Corporate Financial Solutions
DO BUSINESS WITHOUT BOUNDARIES.
A large part of Sugarwood Financial's business is devoted to working with small and mid-sized companies and business owners. Especially for transatlantic Mittelstand companies, we have become a trusted partner. We deeply understand their philosophy and provide hands-on solutions on both sides of the Atlantic ocean.
The so-called “Mittelstand”, which means medium-sized and often family-owned manufacturing and distribution firms headquartered in Germany, Switzerland, or Austria, is a very active player in the United States for decades. Mittelstand companies take a long-term approach to business, based on stable client relations, continuity in human resource policy, and close ties to the region in which they are located.
Thru our dedicated service of MitVest (Mittelstand Investment Platform), we offer a unique center of competence. MitVest is the transatlantic platform for financial structuring, optimizing, and matchmaking. Made for German subsidiaries in the U.S. — Gründlichkeit and personal advice included.
Beside of innovative corporate finance solutions, we offer our clients turn-key ready retirement plan solutions. The services are provided in collaboration with independent and experienced third-party administrators. Jointly, Sugarwood Financial enables your company to get timely, accurate, and complete services that meet the extensive reporting and disclosure requirements (incl. IRS/DOL). The offer is focused on Employee Benefit Plans like 401(k) Plans or SIMPLE IRAs. These attractive packages are fully tailored to the individual needs of our clients and include management of the plan assets, strictly in line with the plan’s guidelines. On-top, we ensure attractive pricing for the pension solutions offered.
Tailored to your needs, we work out Corporate Finance Solutions covering the following topics:
Start-Ups & Emerging SMEs
◘ Financial Analysis
◘ U.S. Market Scouting
◘ Finance Plan Setup
◘ Financial Strategy
General Services (Selection)
◘ Benchmarking
◘ Liquidity and Treasury Solutions
◘ SME Capital Markets Solutions
MitVest and/or Sugarwood Financial Partners, LLC is not a Securities Broker/Dealer, Mortgage Broker, Mortgage Lender, Mortgage Servicer and/or Mortgage Origination Supporter. We do not effect securities transactions in connection with the transfer of a privately held company ("Share Deals"). Please see our disclaimer for more information.
