Investment banking advisory boutique to help you with structural drivers of out performance

Boutique investment banking firms enjoy strong relationships with the clients as they offer only a limited number of services. Using short and long-term investment strategies, investment banking firms estimate the shareholder wealth effects to help the clients generate higher returns on their investments, compared to full-service banks in difficult-to-value transactions with greater knowledge of the niche markets they compete in. the boutique advisors reduce information asymmetry on the target firms and accrue more value for the clients with their distinctive knowledge and expertise of the target market.

Joseph Stone Capital is the leading and trusted boutique investment company that has helped its clients with its diversified range of services, ranging from corporate finance, debt capital market, and advisory services related to mergers & acquisitions (M&A), corporate restructuring, asset divestitures, valuation and fairness opinions, and more.

Debt capital market services

Debt capital market services offered by the experts of Joseph Stone Capital include convertible issues, private investments, and debt financing. Convertible issues offer the investors hybrid security. It’s a bond that can be converted into a set amount of equity in the issuing company. Regardless of the portfolio of the company, convertible bond holders receive a fixed and limited income until conversion. This provides the company with more amount of operating income. The company only has to share operating income with the newly converted shareholders if it performs well. Companies with poor credit ratings often issue convertible bonds to lower the yield to sell their debt securities. The stronger the company, the lower will be the preferred yield of the company compared to the bond yield. The expert advisors at Joseph Stone Capital would advise you about obtaining potentially large returns associated with convertible issues, such as stocks, with the safety of a bond.

Private investment services

Private investing provides the investors with opportunities to investment in the sectors that are not broadly represented by public markets. There are many structural reasons why private investments have historically outperformed public markets over medium and long terms. The experts at Joseph Stone Capital help the clients with private investments that allow them active control over the assets that influence them. The investors of private investment gain exposure to private equity, private credit, and private real estate. These are long-term, diversified, and pooled investment vehicles. The expert advisors at Joseph Stone Capital help their clients to manage and monetize portfolios of equity or debt in privately held companies or other private real estates.

Debt financing services

Debt financing is another area that Joseph Stone Capital specializes in. debt financing does not require the investors to give up a portion of ownership of their assets. It involves the borrowing of money and paying back with interest. The most common type of debt financing is a loan. Joseph Stone Capital would help you get debt financing with low debt-to-equity ratio, that benefits the company if it needs to access additional debt financing in the future. The advantages of debt financing are numerous, as the lender has no control over your business. Once you pay the loan back, your relationship with the lender ends.

Corporate financing and advisory services

Besides debt capital markets, Joseph Stone Capital also provides its services for corporate finance including bridge loans, secondary offerings, special purpose acquisition company (SPAC), at-the-market offering (ATM), and more. The investment boutique company also provides its advisory services for mergers & acquisitions (M&A), valuation and fairness opinions, corporate restricting, asset divestiture, and more. Joseph Stone Capital full-service broker-dealer firm is a member of the Securities & Exchange Commission (SEC), the Securities Investor Protection Corporation (SIPC), and the Financial Industry Regulatory Authority (FINRA).