Investment Banking Advisor - Seed Capital Raise for ...

Investment Banking Advisor - Seed Capital Raise for Consulting Startup 2 days ago Be among the first 25 applicants About Synergy Management Group (SMG): Synergy Management Group (SMG) is an elite, full-service consulting firm that partners with institutional investors, portfolio companies, and growing businesses. We specialize in sourcing, due diligence, operations/value creation, and strategic exits, working exclusively with top-tier private equity and venture capital clients. SMG has a proven track record of successful engagements with firms managing over $100B in assets.After a brief pause in operations, we are now in a re-launch phase, focused on expanding SMG's reputation through strategic hires and key partnerships to drive growth. Our prior engagements with top institutional investors have validated our business model and product-market fit, positioning us to scale operations with a fresh capital raise. About the Role: We are seeking an experienced Investment Banker to lead a seed-stage capital raise ($500K-$1M+) as we scale SMG's infrastructure and services. This role involves developing SEC/FINRA-compliant investor materials, engaging high-net-worth investors, and managing the capital raise process in direct collaboration with the CEO. This is a remote position with a flexible schedule, offering a success-fee compensation structure with the potential for equity participation based on milestones. Responsibilities: Lead Capital Raise: Spearhead a seed-stage fundraising round, managing the entire process from investor material development to closing deals. Investor Outreach & Negotiation: Identify, target, and engage elite, high-net-worth investors, family offices, and other relevant seed-stage investors. Present investment opportunities and negotiate deal terms. Develop Investor Materials: Utilize SMG's existing marketing materials, collateral, and related assets to develop and finalize SEC/FINRA-compliant investor materials, including the pitch deck, financials, and use of proceeds. Strategic Planning: Define and execute the capital raise strategy, identify ideal investor targets, and structure optimal deal terms. Collaborate with the CEO: Work directly with the CEO to ensure alignment on goals, strategy, and fundraising execution. Requirements: Experience: 10+ years in investment banking, private equity, or venture capital, with a proven track record of successfully raising $500K-$5M+ for early-stage, high-caliber companies. Network: Extensive connections to high-net-worth investors, family offices, and other seed-stage investors. Licensing: Active SEC/FINRA broker-dealer licenses (Series 7, 63, and 79 preferred) in good standing. Skills: Strong communication, negotiation, and investor relations expertise. A self-starter who can independently manage the capital raise process while collaborating closely with the CEO. Transparency: Ability to navigate the re-launch phase of a previously paused business, understanding the dynamics of a startup with validated market fit. Compensation: 100% success-based compensation"”no upfront retainers, salary, or guaranteed payments. Fees are earned only as a percentage of successfully raised capital, paid upon closing. Equity participation and advisory board involvement available based on performance. Why Join SMG? Elite Clientele: Past engagements with top institutional investors managing over $100B in assets. Proven Product-Market Fit: Validation from prior high-value engagements, demonstrating our ability to deliver top-tier consulting services and results. World-Class Team: Work alongside consultants with leadership experience at firms such as McKinsey, Bain, PwC, EY, Carlyle, Deloitte, and KPMG. Growth Opportunity: Be part of a strategic re-launch, gaining early-stage equity exposure in a firm with validated market potential. Additional Information: Remote Role: Fully remote, flexible work hours. Interview Process: Initial interviews conducted via video conference. Transparency in Process: As part of our re-launch, we value open communication about our growth phase and the unique opportunities it brings. To Apply: Submit your resume and a summary of relevant experience. Further details about SMG and the capital raise process will be provided during the interview. This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Any terms outlined above are subject to change. #J-18808-Ljbffr

Created: 2025-03-04