Ready to Go?
Looking to enter the mutual fund, ETF, or private offering space? Maverick's team of industry veterans can guide you through the process. From feasibility to generating a go-to-market plan we will guide you each step of the way, helping you avoid roadblocks and reach your goals without the frustration going it alone. A few of our key areas of expertise are:
- Feasibility and competitive landscape analysis
- Fund Structure and pricing consultation
- Capital Allocation and Deployment
- Interviewing of Administrators, Transfer Agents, Legal, and Compliance
- Developing your "why"
- Private Placement Memorandums
- National Accounts Primer