New Podcast! - Investing in America 101
An interview Style Podcast covering everything about InvestAmerica, U.S. Immigration Investments: EB-5 Green Card and E-2 Visa Opportunities, Non-Immigration Investments and more.
Managing Broker-Dealer
Are you looking to raise capital or looking for a Managing Broker-Dealer? Through Reg A+, Reg D 506 B, and C investments, our MBD can help.
Alternative Investing
Sequence Financial Specialists can help your high net worth clients select the optimal alternative investments to help reduce or offset their tax burdens.
We Are Sequence Financial Specialists
We specialize in working with small to middle-market companies with $1,000,000 to $20,000,000 in EBITDA and/or net income throughout the US.
Who We Serve
We work with small to middle-market companies to utilize our experience in the transactional process by providing individually tailored financial services and solutions.
Contact Us
The Sequence team is comprised of investment bankers and consultants offering a broad base of knowledge and significant financial transaction experience.
Services
Services for sponsors looking to raise capital through Regulation A+ and Regulation D private placement offerings.
Sequence works with companies that need debt for growth capital, restructuring or to expand their operations.
When arranging an equity transaction for new or additional owners, we help determine the amount and type of capital to be raised.
Industry & Firm News
Life Settlement Asset Class
The Life Settlement asset class is a non-correlated investment category that offer investors an opportunity for portfolio diversification and balance. Our mission is to provide investors unparalleled access, expertise, and transparency to the growing Life Settlement...
Sequence Financial Services Welcomes Evan Kukuk
Evan Kukuk is one of our Investment Banking Interns this year and has been a great asset to the team. He is currently a student at The Citadel majoring in Finance.
Sequence Financial Services Welcomes Camden Adams
Camden Adams is one of our Investment Banking Interns this year and has been a great asset to the team so far. He is currently a sophomore at the Citadel majoring in Accounting with a minor in Applied Statistics.
Completed Transactions
M&A
$8,500,000
1 Sell-Side Representation of a Professional Engineering Firm
2021
Private Offering Capital Raise
$30,000,000
Confidential
2021
PPM Capital Raise
$10,000,000
2 Real Estate Alternative Investment Offerings
2021
PPM Capital Raise
$15,604,829
2 Real Estate Alternative Investment Offerings
2020
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