ROI | About Us
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Investment Banking Advisory for Mergers, Acquisitions and Capital Formation

We deliver custom-tailored capital markets advisory for software, healthcare, real estate and blockchain companies seeking M&A advisory and growth capital. We utilize a structured approach to our various capital transaction processes whether advising on buy-side M&A, sell-side M&A, traditional equity & debt, token offerings (e.g. SAFT), tokenized equity (e.g. SAFE) and various hybrid options. We work directly with companies across the value chain, providing solutions from start to fund.

Buy & Sell-Side M&A Advisory 0%
Private Placements & Capital Formation 0%
Token/Coin Issuance & Tokenized Security Structuring 0%
Tax & Legal Structuring 0%
Platform Setup & Integration 0%

Nate Nead

Managing Director

Nate Nead is the founding Principal Nead, LLC and Deal Capital Partners, LLC. Nate and his team combine expert transaction consulting with a suite of custom-developed software tools for scaling deal sourcing and deal distribution.


University of Washington 

MBA: Finance

Brigham Young University

Bachelor of Science: Entrepreneurship & Business Management

Minor: Chemistry, Biology & Physics


Series 79 — Investment Banking, Mergers & Acquisitions

Series 82 — Private Securities Offerings

Series 63 — Uniform Securities State Law


Sell-Side Mergers & Acquisitions

Buy-Side Mergers & Acquisitions

Debt & Equity Capital Formation

Sales & Divestitures

Recapitalizations & Restructuring

Business Valuations


Software & Technology

Fintech, Blockchain & Crypto

Real Estate

Healthcare & Medical