Corporate Services

 

CORPORATE SERVICES

The 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” corporate 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 clients.

The firm is particularly well suited as a corporate advisor for clients whose business 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
  • Balance sheet structures of debt and equity
  • Corporate board - executive management friction
  • Post-merger capital deployment
  • Financial liquidity within time horizons
 
 
 
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