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Stapleton Advisors
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      • M&A Services
      • LP Secondaries
      • Pre-IPO Stock
      • Real Estate Funds
      • Due Diligence
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  • Home
  • Services
    • vCFO Services
    • Capital Raising
    • M&A Services
    • LP Secondaries
    • Pre-IPO Stock
    • Real Estate Funds
    • Due Diligence
  • Knowledge
    • Blog & News
    • Resources
    • Regulation D Overview
    • Regulation A+ Overview
    • EDGAR Filings
  • Templates
    • PPM Templates
  • Company
    • About Us
    • Contact Us
    • Ethos
    • Careers
    • Payments

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Fractional CFO Services

Fractional CFO ServicesFractional CFO ServicesFractional CFO ServicesFractional CFO Services

Raising Capital • Mergers & Acquisitions • Secondary Markets

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Fractional CFO Services

Fractional CFO ServicesFractional CFO ServicesFractional CFO ServicesFractional CFO Services

Raising Capital • Mergers & Acquisitions • Secondary Markets

Submit a Project

SECTOR FOCUS

Healthcare & Life Sciences

Financial Services & FinTech

Financial Services & FinTech

Financial Services & FinTech

Financial Services & FinTech

Financial Services & FinTech

AI, SaaS & Quantum

Financial Services & FinTech

Real Estate & Mortgage

Real Estate & Mortgage

Financial Services & FinTech

Real Estate & Mortgage

Private Capital

Private Capital

Private Capital

We guide founders and fund managers through the full lifecycle of private capital raises—from investor targeting and outreach, to pitch refinement to setting up VDRs, regulatory filings and closing. Our team ensures your offering is positioned for traction, structured for compliance, and executed with precision.

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M&A

Private Capital

Private Capital

We advise founders, funds, and strategic buyers through the full M&A lifecycle—from deal sourcing and valuation to negotiation, diligence, and close. Whether you're acquiring, divesting, or merging, our team ensures every transaction is structured for alignment, executed with discretion, and compliant from LOI to final close

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Pre-IPO Stock

Private Capital

Pre-IPO Stock

 Gain access to exclusive Pre-IPO opportunities. We help you identify and secure counterparties in private markets, ensuring smooth execution without the hefty commissions. Acting as your virtual CFO, we streamline negotiations and provide strategic oversight so you can capitalize on high-value deals efficiently. 

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PIPEs

Due Diligence

Pre-IPO Stock

We advise public companies and institutional investors on structuring and executing PIPE transactions with speed, discretion, and regulatory clarity. From investor targeting and term negotiation to compliance and closing, we ensure capital is raised efficiently—without disrupting market dynamics.

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Real Estate

Due Diligence

Due Diligence

We support real estate sponsors and fund managers with capital structuring, investor onboarding, and compliant liquidity solutions. Whether you're raising for a new asset, executing a 1031 exchange, or managing LP secondaries, our team ensures every transaction is tax-aware, transparent, and aligned with investor goals.

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Due Diligence

Due Diligence

Due Diligence

We conduct rigorous financial, operational, and regulatory diligence to support capital raises, acquisitions, and secondary transactions. From data room audits and investor materials to compliance checks, our team ensures every deal is grounded in clarity and credibility.

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Capital Raising

We Handle The Heavy Lifting

If you're raising private capital for growth, acquisitions, or any major transition—whether through private investors, venture funding, PIPEs, private equity, or strategic partnerships—Stapleton Advisors vCFO services is your preferred financial partner.


We deliver high-impact financial expertise to help you navigate investor conversations, build robust financial models, manage due diligence, and structure deals with confidence. We handle the heavy lifting so you can stay focused on running your day-to-day business, knowing your capital strategy is in capable hands.


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Mergers & Acquisitions
BUYING OR SELLING YOUR BUSINESS?

MERGERS & ACQUISITIONS

Buying or selling a business is one of the most complex decisions an owner faces. It demands more than financial savvy—it requires timing, strategy and execution. Most owners excel at running their business, but few have the bandwidth to manage a transaction without disruption. That’s where our vCFOs are indispensable.

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Secondary Markets

Unlock liquidity and strategic opportunities with our comprehensive secondary market services. From Pre-IPO blind pools to LP secondaries, we help investors access private market exposure, optimize portfolios, and capitalize on evolving market dynamics. Our team combines deep expertise with a disciplined approach to deliver seamless execution and tailored solutions for institutional investors and Family Offices. 


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401 E. Jackson St., Suite 2340 • Tampa, FL 33602 • (813) 736-2422


Open Monday through Friday, 9:00am - 5:00pm, EST.


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