Cantor Fitzgerald

General Process and Approach

Issuer Profile
PCG generally works with established companies and investment managers.  On occasion, we work with first-time managers or entrepreneurs, whose professionals have emerged from larger investment managers and / or have created successful enterprises in the past.  We seek to partner with the highest quality fund managers, companies, or entrepreneurs. 

Client Relationships
The key to building long-standing and trusted client relationships is understanding our clients' business goals and capital raising objectives and then working hard to help them achieve them.  A deep understanding of our clients' businesses objectives enables us to serve as a trusted business advisor and to counsel our clients on all aspects of the capital raising process.  We believe that we are a placement and structuring advisor that fund managers and companies should trust with their most important decisions.  Our advice is valued because it is informed, objective and based on our client needs.  Importantly, we believe that our global distribution network is one of the most powerful in the world and is a key differentiator among other private capital advisors. 

Objective
PCG‘s objective is to deliver focused, senior-level attention; meticulous pre-fundraising planning, strategy and preparation; sound counsel and advise throughout the course of an engagement; continual feedback and consistent project management throughout the fundraising process.  As a private partnership with an entrepreneurial spirit, we identify with our clients’ business challenges today.  Our success is measured by the success of our clients.

Business Strategy
The key to our success is diligence and selectivity.  We use a disciplined approach to selecting alternative investment fund managers and companies from those who seek our services.  Our objective is to raise capital for a select number of established and / or most promising fund managers, companies and entrepreneurs out of the hundreds who seek our services to raise capital.  To select these assignments, we continually assess market conditions and seek feedback from our global institutional investor base regarding their preferences for investments, geographies and appetite for risk.  Ultimately, we seek those fund managers, companies or entrepreneurs based on a variety of criteria:  

• Suitability
• Market
• Strategy
• Target Returns
• Structure
• Team / Quality of Management
• Track record
• Governance
• Transparency
• Competitive Positioning