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Before Using Self-Serve Investment Bank™

Richard, a private equity analyst and a builder of several asset management vehicles needed to speed up his capital raise and wanted some investment banking know-how to do it quickly.

After Using Self-Serve Investment Bank™

We put Richard together in some of my mastermind groups, used my proprietary high output/low input tools to get him in front of Canada and US’s top lenders and investors. He began to put together an M&A deal for which he needed to raise $350m. He secured the debt lender for the $350m, but it didn’t close, unfortunately. He did manage to raise an excess of $3m for a debt fund within a few weeks after from the same relationships.