Real Results, Honest Feedback, and What It Takes To Succeed
"I came out of retirement at 61 after decades in investment banking, because something about this partnership just clicked. Two years ago, we met through an Instagram ad funnel. Today, we’ve launched Kadenwood, a merchant bank that's already closed its first deal: $128M raised in under three weeks.We combine institutional sales, marketing, and advisory with a boutique, agile model. From my early days in Calgary to now building global networks with top-performing funds, it's been a journey of failures, pivots, and serendipitous wins. And with our growing team and cross-continental reach, I believe the best is still ahead."
"After joining in April of this year, we've completely transformed our business. We've already raised $200 million to date and can bring up to $5 billion in investment-ready capital to the table. We've facilitated over 300 strategic introductions for our clients. I went from working 14-hour days making $25K in my best month to now earning $50K weekly in engagement fees. We recently closed a $200M deal with a Canadian real estate developer where we earned 3 points ($6M) for the firm. Since that successful raise, we essentially own the Canadian real estate market - anyone looking to raise capital now comes to us. We've moved from charging $25K upfront to a minimum of $50K engagement fees, and we now work strictly off referrals because we're selective about our clients."
"When we first connected over two years ago, I was running a lead generation agency with 4-5 people. After applying your methodologies, we've transformed completely - we now have 17-18 full-time employees and are raising over $2.3 billion, primarily in early to mid-market venture capital deals. We're on track to earn $3 million from just one transaction that closed back in May. We've evolved beyond the churn-and-burn upfront fee model to prioritizing quality deals where we take larger commissions, carried interest, and equity positions. We're now setting up our own $100M fund in the GPU space as GPs. This space is incredibly difficult, but the ROI is massive - you can make 100x more than running an agency. The biggest differentiator has been our marketing approach in a digitally outdated industry."
2,000 emails a day and immediately saw results. Closed our first deal just four days into testing - $15K upfront, $7.5K monthly retainer, and 7% of a $30M raise. I partnered with an established investment bank for fulfillment (taking 20-25% of deals), giving us instant credibility in specialized fields like biotech and healthcare. We're booking 10-12 meetings per day and 20+ for next week. Before this I was making $10-12K monthly with my agency - now just one successful transaction could net me $800K-1.2M. Two more clients have already committed, and we're operating at only 10% of our sending capacity. This system works incredibly fast - every campaign gets a 5% reply rate with 30% positive responses."
"After starting in August, we've completely transformed our business. We've generated over 300 appointments and built a pipeline of $7.8 million in just 90 days. I went from being a marketing and sales consultant with volatile income to a capital advisory professional charging $50K upfront fees. We've been closing deals rapidly, generating serious commissions, and attracting high-caliber advisors with billions in transaction experience. The system helped us generate hundreds of appointments and close deals fast. We're producing offers, closing clients, and generating serious commissions. If you don't go all in, this isn't for you - but if you do, it'll change your life."
"In just two months I went from stuck, to $176K collected. This program flipped everything-mindset, momentum, and results. I'm a completely different person than I was when I started. It's changed my entire trajectory."
"I've built a capital raising business focused on VC and PE funds that will generate millions in success fees. My current deals range from $25M to $160M raises with 1-2% success fees - totaling around $5M in pipeline. The program's outbound system is unmatched and the community is next-level. I'm using this as step one toward buying businesses and executing rollups. My goal: a $100M exit in less than 10 years."
"We've built a global advisory firm with full-time team members and a closing team while still in high school. We're on track to do $100K in a 30-day timeframe and opening an office in Miami. Our advisory board includes experienced bankers who help us get transactions over the line. In just one year, we've completely transformed - from basic marketing backgrounds to running global deals. We work 5-7 hours after school every day. If we can do this at 17 while in school, anyone willing to put in the work can succeed."
"We were struggling to make $5K a month before joining. Now, we've closed a $300M debt transaction, helped raise $2M for AI startups, and have built a board of advisors with experienced bankers. We went from grinding with no results to having a packed calendar and deals in escrow worth six figures. This program completely transformed our business trajectory."
"In seven months, we've transformed our approach completely. We've generated nearly $100K in engagement fees in just the last three months, with deals in the pipeline worth seven figures in success fees. We're now closing a $50M and a $6M raise in final due diligence. The program taught us to move with speed - we had meetings booked within two weeks and our first client within a month. It's changed our entire business model."
