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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.

Before Using Self-Serve Investment Bank™

After Using Self-Serve Investment Bank™

Select your current physical location and choose "Klarna" at checkout for payment plans.

Select your current physical location and choose "Klarna" at checkout for payment plans.

Select your current physical location and choose "Klarna" at checkout for payment plans.