Outsourced Investment Banking Representative
Your firm needs access to the investment banking marketplace in order to grow, but you’re not sufficiently scaled to where you can sustain the cost of hosting dedicated resources in-house. The solution: An outsourced Investment Banking Representative from Compliance Exchange Group.
Series 79 – Investment Banking Services
We understand why this isn’t an obvious solution. CXG is one of the only organizations able to outsource Series 79 talent, with hands-on experience providing investment banking services, including:
- Seller services
- Acquisition searches
- Due diligence
- Financial structuring & modeling
- Negotiation support
- Profit improvement advisory support
- Adherence to FINRA requirements
Outsource an Investment Banking Representative with CXG
CXG can provide investment banking support to all sectors, including business services and finance, healthcare, manufacturers, and technology firms. You benefit not only from our expertise, but you also save significantly on costs versus a traditional, in-house approach. Grow your firm the responsible, efficient way.
Contact us today to find out how CXG can open opportunities for you to explore the investment banking marketplace.
Broker Dealer Compliance:
Speak with one of our Principals and discuss how we can help your business.
We needed an additional 24 to meet FINRA expansion requirements – CXG really came through for us. Very professional staff and they saved us a bundle in operating costs by setting us up with one of their licensed principals.
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