Get In Touch
To get more information about Patrick Capital Markets’ services, contact us feel free to call us at (314) 528-3000.

Our Approach

Our Process

Patrick Capital Markets follows processes that are flexible and efficient – an ideal combination.

“If you can’t describe what you are doing as a process, you don’t know what you are doing.”

— William Edwards Deming, American engineer, statistician and professor

Managing Dealer Services

Patrick Capital Markets offers managing dealer services to ensure capital raising efforts are efficient and compliant with regulatory requirements. We are experienced in a wide range of private placement structures, and recent engagements include real estate, banking, life settlement, solar tax credit equity, cryptocurrency and beverage-related offerings.

1

Onboarding
Sales Team

For Sponsors that have captive salesforce or wish to build one. 

2

Pre-Offering

We work with you and your legal counsel to deliver timely results. 

3

Offering Period

Real-time access to information and a highly responsive dealer team. 

4

Closing

Whether a single closing or on-going periodic closings, our process is fluid and efficient.

Private Offering
Process

Our sponsors trust us to get their offerings to the finish line faster.

Diligence and Offering Document Review

We start the process with a plan and work with you, your timeline, and your counsel until completion

Marketing

Engaging appropriate broker-dealer partners, wholesalers, and retail representatives to foster the offering as it launches

Subscriber Processing

We are experienced and flexible, creating an investor experience that is user-friendly and sound from regulatory perspective

Closing

Reaching the finish line with single or multiple fluid escrow breaks and closing

Our Core Principles

Prepared

We come to the table ready. Our deep bench of staff is skilled and set to launch, manage and close transactions efficiently. We bring the right team together and work collaboratively to share our proven process that has been executed time and time again. The end result? Timely closed deals.

Principled

We believe in quality. We don’t sacrifice when it comes to due diligence, and we hold the bar high when it comes to service. There is risk in our business, and we mitigate it by weaving principled decisions into our day-to-day transactions, so our clients can rely on us for sound solutions.

 

Problem Solvers

Getting complicated, alternative investments done successfully is complex work, and it’s our passion. We efficiently help sponsors get to market with their private offerings and assist in the distributions of them by effectively solving the problems related to the “how” of the process.

 

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Let Us Show You the Possibilities

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