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Services
Private Capital offers Wall Street expertise to any individual or business with an investment or financial need. Available services are grouped and described in the categories below:
Capital Market Participation
With the availability of traditional pension plans in steep decline, the coming wave of retiring baby boomers, increasing longevity, and soaring health-care costs, the need to focus on the management and maximization of financial assets has never been greater.
However, translating the aspirations and concerns of diverse participants into an investment process is a daunting task. Private Capital’s sophisticated analytics, large-corporate experience, and passionate approach to partnership combine to produce an environment primed for financial success. From determining appropriate risk tolerance, security selection, and subsequent benchmark and goal reviews, the firm offers innovative, customized solutions for:
- Investment management, where clients can grant full investment authority but also retain immediate access to their own funds, through either an IRA or standalone brokerage account.
- Advisory services, for a rigorous evaluation and on-going oversight of any investment account, including employer-sponsored plans.
- College savings options, including 529 plans.
Business Valuation
For clients considering the purchase of a business or other unique asset, Private Capital reviews countless potential acquisition opportunities each year. The business valuation process includes comprehensive due diligence and studies on market position and prospects for growth, culminating in leading valuation techniques and advice on negotiating tactics. Once acquired, the firm's innovative strategies for accelerating growth, expanding margins, and other proprietary methods of increasing cash flow combine to maximize value for the new owner.
Finance and Economic Consulting
In addition to the offerings described above, Private Capital can provide solutions to needs regarding:
- Financial statement analysis
- Analysis of equity, debt, derivative, and alternative assets
- Economics
- Advanced quantitative and statistical methods
- Corporate finance
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