Pickwick Capital Partners, LLC helps complete high-priority transactions for exceptional middle-market companies and leading alternative investment funds. Our investment banking expertise enables clients to achieve their M&A and capital-raising objectives.
We assist alternative investment funds with their capital-raising requirements through sophisticated, customized fund placement advisory. Our global fund placement services support both open- and closed-end funds, as well as direct and club deals. Pickwick’s deep institutional investor network includes consultants, pensions, foundations & endowments, sovereign wealth funds, funds of funds, wealth managers and family offices.
An SEC-registered, FINRA-member broker-dealer, Pickwick Capital is headquartered outside New York City, with over a hundred senior level professionals across the United States.
We assist alternative investment funds with their capital-raising requirements through sophisticated, customized fund placement advisory. Our global fund placement services support both open- and closed-end funds, as well as direct and club deals. Pickwick’s deep institutional investor network includes consultants, pensions, foundations & endowments, sovereign wealth funds, funds of funds, wealth managers and family offices.
An SEC-registered, FINRA-member broker-dealer, Pickwick Capital is headquartered outside New York City, with over a hundred senior level professionals across the United States.
Value Creation
In considering an assignment, our primary objective is to create real economic value for our clients and their stakeholders. This may or may not dictate that a transaction is appropriate. We are completely objective as to the appropriate solution to any specific client issue, situation, or goal.
In considering an assignment, our primary objective is to create real economic value for our clients and their stakeholders. This may or may not dictate that a transaction is appropriate. We are completely objective as to the appropriate solution to any specific client issue, situation, or goal.
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Knowledge We believe that the first step toward value creation is a complete understanding of each client, its business, the markets in which it competes, and the competitive landscape. We accomplish this through a rigorous analytic methodology coupled with the use of detailed databases and industry contacts acquired over years of experience. |
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Relationships We strive to make all client relationships long term in nature. By working together closely as partners, we feel that we can develop the depth of understanding and trust that is necessary for both parties in order to truly create maximum value. |
Process
Our process requires a substantial upfront commitment of time and resources to properly understand our client and assess the optimal path to value creation. Secondly, we architect a strategic plan to achieve the goal. Lastly, we use our extensive operational and transaction competence to help our client execute the plan.
Our process requires a substantial upfront commitment of time and resources to properly understand our client and assess the optimal path to value creation. Secondly, we architect a strategic plan to achieve the goal. Lastly, we use our extensive operational and transaction competence to help our client execute the plan.
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Strategic Advisory Pickwick Capital Partners has positioned itself as an independent strategic advisor to its clients. We tightly couple our strategic advisory services with our financial and transaction services and believe that this approach is highly differentiated in the financial advisory marketplace. Our approach is intensive, comprehensive and creative to ensure that our advice is clearly in the best interests of the client. We are highly analytic, disciplined, and thoughtful in our recommendations. We are not owned by or beholden to any other entity and do not engage in other business lines which would, by their nature, create conflicts with our advice to clients. We evaluate financial and strategic needs and opportunities, whether in conjunction with a specific transaction or on an ongoing basis to identify financial requirements to support growth, buy versus build analysis, capital investments and the like. |
Independence Providing independent analysis, assessment and judgment in a world harboring opportunity as well as uncertainty. Experience Comprised only of senior professionals with years of experience in their respective fields. Teamwork We create small, tight, and highly focused teams to execute client engagements. Distinctive individual aptitudes and experience are meshed into cohesive units, which have access to the expertise of the large pool of professional talent at the firm for the benefit of our clients. Customized, Tailored Approach No two clients are alike so we work actively with clients to customize long-term solutions to meet their needs. Long-term Relationships Based on our relation-driven approach, Pickwick is intent on working with clients to develop and implement long-term plans for success. Differentiated Approach We are not transaction driven. In depth knowledge of our clients and their businesses enables us to collaborate with them to employ the optimal strategy and realize the highest value. |
