|
At EquiBridge, managerial capital is our
competitive advantage
and we place a premium
value on our people
and their expertise. EquiBridge goes to great lengths to identify,
screen, and recruit emerging fund managers who possess exceptional
talent and have the highest performance potential. Upon selection,
EquiBridge invests growth capital in the fund manager’s company (“affiliate”)
to help fuel and sustain growth while providing full operational
autonomy. Ultimately, the success of the manager and the underlying
products equates to high growth opportunities for EquiBridge
investors whose investment increases as the respective affiliate’s
business grows.
EquiBridge seeks to provide talented fund managers with the
critical operating support needed to establish independence,
increase assets under management, and drive sustainable growth
in the marketplace. Our infusion of growth capital enables fund
managers to stay focused on long-term investment performance
without compromising their day-to-day autonomy in managing their
business.
We provide our affiliates with access, support, and expertise
in the following areas:
 |
Legal,
Regulatory, and
Compliance. Internal
compliance resources
and external consultants
during every stage
of your development. |
|
Human
Resources. Human
resources and compensation
research and recruiters
across the globe
to help find talented
individuals. |
|
Product
Development. Financial
experts to help
structure products
and maximize marketplace
acceptance. |
|
Client
Satisfaction Surveys. Investor relations
best practices
and guidance to
ensure proper shareholder
communications
and strong investor/fund
manager relationships. |
EquiBridge affiliates also gain access to
the firm’s centralized
expertise and best
practices in all
areas of fundraising.
We leverage our world-class marketing resources and growing
distribution network to help our affiliates attract new capital
to build assets under management. Benefits include:
|
Distribution
Platform. The EquiBridge
Broker Dealer platform
to ensure scale
and quality of
distribution to
both retail and
institutional investors. |
|
Intermediaries. A network of sales
and marketing channels
to reach financial
intermediaries
to help increase
assets under management. |
|
Marketing
and Communications. Brand development,
marketing collateral,
corporate communications,
and media relations
to help market
your company and
your investments. |
EquiBridge’s managerial capital is
our competitive edge, and we place a premium
on people and their expertise. We only invest in emerging fund managers with
exceptional talent and the highest performance potential. We look for independent
managers with personal track records in historically proven business models
who require operational
funding to build the proper business infrastructure.
Once the talent has
been identified,
we embark on a comprehensive
due diligence and screening process to ensure that the manager
is investing in historically proven business models and has a
talented team with sound personal track records. Our primary
objective is to select affiliates who meet the EquiBridge investment
criteria including, but not limited to:
|
Successful
personal track
records investing
in target sectors,
asset classes and
geographies: private
equity, hedge funds,
real estate, energy,
life sciences,
or information
technology |
|
Stable,
experienced team
of professionals |
|
Significant
operational and/or
industry expertise |
|
Effective
internal investment
process |
|
Strong
financing and structuring
skills |
|
Proprietary
deal flow |
|
Ability
to create value
post-closing |
Once these initial
criteria have been
met, we move on to a more involved evaluation period. During this process,
we look for fund managers who we believe share our high ethical standards,
possess superior and specialized expertise, and are best positioned to execute
successful investment
strategies. The evaluation criteria for prospective affiliates and their proposals
include the ability to accomplish the following:
|
Demonstrating
experience relevant
in or directly
applicable to the
market in which
they propose to
work |
|
Exhibiting
the necessary skills
and experience
to execute the
proposed strategy,
including evidence
from similar endeavors
of their ability
to work with their
team |
|
Dedicating
sufficient time,
effort, and a meaningful
personal financial
commitment toward
the proposed opportunity |
|
Including
sufficient detail
and specifics to
allow for proper
review of the opportunity
and verification
of the investment
concept |
|
Supporting
an attractive risk/reward
trade-off, based
on reasonable assumptions |
For more information on EquiBridge or on how you
can become part of our affiliate
network, please contact us via telephone at (949) 706-9346 or via e-mail at
access@equibridge.com. |
