x
p r i m e f i n a n c i a l
logo
September 6, 2023

How can I learn more about your specific investment banking capabilities?

Please visit our website or contact us directly to arrange an introductory call where we can discuss your needs and how we can be of service.

September 6, 2023

What differentiates your investment banking services from competitors?

Our independence, focus on client interests, global reach, sector expertise and decades of experience position us as the most trusted advisor for clients.

September 6, 2023

How do you evaluate financing alternatives for an acquisition?

Our pros and cons analysis weighs factors like timeline, cost, terms, dilution, integration complexity, certainty of close and capital structure impacts.

September 6, 2023

What reporting do clients receive on investment performance?

Customized reporting provides insights into portfolio holdings, benchmark relative performance, risk analysis, attribution and progress towards investment objectives.

September 6, 2023

How can investment banking services help my startup?

From capital raising, M&A, strategic pivots to market intelligence, we leverage our global network and expertise to help startups maximize opportunities.

September 6, 2023

Do you provide fairness opinions and other advisory services for boards of directors?

We are a trusted advisor, providing objective advice to boards on the valuation, market reception and strategic rationale for major transactions.

September 6, 2023

Can you advise our private equity firm on potential acquisitions?

Yes, our industry groups can assess targets, valuation, diligence findings, and structuring considerations as well as arrange financing and co-investments.

September 6, 2023

What types of institutions do you offer investment management services for?

We manage investments for pension funds, endowments, foundations, family offices, sovereign wealth funds, corporations, and high net worth individuals.

September 6, 2023

How experienced is your team in initial public offerings?

Our dedicated IPO group has worked on hundreds of IPOs over several decades, advising growth companies throughout the preparation, marketing, pricing and execution.

September 6, 2023

Do you provide strategic advice on real estate investments?

Our real estate team advises on acquisitions, dispositions, recapitalizations, development opportunities, joint ventures and distressed situations across all asset categories.