Capital Raise for Consulting Services Startup

Synergy Management Group (SMG) (www.synergymg.com) is a consulting services startup that partners with institutional investors (private equity & venture capital), portfolio companies and growing businesses to evaluate, design, execute and maximize growth opportunities across sourcing, diligence, operations/value creation, and exit.

We are executing a rapid and efficient angel/seed-stage capital raise and seeking an experienced Investment Banker with active broker-dealer licenses to lead this initiative.

Responsibilities:

• Develop and refine comprehensive investor materials, leveraging SMG's existing assets.
• Define strategy, target elite investors, and outline deal terms.
• Lead the full-cycle capital raise process, including outreach, negotiation, and closing, directly coordinating with the CEO.

Requirements:

• 10+ years of experience within Angel, VC, and PE capital markets.
• A deep network of connections to elite, high-net-worth potential investors.
• Active SEC/FINRA broker-dealer licenses in good standing.
• Proven track record executing capital raises ($500K-$5M) for early-stage, high-caliber companies.
• Excellent communication and negotiation skills.
• Ability to work independently and manage the entire capital raise process.

Compensation:

• Success fee-based compensation with potential equity participation.

About SMG:

• Proven Track Record: Serving elite clientele in the institutional investor sector.
• Established Product-Market Fit: Successful engagements with firms managing over $100B in assets.
• Elite Consultant Bench: Esteemed consultants from top-tier firms, including McKinsey, Bain, PwC, EY, Carlyle, Deloitte, and KPMG.
• Growth Focus: Seeking to enhance service delivery infrastructure and expand business development capabilities through strategic capital infusion.

Additional Notes:

• This role is remote. Interviews will be conducted via video conference.

To Apply:

• Submit your resume and relevant experience.
• Further details will be provided during interviews.

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.