Frequently asked questions

What is an investment bank?

Investment banks are not traditional banks, nor do they invest directly; instead, they serve as key intermediaries in the flow of capital within the financial system, bridging the buy-side and sell-side through capital introductions and quantitative analysis. While some large banking groups offer a wide array of services, including private-to-liquid transactions, proprietary market making, and financial structuring, the core function of investment banking remains Private Placements—facilitating alternative investments between institutional buy-side and sell-side participants.

Why Is Investment Banking Needed?

Investment banks offer capital introductions, extensive networks, investor alignment, and both quantitative and qualitative analysis, bringing a high level of professionalism to the dealmaking process of investment mandates.

What Are Private Placements?

Private Placements involve the facilitation of alternative investment opportunities. Much like real estate agents, Private Placement Agents specialize in brokering institutional-quality alternative investments, focusing on key areas such as Private Equity, Hedge Funds, Private Credit, and Real Assets, along with their various subcategories.

What is an Alternative Investment?

Alternative Investments encompass any investment mandate outside of traditional long-only public equities, publicly traded fixed income securities, and cash products.

photo of coconut tree inside clear glass dome
photo of coconut tree inside clear glass dome