Develop relationships with Equity Broker dealers to Co-Broke Private Placements

Closed
SZC Group - Szymon Zephan Capital
London, Ontario, Canada
Shanaz Joan Parsan
She / Her
Founder, Managing Partner and Head of Energy/Innovation
(108)
4
Project
Academic experience
120 hours of work total
Learner
Anywhere
Advanced level

Project scope

Categories
Communications Market research Financial services Investment Risk, audit and compliance
Skills
target market accredited investing broker dealers process flow diagrams equities investment banking
Details

To help seal at least 2 new Brokers dealer arrangements plus at least one new 2040 arrangement

Deliverables
  • Sales/Market research
  • Understand the target market and process flow for a deal;
  • Explore US Broker Dealers who would work with Canadian Investment Banking brokerages
  • Source new 2040 arrangements
  • Create an Individual Investor List of accredited investors who can invest 250,000 USD up to 5 million USD in a variety of industry segments or that are industry agnostic (largely North America and some Latin America)

Mentorship

We will connect them with a Senior team member who is available at all times

They will be featured on the website and provided a company email

They will be mentored every step of the way

They will have access to all data

They will participate in weekly meetings

About the company

Company
London, Ontario, Canada
11 - 50 employees
Sales, Energy, Real estate, Banking & finance, Airlines, aviation & aerospace

Szymon Zephan Capital provides full-service Mergers & Acquisitions strategic advisory services.

Our team specializes in working with global mid-market corporations. We uphold the highest level of integrity while supporting our clients in achieving their strategic objectives.

Our first priority is our clients’ interests. Our team seeks to understand our clients’ business and potential, and aims to serve them with industry leading professionals and best practices.

As financial and strategic advisor, our role is to manage the entire M&A process by providing smart and innovate ideas.

Whether you are looking to grow your business through an acquisition, or are seeking an exit strategy, our responsibility is to maximize value for all of your stakeholders