Our  Services

 

Our Services

 

McBain Keller Group works hand in hand with our clients to develop an effective investment strategy to reach their goals.  Minimizing risk and still providing above average returns is what sets us apart from our competitors. By using our extensive global investment capabilities we can find the best solution to meet any corporate or individual objective.

 

With experienced investment professionals from around the world we are positioned to work with you to find the answer to all your investment needs and are able to tailor it to answer to your meet exact requirements.

 

Whether you are about to retire, are an entrepreneur looking for security or an executive planning for your future, we will design a robust financial plan that gives you peace of mind and ultimately the freedom to explore what your wealth allows you to do and be.

 

Our Services Include:

 

   Advisory Services

    - Institutional Investments

    - Retail Investments

    - Private Placements

    - Retail Accredited Investments

    - Exit strategy planning

    - Preparation of selling memoranda

    - Coordinating closing related activity

    - Identify potential buyers and acquisition targets

 

    Financial Opinions

    - Fairness opinions

    - Valuation opinions

    - Estate & gift tax

    - Litigation support

 

    Mergers & Acquisitions

    - International M&A Team

    - Strategic acquisitions

    - Management buyouts

    - Divestiture strategies

    - Structuring & negotiating transactions

 

Offshore Investment

Our expertise not only covers the knowledge of the international investment landscape but extends to offshore solutions and opportunities around the globe. This means that if your personalized strategy calls for international solutions, your advisor is perfectly positioned to make sure you get the best global solutions to address your offshore needs.

 

McBain Keller Group has assisted countless investors with offshore investment and asset protection and manages these portfolios globally. Offshore diversification has long been an underlying theme in our investment portfolios.  

 

Please see our Offshore Solutions page for more information.

 

Asset Management

McBain Keller Group’s asset management team is made up of some of the most sought after and highly experienced asset managers and analysts in the world.

 

The team's primary objective is to research, formulate and manage McBain Keller Group's investment framework to ensure that the assets under our management are safely and wisely invested. This naturally includes ensuring full compliance with all necessary legislation and regulatory requirements.

 

It's through this meticulous analysis of local and global investment markets, careful risk management and intense fund manager selection processes, that the team is able to create a sound and robust investment strategy; a strategy that's used to construct your unique financial road map.

 

Our research is carried out on a global basis and our due diligence and risk management processes are unparalleled in the industry.. What's more, our method of scenario planning and proactive monitoring of the global and local investment landscape means that we can adjust our investment strategy whenever necessary; to make sure your financial road map is still on track for your future.

 

McBain Keller Group’s asset management goal is to find the best investment solutions available so that we can craft your financial future and free you to explore the true potential of your wealth.

 

Investment Planning

McBain Keller Group has a team of highly qualified portfolio managers who provide clients with sound and impartial investment advice. Investment advice is provided on an individual basis. After the initial communication with a new client, a financial plan is proposed. The recommendation contains a tailor made investment strategy for the prospective client, based on their specific circumstances, financial needs, objectives and risk tolerance.

 

Once an initial investment is made, the client’s portfolio is actively managed according to changing market conditions. Our clients receive regular communication with their advisors to discuss performance, market updates and account development recommendations.

 

Equities Portfolio Management

History has shown that over the long term the stock market can be an effective way to create, preserve and expand wealth. However in depth knowledge and experience is needed in order to navigate the ever shifting market tides.  The stock market’s complexities can make simply managing your portfolio a time consuming and expensive process.  McBain Keller Group can provide you the clear guidance and access to insights that will allow your equities portfolio opportunities usually reserved for large institutional investors.

 

Our services include comprehensive equities portfolio management service. We help you with all aspects of your portfolio – from assistance in finding the right investments in the first place, to keeping the balance of your portfolio in line with your tolerance for risk.  Our service means you are never ‘on your own’ when it comes to investing. We keep a constant eye on your holdings so that you do not have to.

 

Professional equities portfolio management can make all the difference to the success of your investments. So, talk to us today about how we can help you get the most out of your investments.

 

Mergers & Acquisitions

Regardless of whether it may be a large transaction involving a closely held entity or publicly traded company, our professionals at McBain Keller Group will carry out their mandate in an expeditious, knowledgeable and confidential manner. We offer a full range of merger and acquisition services to businesses seeking the best solutions for their particular situation.

 

An acquisition or divestiture begins with a clear appreciation of the fundamentals of the company. Once we have achieved a thorough understanding of its structure and the dynamics of its operation, McBain Keller Group will offer advice and, with our client, create a clear process and strategy. For example, we could advise a client that a partial sale is the best solution to maximize value, or that a money losing facility or division is sold separately. By knowing a company inside out, we are able to navigate a direct and successful path to realize each client’s objectives.

 

M&A services include:

    - Execution of sell side mandates including finding domestic and international strategic buyers and financial sponsors

    - Management of LBO’s and MBO’s

    - Definition of acquisition strategy

    - Creation, initiation, and execution of international and domestic acquisition opportunities

    - Due diligence and negotiations

    - Advisory on mergers and joint ventures

 

Risk Management

As part of your financial development we "risk-test" your portfolio and actively look for areas in which you could be financially vulnerable should any unforeseen events unfold. We then comment independently on what strategy would be required to minimize your assets exposure to risk or devaluation. We review your portfolio on a regular basis because as we all know one's circumstances can change in a heartbeat.  When you become a client our job as your strategic wealth management partner really begins.