

Our exclusive Blue-Chip Program™ is a comprehensive approach to prepare late-stage companies to become broker-dealer-ready, positioning them for significant capitalization through private or public securities markets. This includes deploying essential technologies to ensure companies can efficiently manage their capital​.

Our Broker-Dealer Readiness Rating System™ is the market's only commercially available benchmark to evaluate businesses against the investment criterion to achieve Broker-Dealer readiness. The resulting Broker-Dealer Readiness Report™ is used to gather “Indications of Interest” from broker-dealers, and provides an actionable guide to improve readiness for substantial capital.
Insights
Tariffs Got You Down?
With investor sentiment experiencing a heightened fear across many sectors, sell-offs and other impulsive activity occur during dynamic policies, resulting in market volatility.
However, market volatility often masks the underlying shifts that signal long-term opportunity. While headlines focus on daily fluctuations, corporate behavior continues to reflect strategic positioning—especially through public market entry. History shows that downturns are frequently followed by periods of meaningful recovery.
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Read the article and discover what lies ahead.

Can America Reclaim the Stock Market via the U.S. IPO Market?
Investment bankers are gearing up for a pickup in dealmaking activity in global equity capital markets this year, buoyed by a promising pipeline of anticipated initial public offerings of several high-profile companies.
An increase in capital markets activity, driven by improving economic confidence, is expected to be a major boon for private equity-backed companies.

​​Private capital markets have played a critical role in U.S. economic development, offering businesses an alternative to public exchanges for raising funds.
Their origins lie in informal networks of capital pooling, evolving over centuries to include sophisticated structures like private equity and venture capital.
However, while private capital markets have their advantages, there’s a compelling case for companies to look toward public capital markets for near-unlimited growth potential.​​
