ReachX is a platform offering on-demand investment banking services, from research to advisory, through its curated network of independent advisors.
Our mission is simple: provide the highest quality of independent advice to our institutional investors and issuer clients, federate the ecosystem of independent investment research and corporate finance advisors.
We believe in developing professional expertise with our core values, shared with our advisor community: curiosity and integrity.
ReachX helps its clients originate and source investment opportunities, validate investment thesis, and create bespoke research and content. For more details please visit our Clients page
ReachX's advisors can also share their vast knowledge and experience to train both individuals and groups in specialised topics such as forensic accounting, distressed credit analysis, CLO analysis, accounting, corporate governance, ESG, Green Bonds investing and medical real estate.
We help our clients with scalable resources at different functions in the financial director's office, from assisting with investor relations, supporting the CFO with budgeting, KPI and fundraising support to providing the management team with senior M&A and Capital markets expertise.
ReachX works as a platform, giving a high level of flexibility and cost-effective approach to our clients.
The ReachX management team has a long and deep experience in capital markets and is actively involved in the sourcing and structuring of our engagements but also in managing the process and ensuring the quality of the delivery during the life of our projects.
We also partner with selected research firms in specific industries. Our boutique partners' main strengths currently lie in the technology, renewable and sustainable energy, utilities, oil & gas and real estate sectors.
Our independent advisors typically have over 20 years of buy-side or sell-side experience across asset classes, sectors and regions or have held senior finance functions inside companies (CFO, Investor Relations) .
ReachX services are based on your membership level which you can select here
ReachX is authorised and regulated by the Financial Conduct Authority, Our Financial Services Register number is 811226.
The ReachX advisor community is composed of senior independent finance professionals with a significant experience at the most prominent sell-side and buy-side investment firms (equity and credit, corporate finance, mergers & acquisitions, portfolio management) or in a finance function at corporate firms (CFO, Investor Relations)
ReachX originates and structures a range of opportunities for advisors, ranging from a consultation to longer term projects with institutional investors and corporate clients.
ReachX is free to join for advisors. You will be compensated for each assignment (consultation or long-term project) at a rate pre-agreed during the scoping of the project.
Unlike expert networks, ReachX is authorised and regulated by the Financial Conduct Authority, and offers a range of investment banking services through its curated network of independent finance professionals. Our advisors can help you via short-term consultations but also work on long term projects.
For each assignment that matches your expertise, we will first check your availability before putting your profile forward.
We have a compliance and operational framework. Our contracts contain very strict two-way confidentiality clauses. For each assignment, our advisors are provided with a ReachX email address and network drive where all the work is stored, ensuring no client communication is sent or received on personal email accounts.
For regulated activities, ReachX will assess your competency and if required you will be regulated under the ReachX framework, entailing further regulatory requirements (personal account monitoring, annual compliance training, etc…)