Close. More. Deals.

Deal Syndication.

Successfully completing deals requires the collaboration of a knowledgeable and experienced deal team. Oftentimes, the best deal collaboration is accomplished across brokerage firms through forming a syndicate. In today’s market, syndicating capital transactions is best accomplished through collaborating through technology. The Deal Syndication tool leverages the contacts among broker-dealers to give issuers a leg-up in closing capital transactions.

Our Deal Syndication tool requires an inter-broker-dealer agreement. The tool will be available in Q2 2017. Please contact us for more information.

Packed with advanced CRM features

  • Allows intermediaries to leverage the CRM contacts across sub-accounts and private-label platforms, while maintaining original intermediary contact ownership
  • Uses the powerful tools of Marketing & Process Automation for reaching more potential accredited and institutional investors across multiple platforms
  • Provides issuers and intermediaries with secure tracking of pitchbook delivery and virtual data room visits
  • Exploits the general solicitation exemption through Regulation D, 506 (c) and Regulation A+ by reaching more potential investors that may not be available within a single brokerage firm
  • Provides advanced analytics and business intelligence for future deal decision-making
Deal Syndication Capital Advisory

Maximizing seller value in mergers & acquisitions

Tell us about your M&A needs

1 Step 1

Our M&A Process

Mergers & Acquisitions Advisory
for the middle market.
  • Strategic Planning

  • Assess Financial Readiness

  • Align M&A Criteria

  • Research Target Industry

  • Target List Building

  • Target Outreach

  • Engage Targets

  • Letter of Intent (LOI)

  • Due Diligence

  • Closing

  • Target Integration