Anthony A. Latini, Jr., CFA®Managing Director
Mr. Latini has almost 30 years of experience providing corporate finance and investment banking services to middle market and large corporate clients. He focuses on merger & acquisition advisory services and capital raising for clients in a variety of industries. His merger & acquisition transaction experience includes approximately $2 billion in transaction value, and he has assisted in raising in excess of $1 billion in debt and junior capital. Tony has significant experience working with financial services modernization, collaborating with insurance companies, banks, and brokers as segments of the industry converge.
Prior to joining Boenning & Scattergood, Mr. Latini was Managing Director of Curtis Financial Group’s financial services industry group. He has also held positions at Berwind Financial Group LP, a regional investment bank, Evans & Company, an equity buyout group, and CoreStates Financial Corporation, a super-regional commercial and investment banking company.
Mr. Latini received his Bachelor of Science degree in Economics with a concentration in Finance from the Wharton School of the University of Pennsylvania. He holds the Chartered Financial Analyst designation and the FINRA Series 7, 24, 63, and 79 licenses. He currently serves as Chair of the Board of Trustees at Neumann University and is an active board member of the Philadelphia Fire Department Historical Corporation. Previously, Mr. Latini served as Chairman of the Archmere Academy Board of Trustees and Trustee of the Archmere Trust.
Representative transactions* include:
- Advised a small cap specialty insurance company in its sale to a $2 billion market cap NYSE-listed insurance company
- Advised a $700 million community bank in its market extending acquisition of a community bank
- Advised a regional insurance brokerage company in the sale to a $3 billion market cap NYSE-listed brokerage
- Advised a $1 billion community bank in the structuring and acquisition of an asset management and financial planning operation
* = transactions may have been completed while employed at prior firm