Equity and Capital Funding

We provide programs offering an infusion of capital in these economic times where it has become much tougher to do so due to the increased stringent requirements that banks have implemented.

We can help deliver Private Equity Funding to startups through our relationships with venture capitalists and angel investors, and to established small and mid-cap companies through a vehicle known as a financed COLI (Corporate Owned Life Insurance) program. Over the years this has been a traditional and common and traditional way for corporations to purchase life insurance to protect key executives, employees, advisors and shareholders.

Corporate benefits include:

• Equity cash infusion to company
• Huge growing asset placed on corporate books
• Leverage of insurance asset for additional capital infusion
• Minimal cost (Approximately 10% of interest costs for first three years only)
• Key Man Insurance, which can also be used to fund all or a portion of a Buy/Sell
• Strategy flexibility and optimization
• Alternative retirement benefits for the executives
• Potential Estate benefits to insured