Are You Looking For Scale & Liquidity?

For qualified businesses, we help owners achieve scale and liquidity.

You can leverage a direct listing (like an IPO) or a publicly-traded holding company.

2 Key Ways To Create Liquidity & Scale:

DIRECT LISTING (LIKE AN IPO)

We help companies achieve liquidity through a direct listing which is similar to an IPO but has other benefits. It’s a great way for business owners to create liquidity for their equity ownership and still control and run the business.

PUBLICLY-TRADED HOLDING COMPANY

We help companies achieve liquidity & scale through a merger with an existing publicly-traded company. The owners continue to run the company and retain control – while enjoying all the benefits of being a public company. 

Want To See If Your Company Qualifies?

This option helps you achieve liquidity & scale –  and build significant wealth.

We Are Uniquely Positioned To Help You Succeed:

EXTENSIVE EXPERIENCE

We have been executing mergers and public offerings for over two decades. We have broad experience in this area – and understand the “art” and “science” involved which is critical.

UNDERSTAND ALL PERSPECTIVES

We have successfully grown businesses via public offerings and mergers ourselves. We understand how to help you succeed to achieve success and avoid the common & costly pitfalls.

BEST PROCESSES

We know how to streamline the merger and public offering process, in order to achieve success quickly and easily. We also help you make sure the company stays on track overall.

Questions & Comments:

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