Institutional Placement Group

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)