Nov 15, 2020 | Business
Global private financial group headquartered in San Francisco engaged by specialty financial services company as strategic advisor.
US Capital Global has been engaged by Sundance Strategies, Inc. (OTC: SUND) (“Sundance Strategies”) as its strategic advisor on an investment facility of up to $500 million. Headquartered in Provo, UT, Sundance Strategies is a specialty financial services company engaged in converting insurance contracts, policies, and obligations into asset-secured bonds.
US Capital Global is a full-service private financial group with an established track record in investment banking, asset management, and capital formation services. The firm provides sophisticated debt, equity, and investment products to lower middle market companies and investors. All securities are offered by the group through its FINRA-member, SEC-registered broker-dealer affiliate, US Capital Global Securities LLC.
Sundance Strategies intends to use the proceeds from the investment facility to execute its strategy of acquiring and securitizing low-risk life insurance policies with favorable financial terms for the company.
“This capitalization process, with US Capital Global as our strategic advisor, will serve as a significant catalyst for our vision of Sundance as a leader in the life insurance-linked securities industry,” said Kraig Higginson, Executive Chairman at Sundance Strategies. “We believe there is significant demand from conservative investors for an accessible, low-risk vehicle into the life insurance-linked securities market.”
“We are very pleased to be supporting Sundance Strategies and its experienced management team led by Kraig Higginson and Randy Pearson at this inflection point in the company’s growth,” said Charles Towle, Managing Partner at US Capital Global. “At US Capital Global we have deep experience in assisting companies in structuring the financing they need to grow. We look forward to working closely with Sundance Strategies in an advisory capacity and supporting its strategic plans.”
About Sundance Strategies, Inc.
Sundance Strategies, Inc. (OTC: SUND) is a specialty financial services company engaged in the business of acquiring life insurance policies and residual interests and utilizing these assets in specialized financial products tied to the life insurance policies. The company focuses on the purchase of select life insurance assets, to be utilized to back securities to be sold in the private bond market. www.sundancestrategies.com
About US Capital Global:
Established in 1998, US Capital Global leverages the latest FinTech and RegTech innovation to provide sophisticated debt, equity, and investment products to lower middle market companies and investors. The US Capital Global group manages direct investment funds and provides wealth management and capital raise services through its affiliates, including US Capital Global Investment Management LLC, US Capital Global Wealth Management LLC, and its FINRA-member, SEC-registered broker-dealer, US Capital Global Securities LLC. The group collaborates closely with its peers in professional banking and investment advisory. www.uscapglobal.com
To learn more about US Capital Global, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapglobal.com or call +1 415-889-1010.
Contact:
Vanessa Guajardo
US Capital Global
555 Montgomery Street, Suite 1501
San Francisco, CA 94111
415-889-1010
media@uscapglobal.com
https://uscapglobal.com
Oct 31, 2020 | Business
US-Capital-Global’s International COVID-19 Relief Efforts Featured in The Secured Lender Magazine
San Francisco-based private financial group featured in Secured Finance Network magazine article on COVID-19 responders.
San Francisco, California, USA., October 31, 2020 — US Capital Global has been featured in the September 2020 issue of the Secured Finance Network’s monthly magazine, The Secured Lender,in an article titled “SFNet Members Respond to those in Need During COVID-19.” The article, authored by Brian Resutek, shines a spotlight on a handful of finance firms devoting significant time and funding to aid vulnerable communities affected by the COVID-19 fallout.
Highlighting US Capital Global as one such firm, Resutek focuses on the firm’s work with its affiliated nonprofit, Braj Bhumi Group, which has significantly increased its engagement with rural Indian communities deeply affected by the ongoing pandemic, especially the decimation of local economies leading to food shortages.
Headquartered in San Francisco, US Capital Global is a global private financial group with an established track record in investment banking, asset management, investment management, and capital formation services. The firm provides sophisticated debt, equity, and investment products to lower middle market companies and investors, using the latest FinTech and RegTech innovation.
Braj Bhumi Group has been serving rural communities in India through the distribution of food, clothes, and medicine for over a decade, with a particular focus on the rural area of Braj in Uttar Pradesh, which includes the world-renowned cultural heritage town of Vrindavan. The sudden and heavily enforced lockdown in India brought the local economy to its knees and left the town’s most vulnerable residents, including some 20,000 elderly widows, near starvation.
“The lockdown in India has been very different to that in the United States,” said Charles Towle, Managing Partner at US Capital Global. “The movement of citizens is strictly limited and closely policed in certain zones, which means you need expertise with your local ground team for your effort to work. Additionally, the only way to get resources to the villages and temples is to understand the government regulations and protocols. Thankfully, we have this local expertise with Braj Bhumi Group. It has been deeply rewarding to be a small part of the global effort of supporting one another during this global crisis, and I’m thankful to Brian Resutek and The Secured Lender for featuring this philanthropic project.”
