Services for Companies
StoneGate's ability to serve as a channel to key institutional players and strategic corporate partners as well as to source capital from its national member network of family offices and accredited individual investors makes StoneGate a superior, professional partner in private equity financing.
Private Placement
StoneGate excels at preferred equity financings. StoneGate can act as a lead placement agent and synthetic lead investor or as a co-manager or participant in a larger syndicate. StoneGate manages all interactions with its investors, serving as an intermediary between them and the company, to ensure the highest level of professionalism and integrity at every step of the investment process. StoneGate also has the ability to structure and place debt securities, as appropriate.
StoneGate and its due diligence partners evaluate the merits of each investment target on a case-by-case basis. Some of the general criteria include:
- A defined and logical business plan
- Existing base business producing revenues
- An attractive market space with above average growth potential
- Existing, experienced management team with the ability to execute on plan
- Identifiable, near-term break even point
- Valid exit options to provide return for investors
Other Strategic Advisory Services
Through its Strategic Partners, Advisory Board of Directors and industry contacts, StoneGate has the ability to coordinate other advisory services for its clients as requested.
