Our services
DTC Eligibility
DTC eligibility allows public companies to deposit and trade their securities more efficiently. We can help you apply.
Read moreGoing Public
Going public is a worthwhile endeavor but can be a long, complex process without Issuer Consulting's guidance.
Read moreSecondary Offerings
Our experienced staff provides guidance to help you successfully conduct secondary offerings post-IPO.
Read moreVenture Capital
Venture capital is a great source to leverage your companies' operations to the next level. We can help you decide if seeking VC funding makes sense for you.
Read moreCrowdfunding Offerings
Many companies that aim to raise capital use crowdfunding to pool money from a large number of investors.
Read moreInitial Public Offerings
An initial public offering (IPO) is the first time that a company makes their shares publicly tradable on an exchange.
Read moreConsulting Services For Public and Private Companies
Issuer Consulting provides advisory services for your company’s marketing, capital raising, and SEC filing needs. We further advise companies on optimal strategies for transitioning to a public company. Our benefits are highlighted below.

Targeted Advice

Timely Communication

Results
our company
Our professional consulting services are designed to help you with your securities compliance and public company corporate needs. Our seasoned representatives have the expertise to guide you through very complex to every day issues regarding your securities and cap table structure, as well as provide advice regarding mergers and acquisitions, securities industry vendors, going public, shareholder meetings and more. Whether it is acting as your CFO consultant or providing one-time targeted securities advice, our team is well-equipped to provide quality guidance.
GENERAL QUESTIONS
As your CFO consultant, Issuer Consulting addresses many of your company’s needs. We help you with evaluating your cap table structure, capital raising, competitive angle, roadshows, SEC filings, broker deposits, vendor selection and more. Our CFO services improve both the efficacy and reputation of your company.
Initial Public Offerings (IPOs) allow companies to significantly increase their investor base and thus raise capital, providing additional funds to fuel company growth and expand operations. Through IPOs, companies can list on public exchanges in the U.S. including NYSE, NASDAQ, OTC, etc. Our IPO consulting services help you determine if an IPO is right for you by examining your industry, competitive angle, financials, funding needs, valuation and exit strategies.
Before going public, formal exchanges like NASDAQ and NYSE require issuers to become DTC eligible. DTC eligibility refers to an issuer’s securities that are deposited through the Depository Trust Company, or DTC (also known as DTCC), which facilitates stock clearing and settlement for U.S. securities markets, and also enhances trading. Our consulting firm can help you apply for DTC eligibility.
There are many specifics that factor into a company’s decision to conduct a merger or acquisition. Companies typically merge or acquire another company to expand or refine their market penetration, enhance growth opportunities, capitalize on synergies, eliminate competition, and increase supply-chain pricing power. It depends on your financial situation, industry, opportunity, and personal needs; a consulting firm like Issuer Consulting helps determine if M&A is right for you based on all of these factors and more.
LATEST NEWS
16May
Tips for How to Run a Public Company
Running a public company is an excellent way to build capital, expand a business, and position a company for growth. However, it also carries with it a unique set of responsibilities and obligations that must be met to remain compliant with government regulations and ensure success. As the CEO or CFO of a public company,
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29Oct
12 Most Successful OTC Stocks and their Innovative Products from since 2000
OTC stocks are those traded over-the-counter. Some investors shy away from OTC stocks as buying and selling them requires paying a commission. Furthermore, OTC stocks are filled at specific bid prices, meaning investors must bid above the current trading price for their order to be filled. Overlook these barriers to entry and you will find there
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25Oct
22 Ways to Fail at Running an Annual Shareholder Meeting
Do you have an annual shareholder meeting coming up? If so, you need to place this meeting in the best position possible to be successful. Unfortunately, there are a lot of common mistakes that companies make at an annual shareholder meeting. What are a few common mistakes people make at a shareholders’ meeting, and how
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