WHAT WE DO
Source Equity and Debt Capital
Capital for acquisitions, growth, succession planning, recapitalizations and more. We can assist with both equity and debt capital. The number of equity sources has increased significantly as the RIA industry has grown and debt capital terms have become much more attractive.
WHO WE WORK WITH
RIA Firms, their Clients and Related Companies
We can assist in raising capital for RIA firms to facilitate acquisitions and succession planning. Often the clients of an RIA have capital needs as well. We can serve your clients and their related companies and work to ensure that your role with your client is protected and enhanced.
We work with asset managers to develop distribution strategies for the RIA community. We can assist in product design, delivery and asset raise strategy. We serve global multi-billion dollar firms and growing managers with compelling opportunities.
Contact us for more info : firstname.lastname@example.org