Consultants are companies which are engaged in order to help institutions such as pension funds, endowments, foundations as well as family offices make investment decisions. The main difference between a consultant and an advisor is that the consultant does not have discretion over any investment decisions. Usually a consultant has a process for defining investment allocations and will make recommendations based upon their process. The consultant’s client has final decision making authority.
Contact Us:
Deer Isle Group
info@deerislegroup.com
Capital Transaction Success — Expert-Led, AI & Data Enhanced, Results-Driven
Deer Isle Group is transforming capital transactions by combining cutting-edge fintech with deep investment banking expertise. Since 2007, we've closed over $5 billion in transactions for our clients through our FINRA-registered broker-dealer, Deer Isle Capital, LLC.
Unlike traditional investment banks, we offer unbundled, on-demand capital solutions, giving clients the flexibility to leverage our expertise exactly when and how they need it.
AI-Enhanced Capital Solutions:
- Strategic Capital Consulting™: AI-powered strategy and expert guidance to optimize preparation for capital and M&A transactions from outsourced CFO to bespoke services.
- Beacon: Smart capital engagement using AI, data analytics, and targeted connections to a relevant subset from 17,000+ institutional capital providers (50,000+ decision makers).
- Closing Advisory: Expert structuring, negotiation, and execution for seamless transaction closing through Deer Isle Capital, a traditional investment bank which includes M&A as well as capital placement services.
Why Deer Isle?
- Precision Over Guesswork – AI-driven, data-backed capital engagement for better outcomes.
- Unbundled Flexibility – Pay only for the services you need — no rigid retainers, no wasted time.
- Technology + Expertise – AI insights plus hands-on execution for smarter, faster closed transactions.
Whether you're raising capital or seeking high-quality investment opportunities, Deer Isle delivers the next generation of capital solutions.
