our best work on behalf of our clients.

Bridgepoint’s commitment to our core values and our culture creates better outcomes for our clients. We are proud to have a tight-knit team that respects and challenges each other to improve every day. This has led to one of the highest employee retention rates in the investment banking industry, which means our clients can feel confident in the quality of our work and the longevity of their relationship with Bridgepoint.

To get in touch with our team of trusted advisors, contact us today. We’re eager to give you a top-quality experience that will help you reach your company’s goals.

Learn How Bridgepoint Can Help Your Company Reach Its Goals

Tell us about your company