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Since 1979 we've assisted growing companies globally in achieving  their business and financial objectives.  

With our decades of corporate finance, investment banking, financial and business marketing, transaction, we can best be thought of as "corporate finance and business strategists and implementers."

While US-based, one of our specialties is assisting companies, located both in the US and globally with their cross-border objectives.


In addition to the US and Canada, we've assisted companies and projects in the UK, Germany, Israel, the United Arab Emirates, Morocco, Brazil, China,  Indonesia, Hong Kong, and Sri Lanka.

Our Websites and Newsletters
Our Websites and Newsletters

Typical Company Objectives

  • Determining an appropriate business or financial strategy including  the feasibility of debt or  equity, and optimal transaction structure.

  • General exposure, including to potential customers for current or new products, services, technology, or research and development activities.

  • Exposure for licensing of technology, products or services.


  • Connection to appropriate venture capital, private equity, family office, angel and strategic investors.

  • Stock market listings, initial public offerings (IPOs) in  the US,  UK, Germany,  Hong  Kong  and  Singapore and depositary receipt programs (DRs)

  • Obtaining strategic or financial partners for research, development, marketing or distribution.


Our Websites and Newsletters 

Over the past decades we formed these websites, each with their own weekly newsletter. They are focused on business and financial transactions and opportunities.

The newsletters also keep us "connected" with tens of thousands  of investors and business leaders globally.

28,000+ Subscribers

55,000+ Subscribers

12,000+ Subscribers

49,000+ Subscribers

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55,000+ subscribers

15,000+ Subscribers

15,000+ subscribers

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