A seasoned management team comprised of Investment Banking and Capital Markets professionals with extensive M&A and capital raising experience.
Industry leading payouts with volume-based discounts.
Customized Broker-Dealer relationships that takes into account your transaction types, transaction volume, compliance needs, existing overhead and appropriate licensing
Affordable E&O Insurance Coverage.
Our digital platform is built from the ground up with Bankers and Placement Agents in mind to minimize time spent on compliance. Our robust technology capabilities include cloud-based:
- Affiliation and Onboarding
- Continuing Education
- Annual Compliance Meeting
- Trading monitoring
Peer networking and collaboration opportunities.