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.”
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.
For Sponsors that have captive salesforce or wish to build one.
We work with you and your legal counsel to deliver timely results.
Real-time access to information and a highly responsive dealer team.
Whether a single closing or on-going periodic closings, our process is fluid and efficient.
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
Engaging appropriate broker-dealer partners, wholesalers, and retail representatives to foster the offering as it launches
We are experienced and flexible, creating an investor experience that is user-friendly and sound from regulatory perspective
Reaching the finish line with single or multiple fluid escrow breaks and closing
Our Core Principles
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.
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.
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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