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New User Registration Outline for Our Investment Banking Platform

As you watch the video on registering for your investmentbank.com account, please pay particular attention to the various user roles mentioned as outlined below.

Investors

Includes both individual accredited investors and institutional investors like private equity funds, hedge funds, family offices and any fund with total assets under management greater than $50M.

Intermediaries

Intermediaries are typical brokers to a capital transaction. Such brokers could include investment bankers, M&A advisors and/or business brokers. This group typically represents the issuer or investor as an intermediary to the assets or securities being sold in a transaction.

Issuers

Companies are perhaps the most flexible group as they can include security buyers and sellers. Company buyers are often looking for inorganic growth through M&A. Company sellers might include those looking to sell their shares in the business outright, but also may include firms looking to sell debt or equity to investors as a means to raise growth and expansion capital.

Once we have filled out this firm, we expect to receive a confirmation email, including a confirmation link that we will need to click to begin the process of activating our own instance of the software.

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Nate Nead
Nate Nead
Nate Nead is a licensed investment banker and Principal at Deal Capital Partners, LLC, a middle-marketing M&A and capital advisory firm. Nate works with corporate clients looking to acquire, sell, divest or raise growth capital from qualified buyers and institutional investors. He holds Series 79, 82 & 63 FINRA licenses and has facilitated numerous successful engagements across various verticals. Four Points Capital Partners, LLC a member of FINRA and SIPC. Nate resides in Seattle, Washington. Check the background of this Broker-Dealer and its registered investment professionals on FINRA's BrokerCheck.
Nate Nead
Latest posts by Nate Nead (see all)
  • Covid-19 Impact on US Private Capital Raising Activity in 2020 - May 27, 2021
  • Healthcare 2021: Trends, M&A & Valuations - May 19, 2021
  • 2021 Outlook on Media & Telecom M&A Transactions - May 12, 2021
Nate Nead
Nate Nead
Nate Nead is a licensed investment banker and Principal at Deal Capital Partners, LLC, a middle-marketing M&A and capital advisory firm. Nate works with corporate clients looking to acquire, sell, divest or raise growth capital from qualified buyers and institutional investors. He holds Series 79, 82 & 63 FINRA licenses and has facilitated numerous successful engagements across various verticals. Four Points Capital Partners, LLC a member of FINRA and SIPC. Nate resides in Seattle, Washington. Check the background of this investment professional on FINRA's BrokerCheck.

Related posts

May 27, 2021

Covid-19 Impact on US Private Capital Raising Activity in 2020


Read more
May 19, 2021

Healthcare 2021: Trends, M&A & Valuations


Read more
May 12, 2021

2021 Outlook on Media & Telecom M&A Transactions


Read more

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