As a seasoned entrepreneur and investment strategist, I have founded and operated multiple private equity hedge funds, mortgage banks, a real estate brokerage, an insurance brokerage, an RIA, seven franchises, and various construction and trade companies.

My extensive experience in capital markets, compliance, and business scaling makes me a sought-after advisor for entrepreneurs looking to raise capital and exponentially grow their businesses.

I specialize in helping business owners secure funding, structure investments, and navigate complex financial landscapes—all while ensuring compliance and maximizing investor confidence. Personally I have raised AUM over 50M.

Whether you're seeking to attract institutional capital, expand your company, or position yourself for long-term success, I provide the strategic insights and actionable guidance you need.

Let’s take your business to the next level—connect with me today.

Connect with me on Linkedin:

www.linkedin.com/in/berobbins/