Services
THE WALL STREET ORGANIZATION, INC.® is a state of the art investment banking and capital formation firm utilizing proprietary technology 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, WSO will work toward a results oriented goal based on the Client’s unique business circumstances. The investment banking services provided by THE WALL STREET ORGANIZATION, INC.® include:
1.) Due Diligence – researching the background of the industry and
companies involved to produce an analysis and overview of the feasibility of
a given project
2.) Business Plan – constructing a detailed written blue print of
the corporate strategy of a company for a given project
3.) Private Placement Memorandum– documenting a Private Placement
Memorandum (PPM). We offer both Regulation S and Regulation D PPM capital formation services.
4.) Wholesaling/Marketing – over the past number of years The Wall
Street Organization, Inc. (WSO) has developed one of the most comprehensive
global institutional investor databases in the world; the most critical part of the entire funding process is the distribution pipeline to and relationship with a variety of
global institutional investors
Our experienced independent consulting professionals can assist your firm with the following:
- Financial restructuring and assistance to troubled companies.
- While the $250,000 to $20,000,000 capital formation arena is our special niche, we can also assist in larger scale transactions.
- Provide documentation necessary to form private and public companies.
- Applications for listing of securities on stock exchanges.
- Blue Sky Filings
- Provide resident agent in selected states.
- Facilitate private placement offerings.
- Provide the documentation for reporting requirements and assist in the applications for listing on the various exchanges and Standard and Poor’s.
- Investor Relations.
- Financial Public Relations
WSO Process Checklist
- 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.
- Corporate Clean-up and Strategic PlanningRearranging 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.