Overview
CEA Atlantic Advisors, LLC, a FINRA licensed broker/dealer, formed the Institutional Placement Group in 2005 to focus on raising equity and debt capital for company sponsored investment offerings as well as select third party placements.
Experience & Expertise
- Work directly with Sponsor/General Partner and management staff to advise on appropriate offering terms and deal structures, and assist with the creation of official offering memorandums and sales materials.
- Experience working with institutional investors including: Financial Institutions, Insurance Companies, Pension Funds, Private Equity Funds, Family Offices, Endowments, Fortune 1000 Corporations, Utilities and High-net-worth individuals.
- Expertise in the following areas:
- Commercial Real Estate Fund, Debt & Equity Placements
- Medical Office & Office
- Multifamily
- Retail
- Industrial
- Hospitality
- Private Equity Fund Offerings
- Buyout, Growth & Mezzanine
- Small Business Investment Companies (“SBICs”)
- Energy
- Renewable/Alternative Energy Project Financing Equity & Debt
- Oil & Gas Royalty & Working Interest Offerings
- Tax Credit Syndications
- Low-Income Housing Tax Credits (Section 42) – Federal & State
- Historic Tax Credits (Section 47)
- New Markets Tax Credits (Section 47D)
- Renewable Energy Tax Credits (Section 45)
- Non-conventional Fuels Tax Credits (Section 29)
Executive Profiles
Douglas Anacreonte, Vice President
David T. Maruca, Vice President