About the Secured Finance Network:
The hub of a vibrant financial networking community, the Secured Finance Network (“SFNet”) operates as an essential resource for all organizations and professionals who deliver and enable secured finance to businesses. Providing both large-scale and intimate networking opportunities, hard-to-come-by industry data, and a range of training programs, SFNet anticipates and responds to the needs of the multifaceted secured finance community, while its monthly magazine, The Secured Lender, shares the insights of top industry leaders. www.sfnet.com
About US Capital Global:
Established in 1998, US Capital Global leverages the latest FinTech and RegTech innovation to provide sophisticated debt, equity, and investment products to lower middle market companies and investors. The US Capital Global group manages direct investment funds and provides wealth management and capital raise services through its affiliates, including US Capital Global Investment Management LLC, US Capital Global Wealth Management LLC, and its FINRA-member, SEC-registered broker-dealer, US Capital Global Securities LLC. The group collaborates closely with its peers in professional banking and investment advisory. www.uscapglobal.com
To learn more about US Capital Global, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapglobal.com or call +1 415-889-1010.
Contact:
Vanessa Guajardo
US Capital Global
555 Montgomery Street, Suite 1501
San Francisco, CA 94111
415-889-1010
media@uscapglobal.com
https://uscapglobal.com
Oct 23, 2020 | Finance
Global private financial group headquartered in San Francisco engaged by Los Angeles-based green technology manufacturer as strategic advisor.
US Capital Global has been retained by Med-X, Inc. (“Med-X”) as its strategic advisor for a $10 million capital formation. Med-X intends to use the additional financing to expand three of its natural products divisions, Nature-Cide, Thermal-Aid, and Malibu Brands, which are positioned for international distribution, as well as to further position the company to potentially go public and eventually be listed on a U.S. stock exchange.
Headquartered in Los Angeles, CA, Med-X is an innovator in developing all-natural, eco-friendly alternatives to products containing poisonous chemicals and harmful pharmaceuticals, often used in pest control, pain management, and agriculture. Med-X sells its products through leading international pest control distributors and applicators, as well as directly to American homes through partnerships with major retail and healthcare distributors.
Headquartered in San Francisco, US Capital Global is a full-service private financial group with an established track record in investment banking, asset management, and capital formation services. The firm provides sophisticated debt, equity, and investment products to lower middle market companies and investors. All securities are offered by the group through its FINRA-member, SEC-registered broker-dealer affiliate, US Capital Global Securities LLC.
Med-X CEO, Dr. David Toomey, states: “Over the last three years, the Nature-Cide and Thermal-Aid divisions of Med-X have continued to grow at a strong pace, now making it necessary to access large-scale capital to sustain inventory growth needs, pursue targeted acquisitions, and advance and expand the company’s international footprint. By securing more expansive financing, we are establishing the foundations for Med-X to potentially go public and be listed on a national stock exchange, thereby pursuing our goal of expanding Med-X into a global player with strong international market reach.”
“We are very excited to begin working with Dr. Toomey and his experienced team at Med-X,” said Jeffrey Sweeney, Chairman and CEO at US Capital Global. “The distribution relationships of Med-X’s product divisions are one of the key drivers for Med-X’s revenue growth, and these strong partnerships have emerged out of the tremendous need for innovative green solutions across multiple verticals. We look forward to supporting Med-X’s continued growth as the company’s strategic advisor for this $10 million capital formation.”
About Med-X, Inc.
Med-X is a leader in green technology manufacturing dedicated to providing consumers and communities with real solutions for living a healthy lifestyle without negatively impacting the environment. The company has developed a range of all-natural, plant-based brands, which include its Nature-Cide, Thermal-Aid, Home Spa, and Malibu Brands. Med-X has also entered the emerging Cannabis sector through such commercial activities as compound extraction of the identified hemp and cannabidiol (CBD) compounds. This is in response to rising consumer demand. www.medx-rx.com
About US Capital Global:
Established in 1998, US Capital Global leverages the latest FinTech and RegTech innovation to provide sophisticated debt, equity, and investment products to lower middle market companies and investors. The US Capital Global group manages direct investment funds and provides wealth management and capital raise services through its affiliates, including US Capital Global Investment Management LLC, US Capital Global Wealth Management LLC, and its FINRA-member, SEC-registered broker-dealer, US Capital Global Securities LLC. The group collaborates closely with its peers in professional banking and investment advisory. www.uscapglobal.com
To learn more about US Capital Global, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapglobal.com or call +1 415-889-1010.
