Investment Banking Expertise

Beekman Strategic combines investment banking expertise with advanced structuring capabilities across global capital markets. Our clients rely on us when they require precision, confidentiality, and bespoke solutions that banks and traditional institutions cannot provide.

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Structured Products & Derivatives Engineering

We design, price, and execute structured notes tailored to yield generation, downside protection, USD diversification, thematic exposures, and risk-controlled strategies. For private banks, family offices, corporations, and UHNW clients.

Corporate Finance & Advisory

Strategic support for companies across growth stages: capital raising, debt structuring, valuation, financial modeling, investor relations, and governance and board-level support. We act as a specialized partner for cross-border businesses and LATAM/EU corporates requiring access to international markets.

Investment Vehicle Structuring

We create institutional-grade investment vehicles: Actively Managed Certificates (AMCs), Exchange-Traded Products (ETPs), Luxembourg vehicles and professional funds, Delaware LPs and Cayman/Guernsey vehicles, UK LTD structures, and digital asset-backed vehicles. These vehicles integrate legal, fiscal, custody, and operational elements into a unified structure.

Capital Raise Support

We build investor engagement strategies that attract the right capital through disciplined investor profiling, effective communication, and due diligence support.

Ideal Clients for Investment Banking

01

Entrepreneurs & Business Owners

Visionaries seeking pre-liquidity planning, securitization of business assets, and strategic capital raising.

02

Ultra-High-Net-Worth Individuals

Clients with $30M+ seeking complex cross-border structuring, privacy, and access to institutional-grade products typically reserved for banks.

03

Private Projects

Private projects looking to raise capital via direct capital injections or debt instruments, with comprehensive structuring and execution support.

04

Private Companies

Private companies looking for a pre-IPO solution, storing capital through European exchanges with strategic market positioning and regulatory guidance.

The Beekman Advantage

Structuring DNA

Everything begins with the right structure — tax, legal, cash flow, liquidity, pricing, risk.

Global Best-in-Class Network

Access to 35+ international issuers offering competitive pricing, credit profiles, and product flexibility.

Independent & Conflict-Free

Unlike banks, we are not tied to product agendas or internal manufacturing.

Cross-Border Advisory

Expertise in LATAM–USA–Europe capital flows, regulatory environments, credit, and FX.

Confidentiality & Discretion

Institutional processes delivered in a private-client environment.

Innovation & Technology

Through Beekman AI, we enhance the impact of your ideas.

From Assessment to Execution

01

Strategic Assessment

Goals, constraints, and market conditions analysis to inform the optimal structuring approach.

02

Structuring & Pricing

Modeling, stress-testing, issuer and stakeholders negotiations to achieve the most efficient structure.

03

Execution

Documentation, settlement, and compliance management for seamless implementation.

04

Monitoring & Risk Oversight

Reporting and active investors relationship support.

Ready to unlock new capital opportunities?

Schedule a confidential consultation with our principals to discuss your investment banking needs.

Schedule a Consultation