Levels of Client Membership:

Insight Member:

Included with a gratis Insight Membership:

• A personalized log-in username and password
• Access to the most up-to-date and relevant industry news (coming soon)
• Access to proprietary CI publications
• Access to the CI Capital Marketplace which allows sellers, buyers, lenders and borrowers to find each other on a strictly confidential basis

Capital Insight Members expect an exceptional level of service consistent with a Private Investment Bank. These memberships are fee-based.

Included with a Capital Insight Membership:

• A personalized log-in username and password
• Access to the most up-to-date and relevant industry news (coming soon)
• Access to proprietary CI publications
• Access to the CI Capital Marketplace which allows sellers, buyers, lenders and borrowers to find each other on a strictly confidential basis
• Access to the CI blog (coming soon)
• Around-the-clock (24/7) access to a team of dedicated bankers who culturally embrace the role of advocate on behalf of our member clients. Capital Insight Membership is like having a Wall Street CFO available for all of your needs (without all of the expense). Your team of professionals is your constant link to the capital markets, including current M&A and corporate finance activity
• Access to public and proprietary data regarding industry performance, best practices, enterprise valuation trends, various transaction structures and other major capital market issues
• Access to an expansive network of M&A participants, capital providers and senior advisors (at preferred rates)
• Reduced Transaction Fees, and
• A unique opportunity for select members to meet on an annual basis for discussion, education and networking at the Insight Invitational. This unique event will be held in the spring to early-summer timeframe of each year at different venues ranging from our hometown of Scottsdale, AZ to the shores of Hawaii and across the Atlantic to famous and historic European locations.