Library
INVESTOR SUPPORT
Wealthy in the Hamptons Set Their Sights on Private Investments
In a recent article in Bloomberg, Simone Foxman discusses the rising trend among the centimillionaires investing directly in private enterprises and away from managed More >
Why Invest in Alternative Investments?
The following offers an explanation behind increasing investor allocations into Alternative Investments. The investment returns of many Alternative Investments result from More >
What is a Private Placement?
The following reviews the principal regulations which governs Private Placement offerings of securities and describes allowable investor participants. Private Placements More >
INDUSTRY TRENDS
Deciphering the Signal out of a Noisy [but Mature] Residential Solar Market
Recent solar industry headlines (see the latest from Forbes) would suggest that international trade negotiations (or perhaps more precisely, disputes or More >
The U.S. Solar market is going mainstream.
It might be surprising to many investors to learn how large and how quickly the solar power market is growing. In More >
What You Should Know About Underground Mining investments
Just as numerous industries suffered in the great recession, so did surface and underground mining, and, consequently, mining equipment. But More >
COMPANY ANALYSIS
Seven Questions for Evaluating a Private Company
After evaluating thousands of unique private companies and alternative investments over the past 20 years, we have created this list More >
Private Lending to Operating Companies
You don’t need to be a genius to understand what happens when you lend money to a private company, but More >
Customers, or a lack thereof
Sure, there may be 7 billion people in the world with close to 14B legs, but how many of those More >
SECURITIES EXPLAINED
Closing Documentation for Private Placement Investment Opportunities
The following describes the Closing Documents one is likely to receive from the Issuer of a Private Placement. Closing documents More >
Private Equity Term Sheet: Typical Terms and Conditions
You’re considering an equity investment in a private company with exciting prospects… Great, but do you really know what your More >
Private Placement Memorandum and Other Private Investment Documents
You’ve decided to invest in a short-term private debt Security. Or, perhaps, a private equity investment. Great! Now what? Let’s More >