The Dealmaker Protocol

The 9-Step Dealmaker Protocol

A Proven System to Bypass Traditional Industry Barriers and Close Deals at an Accelerated Pace

Leverage OPE (Other People’s Experience)

Partner with senior investment bankers & PE professionals for credibility.

Instant Access to Capital & Counterparties

Tap into investor networks, databases (PitchBook, Preqin, Crunchbase, Apollo).

Compliance & Structuring

Work under licensed broker-dealers (Finalis, EMDs) for full legal compliance.

Executing & Closing Transactions

Match clients to counterparties and facilitate high-value deals.

Scaling: Boutique vs. Institutional Growth

Stay lean & agile or build a full-fledged investment firm.

AI & Automation-Powered Deal Origination

Use private email servers, scraping tools, and AI to generate deal flow.

Accelerated Sales & Closing Process

Shorten deal cycles with high-impact sales strategies & structured pitch decks.

Developing Buy-Side Relationships

Build strategic connections with family offices, hedge funds, and PE firms.

Monetization: Upfront & Success Fees

Charge retainers & percentage-based success fees on transactions.

The Unique Mechanism: The Dealmaker Protocol

Bypassing Traditional Barriers & Accelerating Success in Capital Markets

Leverage Experience Instead of Waiting Years

Partner with seasoned IB & PE professionals for instant credibility.

Example: Vincent closed a $250M debt transaction, earning $7M in 6 months.

AI & Automation-Driven Deal Origination

Private email servers & scraping tools enable direct access to decision-makers.

Example: Dylan books 100+ appointments per day, bypassing slow networking.

Immediate Access to Capital & Counterparties

Leverage PitchBook, Preqin, and proprietary investor databases for deal flow.

Example: Brendan secured a $200M transaction, netting $5M+ in fees in months.

Accelerated Sales & Deal Execution

Condense deal cycles from months to weeks with high-impact sales strategies.

Example: Juan scaled his firm to $200K+ per month in revenue in under a year.

Monetizing Transactions Immediately

Charge upfront retainers + success fees instead of waiting years for bonuses.

Example: Matt closed a $100K upfront engagement with a 5% success fee on a $100M M&A deal. ​

Why This Market isNOT Saturated

Despite its size, the capital markets industry remains highly fragmented and gatekept by outdated institutions.

Traditional Barriers to Entry Have Created a Void

  • Most financial professionals spend decades working up the corporate hierarchy before leading transactions.

  • The majority of new market entrants lack the knowledge, network, or systems to capitalize on deal flow.

  • Many high-net-worth individuals, startups, and businesses struggle to find effective advisory solutions for raising capital or executing transactions.

This gap presents tremendous opportunity for those who understand how to position themselves as modern dealmakers.

Example Success Fees by Transaction Type

Unit Economics: Cost vs. Profitability