For over 30 years, Pinnacle Group has been the executive search firm of choice for companies seeking to build their investment teams. We improve the efficiency of the recruiting process and source exceptional candidates from the analyst to principal levels. Our areas of expertise include:
• Family Offices
• Endowments & Foundations
• Private Credit Funds
• Secondary Funds
• Private Equity Funds
• SBIC Funds
• Asset Management Firms
At Pinnacle Group, our relationships with our clients and executive candidates are based on these simple but critical core values:
• Trust and Personal Service
• Discretion and Confidentiality
• Integrity and Consistency
• Responsiveness and Professionalism
When you work with Pinnacle Group, you benefit from a unique, targeted approach to recruiting and building your executive team. Partner with us to reach the pinnacle in your business and your career.
Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations. Our integrated, disciplined portfolio management and customized financial planning helps our clients achieve their financial goals.
Few investment counsellors offer financial counselling and investment management under the same roof, but at Nexus, we do both. An integrated financial and investment plan means an asset allocation tailored to your circumstances and attitude toward risk. Planning helps identify how much you need to save, how much you can afford to spend and when you can retire.
We are independently managed. Our principals invest alongside clients, directly aligning our interests with our clients’ long-term investment success.
Mosaic Capital is a specialty FINRA Broker/Dealer that serves owners and advisors of mid-sized companies (firms with $15 million to $500 million of annual sales). Our team of seasoned professionals has been involved in more than $5 Billion of completed sale and financing transactions.
Mosaic Capital provides a unique array of services to Middle Market Companies:
• Capital Raising Expertise, both Debt and Equity structures
• Assisting clients with selling and purchasing of Shell Companies
• Reverser Merger services
• Mergers and Acquisitions
• Valuation services
Mosaic Capital’s Mergers and Acquisitions Group has extensive experience in all areas of M&A activities and will assist with taking your company to the next level or managing a sale process to maximize shareholder value.
Our Capital Markets Division is primarily engaged with raising capital for growth and/or acquisitions. We are industry agnostic and will raise capital for both private and public company clients. Our typical capital markets client has a minimum of $15 million in annual revenue for domestic companies and $25 million in annual revenue for foreign companies. We will consider deals which involve raising a minimum of $5 million.
We provide access to a wide array of public company “shells” for clients interested in entering the public markets via reverse mergers. Reverse mergers are a cost effective and time efficient method of bringing our clients into the public markets, while maintaining the professionalism and security of working with a FINRA Broker/Dealer.
Mosaic’s Valuation Group provides expert professionals to value businesses and business interests. We provide related appraisal services for a variety of transactional, financial, tax planning and other business purposes.
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