Lake Street

Lake Street Capital Markets was founded in 2008 during the financial crisis, emerging as an independent boutique investment bank focused on serving middle-market companies and institutional investors. The firm has grown to become a respected player in equity research with approximately 675 analyst ratings in its coverage universe, primarily concentrated on smaller-cap and mid-cap US equities where larger institutions have reduced their attention. Lake Street has developed particular expertise covering technology, healthcare, consumer, and specialty finance sectors, establishing itself as a go-to source for institutional research on companies often overlooked by Wall Street's largest firms. The firm has built its reputation on being accessible and responsive to both management teams and investors, with a distinctive culture that emphasizes original research and a willingness to challenge consensus views, making it a notable voice for uncovering value in the neglected corners of the US equity market.