About Us
About Us
A full service investment capital and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors. We are committed to forging lasting partnerships with emerging growth companies and the investors who back them. Our simple approach is to provide customized financial solutions for virtually any need. A complete range of investment capital and brokerage services are available to our valued corporate and individual clients.
Our corporate finance professionals have the depth of experience and resources to create integrated financing solutions for both private and public marketplaces. Additionally, we offer an exceptional array of private client services through our dedicated financial consultant group. cater allen understands the importance of strong relationships in today's dynamic business environment and welcomes the opportunity to leverage this power into your success!
Our Capabilities
We have the experienced professionals with proven corporate finance expertise in all aspects of investment capital, such as:
- Initial public offerings and secondary offerings.
- Private placements of equity and debt.
- Mergers and acquisitions.
- Corporate divestitures.
- Fairness opinions and valuation.
Private Brokerage
Today’s investor must work with investment professionals who understand the ever-changing marketplace.The quality of our commitment and service is enhanced by our execution
- Portfolio Management.
- Asset Allocation analysis.
- Retirement Planning.
- Fixed Income products.
- Options Strategies.
Our Customers
Our professional investment counsellors have the experience and resources to help clients achieve their financial goals through solid investments.