Corporate Finance Consulting

Corporate Finance Consulting

Our proven process helps entrepreneurs prepare for a private placement,

equity crowdfunding or public offering under Regulation CF or Regulation A.

What is corporate finance?

Corporate finance is the way private and public companies raise the capital necessary for their business. Companies can issue equity or debt securities to raise capital to fund operations, acquisitions or for other purposes. These corporate finance activities must satisfy a number of rules, regulations and laws.

Who raises the capital?

Investment capital is raised by officers & directors of the company going public since there's no investment banking firm participating in the process.


We aren't a broker/dealer and don't raise capital for clients. However, we can help growth-minded entrepreneurs prepare an equity crowdfunding, Regulation A offering  or private placement offering as part of the direct listing or direct public offering process.

What are the best ways to raise capital?

Prior to an initial public offering or direct listing, an entrepreneur can raise capital through an equity crowdfunding, Regulation A offering or accredited investor private placement. Once a company becomes an SEC reporting issuer, it can raise capital through an effective registration statement or private placement. While most companies raise capital on their own, some are interesting enough for an investment banking firm to help raise investment funds.

Our services

We specialize in helping companies complete an initial public offering or direct listing onto a stock exchange after completing an equity crowdfunding, Regulation A offering or accredited investment financing. Our corporate finance services are generally provided to clients who are committed to a public listing within 12 months of completing their financing.


We help clients determine which set of rules and regulations to utilize for fundraising, guide on document preparation and advise on marketing. We position clients to raise capital from their own network of friends and family in a faster, easier and less expensive manner. However, we do not raise investment capital for clients.


We don't offer our corporate finance consulting services as a stand-alone service. All such consulting is provided in conjunction with a direct listing, direct public offering, initial public offering or reverse merger transaction.

Joel Arberman

Corporate finance experts

Our founder is a former corporate bond analyst, equity analyst, investment banker and entrepreneur. Joel believes that growth-minded entrepreneurs are fundamentally better positioned to capitalize on opportunities, navigate through obstacles and reduce business risk when their company is publicly traded.

Since 1995, Joel has been involved in initial public offerings, direct public offerings and reverse merger transactions. These public listing transactions enabled clients to complete numerous acquisitions, recruit amazing talent and raise more than $200 million in investment capital, while creating significant shareholder wealth for the entrepreneurs and their investors.
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