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CONCERTED CAPITAL
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Compliance Management

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Legal
Consulting

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Investment Platforms

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Investor Recruitment

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Corporate Structure

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Compliance Management

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Legal
Consulting

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Investment Platforms

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Investor Recruitment

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Corporate Structure

 

About Concerted Capital

We are an experienced consulting firm working with companies to utilize a blend of traditional and new capital acquisition techniques. Concerted Capital’s goal is to be your one-stop-shop to help you fulfill your company’s capital acquisition needs. We offer advice and guidance in legal, compliance, investment technology, marketing, investor prospecting, investor lead generation, and investor lead qualification. A successful capital acquisition plan goes beyond simply raising capital and requires developing a game plan for proper corporate structure and governance.



Disclaimer

Our Experience

The partners at Concerted Capital have over 50 years of combined experience on Wall Street. Over those decades this team has worked with individual private investors, Broker Dealers and RIAs (Registered Investment Advisors) as well as medium to large institutions. On this team’s advice alone, investments totaling over $1 billion for private and public companies were transacted.

Our team advised on and participated directly in the distribution and support for public stock and aftermarket trading, which is important and useful for companies looking to maintain their company’s valuation following a public offering, such as a Reg. A offering. Additionally, Concerted Capital has over 26 years of business development experience in corporate structure, working with various entity structures, as well as “off balance sheet” funding vehicles, helping companies navigate the legal and compliance imposed by SEC and FINRA regulation.

Our Services

Concerted Capital was formed to provide CEOs a comprehensive suite of professional consulting services for capital attraction. By utilizing one consulting team that we have assembled for assisting you in understanding and coordinating your funding, marketing, technology, compliance, and legal your firm will save money and time by eliminating the need to have a patchwork of vendors. Our team has personal connections and experience working with all levels of these services including federal, state, and SRO regulations. Proper navigation of the various regulations, corporate structures, and regulatory guidelines is paramount in structuring compliant and attractive funding packages.

Many of the services discussed herein are provided by third parties not affiliated with Concerted Capital. Concerted Capital is not compensated by these third parties. Concerted capital’s value is in assisting you in understanding the process and the implications of your decisions in that process saving you time and money.

select services for more details.

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Bridge Financing
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Private
Equity
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IPO
Preparation
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Valuation Support
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Legal Consulting
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Compliance Management
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Investment Technology
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Investment Platforms
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Content Creation
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Investor Prospecting
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Investor Recruitment
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Investor Qualification
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Tracking Systems

Bridge Financing

Concerted Capital can help with your short-term financing needs by clarifying the parameters of, and if appropriate, introducing “bridge funding” sources. Bridge funding can take the form of debt or equity as a short-term investment to help cover offering costs and preparing for funding. In addition, in some cases, we may assist you in structuring a private placement before a public offering can solve the immediate capital needs and increase your company’s public offering valuation.

Private Equity Structure and Strategy

Private equity experts can add immediate value in the form of capital and business combinations that set your organization up for long-term valuation growth. Private placements that utilize an exemption to registration may increase your time to market. Offering instruments can be debt, equity, or a hybrid. Careful consideration should be given to making the proper choice that will bring the most value to your company now and in the future.

IPO Preparation and Implementation

A strategy that a growing number of companies are finding attractive is to combine a private Regulation D offering immediately followed by a Regulation A public offering. As mentioned earlier, this procedure can work well to allow your company to take advantage of immediate business opportunities that will favorability impact your company’s valuation resulting in a higher public offering price.

Post-IPO Valuation Support

Often overlooked when raising capital is the listing of your company’s common stock on an exchange following the closing of your public offering. This important step begins the journey to realizing your company’s full valuation. Concerted Capital can help prepare and implement this step by data compiling that helps draw attention to your company and its value proposition.

Legal

Legal considerations when raising capital in the US are complex and come with numerous compliance considerations. Missteps here can cause harm to your corporate offering and even require that investors be offered a refund of any proceeds raised. In addition, implementing proper corporate governance now will help relieve stress on the corporation and the Board of Directors by preparing for future corporate goals.

Compliance

The devil is in the details, and this is especially true when knowing which filings to make and when to submit them. Through engaging experienced securities professionals, you can benefit from substantial savings. Depending on which registration exemption you implement, there may be a requirement to verify all investors as Accredited Investors and prepare varying disclosure documents. Concerted will assist in technology and procedures in place to ensure the requirements of your exemption are met.

