About Atlanta Capital Partners, LLC
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Our Process
Atlanta Capital Partners, LLC is unique in the investor relations industry. More than just another vendor, our team of seasoned professionals utilizes their network of professionals to save you both time and money. We take the bulk of our fee in stock restricted under Rule 144, which assures our interests are in line with yours. Our professionals have worked with public and private companies, investor groups and institutional investors. We pride ourselves on our ability to meet our client's objectives while maintaining the highest degree of confidentiality and integrity. We make every effort to treat you, and your employees, the way that we want to be treated. Equally as important, we will not compromise our principles to make a buck. We only work with companies we believe have the potential to show their shareholders a return on their investment. We will inform, educate and intrigue the financial community to stimulate interest in your company.
Principal
David Kugelman is the President of Atlanta Capital Partners, LLC.
Mr. Kugelman is considered an expert in the areas of small-cap
stocks and has been in the Investment industry since 1986. He has
held the National Association of Securities Dealers Series 7, 24,
63, and 66 licenses, as well as the Certified Financial Manager
designation, and has worked for such prestigious firms as Thomson
McKinnon, Bear Stearns, and Merrill Lynch.
As a Registered Principal and Managing Director for two regional
Investment Banking Firms, Greenway Capital and Renaissance
Financial, Mr. Kugelman structured transactions servicing middle
market institutional funds by providing corporate clients access to
public financial markets including external funding, strategic
alliances, restructurings, acquisitions, and business strategy
formation.
At Merrill Lynch, Mr. Kugelman was a Financial Advisor and
Investment Advisor Representative working mainly with middle market
institutional funds, corporations, family offices and Defined
Benefit plans. Acting in a financial advisory role, he specialized
in retirement and estate planning, tax and asset strategies,
philanthropic vehicles, and banking and lending services.
A fondness for the pursuit of growth-stocks prompted Mr. Kugelman to
found Atlanta Capital Partners, LLC. As President of Atlanta Capital
Partners, LLC, Mr. Kugelman has provided strategic business planning
and investor relations services to a diverse number of small and
large public and privately held companies. Drawing on more than 25
years of contacts in the investment industry, Mr. Kugelman has
carefully built relationships worldwide with Retail Brokerage Firms,
Investment Bankers, Analysts, Fund Managers, and Independent
Investors by introducing them to undiscovered opportunities. This
has resulted in the introduction of more than $200 million in
funding and increased investor awareness for many public and
privately held companies. Today Mr. Kugelman is regarded as an
astute corporate finance specialist and valued asset to many small
companies seeking to raise their awareness, and access capital, in
the US or International equity markets.
Mr. Kugelman frequently lectures on small-cap stocks and growth
companies. He has lectured extensively for brokerage firms and
investment clubs, and served as a consultant to several publicly
traded corporations.

