Introduction to 4M Group
September 2024
4MG is a unique advisory firm formed by partners with decades of successful operational and capital markets experience. We focus on domains where we have a high level of expertise, clear channel access and networks to help accelerate revenue growth as well as supportive capital.
We are focused on forming long term relationships with select family offices that are interested in an early look at unique opportunities.

by David Petrie

Who We Are
4MG is an advisory firm formed by partners with many decades of successful capital markets experience. We describe our vision as implemented across Mission – Models – Marketplaces and Multiples. We focus on domains where we have a high level of expertise, clear channels, a special network and a right to win. 4MG seeks to accelerate value.
Leadership Team
Goutam Gandhi
Pragmatic IT Executive & Visionary Turnaround Strategist: Forward-thinking executive able to transform business operations, fuel company growth, and drive revenue performance through comprehensive, innovative technology solutions. With over 30 years in tech and finance, including leadership roles at major institutions like BofA, Amex, Wells Fargo, and the Federal Reserve Bank, Goutam is a Growth & Strategy Development Expert. He specializes in building scalable FinTech and RegTech products, solutions, and capabilities.
Goutam advises and partners with C-level executives and stakeholders on efficiency improvements, risk management, and strategic development. He holds 5 patents and has led breakthroughs in FinTech, Digital Banking, and CBDCs strategy. Goutam has orchestrated 3 successful bank mergers, advised world banks, and served as IT Advisor to the Governor. He's a partner in firms including 4MGroup, founder of several startups, and deeply involved in military tech, cyber security, and critical infrastructure.

Growth & Strategy Development: Expert in building scalable FinTech and RegTech products, solutions, and capabilities while advising and partnering with C-level executives and stakeholders on efficiency improvements, risk management and strategic development.
David Petrie
David began his career in banking at Barclays Bank in New York. He ultimately was responsible for the US dollar global investment portfolio for Barclay Bank PLC. He also oversaw management of the off-balance sheet Asset Back Commercial Paper Funding business for Barclays along with the USD repo desk. He worked directly with senior management and regulators to execute the 45 billion USD Lehman transaction at Barclays. In 2010 David moved to London to launch a new Euro short rates business for Barclays.
At Deutsche Bank, David ran the global strategic liquidity investment portfolio for DB and in 2013 became the co-head of Asset and Liability Management (ALM) overseeing the Combined US Operations $350B balance sheet. David was the IRRBB lead for DB North America.
David, Scott and Goutam co-founded 4M Group to accelerate tangible client value while democratizing innovation driven benefits across a growing number of ecosystems.
As Managing Directors at Texture Capital and Managing Partners at 4M Group LLC, they raise equity and debt capital for clients while accelerating select clients into domain specific opportunities for raising revenue, attracting talent, and executing at scale across key domains of expertise.
David has invested into communities in need for many years. Specifically, David works with non-profits in the NJ and NY area that focus on aiding the most urgently in need.
David is ferociously curious about our world and believes we can change it for the better with great partners and clients.
Scott Frayser
Experienced technology entrepreneur and finance executive, with Managing Partner experience in leading and executing a wide range of strategic, operational and financial advisory transactions.
Managing Director and Partner positions held at global banking institutions, middle market M&A Investment Banks and within privately-held emerging growth companies. Broad experience in working with entrepreneurs and business founders, to achieve their initial strategy, growth and capital markets objectives.
Experienced in technology commercialization and leadership of early-stage and growth ventures, including structuring global business strategy, corporate organization and capital strategy for societal enhancement and impact technologies, These included multiple technology commercialization ventures originated from the Air Force Research Labs as well as other university and government research facilities. Focus has been on disruptive technologies in the environmental, sustainability, human performance and and infrastructure security sectors.
Co-founder, COO and Managing Director of Matrix Capital Markets Group, Inc. a leading middle market investment banking firm for nearly two decades.
Significant capital markets and investment banking experience leading professionals at Wells Fargo Advisors, as Managing Director of M&A Advisory Services.
Our Core Goals
Our core goals include helping clients design and execute go-to-market strategies that include capital formation and capital markets execution, as well as top line revenue acceleration for issuers. We also work with capital providers in the origination of capital investment opportunities, whether as control acquisitions or non-control capital allocations, add-on acquisition searches or execution and divestiture representations. We are active in providing operating team deployment, business development (public and private sector), that help accelerate strategic relationships, top line growth and valuation accretion at scale.

