Broker-Dealer Services
- Venture Capital
- Private Equity
- Family Offices
- Institutional Investors
- Fintech
- AI Founders
Trusted Across Private Markets
- Venture Capital
- Private Equity
- Family Offices
- Institutional Investors
- Fintech
- AI Founders
Institutional Distribution
- Investment Managers
- Hedge Fund Managers
- Venture Capitalists
- Wealth Managers
- Fintechs
- Broker-Dealers
Institutional Capital Distribution
Coordinating the distribution of private securities offerings to qualified institutional investors, family offices and strategic capital providers pursuing opportunities between $3M-$15M.
Investor Coverage
Managing targeted outreach across institutional investors based on investment mandate, sector specialization, cheque size and transaction profile.
Broker-Dealer Execution
Supporting Regulation D private placements through investor engagement, subscription coordination and transaction execution.
Capital Formation
Structuring institutional fundraising campaigns designed to efficiently connect issuers with qualified private market investors.
Institutional Introductions
Facilitating strategic introductions between issuers and accredited investors aligned by investment thesis, sector and capital deployment objectives.
Transaction Coordination
Managing investor communications, diligence workflows, documentation and closing activities throughout the capital raising process.
Market Intelligence
Providing issuers with institutional market insights regarding investor appetite, valuation expectations and fundraising strategy.
Strategic Capital Advisory
A broker-dealer facilitates the introduction of issuers to qualified investors, coordinates the fundraising process and supports transaction execution. Institutional offerings commonly range from $3M to $15M, depending on issuer profile and investor demand.
Institutional investors typically include venture capital firms, family offices, private funds, strategic investors and accredited investors deploying capital into private companies.
Westminster & Partners supports private placements, institutional capital raises, secondary transactions and other Regulation D securities offerings involving growth companies and qualified investors.
A focused institutional fundraising campaign generally targets 25-75 qualified investors, prioritizing strategic alignment over broad distribution.
We primarily support transactions involving artificial intelligence, fintech, enterprise software, technology-enabled businesses and other high-growth sectors pursuing institutional capital.