Capital Raising - Alternative Investments Fund Managers
We are an SEC registered Broker Dealer providing Placement Agent services for non-marketable securities of alternative investment vehicles, offered solely to "accredited investors". In this capacity we provide strategic advice to investment managers in the alternative-asset classes, including venture capital, private equity, hedge funds and real estate.
We advise General Partners/Fund Managers in the areas of fund structuring, fund-raising/marketing, LP-due diligence support, and transaction structuring/advisory, and fund operations/management.
Capital Raising/M&A - Companies
We provide Investment Banking and M&A advisory services for businesses and entrepreneurs seeking to arrange private equity and/or debt financing from qualified institutional investors, or to complete a business/division purchase or sale process.
We assist Business Owners seeking growth equity, senior or mezzanine debt working capital, through our long-term relationships with banks, venture-capital funds, private-equity funds, hedge-funds, family offices, and Fortune 500 companies.
Alternative Investments Advisory Services
We work with family offices, fund managers and direct-investing institutional LPs providing investment due diligence, deal-screening/introductions as gatekeeper/analyst, and as transaction structuring advisor.
Capital Raising, M&A Advisory Services