FAQ
Questions, answered straight.
The things founders actually ask before reaching out. If yours isn't here, just email us.
Getting started
Fill out the intake, it takes about four minutes. It tells us (and you) whether there's a fit, and if there is, it puts you straight onto David's calendar.
No. The intake and the first call are free. If we decide to work together, we'll be transparent about how fees work before anything is signed.
A short, direct conversation. Because you've done the intake, David walks in already knowing your situation, so the call is about what you're really trying to do and whether he's the right person to help. See the full process on How It Works.
Fit
Founders raising roughly $500K or more, and owners weighing a sale or merger. Revenue or not, what matters is that you're serious and the number is real. We go deeper on exactly who fits, and who doesn't yet, on Who We Serve.
Yes. A lot of the founders David works with are pre-revenue, they're raising the capital to build the thing. What matters isn't whether you have revenue yet, it's whether you're serious and the raise is real.
We're sector-agnostic. What matters isn't your industry, and it isn't your revenue. It's whether you're serious, the number is real, and there's something worth putting a Wall Street playbook behind.
Process & expectations
It depends on your company and the market. A clean raise can come together in weeks; a complex sale can run months. We won't pretend otherwise, we'll give you a realistic read on the first call.
No, and be wary of anyone who does. What we do is take on engagements we believe we can move, and put a Wall Street network and real deal experience behind them.
We keep it simple and align our incentives with yours, we do best when you do. We'll walk you through the exact structure on the first call, before any commitment.
The firm
Mergers, acquisitions, and the capital to grow. In practice that means three things: growth capital, buying or selling companies, and strategic advisory. See What We Do.
Yes. Everything you tell us, in the intake or on a call, is treated as confidential.
Miami. David works with founders wherever they are, but the firm is based in Miami.
Still have a question?
If it's not here, the fastest way to an answer is just to start.
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