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Affiliation in Sell-Side Advisory & Investment Banking

Business Owners in the Middle Market Deserve Bankers That Understand Them.


If you’re a seasoned professional interested in taking your firm or career to the next level by helping your clients further maximize their value, contact us today.

Request our Detailed Guide on Affiliation that Discusses:


  • The surprisingly simple process of earning and maintaining a securities license.

  • The FINRA and SEC regulations regarding sell-side advisory, and how DCF removes anxiety around compliance.

  • How DCF helps Affiliates structure their sell-side advisory practice.

  • The extraordinary economics of sell-side advisory — shattering the billable hour paradigm.

 
 

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