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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.

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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 company’s 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 firm’s 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