Since being founded  in 1988, Nashville Capital Corporation has provided an array of services to its institutional clients, covering a broad spectrum of risk parameters.

The depth and detail of the services we deliver greatly depends upon the individual need of our clients. Since our inception, we have learned that careful and attentive listening is the single most important ingredient for a truly professional relationship. Some clients have very specific needs and expectations, thus requiring  considerable focus on our part to address those needs directly. Other clients have broader needs and often seek our recommendations and “outside-of-the-box” suggestions. For these latter clients, we provide more creativity and input in the process.

The second defining parameter of services offered is the level of staffing and internal resources available within the client organization. Some of our institutional clients have fully staffed investment departments and seek only strategic counsel or direction. Other clients operate in a more virtual environment and rely more heavily on external support for many tasks, while retaining internal expertise.
Call us at 1-800-459-9084
email me
Questions?
Copyright © 2011 Nashville Capital Corporation.  All rights reserved.
Client assignments have included at least the following:

Traditional Assets

  • Structuring and operating client-required investment vehicles, such as partnerships, common trust funds, and mutual funds

  • Coordinating client visits to RIA’s offices and facilities

  • Arranging and hosting RIA visits with client and other interested parties (trust clients, shareholders, employees, investment committees, directors, regulators, etc.)

  • Reviewing asset allocations and options for additional asset classes

  • Analysis of performance (both client and RIA); Confirming and documenting the historical performance as presented by prospective Registered Investment Advisors, as well as the continuity of the RIA’s investment style, management team, and client servicing records

  • Identifying targeted (boutique) Registered Investment Advisors for specific portfolio needs of the client

  • Negotiating and documenting fees schedules of potential advisors for clients

  • Reviewing ongoing performance and managing the client-RIA relationship

  • Solving operational problems, such as brokerage problems, reporting discrepancies, etc.

  • Reviewing and researching potential venture investments for institutional investors

Small Business Advisory Services

Toward the other end of the spectrum, Nashville Capital Corporation has advised a number of small and medium sized companies that were considering additional capital infusions, or were faced with other corporate finance decisions such as merger and acquisition opportunities, and expansions alternatives needs. For these clients we have performed consulting projects that allowed us to:

  • Structure debt and equity offerings

  • Coordinate the preparation of Private Placement Memorandums for Reg. D offerings

  • Recruit key staff (VP Finance, CFO, CEO, etc.)

  • Negotiate and critique offers from private investors and venture capitalists

  • Assist in the financial management of start-ups until full time staff was economically feasible

  • Research, document, and maintain comprehensive industry intelligence and competitor data, using web sites, SEC filings, press releases, direct inquiries, and other industry resources