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We are Leaders

Leaders in PPM and Private Placement Memorandum  Writing and Consulting.


About Us is one of the older and respected private placement offering firm on Wall Street. For nearly 20 years our team has assisted thousands of companies launch their companies. From startup hi tech companies in need of a business plan or offering memorandum, to a later stage company raising equity or debt capital can assist. is the leading Private Placement Memorandum (PPM) development firm.  Our Wall Street office serves the greater New York area and beyond. While our resources our broad, we specifically tailor our clients needs with the ultimate goal of procuring investment capital, whether its $100k or $1 Billion. All documents created by are investor ready and if need be SEC regulatory. Our turnaround time for complete document creation is less than 1 week, and can be expedited, if needed, in a matter of a few days.

we've assisted


in launching their companies

Offering Memorandum also writes an Offering Memorandum for debt or equity raises. An offering memorandum is another way of saying private placement memorandum, however depending on the type of offering and the location of the company in need of such a document, the term ‘offering memorandum or ‘private placement memorandum may be utilized. For the most though these terms are interchangeable. An offering memo is used to ‘offer’ securities like stock or bonds to investors.

Become Our Partner

Create  a strategic alliance with and earn more income. More than 250 companies have created an alliance with us and “outsource” private placement memorandum and business plan writing, and other needed services through us (see our “Services” for all that we do). Hundreds of businesses worldwide, spanning a vast array of industries, have relied on for solid private placement memorandum and business plan development and to give an honest assessment regarding a project’s feasibility.

Capital Raise Networking

If your company is seeking to raise capital our team might able to help. We assist in various ways including identifying investors or investor groups to solicit, general networking with funds of all sizes and specific approaches to bank financing. We can assist in contacting hundreds and sometimes thousands of investor groups or investment banks. Our method will help hasten the entrepreneur’s funding process and cut out the countless hours searching and filtering for the right investors to approach.


Business Plan Writing is a world class writer in business plan development and financial modeling. We are first and foremost business plan consultants which led us to the private placement market.


Business & Fund Setup can assist with your company formation. In additional to US companies needing incorporation help, we can also consult for the best type of non-US company or offshore fund formation.


Debt Bond Offerings assists with debt offering assistance. Many companies issue debt in the form of bonds or notes including secured and unsecured offerings. We assist with private placement memorandum and bond creation.


144A and Reg S drafts 144A private placement memorandum. 144A is used for US investment purposes. In addition to 144A we also write Reg S (Regulation S) offering documents which are mainly to raise capital outside the US. Often, a PPM will contain both 144A and Reg S languages, especially for debt issuance.


Valuations undertakes valuations for companies of various sizes and stages of operations. We will make an honest valuation of the company. For those raising capital or selling their business it is imperative to have a good and realistic valuation, otherwise it will be hard to taken seriously by an investor.


Prospectus also writes prospectuses for both private and public companies. For those in the process of an IPO, or seeking listing on an exchange, offers first class consulting and writing for the most important document: the prospectus. A “prospectus” is often employed worldwide as an document needed to raise capital.

Our Team was created out of the need to give start-ups, later stage companies and the every-day entrepreneur the ability to work with a firm that has a vested interest in its success. Aside from creating Private Placement Memorandums, Business Plans, and a host of other documents geared for investment, helps entrepreneurs from their initial stage of development through the funding process.

Our team has been assisting with private placement writing services for more than 20 years.

Our Clients

Our clients range from start-ups to billion dollar enterprises. We assist companies in most industries, including real estate, finance, fintech, software and hi-tech, manufacturing, internet companies, aerospace, nature, farming and most anything else one can think of!

assisting clients for over

20 Years

& more to come

Work With PPM

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30 Wall Street
Suite 800
New York, New York 10005


(212) 930 - 0161


[email protected]