Investment Banking


Capital advisory solutions for middle-market companies, in preparation for mergers, acquisitions and capital formation projects across software & technology, real estate, healthcare and life sciences.

Maximizing outcomes at every stage of the corporate capital transaction life cycle

Most entrepreneurs experience limited capital transactions throughout the lifetime of their business. Our team assists business owners in the most important transactions they might experience, assisting in complex and nebulous processes.

Our overarching services revolve around the following critical areas


  • Value maximization through sell-side mergers & acquisitions
  • Strategic buy-side acquisition advisory for inorganic growth
  • Debt and equity capital formation for planned growth
  • Corporate recapitalizations & restructurings
  • Market research, book preparation & business valuations
  • Carve-outs, divestitures & divestments

Growth capital toward value-maximizing mergers & acquisitions

Sell-Side Mergers & Acquisitions

Buy-Side M&A Advisory

Debt & Equity Growth Capital

Recapitalization & Restructuring Advisory

Interim Financial Officer Consulting & Advisory

Achieving Client Objectives One Deal at a Time

Our firm believes that ensuring a process that is efficient, organized, and detailed yields high closure rates, and satisfies both clients and investors.

We go above and beyond to execute a closing process that successfully meets all financing project end goals.

As the facilitator of each transaction, we put in the time to strategically assess, thoroughly evaluate, and carefully plan each step in the process to ensure that each point in the transaction is focused on core project objectives.


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More than $180Min successful exits

Let's discuss what we can do for your business
Do not hesitate to get in touch

  • They worked tirelessly in sourcing financing for my independent sponsor project, eventually contacting over 2,500 institutional investors to secure the financing for my acquisition.
    Boris Vaisman
  • They were instrumental in assisting all parties involved toward an amicable close, despite a difficult and nebulous process.
    Una Taylor

Nead, LLC
4739 University Way NE Suite 2015
Seattle, WA 98105

Phone: +1 (888) 992-9894
Email: roi@roi.me

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