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.