Services

In addition to our private company investments, we also provide various consulting and investment-related services. We work with investment groups, businesses looking to expand or improve financials and we also provide research for investment asset classes such as BDC’s, REITs, private real estate investments, private equity, insurance settlements, SPACs, etc.

• - Capital Planning & Preparation (PPM preparation, capital source identification, legal counsel selection)
• - SEC Filing document creation & research 
• - Business Plan & Pitch Book creation
• - Deal Flow generation – our network provides numerous private equity and real estate opportunities
• - Investment Due Diligence service
• - Research on specific investments

Please contact us if you would like more information on how we can save you time and money on these services.