Summit Equity Advisors
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Equity Advisors offers the following services for its clients:
Advising the fund or company management group how to best position its product for the institutional market
Assisting the management group in developing and portraying its investment track record in the most compelling form for institutional investors
Assisting in developing the optimal sales document in the form of the private placement memorandum
Helping create a highly effective road show sales presentation for use by the managers
Advising the management team to develop the most persuasive oral sales presentation
Instructing the management team on likely investor issues and concerns and advising on appropriate responses to those concerns
Advising management on market terms
Developing an institutional marketing plan to maximize partnership and equity sales
Positioning management's presentation for, and introducing management to, the leading private equity groups on Wall Street if management is interested in pursuing a relationship with a fund agent.
Assisting the management team with investor requests and consultant questionnaires
Negotiating directly with investors or assisting management in the negotiations with investors regarding terms and legal documentation.
Assisting in all aspects of the closing process