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A Carefully Managed Process Guides Every Assignment 

Our work process derives from our commitment to operate as an extension of the client’s organization as a team developing and implementing capital raising programs directly with its management. The scope of these activities will be dependent on the client’s needs and internal resources.

Specific to our Placement Agent Clients

  • We initially examine the firm's structure, staffing, investment style and philosophy as well as their decision making process, research, portfolio management, and history of returns.

Specific to our Investment Banking Clients

  • We will connect our clients with investors across the debt and equity markets.

All of our Clients Will Benefit from the Following Services

  • Initially, we examine the firm’s structure, staffing, investment style and philosophy, decision-making process, research, portfolio management, and history of returns.

  • We develop an in-depth understanding of your strategic needs.

  • We work in partnership with client legal counsel and other advisers in the preparation of offering materials as required.

  • We customize strategies to help the client achieve their objectives.

  • Existing marketing materials are reviewed, revised if necessary, or replaced with documentation that we will help create.

  • Investor prospects will be prioritized and FTCO will make initial contact with potential investors in order to enhance our client’s credibility.

  • FTCO will guide the development of presentations as part of the continuing prospect dialogue and participate with the investment firm in all meetings.

  • Our team will then manage follow-up contact and assist the client’s management during negotiations and contract closing.

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