We know as an EMD you may be struggling to achieve scale, lack the infrastructure to communicate with other dealers, and as such are unable to syndicate transactions, and therefore your relationships are limited to your local market.  We also recognize that you are facing increased regulatory scrutiny and costs such as:

• Registration

• Compliance

• Insurance (E&O, D&O)

• Audit 

• Administration and accounting

• Databases

 

Waverley offers a turn-key, best-practices platform, at a fraction of the cost of going alone. We provide everything you need; a Chief Compliance Officer function, a state-of-the-art client onboarding portal, data rooms, file storage, communication tools, due diligence templates, financial templates and much more. Our service offering will continue to expand making your ability to serve your clients that more valuable in the future.

If you are a successful investment banker and considering starting your own dealer, call us today!