Mike Stapleton, President and Investment Banker, leads the firm in equity, debt, and convertible capital raising. Key sectors include Real Estate, Healthcare, Life Sciences, Manufacturing, Robotics, Financial Services, and Technology. Our firm provides comprehensive investment banking services including capital raising, mergers and acquisitions (M&A), Pre-IPO stock transactions, LP secondaries, chaperoning services, and private equity solutions. We support founders, fund managers, and institutional investors with strategic financial advisory and scalable deal execution. We also assist attorneys, paralegals, and others by providing PPM Templates for Reg D offerings, rule 504 and 506b, 506c.