Investor meetings often feel intimidating and overwhelming for a startup. The best way to overcome that paralysis is to start. That means moving the project up your priority list and getting started.
Our Capital Advisory team talks to investors about what’s working and what needs improvement in hedge fund management. This episode features two of our top investment professionals.
What to Expect
We help insurance companies enhance return on capital by matching risk with capital to meet all stakeholder expectations. We build customized strategies by thoroughly understanding an insurer’s capital requirements, the most effective sources of capital, and company risk tolerances.
When selecting a debt advisory group, doing your due diligence is critical. Start by finding out their track record and what kind of financing they specialize in. A firm that specializes in equity financing is unlikely to be able to assist you with a refinance transaction.
Advisory services and investments are not tax or legal advice. Please consult your tax or legal advisor regarding your situation. Investments involve risks, including possible loss of principal value. Please see Disclosures for more information.
Harnessing machine learning to support ESG outcomes
In this podcast episode, a head of Capital Advisory Services, discusses trends around using machine learning for ESG and SDG outcomes with three guests.
Advisory services are provided for a fee. Different types of investments involve varying degrees of risk, including market fluctuation and possible loss of principal value. Past performance is not indicative of future results. This material is not a substitute for legal or tax advice. Please consult your own attorney or tax professional for information concerning your situation.
Getting Started
Adding new services to your firm can be intimidating, but it doesn’t have to be. It is essential to plan the changes you want to make in your firm, and an excellent way to begin is by establishing a checklist of significant steps.
One of the first items on the list for many new advisors is to decide how they want to structure their business. This decision can be complicated, as each structure offers different liability protections. It may be worth speaking to a tax professional before making final decisions.
Then, there’s identifying which clients to approach first. Merhib suggests reviewing your client roster and remembering those who could benefit from additional advice and insights. You’ll also need to be prepared to explain how your CAS service will add value and how you will charge for it. Be sure you are comfortable discussing this with your clients, as this is a critical part of the process.
Frequently Asked Questions
Many investors enjoy managing their investments, but if you don’t have the time or the expertise to do it yourself, we offer programs that can help. The programs vary: some give another party discretion over your day-to-day account management, while others require that you work with your Financial Advisor to make your buy, sell, and hold decisions.
Contact Us
Whether you’re seeking more time with your clients, the ability to manage tax-efficient portfolios at scale, or a solution to streamline your back office, we can help. Our team of experts will guide you through a seamless onboarding experience and provide the support to solve your daily challenges.
Capital advisory helps reinsurers enhance return on capital by leveraging an in-depth understanding of their capital requirements across all key stakeholders’ expectations (e.g., rating agency, regulatory or investors) and the most effective sources of capital to achieve their objectives. This approach is complemented by robust industry benchmarking and an analysis of the impact of secondary perils on insurer capitalization.
Equity Capital Markets Advisory helps private companies and public companies through the IPO process and provides advice to companies already public on their capital structure, capital alternatives, and investor targeting. Services include underwriter selection, company structure, equity story development, and valuation comparables.