Investment
We leverage our extensive contacts at corporate development departments, M&A groups, and venture arms within the largest strategic acquirers in our target industries. Cogentic helps our emerging growth clients develop and execute an ideal exit strategy. Conversely, we work with strategic acquirers across our focus industries to identify and vet promising acquisition targets.
SERVICE OFFERING |
CLIENT VALUE AND BENEFITS |
INVESTOR PACKAGING
- Investor Pitch/Executive Summary
- Pro-Forma Financial Model
- Investment Strategic Advisory
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- Collateral packaged for optimal investor attractiveness
- Non-exclusive and more cost-effective than investment banks
- Direct network of over 300 VCs and 75 strategics (CVC)
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TRANSACTION SUPPORT
- Enterprise Valuation Analysis
- Capital Raising
- Investment and M&A Transactions
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- Work seamlessly with a FINRA-registered broker-dealer
- Access to investors, licensees, acquirers, transaction partners
- Transaction support from seed investment to M&A exit
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Glen Anderson and Robert Yamashita are principals of Cogentic and registered agents of Rainmaker Securities, LLC (“RMS”). Cogentic refers all securities-related activities to RMS. RMS is a FINRA (FINRA.org) registered broker-dealer and SIPC (SIPC.org) member. Find this broker-dealer and its agents at brokercheck.finra.org.
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