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Unlocking Growth at Main Street Summit 2025

Mitch Vermet on October 31, 2025

Bankers Edge Advisory is attending the Main Street Summit in Columbia, Missouri from November 4–6, 2025. Join Managing Partner Mitch Vermet, CFA, CAIA, and other industry leaders as they explore networking, capital formation strategies, and market insights tailored for middle-market businesses. Connect with us at the event to discover new opportunities for growth and partnership.

Inspiring the Next Generation of Finance Leaders: Insights from the WSTA Event

Mitch Vermet on October 15, 2025

Bankers Edge Advisory is proud to support the next generation of finance professionals through our engagement with the recent WSTA event. Our team was inspired by the enthusiasm of student attendees, and Richard Consul, CFA, was honored to share his market insights and career advice. We remain committed to fostering education, industry connections, and leadership development across the financial community. Stay connected for news on future events and opportunities.

SBIA Digital Lunch & Learn: Independent Sponsor Fundraising Strategies

Mitch Vermet on September 9, 2025

Independent sponsors are entering 2025 with both new challenges and fresh opportunities. On September 18, Richard Consul of Bankers Edge will speak at SBIA’s Lunch & Learn, sharing strategies for strengthening LP relationships, expanding capital sources, and structuring smarter deals. This session is designed to equip deal professionals with practical insights to succeed in a competitive market.

Opus Connect’s Private Debt Conference

Mitch Vermet on September 5, 2025

Bankers Edge Advisory will be in New York City on September 9–10 for Opus Connect’s Private Debt Conference. This premier event brings together leading investors, lenders, and advisors to explore the evolving role of private debt in today’s market. If you’re attending, connect with Mitch Vermet at 313-670-3339 or mvermet@bankersedgeadvisory.com to schedule a meeting.

Connecting Capital and Opportunities at Great Lakes Capital Connection

Mitch Vermet on September 2, 2025

Bankers Edge Advisory is excited to be attending the Great Lakes Capital Connection (GLCC) in Grand Rapids, a premier event for middle-market dealmakers, investors, and independent sponsors. Represented by Richard Consul, CFA, and Mitch Vermet, CFA, CAIA, our team looks forward to building connections and exploring new capital-raising opportunities at this year’s conference.

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Meet Mitch Vermet,

CFA, CAIA
Managing Director
Our other Managing Director, Mitch Vermet, CFA, CAIA, has a decade of experience in institutional asset management and investment banking. He has served as an integral asset within close-knit investment teams responsible for building portfolios and allocating tactical assets for over $30 billion in institutional capital.
Since earning a BA in Economics from the University of Michigan and an MA in Management from the Ross School of Business at the University of Michigan, Mr. Vermet has demonstrated mastery in helping clients manage and structure their balance sheets with strategic asset liability management solutions. He has built a reputation for helping clients strategically manage risk while capitalizing on opportunities across unique macroeconomic scenarios, lending valuable expertise and foresight to clients.  

Mr. Vermet is a member of the CFA Institute and CAIA Association. He is also a Registered Representative of BA Securities, LLC, and a member of FINRA and SIPC.

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Meet Richard Consul,

CFA
Managing Director
Richard Consul, CFA, brings unmatched expertise and experience as one of our Managing Directors. Mr. Consul has over 20 years of domestic and international secondary market expertise as a Senior Portfolio Manager and Fixed Income, Currency, and Commodities Strategist.
Since earning a BBA in Finance and an MSE in Financial Engineering from the University of Michigan, Mr. Consul has served as a dedicated business partner to many corporate, banking, and insurance clients. He has built a reputation for helping clients solve and overcome various complex liquidity, risk management, ALM, and secondary market challenges. 
Mr. Consul has lent his expertise to countless financial publications and platforms, including Asset TV, a renowned video research platform for investment professionals. He is a member of the CFA Institute and has received certifications in Securities Industry Essentials (SIE), Series 82, and Series 63 through FINRA.
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