Private Client Services Tailored to our Client's needs
 

Retirement Plan Services

The professionals at Mainstream Capital Partners consults with businesses to provide and implement open architecture retirement benefits programs including 401(k), profit sharing, cash balance, and deferred compensation plans. Our consultative approach incorporates the provisions of the Pension Protection Act of 2006 to design a plan that can help meet the institutional client's needs and that manages the client's exposure as a fiduciary.

We provide insurance services by sourcing insurance needs with different carriers and spending time developing case designs. We employ strategic alliances as needed to facilitate insurance solutions for the unique coverage needs of institutional clients, to aid with employee retention, as well as long term care solutions.

 

Investment Banking Services

The professionals at Mainstream Capital Partners serve the capital and strategic advisory needs of emerging growth companies. We offer a full array of investment banking services through Raymond James to include; strategic planning, debt and equity capital formation through public and private offerings; merger and acquisition advisory services, including sales and divestitures, tender offers, leveraged buyouts, takeover defense, fairness opinions and valuations, and corporate restructuring through in-and-out-of-court efforts.