Sequence Financial Specialists is a Boutique Investment Banking Firm and Managing Broker Dealer for Alternative Investments

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  • ServicesWhat We Do
    • Managing Broker-DealerOffering capital raising services for Sponsors with alternative investment products.
    • EB-5 CapitalRegulations permit the State Department to issue EB-5 visas each year.
    • Mergers & AcquisitionsWe leverage our experiences to provide our clients a range of services for both Buy-side and Sell-side transactions.
    • Private Equity TransactionsWhen arranging a private equity transaction, we follow a proven process that is adjusted to fit your company’s needs.
    • Debt FinancingCompanies with positive revenue can refinance to lower expenses. Those with negative cash flow can restructure to survive.
    • Business Advisory ServicesOur advisory services prepare clients for access to capital, restructuring, as well as merger and/or acquisition opportunities.
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  • Completed TransactionsA Representative Sample of Our Work
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Firm News

Sequence Financial Specialists Overview

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April 2, 2020

Bryant Korth

Firm News

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  • EB-5 News (1)
  • Firm News (1)
  • Firm Profile |
    • Our Team |
    • Firm Summary |
    • Corporate Videos |
    • Locations |
    • Firm News |
  • Services |
    • Managing Broker-Dealer |
    • EB-5 Capital |
    • Mergers & Acquisitions |
    • Private Equity Transactions |
    • Debt Financing |
    • Business Advisory Services |
  • Contact Us |
  • Completed Transactions |

Our Team

  • Mike Xenick
  • Gene King
  • Stacey Mayes
  • Peter Abeles
  • Michael Grady
  • Andrea J Graham
  • Charlie Bacon
  • Stanley Wilhelm
  • Vivek Tandon
  • Jason Plucinak
  • Matt Heslin
  • Anthony Gabor
  • Dominick Mondesir
  • Mila de Olano
  • Bryant Korth
  • Shawn Swartwood
  • Dave Kowert

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  • Charleston, SC

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Client Relationship Summary

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Important Investor Information

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