Solutions & Services

Cash is King. Nothing beats having a standardized way of access to liquidity when it matters. This access requires the correct data and forecasting to ensure access to cash when it matters most, i/e, when required for distribution or better, for optimal timing to make another investment.

We provide reliable and time-tested guidance to build efficient capital layers that meet your goals, a dose of flexibility infused by diversification, and access to liquidity by securitizing assets. In addition, we possess unique expertise in creatively structuring and placing equity and debt while enabling third-party investors to reap some of the upsides of a business venture. Typically, this also provides investors with an impartial pricing process that is market reflective and market aligned, which ultimately can help track performance independently. By the way, this should improve financing costs overall, thereby improving the valuation and investment grade of the business.

We have access to several efficient and low-cost securities exchanges that allow an initial listing or secondary trade. Increasingly, these channels have become available to small and mid-size firms and fund founders and investors so they too can enjoy access to liquidity that used to be accessible only to the largest firms and funds.

Call or email us to discuss the best way to map your liquidity needs and discuss possible solutions.