Comprehensive Corporate Engagement in Private and Public Capital Markets

Preparing portfolio companies for institutional capitalization in both private and public capital markets requires substantial expertise and collaboration. Even for companies entering our Blue Chip Program™ with a "BB" BDR Rating™ (the minimal qualifying rating), significant work is required to develop their corporate finance capabilities, prepare GAAP-compliant pro forma financial projections and modeling, design optimal hybrid securities, and customize their online securities and effectively use their executive hiring portal system. Each engagement entails hundreds of hours of meticulous preparation alongside the portfolio company.

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Our Blue-Chip Program™ combines cutting-edge technology with hands-on expertise to ensure that each company's needs are met effectively and efficiently. The success of this program relies on the involvement of highly skilled professionals with deep experience in corporate finance, legal structuring, executive management and technology.

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We invite candidates to review the Skills Matrix below to explore how their expertise aligns with our current talent needs.