Why Companies Choose Us

  • Arranged for two of three Market Makers to accomplish initial NASDAQ Listing for client 

  • Recruited two Directors for NASDAQ listed client including Chairmen of the Audit and Governance Committees

  • Recruited two CFO's for NASDAQ listed client

  • Recruited VP of Human Resources and COO for NASDAQ client

  • Mentored CEO in making presentations to Institutional Investors and to investor groups 

  • Mentored VP-Investor Relations and Marketing 

  • Wrote and edited numerous Press Releases 

  • Identified acquisition candidates for client

  • Identified manufacturing experts to resolve client problems 

  • Attended major Trade Shows with client to help promote client's products 

  • Recommended sources of capital for clients and arranged meetings with those sources 

  • Reviewed all documents necessary to achieve NASDAQ listing and worked in conjunction with lawyers and CPA's

  • Recommended sources of manufacturing supplies 

  • Visited, evaluated and wrote reports on potential suppliers to client

  • Reviewed and edited annual reports, 10Q's, 10K's and various other SEC documents before filing

  • Ran a campaign to secure major customers for client

  • Negotiated major supply and other agreements with customers for clients 

  • Introduced clients to appropriate lawyers and CPAs that matched client's pocketbooks and personalities

  • Introduced clients to Executive Recruiters for specialized assignments and negotiated favorable fees for clients

  • Introduced clients to analysts who initiated initial coverage of company

  • Reviewed and made recommendations on institutional investor targets

  • Introduced clients to key potential partners and customers

  • Reviewed and vetted client's public relations firm choices

  • Developed key messaging for investor relations and public relations

  • Developed integrated social media strategy

  • Developed marketing programs for various clients

  • Reviewed and vetted Advertising Agencies for Nasdaq client

  • Assisted several clients in achieving Nasdaq listings from OTCBB and Pinksheet status

  • Raised in excess of $200 million for clients

  • Developed event marketing plan

  • Developed cross-promotion plans with partner introductions

  • Helped relocate client from overseas to US including physical facility and achieving dual listing

  • Recommended Compensation Consultants to clients

  • Participated in Capital raising meetings for clients

  • Introduced clients to appropriate Investment Bankers


Subscribe Form


  • Facebook
  • Twitter
  • LinkedIn

©2020 by Carpe DM Consulting. Proudly created with