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Services
FINRA Registration
Exam Sponsorship
Chaperone Services
Membership Package
Disclosures
About
Company overview
Team
Testimonials
FAQ & Resources
Affiliates
Transactions
Contact
Mon - Sat 8.00 - 18.00
Sunday CLOSED
260 Madison Avenue
New York, NY 10016 US.
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What We Value
Entrepreneurs who maintain their own office and brand identity, source, and execute their own deals
Collaboration with others on our platform to expand distribution efforts as appropriate
Long term relationships - win-win partnerships that keep our best producers loyal to our platform
Culture of professional cooperation with a focus on investor protection
How We Work
Platform built by practitioners for practitioners
Independent contractor model allows latitude regarding investment mandates
Proprietary software supports many private placement deal types
Accessible and experienced Compliance team equipped to supervise most private investments
Chaperone service enables foreign placement agents to show mandates to U.S. institutional investors
What We've Done
Over $2 billion in U.S. dollar transaction value
Over $500 million equivalent in foreign currency transaction value
Over 2,000 transactions
Over $50 million commissions generated by reps
Over 1,000 investors served
Who We Are
Providing consistent service since 2003
Supervised thousands of successful private placements in a large variety of industry sectors
Specializing in capital raises, M&A opportunities, and secondary sales of private stock
Registered in all 52 U.S. states and territories
Headquartered in San Francisco, with registered representatives located throughout the U.S.