What We Do
We provide the structure, strategic guidance, and proven go-public playbook that make it significantly easier for entrepreneurs to raise capital, complete acquisitions, and scale faster — while retaining more equity and creating substantial shareholder wealth.
Our process starts with a rigorous, founder-focused strategy phase where we assess your financials, growth plan, team, and capital access to recommend the optimal path to becoming a public company. Whether it’s a direct listing, reverse merger, or IPO, we analyze risk, timeline, exchange requirements, cost, and structural fit to ensure you're making a confident, well-informed decision.
Once the strategy is clear, we guide you through capital positioning — helping you structure the offering, develop a compelling investor narrative, and navigate regulatory compliance. From private placements and crowdfunding to Reg A+ and IPO prep, we tailor capital strategies to your business model and investor profile.
Beyond strategy and capital planning, we bring in a high-trust team of professionals — including attorneys, auditors, transfer agents, and others — so you can move quickly and compliantly without the burden of building a team from scratch.
Proactive Strategic Advice & Assistance
Our team manages the entire go-public transaction from end to end, including financial statement preparation, audit, legal coordination, government filings, stock exchange applications, market makers, and structural execution. Once public, we stay engaged as long-term strategic advisors, helping to ensure you're not just publicly listed, but positioned for sustainable growth and long-term success. This isn’t about financial engineering — it’s about partnering with entrepreneurs who are capable of building far more valuable companies by using the right structure at the right time.
Who We Work With
We work with entrepreneurs who are ready to build public companies the right way — with structure, compliance, and a clear path to long-term value creation. Our ideal clients are already running profitable businesses, generating between $2 million and $20 million in revenue (or $500K+ in EBITDA). They’re serious about scaling organically and potentially through acquisitions and are committed to a 6-12 month go-public process that positions them for exponential growth.
We also occasionally advise earlier-stage or pre-revenue founders if they bring the right ingredients: a strong acquisition thesis, meaningful capital access, and the operating & advisory team to back it up.
What Makes Us Different
Our founder has taken four of his own companies public and helped dozens more go public — from pre-revenue startups to companies with millions in annual revenue. As a former buy-side analyst, sell-side analyst, and partner at a 700-person investment banking firm, he brings a rare combination of capital markets expertise and entrepreneurial insight. Clients he’s worked with have generated more than $8 billion in shareholder value.
How We Work and Engage
Our collaboration model involves taking an equity stake in the companies we accelerate, aligning our interests with your success. We also charge a monthly fee for our comprehensive services, which include tailored and proactive support for going public, expert guidance, strategic advice, and access to our professional network.
We tailor engagement terms based on company stage, structure, and goals — often blending equity, and milestone-based deliverables to ensure both flexibility and alignment.
If you’re ready to grow bigger, faster, and smarter — we can help. Schedule a strategy call.