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Clients We Represent

Real Estate investment Companies

Our experience and relationships allow us to serve our clients in multiple capacities.  We provide advisory services, mergers and acquisitions services, capital formation, and other relates services. Our relationships span a variety of channels, including registered broker dealers, registered investment advisors,  family office networks, as well as institutional investors.

Axxcess Capital is also experienced in bringing securities offerings to market, in multiple channels. Real estate opportunities may include:

  • Limited Partnerships

  • LLC's

  • Funds & REITs

  • Delaware Statutory Trusts (DST)

Specialty Finance

Axxcess Capital has assembled an executive team that understands the importance of aligning clients goals with a company's  capital objectives. In the current environment the successful issuance of notes and debentures can play a critical role in the overall financial strategy of various entities. Notes and debentures may include:

  • Secured & unsecured notes

  • Corporate debt

  • Working capital

  • Bridge financing

Alternative Investment Funds

Our team's alternative industry experience allows Axxcess Capital to source quality alternative investment funds for today's investment professional. We evaluate each manager and opportunity in order to develop a platform consistent with the needs of sophisticated investors. These Funds may include a variety of strategies:

  • Commodities

  • Options trading

  • Market Neutral strategies

  • Short only strategies

  • Long only strategies

  • Niche Fixed Income

  • Structured Settlement and Life Settlement

  • Customizable Hedge Fund Portfolio Platform

  • Specialty Finance

  • Real Estate

  • Energy

Investment Banking

Axxcess Capital has the ability to facilitate the private equity capital raise from qualified retail and institutional investors. While every opportunity is unique, the prevalent characteristics of the firms that Axxcess Capital can introduce to the marketplace include: established management, secure market positions, product and/or service value and solid industry fundamentals. Private equity capital may include:

  • Fund new technology

  • Expand working capital

  • Acquire assets

  • Fortify a balance sheet

Services We Provide

Consulting and Product Development

We rely on constant communication and discussion groups with Registered Investment Advisors, Broker Dealers, and Registered Representatives to provide advice on key structural elements of contemplated offerings to ensure that no obstacles are written in to the offering documents that would be detrimental to the capital raise. These efforts also ensure that the offering terms are in line with the market.

Registration, Compliance, and Regulatory Advice

With in house compliance and an excellent working relationship with our supervising Broker Dealer, Arete Wealth Management ( our firm adds tremendous value with regards to navigating the registration and regulatory issues and governing bodies associated with investment offerings.

Branding and Marketing Development 

We take an educational approach to marketing, hosting periodic webinars with experts in their fields (often CFP© CE Approved), authoring research papers, and speaking at industry related events. Additionally, we have close ties and strong working relationships to very creative, talented, and efficient financial industry graphic art and web design consultants in addition to talented PR professionals.

Investment Processing and Communication

We work diligently with all third parties to ensure that subscription and fulfillment documentation is executed in an accurate and timely manner.

Investor Services, Communication and Reporting

Our team members are highly experienced and have the capabilities both from a human capital and infrastructural standpoint to provide professional investor relations services to third parties wishing to outsource those important functions.

Offering Updates and Strategy

We believe in transparency. As a part of our best business practices we prepare and deliver weekly written updates to our clients and are constantly analyzing, discussing, and nimbly adapting the marketing strategy in order to achieve optimal results. 

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