Helping Clients Access Public Equity Markets
Why Choose Greentree Financial Group
Founded in 1999, Greentree Financial Group, Inc. is a family office with locations in Plantation, Florida, and Cornelius, NC. Based on the belief that the U.S. capital markets are the best and most efficient in the world, Greentree assists high-growth companies in accessing the U.S. capital markets through a public listing.
In addition to navigating clients through the complexities of a public listing, Greentree also assists numerous public companies with their ongoing periodic compliance filing needs.
The partners at Greentree work to build a long-term growth strategy that is custom tailored to fit the client’s needs.
With over a 90% renewal rate, we aim to build a long-term partnership with our clients
At Greentree, we are committed to transparency at every step, ensuring that our clients have a clear understanding of our processes as we work together to achieve their goals.
Great Experience
The partners at Greentree work to build a long-term growth strategy that is custom-tailored to fit the client’s needs.
Recent Transactions
Food Service Provider/Franchisor,
Ft. Worth, Texas – IPO
Health and Wellness Company,
Jupiter, FL – IPO
Financial Services Brokerage,
Hong Kong – New listing via SPAC
Electric Vehicle Manufacturer,
Hebei, PRC – New listing via SPAC
Off-Road Electric Vehicle Manufacturer,
Round Rock, TX – IPO
Telemedicine Provider,
Plano, TX – Debt restructure
Oceanic Treasure Recovery Company,
Ft. Pierce, FL – Financial advisory
Financial Service Conglomerate,
Ft. Lauderdale, FL – NASDAQ uplisting, Financial advisory
AI-Based Drug Developer,
Boston, MA – IPO
Social Media Marketing Company,
Las Vegas, NV – Financial advisory
EP Healthcare Device Developer,
Westport, CT – Financial Advisory
Men’s Health & Wellness Company,
Dallas, TX – IPO
Coffee Roaster and Distributor,
Miami, FL – Financial advisory
Food Distributor,
Monroeville, PA – Financial advisory
Trucking and Logistics Company,
Miami, FL – Regulation A filings
Medical Supplies Provider,
Rehovot, Israel – Financial advisory
Topical Medicine Manufacturer,
Marina Del Rey, CA – Financial advisory
Yacht Sales,
Miami, FL – Regulation A filings, Financial advisory
Water Purifier/Distributor,
Palm City, FL – Regulation A filings, Financial advisory
AI-Based Network Security Company,
Palo Alto, CA – New listing via SPAC
Meet Our Team Stands Ready
Michael Bongiovanni, MBA
Robert C. (Chris) Cottone
Tracy Luo, MS
Ke Li
Josh Wilson
Gene Johnston
Leah Ren, MS
Contact Us
Whether it is a question or additional information you need, we are here to assist. You can call us by phone or email us directly.
North Carolina Office
Michael J. Bongiovanni, MBA
Greentree Financial Group, Inc.
19720 Jetton Road, 3rd Floor
Penthouse Cornelius, NC 28031
(704) 892-8733 Office
(704) 892-6487 Fax
mikebongiovanni@gtfinancial.com
Florida Office
R. Chris Cottone
Greentree Financial Group, Inc.
1000 S. Pine Island Road, Suite 210
Plantation, FL 33324
(954) 424-2345 Office
(954) 424-2230 Fax
chriscottone@gtfinancial.com