
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.