"I went from losing $10K/month to making $350K in 120 days. The system helped me flip my income, build a closing team, and take on deals with real scale. This isn't theory-it's a proven business in a box."
"Within just two months of joining, I'm working on multiple nine-figure transactions across healthcare, cosmetics, and EV charging in Asia. Despite running a seven-figure hospitality business, I jumped in and landed an advisor immediately - the first person I reached out to. This program reframes what you think is possible and opens doors you didn't know existed. The method works - the only variable is how much effort you put in. The upfront cost is minimal compared to what you get: proprietary knowledge, network, and the ability to land deals that can generate millions."
"I was stuck in high-ticket sales, working 10-12 hours daily with decent money but no time to enjoy it. Within just three weeks of active work in the program, I've got two biotech/pharma deals requesting contracts, representing $30K upfront and $900K in success fees. Previously building a rollup company following Dan Peña's model, I now have a system that complements my existing business while giving me back time. The program exceeded my expectations—it's not just a course but a community with experts in every domain and accountability that pushes you forward. Just follow the directions, move fast, and be resourceful."
"I joined the program while making just $2K monthly at Microsoft. With no resources and barely sleeping 3-4 hours a night, I worked three jobs simultaneously to make it happen. Within a month of applying the protocol, I signed my first client making 4X my previous monthly income. Now I've quit both jobs to focus on my firm, positioning as the bridge between Latin American family offices and US markets. I'm working on a $16M raise, a $75M blockchain deal, and multiple M&A transactions. My 12-month projection is $2-5M in profit. The person I was in November and who I am today are completely different human beings."
"I came from a B2B/B2C sales background where I'd sold everything from fitness to solar. Despite spending three years studying marketing, I realized I knew nothing compared to what this program taught me. I immediately saw the vision - marketing businesses to investors is the biggest lever you can pull. In just weeks, I've built an advisory board, prepared my outbound infrastructure, and am ready to start taking calls. My goal is three success fees minimum in the next year. If you're willing to sacrifice everything, put in the work, and get stressed out to get 'stupid rich' - this is your path. Every day is a workday in this business."
"I was running a door-to-door solar sales team when I joined in October. After truly starting in December, I've already signed my first client - a company with $180M in revenue that repurposes commercial properties for major home developers. My advisor is a 20-year investment banking veteran from EY who ran their South American fund and now wants 50% of my company. I've got multiple deals in the pipeline and aim to sign two more by February. The digital marketing systems completely opened my eyes to what's possible at scale. What I love is that one conversation could lead to a $500K payday - it's just about having more of those conversations."
"After starting in May, we completely pivoted our offer in mid-June to focus on M&A transactions. We took your exact format, spent $1,600 on ads, and closed our first $15K deal by July 2nd. The scaling has been remarkable - we closed 3 deals in July, then 8 more in just the first 13 days of August, putting us at nearly $85K with several contracts pending to push us over $100K. We're targeting 20 deals this month with each having $65-85K in backend fees, adding up to $1 million in backend revenue. Our cost to acquire a client is only $400 for deals worth six figures to us. We're already increasing our pricing from $7.5K to $15K per deal, and I'm confident we'll hit $100K monthly consistently by September or October."
"I was previously making $20-25K monthly with my highest months hitting $35K. After joining the program, I immediately started charging $18-25K instead of $12-15K with payment plans, and clients actually converted better at these higher rates. In just 30 days, I closed $75K in deals with $58K already collected in cash - the most I've ever made. Using the LinkedIn pitching strategy, we booked 10-15 conversations in 30 days after years of LinkedIn never converting for me. We're now working on $50-60M in deals with 3.5-5% success fees, and I'm targeting $200-250K monthly in upfront fees within six months. The mindset shift and community have been game-changing."
"I transitioned from running a B2B marketing agency making $30-50K monthly with thin 30% margins to building an investment bank. In just 20 days of full focus since November 10th, I've done over $40K in revenue, with 30 closing calls this week alone. I have an AI healthcare deal that will net me $250K, and I expect to make $1M from that single client over the next two years. I'm projecting $75K in the next two weeks and $200K+ monthly by January. The difference is night and day - better clients, clearer goals, more respect for my time, and dramatically higher margins. This business is infinitely more scalable than my agency ever was."
