7777 Fay Avenue,
At Coastwise Capital Group, LLC, we bring decades of experience covering the entire business process, from company formation to business planning to capital raising to preparing for and executing liquidity events. The Investment Professionals at Coastwise can put their extensive business skill and knowledge to work for you to assist in analyzing, preparing, negotiating, and completing crucial transactions throughout the entire life of a business. Working with experienced experts can help you avoid costly mistakes, save you valuable time and ensure your business and/or alternative investments are optimally positioned to reach your goals.
Engaged by entrepreneur who took company public and attempted to oust the board in favor of new governance/management. Created and presented new financial model used to convince shareholders to approve proxy.
Represented small business owner in assessing a private equity investment. Met with CEO of company (investment target), performed due diligence, analyzed financials, presented recommendation.
Created financial model (projections) and assisted in preparing business plan executive summary for new sports marketing/networking company in successful raising of nearly $500 thousand in early stage financing round. Engaged to perform similar function for second round of financing of approximately $1 million. Helped to secure high profile investors like Vinny Testaverde (NFL), Michael Waltrip (NASCAR), Tom Chambers (NBA), and others.
Assisted affluent individual in assessing personnel needs and state/federal filing requirements for employee hires. Used expertise to determine optimal compensation formulas and arrangements.
Served high net worth individual in determining if and how they should exit (redeem) a large alternative (hedge fund) investment.
Coastwise CEO Scott Kyle has been directly involved in several dozen private equity deals as the buyer, seller, or advisor to the transaction, including:
Mr. Kyle has been a key partner in raising nearly $100 million in private equity and strategic capital financing from top-tier financial institutions and publicly traded companies including:
Mr. Kyle has served on over 15 for profit and non-profit boards including:
Mr. Kyle is the Founder and/or Creator of several organizations and events including:
In addition, Mr. Kyle has received several trademarks and service marks including:
Mr. Kyle has been published in several regional and national periodicals and journals. He is the author of the book, The Power Curve: Smart Investing Using Dividends, Options, and The Magic of Compounding.
Mr. Kyle has been invited to speak at various companies and educational institutions regarding subjects ranging from retirement planning to complex options strategies.