An agile compliance platform that provides high speed, efficient turnaround on your mandates and deals.
Our lean, technology-based platform allows us to offer industry-leading payouts, where the vast majority of earned fees flow to the investment banker not the "house."
Best of Class Tools
Access to best-of-class, ready-to-use legal templates, along with research & technology platforms, including Pitchbook, S&P Capital IQ, IBISWorld, Hoovers & Statista, all driving more efficient deal making.
Peer networking, collaboration, and thought leadership with some of the most successful investment bankers in the industry, and to allow you to profit from deals that may not be suitable for your own investor/acquirer network.
Access to our industry relationships, including law firms, deal diligence, and compliance and regulatory experts (developed over 20 years as a broker-dealer).
A flexible broker/dealer relationship that can be discontinued at your discretion.
SEC/FINRA reviewed diligence and disclosure protocols, data rooms and deal tools. Named a Financial Services Review Top Compliance Service Company.
A flexible broker/dealer relationship that can be terminated at your discretion.
Get in touch
We’d love to speak with you.
Please call us at 800-947-6978, email us at [email protected]or click the button below to access our contact form.