Private placements and exempt offerings, structured to raise capital efficiently and to stay on the right side of federal and state securities law.
Most capital raised by private companies moves through exemptions from registration, and the details of each exemption matter: who may be solicited, what must be disclosed, and which filings are due and when.
Jason advises issuers, sponsors, placement agents, and investors on offerings from early-stage rounds to institutional private placements, with close attention to the practical mechanics that decide whether a raise closes on schedule.
Private companies and their founders, sponsors and issuers, placement agents, and institutional and individual investors.
Start with a confidential conversation about where you are and what you need.
