Why Choose Us?

1

Access to Investors

A distributions platform’s strongest asset is its relationships with broker-dealers, their registered representatives and other investment advisors, including unaffiliated Registered Investment Advisors and Family Offices. MBDS offers access to these relationships through its experienced team of principals and extensive investor network.

2

Fundraising Efficiency

MBDS understands the broker dealer’s sequence of obligations, from presenting the offering to performing due diligence, we work to streamline the approval process.

 

Utilizing MBDS to manage fundraising enhances an investment firm’s capacity to fulfill its mission and increases the probability of reaching a fund’s target capitalization in the desired time frame.

3

Cost vs. Benefit

Establishing an internal distribution platform would typically require sponsors to allocate significant resources and money to staff and operate an effective capital markets group. Depending on the velocity of capital raise, this investment could escalate to tens of millions of dollars in initial expense and ongoing infrastructure support between fund raises.

 

For a fraction of these costs, investment firms can utilize a third-party distribution platform and gain capacity to attract incremental capital that can provide significant revenue through both later years’ management fees and profits interests.

MARKET OPPORTUNITY

 

IN TODAY’S INCREASINGLY COMPETITIVE MARKET, SPONSORS ARE SEEKING TO EXPAND THEIR CAPITAL SOURCING BEYOND THEIR LIMITED NETWORK OF FRIENDS AND FAMILY, HNW CONTACTS AND INSTITUTIONS. 

 

THE DECISION BECOMES WHETHER TO COMMIT RESOURCES TO FORM A BROKER-DEALER AND HIRE AN INTERNAL DISTRIBUTION TEAM OR “RENT” A TEAM BY UTILIZING A THIRD-PARTY MANAGING BROKER-DEALER.

 

FOR A GROWING NUMBER OF SPONSORS, THE THIRD-PARTY OPTION HAS BECOME THE SMART CHOICE, ALLOWING THEM TO MAINTAIN FOCUS ON THEIR CORE BUSINESS WHILE THEY:

  • INCREASE THEIR ACCESS TO CAPITAL
  • DIVERSIFY THEIR SOURCING
  • BUILD CAPACITY THROUGH A LARGER NETWORK OF BROKER-DEALERS AND ADVISORS

 

BY ENGAGING MBDS, SPONSORS BENEFIT FROM AN EXPERIENCED TEAM AND A MARKET-PROVEN PLATFORM THAT IS READY TO INITIATE THE FUND RAISING PROCESS THROUGH A ROBUST NETWORK OF EXISTING RELATIONSHIPS. 

 

THROUGH OUR OPEN ARCHITECTURE APPROACH, MBDS STANDS READY TO HELP SPONSORS SOURCE NEW CAPITAL, MEET INVESTOR DEMANDS AND INCREASE THEIR COMPETITIVENESS.