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Jeffrey Sweeney is an investment banker with years of experience in direct lending and corporate finance for small- to middle-market companies. He is the chairman and CEO of US Capital Partners, an innovator in small- to middle-market business lending. US Capital Partners has been providing prompt, innovative, and reliable financing solutions across the United States and abroad for more than a decade.

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Tuesday
Sep192017

US Capital Partners Advises on $25 Million Financing for a Leading Renewable Energy Company

Renewable Energy Company

US Capital Partners Inc. supports the continued expansion of a manufacturer of mobile solar technology and other renewable energy products in the United States.

SAN FRANCISCO, SEPTEMBER 2017 – US Capital Partners Inc. has advised on a $25 million financing program for an innovative West Coast-based green energy company. This renewable energy company approached US Capital Partners to secure additional working capital to increase its inventory, as it continues to expand its operations.

Headquartered in San Francisco, US Capital Partners is a full-service private financial group with a strong interest in renewable energy and impact investing. The firm focuses on providing small and lower middle market businesses and investors with sophisticated debt, equity, and investment opportunities usually available only to larger middle market companies and institutional investors.

“We are extremely pleased to have structured and advised on this $25 million financing program,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “It has been a pleasure supporting the growth of this West Coast-based green energy company, which is helping environmentally conscious consumers and businesses reduce their carbon footprint. Our financial group is committed to positive social and environmental impact, and this business was therefore an immediate fit for our experienced renewable energy division.”

About US Capital Partners

Since 1998, US Capital Partners Inc. has been committed to providing small and lower middle market businesses and investors with sophisticated debt, equity, and investment opportunities usually available only to larger middle market companies and institutional investors. The firm manages direct investment funds and provides wealth management and M&A services. Operating with its registered investment bank affiliate, US Capital Global Securities, LLC, the firm acts as a licensed placement agent, and collaborates closely with its peers in professional banking and investment advisory.

To learn more, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapitalpartners.net or call (415) 889-1010.

Tuesday
Sep122017

US Capital Partners Organizes Exclusive Real Estate Investments Showcase in San Francisco

Private event at San Francisco members’ club Villa Taverna showcases two of US Capital Partners’ premium real estate impact investment opportunities.

San Francisco, September 2017 – On August 29th, US Capital Partners Inc. organized and sponsored a real estate investments reception, presentation, and networking event for select accredited investors interested in highly vetted, investment-ready real estate opportunities. Entitled “Real Estate Impact Investing,” the event was held at the exclusive private club Villa Taverna in San Francisco’s Financial District.

New Cities

US Capital Partners is a full-service private financial group headquartered in San Francisco. Through its investment bank affiliate, US Capital Global Securities, LLC, the firm provides private placement services and has wide distribution for debt and equity private placements. The San Francisco event showcased two premium real estate impact investment opportunities, New Cities Investment Partners, LLC (“New Cities”) and the US Capital / Noble Capital Texas Real Estate Income Fund, LP (the “Noble Fund”).

Lee Newell, CEO at New Cities, presented the firm’s exclusive Maple & Main Project, a $110 million mixed-use, affordable multi-family complex in the San Francisco East Bay. The development has been unanimously approved by the Hayward City Council and is expected to be a catalyst for downtown revitalization. The project consists of 240 market-rate and affordable apartments and 5,571 square feet of retail space designed using eco-friendly and socially responsible principles. There is also an existing 50,000-square-foot medical office building, which will be remodeled into Class A medical office space.

Chris Ragland, COO at Noble Capital, discussed the Noble Fund’s investment strategy, which leverages his firm’s impressive track record in the Texas market. The Noble Fund originates and services residential rehabilitation loans, senior secured by real estate, to qualified businesses with proven experience rehabilitating single-family homes for a profit in the Texas market, while mitigating the risks of lending to builders and smaller developers. With an 8.25% hurdle rate in favor of its Limited Partners, the Noble Fund aims to provide a much greater level of sophistication for individuals and family offices looking to invest in the Texas real estate market.

In addition to these presentations and Q&A, the evening was structured to provide attendees with a unique opportunity for direct conversations with the speakers representing these premium real-estate impact investment opportunities.

