Who We Serve: Capital Seekers, Capital Providers & Intermediaries
Tailored Fintech / AI Powered Solutions Combined with Traditional Expertise for Successful Capital Transactions
Whether you’re a CEO, Founder, Family Office, Investor Relations or Capital Markets Professional, or Advisor, Deer Isle partners with you to seamlessly connect, on a white label and turnkey basis, with relevant capital counterparties using our proprietary Fintech tool, Beacon. Through our flexible engagement model, we can help you prepare for and close successful capital transactions.
For Capital Seekers / Sell-Side M&A:
We streamline the process to grow your business, close capital/ boost AUM, and enhance your organizations growth and competitiveness with state-of-the-art investment banking and placement services.
For Capital Providers / Buy-Side M&A:
Discover investment opportunities with ease through our direct connections and Beacon’s power.
For Advisors/Intermediaries:
We help you connect Capital Seekers and providers efficiently, strengthening your role as a trusted partner.
Our Services include:
- Strategic Capital Consulting™: Prepare for an Institutional Captial Transaction including Strategic Outsourced CFO services
- Beacon: Connect to a relevant universe of potential Capital Counterparties using our Proprietary AI Enhanced Fintech Solution for Effective Capital / Transaction Engagement
- Closing Advisory: Close Capital Transactions leveraging our traditional investment banking or placement services including relationship management, due diligence management and transaction management (negotiation).
Solutions for Capital Seekers, Providers and Advisors
| Category | Key Services | ||
|---|---|---|---|
| Capital Seekers / Sell Side M&A | Successfully engage with the capital markets and close capital transactions. We focus on helping you prepare for your transaction(s), engage with capital counterparties for short- and long-term success as well as close capital transactions. Strategic Capital ConsultingTM: Prepare for a capital transaction using the Deer Isle’s Proprietary 4 Pillar Framework either individually, in a formal Bootcamp, on a bespoke basis or by engaging our Strategic Outsourced CFO services. Beacon: Connect to a relevant set of Capital Providers using our AI Enhanced Fintech solution which accelerates outcomes with Direct Issuance, Capital Lead Generation, Capital Markets Brand Building and Capital Engagement. Closing Advisory: Close capital leveraging Deer Isle Team’s expertise to successfully close Capital Transactions. | ||
| Capital Providers / Buy Side M&A | Enhance and accelerate your business development / transaction sourcing activities. We can successfully help with identifying potential transactions as well as closing them. Strategic Capital ConsultingTM: Prepare organizations within your portfolio or who are potential capital transaction counterparties which you feel need additional help conducting a successful capital transaction. Beacon: Connect to a relevant set of potential Capital Seekers using our AI Enhanced FinTech which allows direct access to capital opportunities accelerating Business Development and the Closing Process with the “Right Transactions”. Closing Advisory: Close transactions efficiently and effectively by leveraging our expertise and due diligence process. | ||
| Advisors / Intermediaries | Use Deer Isle’s expertise to support and accelerate your success with your clients. We support you in your success. Strategic Capital ConsultingTM: Prepare potential clients which are too early stage or are not yet prepared for their capital transaction. Given our successful capital transaction record, we can ensure that clients, who need help prior to your engagement, get the help they require. Beacon: Connect to your relevant set of transaction counterparties using our AI Enhanced Fintech solution which accelerates outcomes by expanding your reach and amplifying your capabilities in order to maximize capital leads. Use our tools and data rather than try to maintain a hard to manage internal CRM system. Closing Advisory: Close more transactions by engaging Deer Isle as a secondary broker to capital transactions where you would like additional resources. | ||
| Including: Distressed/Special Situations • Impact/ESG • Hedge Fund • Private Equity (Family Owned Business, Growth, Middle Market, SME, Late/Pre-IPO) • Private Credit • Real Estate/Asset • Secondaries (LP, GP) • Venture (Seed, Early (Series A, B), Late (Series C. D)) Multiple Sectors/Geographies | |||
Contact us to accelerate your capital-raising or deployment efforts with data-driven precision.
Closing Advisory engagements are conducted through Deer Isle Capital, LLC, our FINRA registered broker/dealer.
