INVESTMENT BANKING

In founding Arete Wealth Management, we have a clear vision of the firm we want to create. One of the most important elements of that vision is to fill a need in retail financial services for clients and institutions with between $500,000 and $10M of investable assets.

At Arete, we specialize in bringing these investors opportunities that allow our clients to profit from the potentially explosive growth that emerging companies can experience. We believe that every portfolio needs to have some percentage allocation to "racehorse" opportunities that can bring the kind of lucrative returns that drives out-performance.

Additionally, because of our creativity, entrepreneurialism, and networking capabilities, Arete brings unique and alternative investment opportunities to our clients they cannot get anywhere else.

That said, while Investment Banking opportunities are exciting and have a high degree of appeal, we are under no illusions about the risk that accompanies such investments. At Arete we are selective about which deals we decide to bring to our clients.

To evaluate investment banking opportunities we use an extensive due diligence model, adapted from some of the top private equity firms in the industry. We heavily rely on outside experts in various industry sectors to provide due diligence research and consulting to us before we decide to back any deal.

If you own a company and are seeking venture capital, mezzanine financing, bridge loans, or any other form of capital raise, please contact us to discuss your needs.