Post on 01-Apr-2016
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SG IS A GLOBAL ADVISORY FIRM
The firm provides high-net-worth clients with unique solutions to their complex financial needs, operating in the US, Russia and Israel.
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WHAT WE HAVE DONE
Since 2010, SG has facilitated over 941 Million USD in completed transactions through its Lending, Insurance, and Operations Divisions. The firm has also directly invested over 258 Million USD through its Alternative Investments and Asset Management Divisions.
$139 million
$538 million
$243 million
$118 million
$158 million
loans facilitatedby Lending
policies boundby Insurance
assets managed by Operations
invested through Alternative Investments
overseen by Asset Management
$1.2 BNTOTAL
TRANSACTIONS
*Values as of Q2 2014
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Each division mirrors one of the five elements that encompass the financial eco-system of a high-net-worth client.
LENDING ALTERNATIVEINVESTMENTS
INSURANCE ASSETMANAGEMENT
OPERATIONS
SG OPERATES THROUGH FIVE DIVISIONS
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LENDING DIVISION
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SINCE 2010, SG’S LENDING DIVISION HAS FACILITATED OVER
$538,000,000IN FINANCING TRANSACTIONS ON ASSETS RANGING FROM:
Commercial PropertiesLuxury Estates
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Yachts Aircraft Single Family Homes
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SG’s Lending Division operates through two platforms: Private Banking and Wholesale Lending. Through these platforms, SG positions each client with access to a broad array of lending solutions for any asset.
Wholesale LendingLoans < $2 million
Private BankingLoans > $3 million
PRIVATE BANKING & WHOLESALE LENDING
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THE COMPETITIVE ADVANTAGE OF SG’S LENDING DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:
1. 2.RELATIONSHIPS
WITH KEY EXECUTIVES
IN THE BANKING INDUSTRY
KNOWLEDGE & UNDERSTANDING
OF COMPLEX INCOME
STRUCTURES
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3.ABILITY TO NAVIGATE
THROUGH THE EVER-CHANGING
LENDING GUIDELINES
THIS APPROACH ALLOWS SG TO DETERMINE WHICH FINANCIAL INSTITUTIONS & PRODUCTS
ARE BEST SUITED TO ADDRESS CLIENTS’ NEEDS WITHOUT BEING CONSTRAINED BY FINANCIAL
INCENTIVES TOWARDS ONE SOLUTION OVER ANOTHER.
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ALTERNATIVE INVESTMENTS DIVISION
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SG’S ALTERNATIVE INVESTMENTSDIVISION HAS INVESTED OVER
$139,000,000IN COMPANIES, INDUSTRIES & BRANDS INCLUDING:
SoftwareCompanies
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Real EstatePharmaceuticalsConsumerBrands
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FUND I & FUND II
SG’s Alternative Investments Division has directly invested in over 30 high-growth Tech related companies using the firm’s own capital while building relationships and access to opportunities via SGVC Fund I.
In Q2 of 2014, the firm launched SGVC Fund II as an investment vehicle to allow clients the opportunity to invest alongside our principals in some of Silicon Valley’s best early stage companies.
SGVC Fund I formed Q1 2011
SGVC Fund II formed Q1 2014
Fund IInvestment Stage:Seed & Series A-C
Fund ITotal Investments:
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Fund IIInvestment Stage:
Series A-C
Fund IIInvestments to Date:
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THE COMPETITIVE ADVANTAGE OF SG’S ALTERNATIVE INVESTMENTS DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:
1. 2.ACCESS TO
EXCLUSIVE DEALS THROUGH OUR ECOSYSTEM OF CO-INVESTORS
COMPETENCY REQUIRED TO
ANALYZE DEALS & MAKE INFORMED
DECISIONS
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3.
ACCESS TO THE CAPITAL REQUIRED
TO EXECUTE UPON DEALS
SG’S PRINCIPALS DIRECTLY INVEST THEIR OWN CAPITAL INTO THE OPPORTUNITIES THE FIRM
PRESENTS TO ITS CLIENTS.
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INSURANCE DIVISION
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SG’S INSURANCE DIVISION HAS ORCHESTRATED & BOUNDED OVER
$243,000,000IN POLICIES RANGING BETWEEN:
Domestic Life Insurance
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Individual/Key ManLife Insurance
Health Insurance & Group Benefits
Foreign National Life Insurance
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A NETWORK OF SOLUTIONS
SG’s Insurance Division works with top industry experts to provide clients with cutting-edge solutions to their wealth protection-and-transfer needs.
In March of 2014, SG partnered with 19 insurance companies to issue the record breaking life insurance policy of $201MM setting the Guinness World Record for the Most Valuable Life Insurance Policy.
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THE COMPETITIVE ADVANTAGE OF SG’S INSURANCE DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:
1. 2.EXPERTISE IN
FULLY ANALYZING THE FINANCIAL
SITUATION OF EACH CLIENT
ABILITY TO REMAIN IMPARTIAL WHEN
SELECTING PRODUCTS
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3.
ACCESS TO A BROAD NETWORK
OF INSURANCE EXPERTS
SG MAKES TAILORED RECOMMENDATIONS WHEN CHOOSING AN INSURANCE POLICY BEST SUITED
TO PROTECT EACH CLIENT’S WEALTH.
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OPERATIONS DIVISION
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SG’S OPERATIONS DIVISION HAS OVERSEEN & MANAGED A RANGE OF ASSETS WITH A CUMULATIVE VALUE OF OVER
$158,000,000.THESE ASSETS INCLUDE:
Luxury Real Estate
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CommercialProperties Aircraft Yachts
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MANAGEMENT & OVERSIGHT
SG’s Operations Division partners with industry leaders to provide each client the management, oversight, and expertise necessary to optimize the value of their various luxury assets.
When it comes to selling a luxury asset, SG integrates innovative technology, creative branding, and a targeted marketing approach that effectively positions the asset without compromising the final sales price.
Analyze Client’s Balance Sheet
Determine Opportunitiesfor Cost Savings
Implement Innovative Marketing Strategy
Reduce Operational Expenses
Position the Asset’s Brand to Add Value
List Asset for Sale
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THE COMPETITIVE ADVANTAGE OF SG’S OPERATIONS DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:
1. 2.INNOVATIVE
BRANDING AND CREATIVE
MARKETING APPROACH
DIRECT CONTROL OVER EXPENSES
AND STAFFING
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3. IN CONCERT, THESE THREE ELEMENTS ALLOW
SG TO MAXIMIZE THE COLLATERAL VALUE OF THE ASSET AND MINIMIZE THE OPERATING EXPENSES
MANAGEMENT OF BUDGET AND
EXPENSES
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ASSET MANAGEMENT DIVISION
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SG’S ASSET MANAGEMENT DIVISION INVESTED OVER
$118,000,000IN MUTUAL FUNDS THROUGH FINANCIAL INSTITUTIONS IN:
United States
Russia
United States
Russia
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SG’S ASSET MANAGEMENT DIVISION PLANS TO LAUNCH IT’S IN HOUSE REGISTERED
INVESTMENT ADVISORY (RIA) IN Q1 OF 2015.
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www.sgllc.me