The Holmes Group is a capital raise and investor relations firm that works with:
(i) leading private investment companies seeking to raise money and enjoy best-in-class investor relations, and
(ii) accredited investors worldwide, seeking to improve their portfolios through quality investment opportunities.
The Holmes Group works to amplify your capital resources, augment brands and enhance investors’ experience.
The Holmes Group’s Founder has 16 years of experience and has been instrumental in raising ~$1.08B of private capital (defined as equity plus debt) including:
$400M+ Limited Partner equity
$ 40M+ General Partner equity
$609M Bank financing
$ 30M Bridge financing
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$1.08B Private capital raised in professional experience to date
The experience outlined above is concentrated in real estate private equity capital raising and it includes the Founder’s experience prior to The Holmes Group.
The Holmes Group can help, or lead your team, in capital raise and investor relations projects.
Examples include:
Raising equity and/or debt
Drafting offering materials and marketing materials, including fundraising presentations
Preparation for specific capital raise-related meetings
Communications to investors
Quarterly reporting; monthly updates
Shareholder meetings
Investor events and network-building efforts
Strategy
The Holmes Group’s investor network consists of family offices, ultra high net worth (“UHNW”) individuals, high net worth (“HNW”) individuals, institutions, foundations and endowments. Most of this network is based in the United States. About half is in California; the remainder is distributed nationwide. Several investors in The Holmes Group’s network are based internationally and experienced investing in the United States.
If you are a qualified investor that is interested in considering investment opportunities, please contact The Holmes Group. You must satisfy the SEC’s definition of accredited investor (see Resources tab).
The Holmes Group’s manager network, meaning companies or sponsors for whom The Holmes Group can raise money, consists mainly of private companies.
If you are a decision-maker at a company that is interested in learning more about capital raise and investor relations services, please contact The Holmes Group.
Founder’s qualifications include:
Harvard University, magna cum laude
UCLA JD/MBA with concentration in finance
High professional standards
Grit; hard working
3-time Ironman Canada triathlon finisher while raising charitable donations for Leukemia & Lymphoma Society of America
Experience raising capital, and managing investor relations, through multiple economic cycles since 2008
Professional certifications that can be re-activated as appropriate:
Series 24: General Securities Principal
Series 7: General Securities Representative
Series 63: Uniform Securities Agent State Law
Series 82: Private Securities Offerings
As appropriate: References available upon request, and broker-dealer arrangements can be made.