Management
A seasoned management team comprised of Investment Banking and Capital Markets professionals with extensive M&A and capital raising experience.
Pricing
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.
Technology
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
- Disclosures
- Trading monitoring
Collaboration
Peer networking and collaboration opportunities.