An established sales team for your Exempt Market capital raise.
Bridge Advisory supports Private Issuers raising capital in the Canadian Exempt Market. Working with us gives you a sales team with decades of experience, along with the dealer connections and trust you would otherwise have to build yourself.
Leverage relationships we've already built.
Building a dealer network from scratch takes years. You have to earn the attention of Exempt Market Dealers, gain the trust of their dealing representatives, and learn what they need before they'll consider an offering. We're already established and trusted, and the Private Issuers we support get to leverage that.
Decades in the Exempt Market.
Our team has spent decades in Canada's private capital markets. We know how dealers evaluate private offerings and what dealing representatives need to understand before they present one.
Established dealer relationships.
We have trusted relationships with Exempt Market Dealers and dealing representatives across Canada, and through them, access to established investor networks.
Credibility that extends to you.
Our credibility in the industry is extended to the Private Issuers we support, giving your offering a path to being considered by established dealing representatives.
A sales team without the build.
You get experienced marketing and wholesaling support for your raise, without the time and cost of hiring, training and managing your own dealer-facing team.
How we support your raise.
Our support runs through the whole raise, from understanding your offering to keeping dealers engaged with it.
Understand your offering
We get to know you, your team and your offering so we can represent it credibly to dealers.
Prepare marketing and training
We build the marketing materials and product training that help dealing representatives understand your offering.
Introduce it to dealers
We introduce your offering through our relationships with EMDs and dealing representatives, by wholesaling, events and campaigns.
Keep dealers engaged
Consistent updates and ongoing marketing keep representatives current on your offering throughout the raise.
The dealer support behind your offering.
Exempt Market Dealers and dealing representatives are our customers and referral partners. We keep their trust by helping them understand where and how our Private Issuer partners' offerings fit, so they're well equipped to make their own suitability decisions for their clients.
Every offering we support is backed by the same dealer program: in-depth training, consistent updates and ongoing marketing.
We don't work with investors directly and we don't make suitability determinations. That responsibility stays with the dealer and the dealing representative.
- In-depth product trainingYour offering's structure, strategy, risks, and where and how it fitsTraining
- Consistent updatesRegular news on your offering throughout the raiseUpdates
- Virtual eventsWebinars and online presentations with your teamEvents
- In-person eventsPresentations and roadshows across CanadaEvents
- Email and social media campaignsMarketing that keeps your offering in front of representativesMarketing
- The Canadian Private Investment PodcastEducation for dealing representatives on the private marketsEducation
Conversations from inside Canada's private capital markets.
We create and produce The Canadian Private Investment Podcast, featuring Private Issuers, dealers and industry voices shaping private investment in Canada. It's part of the education program we run for dealing representatives, and one more way we keep the Exempt Market engaged.
Planning a raise in the Exempt Market?
Tell us about your offering and the capital you're looking to raise. We'll talk through how Bridge can support it.
Dealer or dealing representative? We'd still like to hear from you. Email us directly.