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

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  • Firm ProfileWho We Are
    • Our Team
    • Firm Summary
    • Corporate Videos
    • Locations
    • Firm News
  • 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.
  • Contact UsLet’s Connect
  • Completed TransactionsA Representative Sample of Our Work
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Contact Us

Florence
Sequence Financial Specialists
181 East Evans Street Ste C1
Florence, SC 29505
Charleston – Firm Headquarters
Sequence Financial Specialists
781 Meeting St Suite B
Charleston, SC 29403
Charleston – Firm Headquarters
Sequence Financial Specialists
781 Meeting St Suite B
Charleston, SC 29403


michael-grady
W. Michael Grady
Principal & Senior Managing Director
mgrady@sequencefinancialspecialists.com
CELL: (843) 319-9100
gene-king-color edit
Gene King
Sr. Managing Director of Sequence Holdings
gking@sequenceholdings.com
CELL: (843) 860-6031
gene-king-color edit
Peter Abeles
Managing Director Investment Banking
pabeles@sequencefinancialspecialists.com
CELL: (805) 798-1234


  • 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

Quick Links

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Locations

  • Charleston, SC

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Important Documents

Client Relationship Summary

Click here to view the CRS

Important Investor Information

Click here to view the III


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