Nate Nead

Nate Nead is an experienced entrepreneur, investment banker, and M&A advisor who currently serves as the Managing Principal of InvestNet, LLC.23 With a career spanning nearly two decades in the finance and investment industry, Nate has built a reputation for successfully managing numerous middle-market deals across various sectors.13

Professional Experience

Investment Banking: Nate has been working as an Investment Banker at InvestmentBank.com since 2013.3 In this role, he assists business owners with buy and sell-side mergers and acquisitions, as well as capital raising projects. His expertise includes:

• Sell-Side M&A
• Buy-Side M&A
• Management Buyouts (MBO) and Leveraged Buyouts (LBO)
• Capital raises
• Private Equity Group (PEG) recapitalizations
• Debt financing and restructuring

Real Estate Investing: As the Managing Principal of InvestNet, Nate focuses on turnkey real estate investing.4 He is a licensed REALTOR® associated with Collier & Associates.2

Digital Marketing: Nate is also the owner of Marketer.co, an enterprise digital marketing agency that provides services such as content marketing, digital design, and software development.3

Background and Achievements

• Nate has founded, operated, and exited several digital media, SaaS, and software companies, growing them from startups to multi-million dollar market leaders.1
• He has held C-level positions in multiple technology and SaaS companies over the last decade.2
• Throughout his career, Nate has facilitated approximately $120 million in closed transactions.2
• He was recognized as the Entrepreneur of the Year (Second Place) at Brigham Young University.3

Education and Certifications

Nate holds several financial industry certifications, including:

• Series 82 (FINRA)
• Series 79 (FINRA)
• Series 63 (FINRA)3

Nate Nead's diverse experience in investment banking, real estate, and digital marketing, combined with his entrepreneurial background, positions him as a versatile professional in the finance and investment industry.