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02. Capital Sources & Potential Clients

Capital Sources

If you are a professional investor currently looking for an investment opportunity we encourage you to share your information and a brief description of the type of investment you are pursuing. If we have any transactions that meet that criteria and are still in the marketing phase we will share the information with the lead Investment Banking Representative and facilitate an introduction.

Potential Clients

If you are looking to buy or sell a business, to raise capital from professional investment entities or institutions, or otherwise would like to explore your options with one of our Investment Banking Representatives, we would be happy to discuss your needs and facilitate and introduction. Please provide information regarding your investment banking needs and assuming we can help, we will introduce you to an Investment Banking Representative in your industry.

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To talk with our experienced  professionals, contact us.

We understand that every transaction, regardless of size or brand recognition, deserves the same level of respect and attention to detail. Our Registered Investment Banking Representatives are established and experienced. With Investment Banking Representatives all over the country conducting Mid-Market M&A in the private sector and Private Placement transactions both domestically and internationally. We have members of international alliances as well as established networks here in the US. If you are looking for experience, efficiency and compliance with regulation, call us to see how we may be able to assist you.

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