Private Investment Advisory Services

 

INVESTMENT ADVISORY SERVICES

The investment advisory services that Monticello Capital provides to corporate clients typically fall into three categories:

  • Conservation of capital through risk hedging
  • Aggressive capital growth through acquisition
  • Efficient structuring of capital assets
 

Monticello Capital acts only as an “arm’s length” investment advisor. The firm, its affiliated entities, and its principals as individuals will not participate as private investors in any transaction where the firm is engaged to advise corporate investments.

The firm is particularly well suited as a corporate advisor for clients whose business investment and growth strategy includes some or all of these planning factors:

 
  • Extraordinary discretion prior to disclosure
  • International banking and tax complexities
  • Rapid and / or accelerative growth
  • Private investment in public equity (PIPE)
  • US federal regulatory issues in trade and technology
  • Investment hybrids between debt and equity
  • Corporate board - executive management friction
  • Post-merger capital deployment
  • Investment harvest on a restricted timeline
 
 
 
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