We seek to be the advisor of choice for our clients by providing value-added services and differentiated financial products. We are a leading source of late-stage private equity to technology companies financed by the world’s premier venture capital firms. Our strategy is to grow our two core businesses – Venture Capital Investment Banking and Private Client Group – in the U.S. marketplace.
Our Venture Capital Investment Banking business provides a broad range of investment banking services to a diverse group of emerging technology companies which have been financed by the world’s premier venture capital firms. We identified a strategic opportunity to fill a void in the marketplace between a company’s venture capital funding and the amount of capital required to build a competitive position and become a successful stand-alone entity. Our Venture Capital Investment Banking Group works alongside the world’s premier venture capitalists and their affiliated portfolio companies to provide the growth capital these companies require and provide our clients an opportunity to participate in this exciting sector of our economy.
Our Private Client Group business offers a broad array of investment strategies, advice, and planning across all major asset classes to a diverse group of institutions and high-net-worth individuals worldwide. The activities of our Private Client Group consist of the following:
We are a wholly-owned subsidiary of Advanced Equities Financial Corp. (AEFC), a diversified financial services organization.