Equity Advisory Services
Private Capital Placement
Solving real world investment challenges
Investment Advisory Services
Seeking investment advisory services?
OurInterest can help. Our goal... to Keep Things Simple.
Our investment advisory services offer the best of both worlds: modern, innovative, high-performance information technology, combined with the personal experience and expertise of our client advisors.
OI provides a wide range of financing services by arranging the private placement of equity and debt capital with a variety of investors. Funds can be raised using a variety of private financing approaches including loans with banks and finance companies, term debt with insurance companies and pension funds, project finance debt, asset-backed financing, buyout financing, mezzanine financing, and private equity.
As the private placement agent, we facilitate the placement process from beginning to end. Our services include structuring the transaction, preparing a summary of terms and a placement memorandum, devising a marketing strategy, contacting investors to market the financing, negotiating final terms with investors, and expediting documentation and closing.
Where our clients require expertise in direct equity investments, the investment advisory services also caters to this special need. The Equity Advisory Services involve:
Direct Equity Portfolio Review
*Please note this is a third party service offering where OI is merely acting as a referral agent.*