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.
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
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.
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
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.