Develop relationships with Equity Broker dealers to Co-Broke Private Placements
Project scope
Categories
Communications Market research Financial services Investment Risk, audit and complianceSkills
target market accredited investing broker dealers process flow diagrams equities investment bankingTo help seal at least 2 new Brokers dealer arrangements plus at least one new 2040 arrangement
- 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)
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
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