High-Value Equity Meets Late-Stage Opportunity
Private & Unique Deals
Data-Driven Due Diligence
Risk Reduction & Prevention
PRIVATE & UNIQUE:
Exclusive late-stage opportunities
Our team is deeply integrated into a wide vine of successful companies and thriving industries. We translate decades of relationship building into useful actionable opportunities for our clients. You’ll find truly unique private equity deals not available anywhere else in the world.
We focus on late-stage equity deals in reliable companies. These companies are typically primed for a growth stage, or their industry is on par to thrive during your target investment dates. These exclusively and private deals are a unique way to align your investments and goals. All without dipping into public markets or channels.
Reliable due diligence supported by facts – not feelings.
Our private equity opportunities are derived from data, logic, and provable trends. We go through formal systems and processes to prospect, track, analyze key performance metrics of companies being vetted. We’ll provide professional objective research you can trust.
Don’t let anyone throw your money at high-risk buzzword startups and fads. You’ll be left praying for a unicorn to keep your life on track. These strategies are reckless, stressful, and risky – but unfortunately all too common.
Instead, meet with an independent RIA from our firm – you’ll discover which private equity deals are best aligned with your investment goals.
Vetted for risk-reduction by brilliant minds and machines.
We only engage in deals that have been properly de-risked. After decades of experience, our team has developed several systems of analyzing and assessing risks. You can expect a wide range of vetting from seasoned business analysts.
Add a non-correlated asset class to your portfolio with a proper private equity investment strategy. Meet your independent RIA (Registered Investment Advisor) to craft a custom game plan for your goals.
Ready to get started?
Our Exclusive Private Equity investing deals are timely, and limited. Therefore – availability is always changing.
Private Equity deals are currently: AVAILABLE
Frequently Asked Questions
What is private equity?
Private equity is an alternative investment that is not publicly traded. Often times private equity deals consist of capital and/or shares of ownership of privately owned companies, digital assets, or real estate.
What are the benefits of private equity investing?
The benefits of private equity enable more flexibility and risk reduction:
- Active involvement or control over returns
- Increased incentives for success
- More potential growth than publicly traded assets
- Hedge against publicly traded stocks, commodities, bonds, etc.
What are the cons of private equity?
The cons of private equity are typically dependent on the relationship between investor and operators.
- Limited eligibility to invest
- Potentially conflicting interests of investors vs owners/operators
Am I eligible to invest in private equity?
Eligibility depends upon the specific deals available. So unfortunately there is no direct answer. Contact an a wealth manager today and tell them you’re interested in private equity deals. You’ll be given options of current available options – or you can be the first to be informed when a new deal arises.
What type of companies/industries use private equity?
Technically, any privately owned company is eligible to utilize private equity. However, we focus our investment into late-stage companies with a reliable trajectory. Learn how private equity can reduce downside risk in bear markets and recessions. Meet your wealth manager today.
A Firm That Takes Risk Management Seriously.
© 2019 Bauer Wealth Management in Colorado Springs is a Registered Investment Adviser (CRD#: 152977/SEC#: 801-71090) with the Colorado Division of Securities. Registration does not constitute an endorsement of the firm by the Division of Securities and does not imply a level of skill or training. Investing of any kind involves risk and may result in loss. Past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.