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Managing Broker-Dealer

Managing Broker-Dealer Offering capital raising services for Sponsors with alternative investment products

Offset Tax Debt Through Investing

Looking for investment strategies for high AGI clients?

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.

You've got goals, let's get started.

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