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Strategy Design
We assist in designing effective go-to-market strategies.

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Capital Formation
Our expertise includes capital formation and markets execution.

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Revenue Acceleration
We focus on accelerating top line revenue for issuers.

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Strategic Relationships
We help build strategic relationships to foster growth and valuation accretion.
Focus on Family Offices
Family Offices are our key focus for sourcing capital across these initiatives, as they tend to offer a much better culture and agenda fit for the opportunities we represent.
Culture Fit
Family Offices offer a culture fit that aligns with our values and opportunities.
Agenda Alignment
The agendas of Family Offices often align with our initiatives.
Capital Sourcing
We specialize in sourcing capital from Family Offices for our initiatives.
Texture Capital Partnership
We conduct capital raises through our broker dealer: Texture Capital
Texture is also one of seven FINRA registered broker dealers in the US that can represent the sale of digital securities from a blockchain powered marketplace. TC uniquely provides compliant infrastructure to power raising capital through tokenizing Real World Assets. This global and less friction approach will be ideal for the next generation of early-stage companies and will democratize capital formation for these enterprises.

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Capital Raises
We partner with Texture Capital for capital raises.

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Blockchain Marketplace
Texture Capital operates a blockchain powered marketplace for digital securities.

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Tokenization
Texture Capital specializes in tokenizing Real World Assets to democratize capital formation.
Impact Focused Activities
We are raising capital for Funds investing into special incubation / accelerator models across the private and public side (FinTech, High Speed Fiber + Smart City, National Security Fund #1, Maritime Border Security, and more).
Current Impact focused activities across 4MG + Texture Capital include sustainability/energy and smart solutions, entrepreneurial growth through marketplace models, NFT aggregator and global marketplace, impact bank resilience, and accelerating best practices via innovative tech and channel partnerships.
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National Security, Sustainability & Energy
Advancing environmental technologies for the benefit of people, planet, and progress.
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Entrepreneurial Growth
Building scaling models in tech innovation hubs, accelerators, and funding ecosystems.
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NFT Marketplace
Developing a global marketplace for Real World Asset tokenization through NFTs.
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Bank Resilience
Enhancing risk management and outcomes for community banks and credit unions in the USA.
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Tech Partnerships
Working with tech companies and partners to improve financial operations and compliance.
Transformative Technology Acceleration
We refer to our comprehensive process to private company acceleration as Transformative Technology Acceleration (TTA). This process synthesizes the integration of finance and capitalization, business strategy, engineering, marketing & sales, and management coherence, in a disciplined methodology that can greatly enhance the evaluation and vetting process for growth-oriented companies. This proprietary process also works to accelerate enterprise growth, which in turn, greatly de-risks the likelihood of failure, optimizing returns for capital providers.

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Finance Integration
Integrating finance and capitalization in a disciplined methodology.

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Business Strategy
Enhancing business strategy to foster growth and success.

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Engineering & Sales
Combining engineering, marketing, and sales for a coherent management approach.

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Management Coherence
Ensuring management coherence to optimize returns and reduce failure risks.
Unique Investment Opportunities
Opportunities are run through a disciplined, repeatable underwriting and vetting process. Partners can have first look opportunities into highly curated and scalable deals across our special situation Funds across diverse domains of market needs.
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Underwriting
A disciplined, repeatable underwriting process.
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Vetting
A thorough vetting process for each investment opportunity.
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Co-Invest
Opportunities for co-investment with trusted Family Offices.
Conclusion and Next Steps
Please let us know when we can meet and discuss some specific ways to win and work together . We would be happy to outline in more detail our segment experience and the details behind the TTA process. Have a great rest of the week!
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Meet & Discuss
We are eager to meet and discuss how we be a great partner for your family office.
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Detail Outline
We will provide a detailed outline of our segment experience and TTA process.
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Unique Design
Together, we can design how we best support your goals across right sized investment opportunities and acceleration.
Looking forward to next steps.
contact us at [email protected]