About US Capital Partners

Since 1998, US Capital Partners Inc. has been committed to providing small and lower middle market businesses and investors with sophisticated debt, equity, and investment opportunities usually available only to larger middle market companies and institutional investors. The firm manages direct investment funds and provides wealth management and M&A services. Operating with its registered broker dealer affiliate, US Capital Global Securities, LLC, the firm acts as a licensed placement agent, and collaborates closely with its peers in professional banking and investment advisory.

To learn more, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapitalpartners.net or call (415) 889-1010.

Tuesday
Sep052017

US Capital Partners Advises New Cities on $110MM Mixed-Use Real Estate Development

US Capital Partners Advises New Cities on $110MM Mixed-Use Real Estate Development

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New Cities

Private investment bank supports ‘Maple & Main Project’ in California’s flourishing San Francisco Bay Area.

SAN FRANCISCO, SEPTEMBER 2017 – US Capital Partners Inc. has been engaged as the exclusive advisor to New Cities Investment Partners, LLC for the capital formation for a $110 million mixed-use real estate development named the ‘Maple & Main Project’ in Hayward, located in California’s flourishing San Francisco Bay Area.

Headquartered in San Francisco, US Capital Partners is a full-service private investment bank committed to impact investing. The firm focuses on providing small and lower middle market businesses and investors with sophisticated debt, equity, and investment opportunities usually available only to larger middle market companies and institutional investors.

The Maple & Main Project has been unanimously approved by the Hayward City Council and is expected to be a catalyst for downtown revitalization. The project is located at Main, Maple & A Street on a 3.9 acre site four blocks from the BART, and consists of 240 market-rate and affordable apartments and 5,571 square feet of retail space designed using eco-friendly and socially responsible principles.

Lee Newell, CEO at New Cities, commented: “We approached US Capital Partners to support us with capital formation for this landmark project. We are extremely pleased with the team and look forward to meeting strategic investors and other potential partners.”

New Cities

“We are delighted to be involved in this project, which is so close to home for us,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “The development comes at a good time as the area has benefited substantially from  San Francisco and Silicon Valley’s prosperity. Just down the road from this site, residents will find high-profile employers such as Tesla Motors, Seagate Technology, and Amazon. The opportunity to participate in this fund is now open to eligible investors.”

About New Cities Land Company, Inc.

New Cities Land Company, Inc. (“New Cities”) is a privately held corporation based in Walnut Creek, California, and formed in 1984. New Cities is active in land use entitlements, multifamily residential developments, and commercial investment-grade properties in Northern and Central California. New Cities controls New Cities Investment Partners, LLC and Bay Area Property Developers, LLC. These entities are focused on the acquisition, entitlement, and development of urban infill apartment sites in the greater San Francisco Bay Area, Sacramento, and the Inland Empire.

About US Capital Partners Inc.

Since 1998, US Capital Partners Inc. has been committed to providing small and lower middle market businesses and investors with sophisticated debt, equity, and investment opportunities usually available only to larger middle market companies and institutional investors. The firm manages direct investment funds and provides wealth management and M&A services. Operating with its registered broker dealer affiliate, US Capital Global Securities, LLC, the firm acts as a licensed placement agent, and collaborates closely with its peers in professional banking and investment advisory.

To learn more, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapitalpartners.net or call (415) 889-1010.

Friday
Sep012017

Market Separation – Consolidation or Correction?

Headline news can be misleading. During much of 2017, we have seen and heard incessant headlines about the market reaching new all-time highs. It sounds bullish. As a stock investor, you may look at the results in your own portfolio and wonder what market is being referred to by the headline news.

Large capitalization stocks measured by the S&P 500 (ticker symbol: IVV) are up roughly 10% year-to-date (YTD) versus small capitalization stocks which are up only about 1.5% as measured by the Russell 2000 (IWM).

Value stocks (IVE) are underperforming growth stocks (IVW). The chart below shows the S&P 500 value stocks are underperforming the S&P 500 growth stocks year-to-date by roughly -12%.

Perhaps the most striking comparison of the year is the NASDAQ 100 (QQQ) up roughly 21% versus small cap value (IVN) which is down on the year by about -4%.

Is the market bullish or bearish? It all depends on which market you are talking about.

Here is what we know about the markets.

  1. Many significant parts of the market have shown little appreciation year-to-date
  2. Broadly, earnings and revenues have been rising and exceeding estimates
  3. There are no current signs of a recession
  4. International economies are expanding at an accelerating rate

Many parts of the market are less expensive relative to their earnings than they were at the start of the year. As we approach the end of 2017, investors will increasingly shift their price/earnings valuations to account for 2018 earnings which are estimated by FactSet to be up about 11% year-over-year.

