Capital Markets Services (CMS) provides advice to businesses and institutions, such as private equity firms, on raising debt and equity capital. CMS assists with identifying financing sources, coordinating with legal counsel, and negotiating terms. CMS also advises on mergers and acquisitions where no capital raise is needed. CMS offers guidance on capital structure, liability management, financial reporting, and communication with lenders and rating agencies.
Assets Under ManagementN/A
Clients1
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$125,000 - $500,000
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