We help representatives who seek independence in their practice and who sell alternative products directly to individual and institutional investors. Your priority is our priority. We have a deep bench of knowledgeable staff who provide support that is tailored to the your practice; we honor the entrepreneurial spirit of our independent reps and we recognize that you are experts in the sophisticated space your serve.
We strive to offer a very competitive payout and exceptional independence to our reps; we have a disciplined product approval process; our diligence process is thorough and our team is agile, so we can accommodate important timelines.
REGISTERED REPRESENTATIVE SERVICES
We support representatives who seek independence in their practice and who sell alternative products directly to individual and institutional investors.
At Patrick Capital Markets, we are knowledgeable about industry contracts and fee schedules and are uniquely qualified to support independent wholesalers and third-party marketing professionals who choose the products they want to sell; we also have a dedicated wholesale team that markets our lead-managed offerings.
INVESTMENT BANKING SERVICES
We help licensed representatives who want to work with sponsors and originate new capital transactions or advise on mergers and acquisitions.
WE WORK SWIFTLY AND EFFICIENTLY
Delays are a pain point for our clients, so we avoid them. We are large enough to provide excellent service to clients, but small enough to count agility as one of our strengths. We see solutions, not barriers.
We get deals done.
WE ARE EXPERIENCED IN A VAST ARRAY OF PRODUCTS
Patrick Capital Markets conducts diligence on a broad range of alternative financial products – from private and venture capital funds to distressed assets, structured products, BDCs REITs, , 1031 DST/TICs, and other real estate-based offerings.
We’re the alternative investment experts.
WE HAVE RESOURCES IN OUR RELATIONSHIPS
Our nationwide distribution network of professionals – sponsors, wholesalers, retail reps, partner broker-dealers and registered investment advisors, along with our affiliate broker dealer, Saxony Securities, separates us from the pack. This mesh network of firms gives us access to independent financial professionals across the country who are seeking alternative products for their investor-clients.