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Services

Our Models​

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.

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Capital Formation​

The Process

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.

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.

Selection

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.

Structuring Investment

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.

Offering Development

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.

Investor Acquisition

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.

Investor Relations

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.

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our services

Partnering in Sectors with
Excellent ROI Potential

Capital Raising advisory for Real Estate Developers and Fund Managers

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.

Select Middle and Lower Middle Market Companies

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 and developing strategies to mitigate potential risks.

Our goal is to provide expert insights and recommendations that fit your investment goals and risk tolerance.

Bespoke Family Office Advisory

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.

Pre-IPO Advisory for International Companies

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.

Scaling Growth for Select Start-Ups

Embark on a transformative journey to unparalleled success with our specialized “Scaling Growth for Select Start-Ups” Advisory Services. At BHC, we understand the unique challenges and opportunities that startups face in their quest for expansion. Our expert team is dedicated to providing tailored strategies and comprehensive guidance to propel your business to new heights.

Why Choose Our Services:

  • Tailored Strategies: We recognize that each startup is distinctive. Our advisory services are crafted to suit your business model, aligning with your market dynamics and long-term vision. From refining your value proposition to optimizing operational efficiency, we offer holistic solutions for scalable growth.
  • Proven Expertise: Benefit from our wealth of experience and a track record of success. We bring proven methods and best practices to the table, ensuring that your startup follows a path that has led others to success in various industries.
  • Holistic Approach: We take a comprehensive approach to scaling growth. Whether it’s strategic planning, financial structuring, market expansion, operational optimization, or talent acquisition, our services cover every aspect of your business to foster seamless and sustainable growth.
  • Tech-Driven Solutions: In a rapidly evolving business landscape, technology is a crucial driver of growth. We integrate cutting-edge solutions to enhance your startup’s technological capabilities, ensuring scalability and adaptability.

Strategic Cross Border Business Development

Strategic Cross-Border Business Development Advisory Services are designed to empower businesses seeking seamless expansion into new territories. Whether you’re eyeing global markets or looking to optimize your existing international presence, our team of experts is here to guide you through the intricacies of cross-border business growth.

Why Choose Our Services:

  • Proven Expertise: Benefit from the collective experience of our seasoned advisors who have successfully navigated the challenges of cross-border business development across diverse industries.

  • Strategic Insights: Gain a deeper understanding of international markets with our strategic insights. We provide comprehensive analyses of cultural dynamics, regulatory landscapes, and market trends, ensuring your approach is finely tuned to each unique environment.

  • Tailored Solutions: Recognizing that every business is unique, our advisory services offer tailored solutions. From market entry strategies to risk management, we craft a roadmap that aligns with your business goals and industry specifics.

  • Risk Mitigation: Anticipate and mitigate potential risks associated with international expansion. Our advisors excel in identifying and addressing challenges related to regulations, geopolitics, and cultural nuances, ensuring a resilient approach to global business.