"After running an M&A brokerage for six years with unpredictable income and no upfront fees, I joined the program in late October. Within 10 days I closed my first deal, and in just 40 days I've built a $4.4M pipeline of potential upfront fees. We've onboarded multiple clients for 8-figure deals that will generate six to seven figures in commissions each. The program accelerated my timeline by at least 6 months - I built a board of five advisors with billions in transaction experience, implemented a predictable lead generation system, and now have more calls than I can handle. My goal for 2025 is eight figures in commissions, which I believe is very achievable."
"Before joining, I was doing debt instruments in the lower market - cash advances, SBA loans, commercial real estate. Some months I'd make $70K, but it was inconsistent and came with the constant anxiety of deals dying. After joining, I experienced a complete mindset shift. The fees we now collect upfront each month equal what we used to make in success fees. We're currently at $92K monthly with much greater stability. Just last month, I signed a $14M capital raise with a 7.5% success fee - nearly $1M in backend, with $392K being my profit. The client is poised to sell for $1.6B to Google, and we're charging $150K as a retainer. My only regret is not committing to the program sooner."
"I joined the program while still in school with a finance background, working closely with my partner Louie. After struggling initially, we found consistency was key - we didn't take a day off for six months. Now I'm consistently making $50-60K monthly in upfront fees, though we could easily do $100-140K but choose to focus on backend deals instead. We just signed a term sheet for an oil & gas company that will generate 4% on both a private round and public offering, worth significantly more than monthly retainers. I'm also working on a $70M deal and a $200M deal with term sheets out. We've built relationships with major investors including one in Dubai who's bringing us into his investment group with $3-4B AUM. We're playing the long game, collecting equity positions and focusing on quality over quantity."
"Before working with Louis, I was making low five-figures monthly ($20-30K Canadian) and was a slave to my clients with constant problems and no ability to scale. After implementing the strategies, I've grown my 'growth partner' business to almost $100K/month in cash flow by positioning myself properly and targeting the right market segment. On the capital raising side, I'm working on a $12.5M raise, multiple $5M raises, and a $50M raise in the pipeline. My upcoming success fee on just one deal will be over $250K. The key differences were positioning, building the right team, and learning to say no. Instead of working directly with agents, I now offer my knowledge as a protocol that others can implement, creating leverage and scalability I never had before."
"I run Versify.com, helping mid to large companies leverage AI for business development and operations. After implementing the program's outreach systems and scripts, we went from no successful outreach to getting a positive response for every 70 emails across multiple languages. We're now closing multiple five-figure deals monthly and in the process of closing six-figure deals. We've expanded into 25+ industries and are growing internationally, just opening our first subsidiary in Italy this week. The program helped me scale from a web design agency founder at 18 to now working with Fortune 500 companies. The most valuable elements were the scripts, offer positioning guidance, and the community of like-minded entrepreneurs who provide instant feedback and support."
"In just six months, I've transformed from running a small outbound agency to closing major international deals. With Louis' guidance, I built an advisory board of investment bankers across Asia and the U.S., specializing in equity, debt, and M&A. I'm now working on deals for one of the largest Japanese chains in Asia, just completed a fully-paid due diligence trip to Vietnam, and booking 15-20 qualified calls weekly. By focusing on emerging Asian markets others avoid, I've found my competitive edge. The advisory board strategy alone was worth the entire investment."
At Dealmaker, compliance is at the heart of our platform. We operate with our in-house broker-dealer, a FINRA-registered firm that ensures all deal-related activities meet the highest regulatory standards. Through this partnership, Dealmaker provides a fully compliant environment for professionals engaging in capital markets, M&A, and structured financing.
Our program includes mandatory licensing and credentialing, with sponsorship for regulatory exams and ongoing support to maintain active status. We also offer OSJ and branch office solutions, enabling dealmakers to grow their practice under a robust regulatory umbrella. With built-in legal oversight and industry-aligned protocols, Dealmaker empowers participants to execute transactions with full confidence and legal certainty.
The Dealmaker Protocol costs $50k, with a $20k upfront payment and financing available. It includes lifetime access to the protocol, training, tools, and 24/7 support. Expect $5k-$10k in setup costs over two months for essentials like software and databases. It can generate cash flow in weeks and success fees in 6-12 months, building a profitable business with high return potential, like a student’s $2M exit.
