Investment Banking

Sector Focus

We work in the following industries:
Medical & Pharma Financing & Capital

Healthcare

Medical SaaS, Medical Practices, Pharma, Biotech, and Wellness Platforms

AI & Quantum

Technology

AI Platforms, Apps, Hosting, Quantum Computing Hardware & Software

Chaperoning Services at Stapleton Frost

Financial

FinTech, Registered Investment Advisory Firms, Banking, Private Lending

Investment Opportunities

Business Services

Logistics, Legal, Marketing, Accounting, Human Resources, Transportation

Energy Projects

Alt. Energy

Nuclear, Solar, Wind, Hydro, Geothermal and Biomass

Real Estate Financing & Capital

Real Estate

Commercial, Multi-Use, Multi-Family, and Residential Developments

Business Loans & Financing

From startups with no revenue to established businesses with strong financials, we help companies secure the funding they need to grow. We work with a broad network of top-tier lenders, including banks, private lenders, and alternative financing providers, to find solutions tailored to your goals. Whether you need working capital, equipment financing, acquisition funding, or growth capital, we’ll connect you with the right lender. Our expertise costs you nothing because our lender partners pay us directly.
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M&A Advisory

We advise founders, funds, and strategic buyers through the full M&A lifecycle—from deal sourcing and valuation to negotiation, diligence, and close. Whether you’re acquiring, divesting, or merging, our team ensures every transaction is structured for alignment, executed with discretion, and compliant from LOI to final close.

Looking for an accurate valuation? Let our team provide a formal written valuation.

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Raising Capital

We guide fund managers and founders through the full lifecycle of private capital raises—from investor targeting and outreach, to pitch refinement to setting up VDRs, regulatory filings and closing. Our team ensures your offering is positioned for traction, structured for compliance, and executed with precision. We specialize in real estate, technology, healthcare, financial services, business services, alternative energy, and energy infrastructure.
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Investing

Are you an Institutional Allocator, Family Office, or RIA? Access a pipeline of vetted investment opportunities across early‑stage companies, growth‑stage ventures, LP funds, pre‑IPO secondary offerings, and more. We provide direct access to high‑quality deal flow.
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Blog

Check out the latest articles and news in our blog.