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Greater Salt Lake City Area United States

Managing Partner

Finance / Banking / Insurance

Our team has been active in preparing, executing, and marketing private placement offerings since 1997 and have executed hundreds of transactions. We realize that no two companies are ever alike, and that's why no two PPM's are ever alike. We prepare each PPM from the ground-up for our clients so that it is fully customized to your business. Then we professionally design and lay it out so that it is print ready like a Fortune 500 prospectus. While a PPM is the heart of a private offering, there are many other considerations and decision points that require a skilled and experienced hand. In particular, the actual structure of the offering (as a small sample: debt versus equity, wate...