Our Philosophy
We view the relationship between an
entrepreneurial company and its venture investors as a long-term, mutually beneficial
partnership. In all our investments, we share the business goals of the team in which we
have invested, and we work actively to help achieve those goals. Beyond financial success,
we derive much of our professional satisfaction from working closely with motivated
entrepreneurs, and we strive to make important contributions beyond the infusion of
capital. Examples include advise on business strategy and planning, assistance in guiding
corporate growth and development, aid in executive recruiting, and help with future
financing.

We also believe in helping our companies build the important
relationships that will allow them to flourish. We put entrepreneurial management teams in
touch with a valuable network of critical business contacts. These include leaders in the
technology and medical industries, as well as contacts in the financial community. We also
facilitate introductions to consultants, industry leaders, scientists, and other
contributors towards success.
We work side-by-side with entrepreneurial management teams that
demonstrate the capability and resolve to build major business enterprises. We help
entrepreneurs reach their goals by embracing their ideas, by providing practical guidance,
and by offering insight into new markets. We assist young companies in seeking out
visionary, yet realistic, opportunities. We offer expertise and contribute to the
development and execution of clear, sound strategies.
Our Criteria
A dedicated management team with strong leadership and
team-building skills. The entrepreneurial management teams with whom we work demonstrate
an in-depth understanding of their proposed products and markets, and an ability to manage
throughout the various stages of a company's growth.
A strong
market, preferably one that will support revenues of greater than $30 million within five
years. We also invest in companies in niche markets, or large stable markets that can be
dominated with an exciting new product or service.
A highly differentiated, superior product or service that is ahead
of the competition, offers solid benefits to customers, and whose cost and pricing is
well-justified.
A focused business with sustainable competitive advantage. Our
investments succeed by focusing on a single business, although the strategy should
encompass more than a single product or service which is vulnerable to competitive pricing
or technology obsolescence.
Our Products
Private Placements
Preferred Securities Group manages all stages of the
private placement process. Working with companies to arrange a private placement of debt
or equity securities, we assess the companys value, analyze capital requirements,
determine the most appropriate capital structure, identify and contact debt or equity
investors and negotiate the terms of the financing. Confucius said, ". . . never run,
before you have mastered walking." Frequently, entrepreneurs require venture capital
in the form of an equity or debt placement prior to the consummation of a public offering.
At Preferred Securities Group we can provide private capital through merchant banking or
through an introduction to venture capitalists for as little a $100,000 to as much as $5
million.
Mergers and Acquisitions
Our seasoned professionals have the industry expertise to
complete complex merger and acquisition transactions in a timely and effective manner.
Confidentiality and integrity are of paramount importance in these transactions. The
firms specialization in key industry groups provides the in-depth knowledge of
industry and market trends so critical in the M&A market.
Preferred Securities Group, Inc.
5301 N. Federal Highway, Suite 150
Boca Raton, Florida 33487
1-800-909-9150
Tel. (561) 998-2170
Fax (561) 998-2177
Email: info@preferredsecurities.com
Member N.A.S.D., S.I.P.C.
Florida |