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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.

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Specific to our Placement Agent Clients

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  • 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.

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Specific to our Investment Banking Clients

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

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All of our Clients Will Benefit from the Following Services

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

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

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

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

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

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

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

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

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