Capital Solutions
Our team has worked with hundreds of financial institutions and very high net worth individuals.
Capital Advisory
Roger Rezende
Formerly head of Mergers & Acquisitions for Stericyle, a $4bn multinational company where he managed deals across 7 countries.
Mergers & Acquisitions
Pete Church
20 years experience as Marketing Director for multi billion dollar alternative asset managers including Man Financial, Altegris, and others.
Alternative Asset Marketing & Communications Specialist
James McDermott
Former CEO, Keefe Bruyette (now Stifel), specializing in financial services companies.
Our capital advisory practice assists clients with communicating with existing investors, raising capital from new investors and assisting with exit and liquidity opportunities.
These services include:
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Business Brokerage / Mergers & Acquisitions
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Crowdfunding Platform development and maintenance.
Click on the sections above to explore.
CONTACT
Us
Email Us
Tel: 301-244-8622
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