Investment Representatives

We are seeking experienced financial intermediaries with a proven track record in $100M+ transactions.

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Eligibility Requirements

  • Minimum 10 years in high-value finance
  • Verifiable deal history (real estate, private equity, etc.)
  • Bank references or institutional endorsements
  • Clean compliance record with regulatory bodies
  • Professional certifications (CFA, CPA, etc.) preferred

Benefits of Partnership

  • Access to exclusive deal flow not available on open markets
  • Performance-based fees (discretionary)
  • Legal & compliance support for all transactions
  • Dedicated relationship manager for each representative
  • Priority consideration for proprietary investment opportunities

How to Apply

Begin Application Process