Offshore Investment Banking
Mergers & Acquisitions
Capital Formation

WSO-new-type-logo2Offshore Investment Banking • Mergers & Acquisition
Capital Formation • Financial Advertising

Trump Building • 40 Wall Street, New York, NY 10005 • (520) 529-6700 •

WSO Process Checklist

The Wall Street Organization, Inc.®employs a proven process in financial consulting and capital formation for companies. This Process is composed of these key components.

  • Engagement Letter with The Wall Street Organization, Inc.® Our engagement commences with a ground-up early stage analysis of your overall business operations.
  • Comprehensive Analysis (Due Diligence) The WSO client will be required to supply financial statements, information on their company, management team, company structure, legal matters and other pertinent data including financial projections and revenue models. This overall analysis determines the most appropriate finance and marketing courses of action for their company.Rearranging and tidying up corporate affairs including corporate structure and governance, management and image issues.
  • Corporate Clean-up and Strategic Planning Rearranging and tidying up corporate affairs including corporate structure and governance, management and image issues.
  • Terms of the Offering We develop along with our independent professional consultants, Terms of the Offering, how much of the client’s company should be sold to raise the required amount of capital and the proposed price per share. Document Preparation Co-ordinate with our professional independent consultants, the preparation of a concise Executive Summary, Offering Memorandum (includes Business Plan), Subscription Agreement, Offering literature, marketing materials and related documents.
  • Custom Website Construction and maintenance of the WSO client’s customized state-of-the-art website and search engine optimization.


Traditionally, founders of growth companies provide for their early stage business capitalization of $50,000 to $250,000 from savings, friends and family or by maxing out credit cards. Government and bank loans require onerous personal guarantees and the pledge of assets. Venture capital and investment banking firms generally service less than 5% of their potential deal flow, and when they do invest, entrepreneurs lose large equity positions and frequently corporate control.

The Small Business Administration believes there is a $60 billion capital raising gap from $250 thousand to $5 million. WSO services this funding gap. Our clients find a broad international audience for their offerings.

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Neither this website nor any of its content is an offer or a solicitation to invest in any security and does not form part of any solicitation or offering that may exist now or in the future. The content of this web site is provided for general information purposes only and is not intended to solicit the purchase of securities or be used as immigration, investment or tax advice. Security offerings, if any, will only be made pursuant to exemptions from registration requirements set out in applicable securities laws. The content of this web site is qualified in its entirety by any offering memorandum and related operating agreement that may exist now or in the future.

The Wall Street Organization, Inc.® is not, nor does it purport to be a member of the Financial Industry Regulatory Authority (FINRA) .

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The Wall Street Organization, Inc., Investment Management, Tucson, AZ
National Investment Banking Association Southwest Investment Association
National Small Cap Syndicate
San Diego Investment Conference
Miami International Investment Conference

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