Build Your 8 Figure Boutique Investment Bank in 12-24 Months, Then Graduate to Principal Investing

Master the foundational skills of dealmaking through advisory work - generating immediate cash flow while building the track record, capital base, and network required to raise your own fund, execute roll-ups, and own equity in every deal.

This Isn't Another Business Opportunity. It's Your Transition to the Wealth Game.Your Application Starts a 10-Day Mutual Assessment Process

The Dealmaker Foundry Program Synopsis

The 90-Day Build → 2-Year Journey → Lifetime Wealth

Phase 1: Foundation (Days 1-90)

Build Your Licensed Investment Bank

Secure FINRA broker-dealer sponsorship

Recruit 3-5 senior advisors with 30+ years experience

Establish relationships with 20+ capital partners

Launch proprietary outbound systems reaching 50,000+ targets monthly

Close first $25K-$250K upfront retainer

Phase 2: Acceleration (Months 4-12)

Scale to 7-Figure Cash Flow

Win 10-20 mandates at premium fees

Build deal pipeline worth $200M-$500M

Close first backend success fees

Establish sector dominance through advisor expertise

Generate $1.3M-$1.6M conservative first-year revenue

Phase 3: Expansion (Year 2)

8-Figure Revenue & Principal Transition

Execute 3-5 major transactions ($100M-$500M each)

Generate $3.5M-$9M+ in success fees

Build institutional track record ("tombstones")

Begin co-investing in your own deals

Position for fund formation or roll-up strategy

The Five Pillars System

Compliance Infrastructure

Get licensed, get legal, get protected

Advisory Board Assembly

Your unfair advantage through credibility arbitrage

Capital Partner Network

Pre-vetted buyers before you have deals

Mandate Acquisition

Modern methods to win premium clients

Deal Execution

Close $100M+ transactions in 3-6 months

Your Investment Returns

Program Investment:

  • Accelerator: $50,000

  • Turnkey: $100,000

Year 1 Returns:

  • Conservative: $1.3M-$1.6M (26x-32x ROI)

  • Aggressive: $3M+ with one major success fee

Year 2 Potential:

  • $3.5M-$9M+ revenue

  • Principal investment opportunities

  • Fund formation capability

The Network Effect

Join 100+ active dealmakers who've collectively:

Generated $100M+ in revenue

Closed $5B+ in transactions

Built 8-figure firms in under 18 months

Transitioned from advisory to principal investing

Why This Works Now

The Arbitrage Opportunity:

Traditional path: 10+ years to MD at Goldman Sachs

Foundry path: 90 days to your own licensed firm

Same deals, same fees, you own 100% of the economics

The Technology Advantage:

AI-powered deal origination

50,000+ emails daily capacity

Proprietary intent signal detection

Automated capital partner matching

The Credibility Hack:

Instantly leverage 40+ years of advisor experience

Their track record becomes your firm's track record

Compete for the same mandates as bulge brackets

Command the same fees from day one

Your Legal War Chest

Direct Access to Securities Counsel

You get unlimited access to Allen & Thomas LLP, our retained SEC/FINRA law firm with 30+ years defending and building financial services firms.

Included Services (Value: $120K-$200K/year):

Review all engagement letters and contracts

Structure deals for regulatory compliance

Navigate SEC/FINRA regulations

Defend against regulatory inquiries

Create non-circumvention agreements with advisors

Ensure proper books and records maintenance

How Compliance Actually Works

The Reality of Securities Regulations

Attempting to operate without proper licensing is a federal crime punishable by massive fines and potential jail time. One mistake can end your career permanently.

Your Daily Protection:

Weekly Compliance Calls

Standing call with securities attorneys every week

Pre-Transaction Review

Every deal structure reviewed before engagement

Marketing Compliance

All materials vetted for regulatory violations

Ongoing Supervision

Licensed principals oversee your transactions

Audit Trail

Complete documentation for regulatory examinations

International Compliance

For Non-US Members

If you're outside the United States, we establish proper chaperoning agreements that allow you to work with US investors legally:

SEC Rule 15a-6 compliance structure

Partnership with US broker-dealer

Cross-border transaction protocols

Local jurisdiction compliance guidance

The Bottom Line on Compliance

We've spent millions building bulletproof compliance infrastructure. You can try to figure this out yourself, hire your own securities attorneys at $1,000+/hour, and risk everything on getting it right. Or you can leverage our proven framework from day one.

This isn't optional. It's the foundation that lets you sleep at night knowing every deal is done right.

Watch Student Interviews Below

DEALMAKER FOUNDRY Program
Conor W
$3M Success Fees In 2025
Conor & Liam made $3M in 2025 focusing on Infrastructure Financing
Vlad I
Earning 6-figures+ per month, closing multiple backend deals
Vlad is doing 6-figure+ months and closing multiple backend deals per quarter
Bryann C
Beat JP Morgan out of $6M Commission
Sales Rep Closes $200K in Fees & Beats JP Morgan for $150M Deal (First Year)
Jamal K
From $8.5K Pitch Decks to $500K Commission
From Pitch Decks to $500K Commissions: The Simple Mindset Shift That 10X'd His Business
Ocean G
1,000 CALLS in 90 Days → Built Investment Firm
From Marketing to M&A: How 1,000 Calls in 90 Days Changed Everything
Axel T
IPO on London Stock Exchange (First Year)
Ex-Microsoft Consultant Builds Latin American Investment Firm in 10 Months
Sean P
$300M Data Center Deal Closing (Multiple 8-Figures in Fees)
Valuation Analyst Cracks Investment Banking: $300M Deal Pipeline Without Leaving Day Job
Gage M
$175M In Live Deals
Barely Graduated High School to $175M in Live Deals + 5-Person Team
Grant L
$100M mandate in 30 Days (No Website, No Experience)
15-Year Sales Pro Signs $220M in Deals His First Month (Without a Website)
Cole P
22 Years Old: $400M Pipeline (Ex-Wholesaler)
22-Year-Old Ex-Wholesaler Working on Billion Dollar Real Estate Transactions
Zach C
$4B Fund Wants In ($50M Ticket)
From Zero to Negotiating with $4 Billion Funds: The Power of the Right Advisor
Om P
Half a Billion in Diligence (8 Months In)
From Zero to $500M Acquisition Financing Pipeline in 8 Months
Brendan C
$200M Raised, Backed by $5B Multi-Family Office
Bernardo
$2.3B+ Raised, 18 Full-Time Staff, 7-Figure Pipeline
Jake
Closed First Deal in 4 Days, First Transaction In 6 Months $7M Commissions
Juan
Scaled to $7.8M Pipeline in 4 Months
Dylan
Closing $5M in Success Fees, Targeting $100M Exit
Graeme
17-Year-Old Phenoms Making 6-Figures While In School
Robert
From Sporadic Success to $100K in 3 Months, $7-Figure Deals
Ryan
From Struggle to 8 Deals in 13 Days ($100K/Month)