We partner with sponsors raising capital for alternative investments. We provide consistent, high-level service, including thorough reviews of offering content, professional and knowledgeable dialogue and feedback, and efficient and reliable administrative and licensed support. Our dedicated wholesaling team will assist sponsors in finding institutional and retail investors seeking alternative investments.
Excellence in execution is our hallmark, and we pair sponsors with our network of broker dealers and registered representatives to raise capital and seamlessly bring alternative investment products to market and to closing. For sponsors with their own capital sources, we price our MBD services “a la carte” so that you don’t pay for services you don’t need.
How We’re Different:
WE EMPLOY SPECIALIZED PEOPLE
Our capable and experienced staff has the credentials, training and collective industry experience to create paths that support our representatives, sponsors and investors. We have the ability to review situations and offerings from a legal, tax, financial and regulatory stance. That diverse background allows us to tackle a project from all angles at one time, which gets us to the finish line faster.
We’re extremely good at what we do.
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.