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DEER ISLE: Insights, Views & Investment Trends

by Dianna Raedle April 26, 2024

Top Broker/Dealer

We are proud to announce that we have been selected as a top 10 Broker Dealer by Financial Services Review Magazine.  Read the Article:  Deer Isle Group | Top Broker Dealers-2024 (financialservicesreview.com).

In addition, in conjunction with Schulte Roth and Zabel – we can offer you the opportunity to attend the Schulte Roth and Zabel’s “Private Equity Bootcamp” (see attached invite) on May 2nd, 2024.  This is a free bootcamp that allows attendees to gain valuable insight into structuring and executing private equity transactions.  Feel free to respond to this us if you are interested in attending.

Capital Provider Interest: Private Equity funded sponsors looking to acquire roll up candidates in many fragmented industries.

Private Equity: Hearing that the top of the private equity landscape (ie: large funds, large transactions) are starting to see some movement (funds being raised, transactions closing).  This will hopefully start the process of reactivating the markets for private company transactions.

SPACs: Buy a SPAC delisting and avoid the IPO doldrums.  SPACs have become targets of Private Equity firms who want to create liquidity.  Existing SPAC investors redeem (often 99%) at acquisition, new sponsor takes out the original sponsor and obtains a public company.

Venture Capital: Valuation discounts remain large (50%+) in the secondary market – even for those companies that have sales growth rates exceeding 25% yoy.  The key to improved valuations is maintaining communications with investors and the capital markets.

Contact Us:

Deer Isle Group

info@deerislegroup.com

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Founded in 2007, Deer Isle is an innovative investment bank that equips capital market participants with the tools they need for transparent, seamless, and efficient capital markets transaction success.

Since our inception, we have facilitated over $5 billion in capital transactions through Deer Isle Capital, LLC—our FINRA-registered broker-dealer—for companies and funds across various security types, sectors, and geographies.

At the core of our approach are effective, unbundled capital solutions, offering expertise and guidance that can be customized to meet each client’s unique needs. Our services, available on an "as-needed" basis, include:

  • Strategic Capital ConsultingTM (“Outsourced Strategic CFO services, Deer Isle Executive Management/Board Bootcamp or Sprint”) to prepare for a capital or M&A transaction leveraging the Deer Isle proprietary AI enhanced 4 pillar capital framework and real-world experience.
  • Beacon (“Proprietary Technology”) offers White-label and Turnkey Capital Provider engagementwith customized content and data analyticsfrom a relevant subset from a universe of 17,000+ institutional (fiduciary) capital markets organizations/50,000+ institutional capital market people.
  • Closing Advisory/Guidance (including “Shepherding”) expertise, through Deer Isle Capital, for structuring, negotiating, and completing a successful capital/M&A transaction.