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About US

Business and Finance

Since 2008, Ross J. Wolfe has been shaping the futures of hundreds of entrepreneurs from the earliest stages of their ventures to ultimate scalability. Over his career as counsel to venture capital and private equity firms, he has improved upon best practices and systems designed to navigate his clients' new ventures from their startup stages to scalability. His latest role took him into the world of Exponential Technologies where he continued his efforts to foster clean new technologies that improved our quality of life while at the same time creating lasting businesses that were either acquired or merged. Ross quickly recognized that the world was changing and technology was democratizing information and services forever affecting the investing public; leading Ross to pivot from advising venture capital firms and private equity firms to helping entrepreneurs achieve their dream and change the world as we know it

Operations and Legal

Ross has a deep and specialized understanding of the business and law surrounding Startup companies, mergers and acquisitions, venture capital, and private equity. He is a highly experienced executive capable of leading change across all aspects of an organization. Throughout his career Ross has led efforts in investor relations, company constitutions, equity class creation, onshore/offshore fund administration, company governance, company structure, and international mergers & acquisitions. His overall experience makes him ideally suited to represent founders and entrepreneurs in engaging venture capital and private equity firms when seeking additional capital and scale. Ross earned his Law degree from the Barry University School of Law, and MBA from the University of Miami and a BA in Political Science from George Mason University. He is also a best-selling author.

Licenses and Certifications

Previously held Series 7, Series 65, Series 63, and Series 6 licenses. Was also a Supreme Court Certified county, circuit civil court, and appellate court mediator and has mediated numerous large dollar, banking, lending, finance, insurance, fraud, money and investment controversies.

We've Always Cherished the Three Pillars Which our Company has Always Stood Upon:

Commitment to the Highest Standards
A Passion for Diversity
Integrity in Fair Dealing

These three have proven to: Earn our clients' trust; Build our legendary reputation on a solid foundation; and Attract thousands of individuals, businesses, and investors to create legacy for our clients.

We Stand by:

  • Our Commitment to the Highest Standards

    When we accept a client, we accept that we will be held to high standards of excellence. And that's what we deliver. Top tier outcomes from varied beginnings.

  • A Passion for Diversity

    With our principles of just outcomes and our desire for empowering startups to scale and grow, we diversify the range of clients we take on because we want to contribute to a global outcome. That means that besides helping good big and small businesses we also help thousands of first time entrepreneurs, disruptors and pioneers of their fields from all corners of the world. Creating and propelling diversity is our passion.

  • Excellence and Fair Dealing

    We have a passion for excellence and fair dealing.

Satisfied Clients
Successful raises from fundraising rounds we have prepared startups for
Of our deal terms are accepted across all three areas of specialization, venture capital, private equity and mergers and acquisitions

Are You Passionate About Creating Legacy and Longevity For Clients? Capitalize!℠

If either of the answers is yes, than we've got a job opening waiting for you to apply!

CAREERS

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