For founders at the moment that defines the company.
Mergers, acquisitions, and the capital to grow, guided by a Wall Street career, based in Miami.
What we do
If your company needs to raise to grow, that's the work, and it doesn't stop there.
SugarTime sits on the founder's side of the table. We turn a company's next chapter, a raise, a merger, an acquisition, into a disciplined process, with the right people in the room and your leverage protected throughout.
Raise
01Capital to grow, structured, positioned, and taken to the right rooms.
Merge
02Two companies, one stronger story, from first conversation to close.
Acquire
03Buy-side strategy, sourcing, diligence, and negotiation, leverage intact.
How it works
First call to funded.
First call
An honest read on the company, the number, and the timeline. No decks, no theater.
Positioning
The story and materials, built the way capital actually reads them.
The room
The relationships a Wall Street career opens, run as a real, competitive process.
Funded
Terms negotiated, paper signed, capital in, then we stay close after the close.
Who we serve
Founders who are ready.
Our best work is with founders who have a real business, a reason to move now, and want a partner, not a vendor.
- · Founders raising real capital, revenue or not, to build and scale
- · Founders weighing a merger, sale, or strategic acquisition
- · Operators who want Wall Street rigor without the Wall Street distance
- · Teams that value a straight answer over a polished maybe
Insights
Straight talk on raising and deals.
The reels and conversations, in one place, the same questions founders ask on the first call.
“I got onto Wall Street with a GED, on nothing but tenacity. Thirty years later, I put everything I learned in those rooms on the founder's side of the table.”
FAQ
The questions we get first.
What kinds of companies do you work with?+
What happens on the first call?+
How long does the process take?+
Do you only work with Miami companies?+
Let's talk about your next move.
Serious about a raise, a merger, or an acquisition? Start with a short intake, the fastest way onto David's calendar, and it means the first call starts from a real place.
Start a conversation