South Beach Capital Markets, Logo
Phone Icon 305-358-3232
Custom

Advisory

To Boards of Directors, Chief Executive Officers and Chief Financial Officers

Capital Markets: | Primary Market Access via Public Offering or Private Placement | Secondary Market Research Coverage and Trading/Market Making

Corporate Finance: | Balance Sheet Structure | Credit Ratings Agency Presentation | Dividend Policy | Stock Repurchase | Corporate Governance | Corporate Ethics | Financial/Investor Public Relations| Initial Public Offering (IPO) Process | Investment Bank Relationship Management | Mergers, Acquisitions, and Divestitures (M and A)

To Securities Firms

Asset Gathering: | "Chinese Wall" Procedures and Integration/Coordination of Capital Markets with Institutional Sales/Trading and Investment Banking | Personnel Retention and Compensation Structure | Research Coverage | Solicitation of Investment Banking Mandates | Strategic Direction and Profitability Enhancement

To Wealth Managers

Best Practices | Exit Strategies | Liquidity Events| Marketing | Profitability Enhancement