Private Securities

Before you begin looking for outside investment to take your company to the next level, invest a little time with ByrdAdatto.

Raising private capital is a difficult task, which can be further complicated by state and federal rules. Regulators, as well as investors, want documentation that demonstrates that a strategic plan is in place, due diligence has been performed, and appropriate fiduciary stewardship is enforced.

We work with our clients to make these complicated issues simple. We help build the strategic plan and perform due diligence in raising private capital. We can take part in or advise clients throughout the negotiating process, as well as prepare documents for various types of private securities offerings, including early stage financing, bridge rounds, and other private financings. Our specific areas of expertise include:

  • Letters of Intent
  • Confidential Preliminary Investment Memorandums
  • Private Placement Memorandums
  • Private Disclosure Statements
  • Subscription Agreements
  • Escrow Agreements
  • Notification of State and Federal Securities Commissioners of Private Offerings

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