NAICS 523150
Investment Banking and Securities Intermediation
Explore obligations, trends, recent awards, and incumbent contractors for NAICS 523150.
NAICS 523150 federal market metrics
- Total obligations
- $1.1B
- Total awards
- 4 awards
- Active obligations
- $1.1B
- Size standard
- $47,000,000 receipts
What this NAICS covers
NAICS 523150 covers advisory and intermediation services for capital markets, including underwriting, securities placement, mergers and acquisitions advisory, and facilitation of debt or equity transactions for corporate, institutional, and government issuers.
Federal opportunities under 523150 typically involve securing firms to manage or advise on capital raising and secondary market activities, including underwriting or placement services, pricing and distribution strategy, investor outreach, transaction due diligence, and regulatory compliance support.
FY2024 snapshot
- Obligations
- $29K
- Awards
- 1
- Average award
- $29K
- Change from FY2023
- -100%
Federal obligation trend
FY2023
$1.1B · 3 awards
FY2024
$29K · 1 award
FAQ
What work fits NAICS 523150?
- Underwriting and syndicate management for a public or private debt offering, including bookrunning and placement of securities.
- Preparation of offering memoranda, pricing models, and valuation analyses to support a capital raise or asset sale transaction.
- Advisory services for structuring equity or debt instruments, including fairness opinions and market sounding.
- Arrangement of private placements and placement agent activities, including investor outreach and subscription management.
When is NAICS 523150 a weak fit?
- Commercial banking lending operations: missing securities origination and underwriting; scope focuses on deposit-taking and loan servicing.
- Asset management and custodial portfolio services: missing underwriting and placement activities; scope centers on investment management and custody operations.
- Broker-dealer retail brokerage for individual investors: missing capital market underwriting and syndicate management; scope centers on retail trade execution and advisory.
What solicitation language points to NAICS 523150?
- RFP requests underwriting commitment letters, syndicate structure proposals, and capital allocation or market placement plans for the offering.
- Solicitation requires offering memoranda, detailed valuation models, comparable transaction analyses, and documentation of due diligence procedures.
- Evaluation factors weight prior experience as lead underwriter or placement agent and concrete examples of completed transaction execution and investor outreach.
Put this market knowledge to work
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