Testimonials
"Thanks to the outstanding professional help from BDFS & CXG we were able to close in less than 60 days! The executive officers of CXG are very responsive, always there for communicating with and helping us make decisions. Outsourcing services are truly convenient for clients that are in need to get the BD going."
Anonymous
Buyer
"I wanted to sell my broker-dealer without the compliance headaches (or potential legal liability) of operating my firm for six months with the buyer's registered representatives, about whom I would know little or nothing, conducting business I didn't want to monitor. CXG not only found a suitable buyer, but closed the sale within 2 and 1/2 months from the date of the purchase agreement. It was an extraordinary performance."
Anonymous
Seller
"I have been working with the CXG team since last year on the acquisition of a ‘shell’ broker dealer in order to build out a firm focusing on capital formation and strategic advisory services for alternative investment investors, managers and asset owners. The CXG team has helped me to get prepared for my initial filing and application with FINRA and has walked me through every step of the process. I have recently conducted my FINRA interview and am looking forward to the closing of my acquisition. The CXG team has been professional, courteous, helpful and responsive."
Anonymous
Buyer
"CXG was able to quickly pair us with a potential BD to purchase and walked us through the entire process. From signing the initial purchase agreement, to completing the CMA, and finalizing the purchase, CXG guided us through the rigorous path of FINRA approval. They provided thorough responses and assisted us in making our responses more attuned to what the examiners were looking for. CXG also assisted us in other facets of our business, building customized WSPs and forms for our use, as well as introducing us to outside vendors we decided to work with for our business needs. Overall, a solid job by CXG!"
J. Bileski
Buyer