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What we do:

  • Private Placements
    • Equity Placements Up to $1 billion (syndicated)
      • Family Office Road Shows for smaller placements $2 million to $20 million
        • Cost: $10,000 per month for 2 to 3-month minimum plus travel – includes payments to 3rd parties
      • European Road Shows in the appropriate European cities and Israel – London, England; Frankfurt and/or Munich, Germany; Zurich and Geneva, Switzerland, Brussels, Belgium (biotech); Paris, France; Milan, Italy, and Tel Aviv, Israel.
        • Expenses:  travel expenses and luncheon fees (one per city) plus per city fee depending on how many and which cities
      • REITS $750 million minimum for private REIT (must yield 7.5 to 8.0% to investors), $2.5 to $3 billion minimum for publicly traded (must show 6.5% minimum yield to investors)
        • Fees: Equity Placements
          • Due diligence and anti-money laundering background check fee of $26,000 upon signing an engagement
          • Raises up to $15 million – 10% cash, 10% of amount investor invests in shares or cashless warrants.  Cash fees at placement agent’s option may be exchanged for equity at 150% of the cash amount owed the placement agent at the same price paid by the investor.  For example, if the cash commission is $100,000, the placement agent may take $150,000 in equity (shares, partnership units, etc.)  at the same price as that paid by the investor.
        • Debt Placements and Bridge Loans
          • $2 million and up
          • Secured by assets
            • Fees:
              • 2% of amount raised plus lenders points and interest up to $50 million
              • 1% amounts over $50 million
              • $6,000 due diligence, background check and anti-money laundering fee.
            • Joint-Ventures
              • Negotiated on a case-by-case bases
                • Due diligence, background check and anti-money laundering fees – $16,000
              • Sell Your Company – for owners looking for an all-cash exit from their business (US or Canada)
                • 24-hour initial response. Quick response to deals that are a good fit.
                • Fees:
                  • Due diligence, background check and anti-money laundering fees – $6,000 unless furnished from a licensed business broker
                  • Paid by acquiring company
                • Types of companies:
                  • Software minimum ($1.0 million EBITDA)
                  • Consumer Services including Online Marketplace and Multi-Site Healthcare ($2 – $25 million of EBITDA with over 50% recurring revenues)
                  • Business Services including Healthcare Services, HR Services, Information Services and more ($2 – $25 million of EBITDA with over 50% recurring revenues)
                • Assist in Acquisitions for companies looking for acquisitions of:
                  • Profitable Software, Consumer Services, Online Marketing, Multi-Site Healthcare or Business Services including Healthcare Services, HR Services, Information Services and more
                  • Biotech and Medical Device Companies with a developed product
                  • Fees are paid by selling company