Client Services

A 1940’s Securities Act “BDC”

Following is a list of some of the services we offer to help you achieve your financial goals:

Capital Sourcing

Preparing to “Go Public” – Auditing – etc

Going Public registration

Staying Public Compliance - Sarbanes Oxley

Business Valuation

Strategies to increase company value

Management and Board Member Recruiting

Marketing Strategy Planning

Exit Strategy Planning

Exit Strategy Execution

Partial and total Liquidity Events

Mergers and Acquisitions

Business Plan Development and writing

Due Diligence studies

Shareholder expansion and communication

Expand the Board of Directors

We can source what ever other financial services are needed for your success.

Our experienced team can provide you the best in corporate financial services on a fair fee
Basis or as a participant in our Special Partner Program.


Is your public company share value depressed?