Expert guidance for navigating private capital markets. Custom treasury strategies focused on Bitcoin integration. Capital raising solutions for fund managers. Investment validation for accredited investors. Structuring private agreements for business owners. Clarity, compliance, and confidence in every transaction.
When it comes to raising capital, we work with fund managers and syndicators to help them through the entire process. If a management team can create margin for others in the marketplace, capital tends to find its way to those opportunities. Whether you are new to the world of fundraising, or you have a successful track record of prior offerings, we can help you take the next step.
– Private Equity Funds & Real Estate Syndications
– Corporate Structuring
– Securities Compliance Services
Our firm represents serious investors looking to make decisions for their next portfolio investment. Successful investors know that information is power when allocating in private markets. If you simply need a sounding board to confirm your investment thesis, or you lack the time for comprehensive due diligence, our investment validation services provide a solution.
– Investment Validation for Private Offerings
– Investment Validation for Other Assets
We represent clients who own a range of businesses. Some pursue specific real estate strategies and continually repeat their process. Others are serial entrepreneurs who have eclectic business interests. The common thread with all of our clients is the entrepreneurial spirit that drives them, along with a deep understanding of risk and reward. We assist with business startups, valuations and sales, and exits at any stage, with a specialized focus on professional service groups.
– Private Partnerships & Joint Ventures
– Business Enterprise Valuations & Sales
– Corporate Maintenance Services
Private Placement Stakeholder Representation: Representation of fund management, general partners, third party consultants, and investors with respect to their rights under Regulation D offerings for restricted securities.
FINRA Arbitration: We represent investors in arbitration proceedings who have suffered losses at the hands of FINRA-registered financial advisors, stockbrokers, and brokerage firms.
Professional Service Corporations: Partnership Agreements and practice acquisitions for professional service providers in the following fields: medical, accounting, engineering, and architecture.
“Chris is willing to do whatever it takes to get results for his clients. He routinely brings creative solutions and practical market assessment to our conversations. Chris has helped me with a range of legal issues from launching private equity securities offerings, to regulatory compliance with the SEC, to large scale property transfers. I value his advice beyond just our attorney-client relationship, as he exhibits a genuine interest in the success of my businesses, my brands, and me.”
“Our company has worked with Chris for a number of years. As a PE-backed mineral developer, I can say that he delivers work product on time and on budget. In the PE world, time is always of the essence, and price points always matter. His firm is sensitive to both, yet continually provides the highest level of service. He makes his clients feel like they are a priority. That’s why he won our business.”
“I can speak to Chris’s character of integrity and perseverance. I endorse him as a reliable and trustworthy advisor for anyone looking to build their business. He is an entrepreneur himself, so his firm is a natural fit for self-starters in the fund management and syndication space.”
No matter where you are at in the process of capital raising, we have the experience to help.
Reach out below to schedule your free consultation.
Our time is reserved for an exclusive group of like minded prospects. Please review our ideal client values before reaching out.
“Success is best when it’s shared.”― Howard Schultz
“Attention to detail cannot (and never is) added later.”― Marco Arment
“If you don’t know where you are going, you’ll end up someplace else.”― Yogi Berra