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Greetree Logo Design 600

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 leverages its expertise to assist 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 thoroughly understand a company’s goals and offer transparency throughout the client relationship.

We believe a mutually rewarding relationship is possible

Great Experience

Greentree leverages its expertise

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 Experts


Michael Bongiovanni, MBA

Vice President

Robert C. (Chris) Cottone

Vice President

Tracy Luo, MS

Accounting and Finance

Ke Li

Accounting and Finance
Capital Markets Advisor

Josh Wilson

Capital Markets Advisor
Accounting and Finance

Gene Johnston

Accounting and Finance
Accounting and Finance

Leah Ren, MS

Accounting and Finance

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

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

Email Us