The Dealmaker Protocol takes 3-4 hours daily (20-30 hours weekly) and uses AI and automation for efficiency, minimizing manual work in deal origination and client acquisition. Results scale with effort—more time speeds up progress—but it’s flexible enough to work around a full-time job or business, with significant milestones achievable in six months using the recommended schedule.
Dealmaker combines modern marketing, AI, and efficient deal-making to disrupt traditional finance. Unlike slow, manual methods, it uses automation and expert tools to speed up deal cycles, offering AI-driven outreach, automated deal flow, and top-tier database access. Its adaptable system helps beginners and pros alike build or boost a capital advisory firm and close high-value deals fast.
Dealmaker ensures compliance by leveraging licensed advisors (Series 82 or 7) and our in-house broker-dealer, Kadenwood Capital, a FINRA/SIPC member, to oversee transactions while you pursue your own licenses (SIE, Series 63, Series 82), achievable in 2-3 months with 1-3 hours of daily study. This allows you to scale your business immediately and operate independently later, enhancing credibility and deal potential.
Yes, Dealmaker offers a guarantee: if you follow the protocol consistently and don’t generate $100k/month within six months, the $50k program fee is fully refunded. This reflects proven results and ensures peace of mind, with success tied to your commitment.
The Dealmaker Protocol, a nine-step system launched in January 2024, has driven $50M in revenue and $1.2B in transactions. Students earn up to $500k/month and multi-seven-figure fees, building boutique capital advisory firms—regardless of experience—using AI, modern marketing, and high-ticket sales to source deals, grow networks, and close efficiently, redefining financial deal-making.
The Dealmaker Protocol provides extensive support: 24/7 access to the founder via WhatsApp, Slack, email, and phone, plus one-on-one bookings; a community of high-performing students with two weekly group calls (outbound/acquisition and Q&A); comprehensive, updated resources including the founder’s Rolodex; tailored feedback on pitches, deals, and challenges; and accountability to keep you on track. This ensures success from learning to scaling to six, seven, or eight figures, with help always available.
My qualifications stem from real-world results, not formal education—I barely graduated high school and never worked at a bank. I’ve facilitated over $500M in transaction volume across capital raising, IPOs, M&A, and debt advisory, and generated hundreds of millions in revenue through six years of marketing for brands like McDonald’s and Volvo. I founded Kadenwood Group in June 2024, closing $128M in three weeks, projecting $5M in fees. Mentored by a 40-year investment banking veteran, I’ve built the Dealmaker Protocol from my expertise in marketing and finance. My students’ success—e.g., Brandon ($5M at 19) and Vincent ($7M from a $250M deal)—proves the system’s replicable results.
The $618T global financial and real estate markets offer endless deal opportunities, with only 4% of capital raises succeeding, leaving massive potential for efficient execution. Teaching builds a collaborative ecosystem—students’ success feeds back into the community, enabling deal-sharing and fee-splitting, accelerating growth. It also seeds future equity plays, like rolling up firms into a larger enterprise for billions in volume and big exits. The Dealmaker Protocol creates a high-performing network that amplifies opportunities for all, not dilutes the market.
The Dealmaker Protocol works for everyone—success timing varies by experience. Marketing or sales backgrounds speed things up, but even without them, the program’s comprehensive design ensures success through step-by-step guidance, AI, automation, and outreach strategies. Proven results, like Brendan’s $5M in three months at 19, show it’s real. Follow it, and you’re guaranteed $100k/month within six months, regardless of prior finance experience.
Students earn through upfront fees ($5k to hundreds of thousands) for advisory, capital raising, and M&A services, plus back-end success fees (2%-10% of deal value, e.g., $2M-$10M on a $100M deal). Using AI and automation, it guarantees $100k/month in fees within six months and scalable profits from deals closed within a year, creating a profitable advisory firm.
Results depend on commitment, but many students see success in their first month, aiming to close a transaction within three weeks. Vincent, previously earning $30k/month, made $170k in four weeks after joining in February 2024, later earning $7M from a $250M deal. Bernardo, from $50k/month, earned $150k in five weeks, now charging $25k-$100k per deal. With 3-4 hours daily, the efficient system enables first deals in three weeks and $100k/month within three months, fast-tracking success part-time or full-time.