CLIENTS

Preparation

Assist in formulating a coherent marketing plan via a thorough understanding and appreciation of the manager’s underlying strategy. 

 

Provide candid feedback and advice on all aspects of the marketing process.

Implementation

Ability to convey the manager’s message to a discerning and sophisticated investor base.

 

Act as filter between manager and prospective investor – emphasis is upon bringing genuinely interested parties to the table.

 

Co-ordinating investor roadshows.

 Execution

Disciplined and systematic approach to following up with investors. 

 

Facilitating the path to investment and providing a sounding board to prospective investors.

 

Post investment Cresta serves as an ongoing interface between manager and investor. 

Cresta Capital Ltd is authorised and regulated by the Financial Conduct Authority FRN: 414856

Registered as a limited company in England - Company No 3898698

Cresta Westhall LLP is a licenced Broker Dealer registered with the Securities and Exchange Commission (SEC) and a member firm of FINRA and SIPC. CRD 164986. Registered as a Limited Liability Partnership in England. Company No OC375865.  For details of Cresta Westhall’s Business Continuity Plan and AML Plan please see www.crestawesthall.com.