As CEO, Mark needed investment management of his company's excess capital, with growth of the investment equal to or greater than the company's productive capital. He needed relatively stable value in the account, ability to access the investments in the event of dividend distribution or additional company outlays, and detailed reporting for the shareholders.
Our unique solution
M Capital Wealth has successfully managed the investment of Mr. Avent's family business capital, including navigating through the difficult recession in 2008 and 2009. When the family decided to sell another long-held business, we brought in an M&A team to be a lead advisor in finding strategic buyers. Through diligent management of the portfolio we realized the company's investment growth goals while also meeting their liquidity needs. Over time, we've also been able to build complementary strategies for Mark and his family's personal and trust investments.
The testimonial below was given by a current client. No cash or other compensation was provided for the testimonial.
“M Capital is doing an absolutely phenomenal job for my company, my family and me. Over time, we’ve seen them consistently beat out other money managers in overall performance, finding unique investments and fulfilling our investment needs. When asked by others what I do with my investments, I refer them to M Capital – their work is outstanding.”
- Client Type
- Family Business
- Bennettsville, SC