Technology Investment Banking
Private Equity and Debt Capital Raising
Mergers & Acquisitions Advisory
Equity and Debt Capital Raising
First Institutional Round Capital Raises
Mergers and Acquisitions Advisory
For entrepreneurs, founders and investors who are looking to optimize:
Acquisition growth, or
a liquidity event, or series of events.
Driving growth organically through strategic sales, partnerships
Mission Driven, Senior Level Engagement With a Team Approach to Provide Leverage for Founders and Investors
Serving the technology industry with over 25 years of post MBA financial services experience with over $10 Billion USD in executed and advised Transactions. Licensed and Registered with Stonehaven, a broker dealer with a network of senior level independent investment bankers, to provide distribution leverage on par with leading investment banks.
“Investments in private placements involve a high degree of risk and may result in a partial or total loss of your investment. Private placements are generally illiquid investments. Investors should consult with their investment, legal, and tax advisors regarding any private placement investment.”
Further, we request that you add reference to FINRA BrokerCheck per the following guidance: https://www.finra.org/compliance-tools/rule-2210-brokercheck