Broker Dealer Services
Prevail engages in the following types of business:
- As a Broker selling tax shelters or limited partnership in primary distributions;
- Private Placements of Securities;
- Merger & Acquisitions Advisory Services; Assisting with the purchase or sale of private entities; refer business to other broker/dealers and receive referral fees for such services, and provide strategic consulting to clients;
- EB-5 Investment Securities Transactions
As a boutique placement agent and Limited Partnership services consulting firm Prevail Capital is dedicated to bringing alternative asset investors access to the innovative and well performing private equity partnerships. Our firm has successfully raised over $1 billion from institutional and corporate investors worldwide and is committed to building respectful and trusted relationships with both General Partners and Limited Partnerships. Prevail Capital’s process involves customization for each fundraising engagement. We work extensively with each project or fund manager to fine-tune fund positioning and marketing differentiation. We develop and structure an execution plan to approach targeted well qualified investor groups.
Prevail Capital offers full service placement and consulting services to meet the needs of sophisticated investors. We advise private equity clients on the current capital-raising environment, as well as organizational, structural and performance requirements to obtain quality investor commitments.
Assist with development of marketing materials and documentation
- Fine-tune fund investment strategy and market positioning
- Develop the appropriate list of potential limited partners investors
- Manage investor interaction and the fundraising process through final closing
- Post-closing and ongoing Limited Partnership support
Limited Partnership Services and Marketing
Prevail Capital offers an outsourced solution to managers seeking ongoing LP services support. Having several decades of combined experience as in-house LP Services professionals, we have unique insight and understanding for meeting the needs of investor clients. Prevail provides managers with this in-house capability either as a cost-effective supplement or an alternative to an in-house capability.
Prevail Capital assists corporations and alternative investors in evaluating private equity investment opportunities, including private company and direct fund investments.
Liquidity and Portfolio Management
Prevail Capital provides strategic advice on portfolio management services to alternative investors. We provide advisory and structuring services to institutions seeking liquidity in the secondary and secondary direct markets or other portfolio management solutions for alternative investment positions.
Prevail assists emerging growth companies by providing the personalized guidance, planning in-depth analysis, and creative structuring of the capital stack necessary to successfully raise the elements of capital in today’s challenging financial markets. Specializing in the multi-faceted capital needs of small growth companies with significant and clear market potential, Prevail helps provide expertise focused on the particular needs of our clients. With the benefit of a global perspective, we seek to structure financial offerings that both meet the needs of the company and present favorable opportunities for investors.
Our Selection Criteria
As a small boutique firm with limited capacity for engagements, we have to be discriminating in selecting clients. Client success is vital to our own success and we specifically seek clients that value the full attention and support of our experience and expertise.