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.
Book an appointment with one of our highly trained professionals to discuss your principal outsourcing and compliance requirements.
Or call us at 631-595-5305.
Disclaimer: The information provided on this website is for general informational purposes only. It is not intended to constitute legal advice or to substitute for the advice of a qualified legal professional. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. It is advisable to seek the advice of a qualified legal professional regarding your specific legal situation or questions.
Principal Outsourcing Available:
Financial and Operations Principal