Solving real world investment challenges
Investment Advisory Services
Seeking investment advisory services?
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OurInterest can help. Our goal... to Keep Things Simple.
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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.
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​Private Capital Placement
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.
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Equity Advisory Services
Where our clients require expertise in direct equity investments, the investment advisory services also caters to this special need. The Equity Advisory Services involve:
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Direct Equity Portfolio Review
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Portfolio Strategy
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Stock Advice
*Please note this is a third party service offering where OI is merely acting as a referral agent.*
