Investment advisors who are wealth advisors are one of the largest and most diverse investment types. Depending upon the type and size of the organization, they can range from being extremely professional with large centralized research teams to being entrepreneurial with each advisor left to make their own investment decisions. They can also represent a diversified client base from ultra high net-worth to small institutions, to wealthy individuals. Given their diversity, they are usually a reasonable investor in many different investment opportunities.
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 ("Capital Markets Expertise / Tailored Outsourced CFO") unlocks institutional capital through strategic preparation for capital or M&A transactions. Our approach leverages Deer Isle's proprietary 4 Capital Pillars: Strategic Capital Positioning™, Strategic Capital Modeling, Due Diligence Preparation, and Capital Markets Landscaping.
- Beacon (“Proprietary Fintech Technology”) offers direct issuance and counterparty engagement capabilities, along with capital markets brand-building services, connecting capital market participants to a relevant network of 17,000+ institutional (fiduciary) capital providing organizations and 50,000+ capital markets professionals with approx. 99% deliverability. These tools, including data analytics and AI enhanced content, help ensure success in today’s capital markets and build a strong foundation for the future.
- Closing Advisory (including "shepherding") through Deer Isle Capital, provides guidance in structuring, negotiating, and successfully completing capital or M&A transactions.
