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 / Capital Markets Professional or Advisor, Deer Isle partners with you to connect directly with relevant capital counterparties. Using our fintech tool, Beacon, and flexible engagement model, we guide you from strategy to 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: Proprietary AI Enhanced Fintech Solution for Effective Capital / Transaction Engagement with Capital Counterparties
- Closing Advisory: Traditional investment banking or placement services including relationship management, due diligence management and transaction management (negotiation) for Capital Transaction Closing success
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: Use Deer Isle’s Proprietary 4 Pillar Framework either individually, in a formal Bootcamp or by engaging our Strategic Outsourced CFO services.
Closing Advisory: Leverage 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: If you have identified organizations within your portfolio or who are potential capital transaction counterparties, and you feel they need additional help preparing for a capital transaction, we have the expertise and rigorous process for assisting in capital transaction preparation. Beacon: AI Enhanced FinTech creates direct access to capital opportunities accelerating Business Development and Closing Process with the “Right Transactions”. Closing Advisory: Efficiently and effectively complete 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: If you have potential clients who are too early stage or are not yet prepared for their capital transaction, we can help. Given our successful capital transaction record, we can help ensure that clients who need help prior to your engagement with them, get the help they require. Beacon: AI Enhanced Fintech solution accelerates outcomes by expanding your reach and amplifying your capabilities in order to maximize capital leads. Use our process rather than try to maintain a hard to manage internal CRM system. Closing Advisory: We can be 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.
