Markets are active and fundraising is competitive. You are competing against an endless supply of opportunities for your target investors. It’s time to work with the right firm to tell your story and improve your visibility.
We tailor our approach based on your strategy, your target audience and our mutual desire to protect your brand. We start with a bottoms-up and thorough review of your story and work with you to craft a compelling investment thesis.
Delivered as part of a complete solution or as a complement to your in-house capabilities, we provide support in the following areas:
Global Head of Client Services
“ We have a simple ideology: relationships come first, trust is fundamental and success is based partnerships. ”
WE CARE ABOUT YOUR SUCCESS When we take on a client engagement, we approach it a long-standing relationship where your success is our success.
WE ARE ENTREPRENEURIAL, LIKE YOU We understand what it is like to build businesses… we are movers and shakers with a long history of accomplishing goals for financial services firms for a combination of over 75 years.
75 YEARS OF INDUSTRY EXPERTISE Our industry expertise in investment banking, private equity, investor relations, fundraising and fund management will not only save you time and money, but you'll also get to the best strategy for your firm. 75 years is a long-time. This is not a job for your local marketing agency. While, we are sure they are good at what they do, they will not understand the nuances and particulars of the financial services industry. Their education will be at your expense.
CREATIVE EFFICIENT It's important to color outside of the lines and express your firm's true colors in a creative way, but we are just as focused on getting the job done consistently and efficiently for all involved.
A GLOBAL TEAM We work with the best-of-the-best designers, writers and web developers located in places like San Francisco, London and Charlotte. We assemble teams based upon your strategy and priorities and work in a fun atmosphere that is truly global using the best communication practices and strategies.