When the opportunity is right, we often coinvest alongside our clients. This means that you can be sure that we have walked in your shoes, we share your mindset, and we understand what matters to you.
Hands-on CEO experience is another core part of our DNA.
#MID ATLANTIC FINANCE CUSTOMER FREE#
Because we are small enough to be free from unnecessary processes and layers of bureaucracy, we are quick to recognise and seize opportunities and are never limited by our own structures and in-house talent. Always agile, we bring together a unique mix of entrepreneurial skills and experience gained inside the M&A departments of some of the world’s largest and best-know accounting and consulting firms. Knowledgeable and connected – we can quickly bring together the right team ofexternal experts for each unique client. After listening to our evidence, the Court ruled that Mid-Atlantic Finance Company broke several laws, and forced it to provide the vehicle’s clean title to our client and mark her account as paid. As more and more clients turned to us as a trusted manager of their wealth, we developed the skills and processes we knew they needed to make the most of the opportunities to increase the value and potential of their businesses. Even though Mid-Atlantic Finance Company used several lawyers in this case to aggressively litigate it, we were able to win the case before trial. Our M&A expertise was born out of a desire to help clients with every step of their wealth journey. Our automated in-house platform delivers transparency at the click of a button allowing our team to focus on you.
#MID ATLANTIC FINANCE CUSTOMER MANUAL#
We see the manual tools used by many as simply barriers to good client service. Technology is a vital part the success of our approach to structured products. (or the contractual equivalent of one month worth of payments) from the customer. Good service and the human touch are part of our strong wealth management heritage, but we never let tradition hold us back. Our combination of specialist expertise and client-focused approachdeliver a unique mix of investment banking and wealth management – the best of both worlds. Structured products are technical and complex, but we don’t believe that this complexity should limit your ability to invest if the opportunity is right. This unusually long-term view is in contrast to many of our competitors and a distinct advantage to our clients. Technically expert and driven to compete, we manage structured products for the lifetime of our clients ownership, looking far beyond the initial sale. Our dedicate team are focused on finding, assessing and managing structured products for both private andinstitutional clients.
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