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To remain competitive in today’s business landscape with so many other offerings on the market, it is imperative to move digitally at the new pace of business and to reach out to potential capital partners globally.
We perform investor relations services to market your offering to niche capital sources (such as global family offices, high-net-worth individuals and select funds) as well as to more conventional accredited investors in our existing networks. We offer multi-channel, discreet solutions ( no PPC, noisy landing pages, etc.) that are tailored to meet your specific budget and timeline requirements.
Our digital transformation services for capital-raising can be implemented at a cost that is markedly less than hiring an investment banker, or a high-end third-party marketing firm. These services cover the enlistment of debt sources for those who need the complete capital stack taken care of also. Please inquire with us about those specific requirements.
Berkshire Hills Capital uses a defined process of selecting new projects and then completing the requirements to prepare the investment offer, aggregate the capital, continue ongoing investor communications, and facilitate liquidity.
Berkshire Hills Capital takes the lead role in determining the best liquidity strategies that meet the needs of all equity holders. BHC then works to execute what is necessary to achieve the stated ROI objective. This will range from additional offerings, and listing on trading exchanges, to a merger or acquisition.
Berkshire Hills Capital carefully selects each new partnership opportunity. First, we have to be certain that our expertise and capabilities complement our prospective partner’s resources. Then, the answer to the big question is, will this relationship be a good investment for us and our investors? Once there is a consensus of mutual interest BHC makes a formal proposal to our prospective partner.
BHC’s first step is to structure the investment offering which will be presented to the targeted capital sources. During this phase, BHC works collaboratively with its partner to structure the investment to not only provide the proper amount of funds necessary to create substantial asset value but also deliver an above ROI to investors.
After the offering is structured and its terms and conditions are finalized BHC performs a diverse set of requirements to insure the offering is prepared to be presented to all the different capital sources. This ranges from legal docs, pitch decks, investor portals, and property videos, to live-streaming presentations and webinars.
The primary objective of the “investor acquisition” phase is to generate interest in the offering. A multitude of marketing techniques is used to reach the targeted investment sources. BHC internally has developed a tier-one digital marketing staff and capabilities. This includes a sophisticated marketing/sales tech stack configured to support every aspect of the investment placement process.
It is critical to maintaining frequent communications with investors. BHC after the offer is closed continues providing a full range of investor resources. This includes online access to individual accounts, regular live-streaming update meetings, distribution of tax forms, and chat, email, and phone support. In addition, there will be pre-offering investment opportunities in additional projects.
We specialize in providing tailored capital-raising solutions for real estate developers and fund managers. With our expertise and extensive network, we empower our clients to secure the financial resources they need to drive success in the dynamic world of real estate. Key Service Offerings:
1. Customized Funding Strategies: We work closely with our clients to understand their unique objectives and project requirements. Our team then crafts customized funding strategies to match their specific needs.
2. Investor Network: Leveraging our extensive network of investors, including high-net-worth individuals, International family offices, institutional investors, and more, we connect our clients with the right partners to fuel their projects and funds.
Client Success Stories: Check out our recent portfolio of successful capital-raising campaigns and hear from satisfied clients who have achieved their financial goals with BHC.
Our Select Middle and Lower Middle Market service aims to deliver exceptional guidance and strategic advice to our clients considering investing in the middle and lower middle markets. These markets are abundant with potential investment opportunities, and our specialized services are personalized to help you identify and assess companies within these segments, thereby maximizing your investment portfolio. Our team performs comprehensive research and analysis of the middle and lower middle market to locate businesses with a promising market position, solid financials, and strong growth prospects. We leverage advanced risk assessment techniques to analyze potential investments and guide clients in making informed decisions, developing strategies to mitigate potential risks. Our goal is to provide expert insights and recommendations that fit your investment goals and risk tolerance.
BHC is a well-respected financial institution, which offers a range of customized advisory services for wealth management to a limited number of prestigious international families. Our aim is to provide tailored solutions to meet the unique needs of each individual family, ensuring that they receive the best possible advice and support from our team of experts. Our comprehensive services cover a wide range of financial affairs, such as long-term planning, structuring, succession, global investment advisory, routine transactions, and administration. With years of experience in investments and capital markets, our highly knowledgeable advisors offer a wealth of expertise to assist families with complex issues and challenges, ensuring that they navigate through any obstacles and achieve their desired outcomes. We also work with our families to develop strategies that help them maximize their global investment opportunities, enabling them to make informed decisions that align with their overall financial goals.
Our Pre-IPO Advisory for International Companies is designed to provide expert guidance and strategic planning to companies outside of the United States seeking to embark on the journey of going public through an initial public offering (IPO). We understand the unique challenges and considerations that international companies face, and our specialized advisory services are tailored to ensure a smooth and successful transition into the public market. We conduct an in-depth analysis of the target market and jurisdiction where the IPO will be executed, considering legal, financial, and regulatory aspects specific to that region. Our experts navigate the complexities of cross-border regulatory compliance, ensuring that the company complies with both domestic and international regulatory requirements. We work closely with the company to optimize financial structures and valuations, considering international market dynamics and investor expectations, to position the company effectively in the global financial market.
Berkshire Hills Capital is a financial services firm that does not provide broker-dealer services, tax advice, or legal advice. Any information or materials provided by Berkshire Hills Capital are for informational purposes only and should not be considered as investment advice or a recommendation to buy or sell any security. Berkshire Hills Capital does not guarantee the accuracy, completeness, or reliability of any information provided, and shall not be responsible or liable for any errors or omissions in such information. Any reliance on such information is at your own risk. Investing in securities involves risk, and you should carefully consider your investment objectives, risk tolerance, and financial situation before making any investment decisions. Any investments you make based on information provided by Berkshire Hills Capital are made at your own risk, and you are solely responsible for any losses that may result. Berkshire Hills Capital does not provide tax advice or legal advice, and any information provided by Berkshire Hills Capital should not be considered a substitute for professional tax or legal advice. You should consult with your own tax or legal advisor for specific advice regarding your individual situation. By accessing or using any information or materials provided by Berkshire Hills Capital, you acknowledge and agree to the terms of this legal disclaimer.
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