Financial Advisory

In today’s complex world marked by interdependent markets and global interests, it can be difficult to have confidence and peace of mind when it comes to your financial life. LDJ Capital’s Personal Financial Services practice understands this and the unique challenges you face in managing your wealth and planning for the future.

The professionals in our practice offer the judgment, experience and capability required to help you achieve your goals now and for future generations. In addition, we team across the firm to provide a robust portfolio of private wealth services to better serve the sophisticated needs of high net worth individuals and families.

Capital Markets & Advisory Services:
- Debt Financing and Placement
- Equity Financing and Placement
- Merger and Acquisitions
- Corporate Partnering/Strategic Alliances
- Restructuring and Workouts
- Asset Management
- Start-ups and Management
- Alternative Financing Strategies

These Are Our Areas of Specialty:
- Real Estate
- Emerging Markets
- Middle East
- Technology and Media
- Energy
- Commodities
- Infrastructure

​Fund Advisory:
LDJ Capital Fund Advisory has worked with approx thirty funds in the US for the last 7 years. These funds mainly focus on private equity investments, public investments in form of PIPE and both domestically and internationally held and listed companies. The 30 funds we work with have one thing in common. The company seeking a minority or majority investment must have a minimum of $1 million in EBITDA or we will have to refer you back to the LDJ Venture Partner services for additional help. Besides that, the investments range from $2 million to $50 million per investment pending the fund. All industries and countries are eligible to seek funding from our group.

Need quality asset management consultancy?