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Broker Dealer Services

Mallory Capital Group is a well-established private placement agent that raises institutional and private capital for investment managers across a wide range of alternative strategies.

 

Broker Dealer Services

With over $10 billion raised and a combined 80 years of capital raising and advisory experience, Mallory Capital Group is a leading private securities placement agent that raises institutional and private capital for investment managers across a wide range of alternative strategies.

 
1

Leading Private Securities Placement Agent

With over $10 billion raised and a combined 80 years of capital raising and advisory experience, MCG is a leading private securities placement agent boutique:

  • Founded in 1995
  • Closed dozens of successful capital raises
  • Long-term relationships
  • Placement experience across a broad spectrum of investment strategies
  • Senior team fully active in the efficient execution of each mandate
  • Specialized in creating tailored solutions to tackle challenging placement assignments

 

 
2

Our business model emphasizes a deep commitment to each client.

Our success is the product of four key elements that distinguish MCG from other placement agents:

  • Focus - MCG limits its transaction volume to ensure our resources can be dedicated to achieving each client's goals. We put all our eggs in very few baskets.
  • Independence - MCG's broker dealer independence and dedication to fund placement and advisory services as its sole business minimizes conflicts of interest.
  • Senior Level Involvement - MCG's senior professionals remain involved throughout the capital raising process: origination, project management, and distribution.
  • Creativity - MCG utilizes inventive approaches to achieve a GP's objectives, in reliance on its thorough market knowledge and deep transactional experience. 

 

 
3

MCG's comprehensive process allows our clients to concentrate on their core expertise - investing capital.

MCG assumes the role of "in-house" placement agent, conducting ourselves as if we are a part of our client's organization. We provide superior execution by committing senior partners with considerable capital raising expertise to all aspects of each mandate. 

  • Early Stage Strategic Advice
  • Review of Partnership Terms
  • Document Preparation
  • Preliminary Target Market Analysis
  • Pre-Marketing 
  • Input and Feedback on Marketing Materials
  • Investor Prospecting
  • Road Show Management
  • Investor Due Diligence
  • Fund Terms Negotiation
  • Other Requested Analyses

 

 
4

MCG has successfully represented GPs across a broad range of investment strategies.

With over $10 billion raised and a combined 80 years of capital raising and advisory experience, MCG is a leading private securities placement agent boutique.

  • Cronus Real Estate Fund - $150 million fund focused on opportunistic investments in under-performing, small cap real estate properties, generally in the eastern half of the United States.
  • DDJ Capital Management - $445 million fund investing in the distressed securities of troubled middle market companies.
  • Evergreen Pacific Partners - $275 million fund focused on lower middle market buyouts in the Western 13 states.
  • Haddington Energy Partners - $200 million fund focused on control-oriented midstream energy investments. 
  • Lombard Odier EuroChoice - Euro 493 million fund of funds program focused on buyout, growth capital and special situations in mid-sized European companies
  • Maranon Capital - $207 million fund that provides mezzanine debt and equity co-investments for private equity-backed and non-sponsored investments in middle market companies. 
  • Quantum Energy - $225 million fund to acquire upstream energy assets in partnership with proven, successful oil and gas entrepreneurs
  • Tricon Capital - $345 million funds providing participating loans to local developers in the North American residential real estate market.

 

Need to raise funds for your real estate fund or project?