Services

Outsourcing of the capital raising and investor relations functions allows investment managers to focus purely on investing.

Palmer is responsible for:

• Development of fund marketing plan, consulting on all aspects of fundraising including fund terms, fees, optimal client base, competitive landscape, marketing literature and transparency.
• Introductions to pre-screened appropriate investors, oversight of roadshow process logistics, and management of all follow-up.
• Management of the offering and subscriptions process including capacity and fee negotiation.
• Working in partnership with the investment manager’s operations and control functions, maintenance of relationships with Palmer-introduced investors throughout the life of the fund.
• Expertise in raising both traditional and permanent fund capital through listed structures on AIM, Euronext and LSE.
• Palmer aims to be involved from pre-inception and to coordinate overall marketing and client support efforts on an on-going basis through the life of the fund; also able to work with funds at all stages of their lifecycle and assist with specific one-off fund raising mandates.

• Fund investors include: family offices, fund of hedge and private equity funds, single manager hedge and private equity funds, foundations, pension funds and university endowments, insurance companies, consultants and advisors and sovereigns.
• Palmer offers investors early access to carefully selected Palmer fundraising mandates.
• Commitment to accurate, timely and high integrity communication and transparency on behalf of Palmer-mandated funds.
• Access to capacity in Palmer-mandated funds closed to new investors.
• Impartial, honest insight into the funds, we aim for alignment with our Investors.

• Palmer offers timely and cost effective access to many of the leading traditional and alternative investment managers for placings of equity and debt offerings on an agency basis.
• Specialises in the small and micro cap arena and on companies offering high growth or niche investment exposure, and unique transactions in the property and agriculture sectors.
• As with other placement activities, Palmer is highly selective about the companies with whom it engages in order to produce a low volume of high quality offerings.
• Offerings typically placed with hedge funds, family offices and sophisticated long-only investors seeking long-term strategic exposure to interesting or early stage companies.
• All placements are on an agency basis only and are not underwritings.