The Wall Street Organization, Inc.® is a full service financial packaging and capital formation firm that assists companies interested in exploring various types of securities offerings and corporate issuers seeking alternative capital formation avenues. With financial guidance, creative solutions, restructuring or capitalization planning, the WSO can help you meet your funding goals. The WSO can guide you through every step of the process, from identifying the proper structure for you transaction, preparing a strategic business plan and supporting documentation, to sponsoring your finalized presentation to a variety of funding sources. The investment banking services provided by The Wall Street Organization, Inc.® include:
Financial Consulting - Guidance to identify the most appropriate type of transaction to meet your unique funding requirements and develop a strategy to meet your funding goals.
Financial Instruments - The WSO has direct access to established national and international finance companies specializing in Financial Instruments, Credit Programs, and Financing.
Investor Relations - Coordination of corporate communications with both current and potential investors including News Letters, Press Releases, and Quarterly and Annual Reports.
Marketing Services - Graphic design and layout of presentation materials, websites, and advertisements.
Mergers & Acquisitions - The WSO's experienced staff can guide you through complex process of identifying an M&A candidate and completing a Merger or Acquisition.
Offshore Regulation S Private Placements - A Private Placement Offering which is exempt from SEC registration but limited to Non-US CitizenAccredited Investors.
Strategic Business Plans - The WSO has 16 years of experience in helping small business owners develop detailed, professional strategic business plans to guide their companies to success.
Onshore Regulation D Private Placements - A Private Placement Offering which is exempt from SEC registration but limited to Accredited Investors. There are three types of Regulation D PPM - Rule 504, Rule 505 and Rule 506.