PEWAUKEE, WISCONSIN, July 24, 2018 — Frederick & Company, Inc., today unveiled a new investment platform for private offerings. The site provides access to comprehensive due diligence packets. In addition, the documents required to complete the transaction can be reviewed and executed online.
Frederick & Company, Inc. was founded in 1960 by Paul Frederick as a full-service broker-dealer. In the early 1990s, the Company started focusing on investment opportunities in start-up and emerging growth companies. During the past 25 years, the Company has completed a large number of private offering transactions both as a direct investor and on behalf of clients.
“When the JOBS Act of 2012 passed we knew our Investment Banking business had to be retooled to take advantage of these new laws”, said Lon Frederick, son of founder Paul Frederick, and the President and CEO of Frederick & Company. Mr. Frederick added, “Our mission is to promote awareness and access to a select portfolio of highly vetted investment opportunities”.
Although considered a high risk, equity investments in privately held firms have the potential to provide substantial returns. In seeking a balance between risk and reward the investment criteria steers away from me too companies with little differentiation and tight margins toward those companies that are uniquely positioned with a strong intellectual property portfolio and are involved in a large addressable market.
The Company uses a wide variety of digital marketing techniques to generate both awareness and interest in the platform. Once registered, the prospective investor is presented a variety of media from eBooks, videos, white papers, management bios, business plans, etc. in order to analyze an investment opportunity. The forms to complete the transaction can be downloaded or executed online.
Frederick & Company is committed to providing a high degree of personal interaction between investors and the Company’s Account Executives. The platform has both chat and “call me” functions to facilitate immediate access to any assistance that may be required during the due diligence process.