Who: Capital Seekers, Capital Providers & Intermediaries

Flexible, Unbundled Fintech-Enabled Services Model

If you are a CEO, Founder, Business Owner, General Partner, Business Broker, Advisor or other Capital Seeker or Capital Provider, our experience, business model and adaptability enables us to partner to help with your success.

Deer Isle can help directly connect you to relevant Capital Providers or Capital Seekers through Beacon, our innovative fintech solution. In addition our flexible engagement model provides support for your capital markets success from Strategic Capital Consulting™ to Closing Advisory. We can be with you from beginning to end – from preparation to top of capital funnel to successful closing.

Capital Seekers / Sell Side M&A
Our efficient intermediary model provides a transparent and aligned process that enables you to successfully build your business or increase assets under management and improve your competitive position.

Capital Providers / Buy Side M&A
You are looking for places to deploy capital. We can connect you with opportunities through our flexible engagement model and Beacon, our innovative fintech solution.

Advisors/Intermediaries
As a trusted partner, you sit in the middle of needs and solutions. Whether buy-side or sell-side, we work with advisors, wealth managers, institutional consultants, business brokers, broker/dealers and other intermediaries to help your process of connecting those seeking capital with those providing it.

Capital Seekers /
Sell Side M&A		Capital Providers /
Buy Side M&A		Advisors /
Intermediaries

  • Strategic Capital Positioning™
  • Strategic Capital Modeling
  • Due Diligence Preparation
  • Capital Markets Landscape

  • “Target” Capital Positioning
  • “Target” Capital Modeling
  • “Target” Due Diligence Preparation
Existing / Potential Clients:
  • Strategic Capital Positioning™
  • Strategic Capital Modeling
  • Due Diligence Preparation
  • Capital Markets Landscape

  • Generate Capital Leads (“Direct Issuance”)
  • Build Capital Markets Brand / Relationship
  • Identify Top of Capital Funnel
  • Capital Markets Business Development
  • “RFP” Process
  • Build Capital Markets Brand/Relationships
  • Generate Prospects

  • Relationship Management
  • Due Diligence Management
  • Transaction Management
  • “Target” Relationship Management
  • “Target” Due Diligence Management
  • “Target” Transaction Management
  • Secondary B/D or Sub-Advisor
Including: Distressed/Special Situations • Impact/ESG • Hedge Fund • Private Equity (Family Owned Business, Growth, Middle Market, SME, Late/Pre-IPO) • Private Credit • Real Estate/Asset • Secondaries (LP, GP) • Venture (Seed, Early (Series A, B), Late (Series C. D))

Multiple Sectors/Geographies