A loss of momentum in many sectors of the overall stock market can be a bearish signal. In this case, we are seeing a loss of stock price momentum without seeing a loss in fundamental economic momentum. Bull markets are characterized by times of appreciation followed by times of price consolidation. This week, it appears many parts of the market are in a time of consolidation rather than correction.


Give Us A Call Today

We invite you to give us a call at (415) 249-6337 or email us at info@uscapitalwm.com if you have questions about your account and how we can assist you.


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Click on link below to see this commentary as a PDF:

PDF Version of newsletter: Market Separation – Consolidation or Correction?

US Capital Partners

Pursuant to the provisions of Rule 206(4)-1 of the Investment Advisors Act of 1940, we advise all readers to recognize that they should not assume that recommendations made in the future will be profitable or will equal the performance of past recommendations. This publication is not a solicitation to buy or offer to sell any of the securities listed or reviewed herein. The contents of this letter have been compiled from original and published sources believed to be reliable, but are not guaranteed as to accuracy or completeness. Nicholas Atkeson and Andrew Houghton are also principals of US Capital Wealth Management, a registered investment advisor. Clients of US Capital Wealth Management and individuals associated with US Capital Wealth Management may have positions in and may from time to time make purchases or sales of securities mentioned herein.

THIS NEWSLETTER IS PROTECTED BY COPYRIGHT LAW. UNAUTHORIZED DISTRIBUTION AND/OR REPRODUCTION BY PHOTOCOPY OR ANY OTHER MEANS IS STRICTLY PROHIBITED AND PUNISHABLE BY A FINE OF UP TO $25,000.

Wednesday
Aug302017

Exclusive Secondary Investment Opportunities

Venture Secondaries' logos

US Capital is now offering its investors exclusive access to hundreds of privately traded equities in select late-stage, pre-IPO companies.

SAN FRANCISCO, August 2017 – US Capital Partners Inc., through its broker dealer network, is now offering its investors access to a wide range of select privately traded equities on the secondary market. These include market-leading companies such as Palantir, Uber, SpaceX, Lyft, Pinterest, Unity, and Sonos, to name just a few.

Headquartered in San Francisco, US Capital Partners is a full-service private investment bank committed to providing small and lower middle market businesses and investors with sophisticated debt, equity, and investment opportunities usually available only to larger middle market companies and institutional investors.

“Through our registered broker dealer network, our investors can choose from hundreds of privately traded equities on a secure SEC-licensed alternative trading system,” said Charles Towle, Managing Partner at US Capital Partners and Division Head at US Capital Global Securities. “These late-stage secondary investment opportunities are typically closed off to investors outside of institutional venture capital.”

Leading Advantages for Investors:

  • Private securities available on an SEC-licensed alternative trading system (ATS) that delivers exchange-like functionality.
  • All private securities are transferable with the consent of the portfolio company. There is no sale of derivatives and no collateralization.
  • The ATS is designed specifically for institutional investors, who require full transparency at reasonable transaction costs. This ATS is now available to our investors.
  • All sales of private securities are carried out by a registered broker dealer.

Startups are increasingly staying private for longer. Investors are therefore looking for ways to add equity in private companies to their investment mix through the use of secondary transactions. US Capital Partners, operating with its registered broker dealer affiliate, US Capital Global Securities, LLC, is now offering eligible investors access to a wide range of exclusive late-stage investment opportunities through a secure SEC-licensed platform.

To learn more about our secondary securities platform, please email Patrick Steele, Senior Vice President, at psteele@uscgsecurities.com or call +1 (415) 889-1010. We are happy to explain the investment process to you in detail.

About US Capital Partners Inc.

Since 1998, US Capital Partners Inc. has been committed to providing small and lower middle market businesses and investors with sophisticated debt, equity, and investment opportunities usually available only to larger middle market companies and institutional investors. The firm manages direct investment funds and provides wealth management and M&A services. Operating with its registered broker dealer affiliate, US Capital Global Securities, LLC, the firm acts as a licensed placement agent, and collaborates closely with its peers in professional banking and investment advisory.

To learn more, email Patrick Steele, Senior Vice President, at psteele@uscgsecurities.com or call +1 (415) 889-1010.