Investment Data Technology

Our team will assemble and deploy a suite of technology specifically crafted to aid issuers in their capital campaigns. Our systems go well beyond sending emails to likely investors and asking them to look at your opportunity and value propositions. We will deploy a sophisticated investment platform, cutting edge investor prospecting methods, artificially intelligent outreach strategies, and automated pre-qualification stages.

Investment Platforms

Applying investment data technology, investors can make investments directly on your website through the implementation of our SEC and FINRA compliant investment technology. You will be able to display your team, executive summary, pitch deck, custom video, financial documents, offering specifics, and other required documents. This platform manages accredited investor verification, bad actor checks, transaction logistics, escrow, stock issuance and tracking, and follow-on management services.

Content Creation

Creatively market your investment opportunity with professional presentations, engaging videos, live webinars, and press releases with wide distribution networks. Our creative team will communicate your company's investment opportunity to an interested investor audience. These materials will be used in advertisements, on your website, and in person. Professional and engaging materials will catch the attention of investors and give credibility to your organization.

Investor Prospecting

We use BIG data to research investors most likely to invest in your company. Our investor bot gathers investor data from online communities then automatically finds their contact information online. Another source for consumer-level investors is the social following of your competitors, industry-specific investor communities on LinkedIn, and individuals who search specific phrases online. Our system cross-references these prospects with an opt-in email database and Experian to gather their credit reports and determine net value.

Investor Recruitment Technology

Once prospects have been gathered and scrubbed, our system will automate the outreach, distributing your content and scheduling meetings. We send a series of emails and targeted ads to a fine-tuned prospect list. With a prospect’s email address, we can target ads directly to them and use a lookalike audience to expand the reach to hundreds of thousands of potential investors. Once the investor clicks on the ad and views the Investment Page, we will retarget them with more ads to continue to engagement.

Investor Qualification

Whether your company is conducting a private placement or a public offering, as part of the investor prospecting campaign we will help qualify your interested investor prospects. Our team will reach out within five minutes of their initial inquiry and ensure the leads you receive are serious and qualified. This will take some of the strain off your organization resources that might otherwise be devoted to dead end leads.

Tracking Systems

Keep track of your leads through every step of the funnel with customized lead tracking systems. Our phone and CRM systems will ensure no prospects slip through the cracks and you can receive performance reporting every step of the way. This allows the CEO to see the progress that is being made while still being at a distance to run their own company.

Disclaimer

Concerted Capital, LLC is not a Broker Dealer, is not registered with the Securities and Exchange Commission, ("SEC”), or a member of the Financial Industry Regulatory Authority, (“FINRA”), and will not be acting as such. Concerted Capital, LLC will not “sell” or “Offer” any securities nor represent a client in any sale of securities. In addition, Concerted Capital, LLC will not provide accounting or legal advice and will not render legal opinions and clients cannot rely solely on Concerted Capital LLC’s legal recommendations as such.

 

Our Team

Over 50 Years of Experience

Tim Flanagan

TIMOTHY J. FLANAGAN

BUSINESS CONSULTING AND COMPLIANCE

Tim Flanagan is an accomplished business executive with many years of experience in initiating, leading and operating businesses. He has initiated, funded and operated businesses at the senior executive level in financial services, digital media and production, oil and gas exploration and production and international on-shore / off-shore money management firm. He has negotiated strategic agreements with Microsoft, Fuji America and others major players. He is knowledgeable and experienced in the application of the US securities laws, regulation for private and public companies. He has designed and presented complex financial offerings in simple and easy to understand presentations to senior management as well as to groups and product sales on national television. Education Memberships & Professional Licenses; Juris Doctor, member NYS Bar, Financial Industry Regulatory Authority, General Securities Principal and Representative.

Allan Singer

ALLAN SINGER

BUSINESS DEVELOPMENT

Mr. Singer began his business career in the automotive industry specializing in finance and marketing. By age 24 he operated and became a partner of a B2B automobile marketing and finance company. Allan continued his business career and became a registered securities professional enjoying success for the last 28 years. In 1994 Allan started and ran a very successful Wall Street research boutique firm catering exclusively to institutions. He created a quantitative stock model that he marketed to mutual funds, hedge funds, pension management funds and internal bank portfolios.

Recognizing the opportunity created by the 2012 Jobs Act legislation, Allan has now applied his well-honed talents and relationships to assisting U.S. companies meet their capital and growth goals. This often takes the form of private equity capital and Reg A+ public offerings as well as assisting small to medium sized companies to grow product sales revenue through digital marketing and strategic relationships.

 
 

Contact Us

We invite you to complete the information below to learn more about how we might be able to help you and your company raise the capital necessary to reach its full potential. One group, one cohesive plan equals greater confidence in success.

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