We do not charge any upfront fees. We are paid alongside the operator of the company. We take a vested interest in the business and truly become partners for long-term development and success.
Our services include:
Evaluating corporate governance and legal structuring to provide the most suitable platform for growth and corporate and securities law compliance;
Where private placement is most desirable, preparing offering documentation to attract capital and oversee execution, funding, and investor relations;
Evaluating the adequacy of existing capitalization and need for capital infusions or financial restructuring;
Reviewing accounting and financial records;
Negotiating with institutions to facilitate funding, mergers, or acquisitions; and
Where litigation may arise, appointing attorneys to defend and mitigate liability.
Criteria for Partnership:
We have pre-established criteria for undertaking projects and have limited our involvement to private companies operating in the retail, hospitality, or property management industries, including storage facilities, parking garages, and multi-family or commercial / industrial real estate.
The operator must have established the first location and have sufficient operating history to demonstrate the ability to run and manage the chosen business. We do not work with seed stage companies and will only consider a public registration of securities or initial public offering as an exit strategy for an otherwise established operating company.