Our Rates

Florida Investors

Florida > Parkland

Own a merchant banking company. Specialize in small growth companies. Take Companies public. Have over 10 years experience doing financings and taking companies public. Work with groups of investors and institutions as well.

$10,000,000 to $10,000,000

Florida > Longwood

45 married entrepreneur with outstanding sale and marketing experience.

$1,000 to $500,000

Florida > Saint Petersburg

We are a firm that operates as a private investment bank and advisory firm in St. Petersburg. We specialize in serving the industrials, healthcare, and technology sectors. Our range of services includes providing advice for mergers and acquisitions, handling both buy-side and sell-side transaction advisory, and expertly managing transactional due diligence and strategic implementation. In addition to these primary services, we offer access to private debt and equity to meet working capital needs, accurate business valuation, and strategic advisory services to maximize enterprise value. Our clientele comprises lower and middle-market businesses, family offices, trusts, boutique institutions, and private equity firms.

$1,000,000 to $500,000,000

Florida > Tampa

I work for a Fortune 500 company managing Global Sales Strategy and Performance . I manage and drive 9 digit sales figures annually with 20% growth this past year alone. Just recently began Angel and VC Fund investing. I am interested to help new technologies grow fast. I am well versed in business, sales, marketing, profit modeling. I truly enjoy assisting new growth companies maximize revenue and cash flow. Experienced with many market segments and application spaces in my current role. Main interests are Food Innovation, autonomous mobility, AR/VR, Health/Wellness/Medical application (preferably on the preventive side), wireless sensing, robotics.

$1,000 to $50,000

Florida > Oakland Park

Married and just moved to South Florida. I have successfully invested in a start up company back in Colorado. Prefer to be a silent investor and looking to make some passive income. I am a nurse and my husband is a retired real estate developer.

$5,000 to $100,000

Florida > Clearwater

Currently I am a part time equity investment consultant to a Miami based hedge fund. I am also involved in entrepreneurial projects/ investments within the auto & consumer finance industries. Prior professional experience: Vice President at Goldman Sachs and Fortress Investment Group where I was an analyst specializing in the consumer and healthcare sectors. Prior to Goldman, I worked at Wellington Management a Boston based asset manager with over 800 Billion in assets under management. I have an MBA from Emory University with a specialization in finance. I have completed level 1&2 of the CFA exam.

$1 to $1,000,000

Florida > Winston

I'm an owner of a private investment company that has a diverse portfolio of holdings ranging from notes/loans/deeds/liens to start up ventures. Some investments under the SEC CF-reg A or title II/III act. I'm strictly an arms length investor, except FL. tax liens auctions. I believe in investing back into local community, its what made this country gr8.

$1 to $25,000

Florida > West Palm Beach

We operate under a Merchant Banking model catering to middle market companies with revenues typically ranging between $10 to $250 million. Clients benefit from the depth and complementary experience of senior professionals on our team. Our expertise includes: merger and acquisition advisory services, capital raising, private equity transactions, restructurings, operational turn-arounds, business development, industry research, operations, and management consulting.

$1,000,000 to $250,000,000