Service
We connect companies and investors to access high impact growth initiatives, turn them into action and drive value for each business.
Founders, CEOs and their teams gain access to the knowledge, network and resources that can help them realize their visions and accelerate growth.
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Capital Markets and Investment Advisory
Equity and Debt Offerings: We elevate your investor or stakeholder experience through strong, enduring relationships with the assistance of our comprehensive investor support staff and partners.
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Offerings Advisory:
​• Initial Public Offerings
• Follow-On Offerings
• Private Placements
• ATMs (At-the-Market Offerings)
• Registered Directs
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Strategic Advisory:
• Buy-side / sell-side advisory
• Restructuring
• Valuations / fairness opinion
• Mergers and Acquisitions:
• Asset Dispositions
• Reg A, A+, S and D Offerings Design and Preparation
Quantitative and Strategy Research
Cogentic is an alternative research platform that enables us to design and deliver high quality customized/proprietary research for our clients. Led by 35+ year veteran, Robert Yamashita, our custom studies are designed to specifically answer critical strategic and tactical questions about our client's target markets as well as behavior/near term investment intentions.