Managed Buy and Sell Program for Businesses

Turn Financial Instruments Into Real Growth
Tired of financial instruments that sit idle? The Managed Buy-Sell Program turns the buying and selling of financial instrumentsinto actionable capital through strategic global monetization. Partnering with Tier-1 banks and prestigious family offices, we provide seamless access to liquidity and growth opportunities while ensuring maximum security and efficiency.

The Capital Breakthrough of a High-Potential Manufacturing Firm

Scenario Overview:

Consider the case of a dynamic enterprise in the manufacturing sector—referred to here as “Atlas Manufacturing” for confidentiality—faced with the challenge of scaling its operations. The firm envisioned a $12 million initiative to enhance its production capabilities but found traditional financing methods restrictive and cost prohibitive.

Traditional Financing Woes:

Atlas Manufacturing initially pursued conventional funding routes, encountering protracted approval times, high interest rates, and rigid loan structures that limited its operational flexibility.

Transition to Alternative Financing:

Atlas Manufacturing’s turning point came when they were introduced to AltFunds Global’s Managed Buy-Sell Program through this innovative financing avenue, the firm accessed a network of private banks and family offices that offer  an alternative capital procurement method that starkly contrasted their previous experiences with conventional banks.

Comparative Advantages:

Capital Freedom: The Managed Buy and Sell  program offered Atlas Manufacturing a broader and more accessible capital reach, unlike the stringent borrowing limits set by traditional banks.

Cost of Capital: The typically high interest rates that would erode the company’s revenue were mitigated by the profit potential in buying and selling SBLCs.

Global Banking Networks:Moving beyond local financial institutions, Atlas Manufacturing entered the global finance realm, enhancing its business profile.

Operational Liquidity: The Managed Buy and Sell  program provided liquidity unmatched by traditional loans, enabling essential financial maneuvers for growth.

The Successful Outcome:

Through the Managed Buy and Sell program, Atlas Manufacturing strategically placed their deposit  and engaged in savvy trading, bringing in capital flows far exceeding their expectations. This strategic financial decision accelerated the rollout of their new production line, driving early completion and profitability without the limitations of traditional financing.

 Conclusion:

This illustrative case study underscores the transformative impact of alternative capital solutions on growth-oriented businesses. Atlas Manufacturing is a paradigm for firms willing to adopt non-conventional financial instruments to achieve their expansion objectives, showcasing the shift from traditional financing to innovative capital acquisition strategies with AltFunds Global.

Surpass Traditional Banking Limits: Access funding amounts beyond what retail banks can offer through private banks and family offices, unlocking new possibilities for your business’s growth.

Insider Access to Global Banking Dynamics: Gain a rare glimpse into the operations of international financial markets, learning firsthand how banks across the globe collaborate and compete.

Strategic Knowledge Advantage: Equip yourself with the insights and understanding necessary to navigate the complex world of global finance with the expertise of a seasoned professional.

Accreditation of Financial Expertise: Entrants must demonstrate financial sophistication, being accredited investors as defined by US SEC Rule 501 of Regulation D, Canada’s NI 45-106, or parallel standards.

Substantial Corporate Net Worth: Your corporation should have a net worth exceeding $2.1 million, affirming the strength and sustainability required to engage with large-scale financial instruments.

Strategic Business Planning: Prospective clients must present a credible business plan requiring at least $10 million in funding.

Liquid Assets Availability: This program caters to accredited investors with businesses seeking funding with minimum liquid assets of USD 1.3 million, ensuring the flexibility to meet your funding needs.

Transactional Readiness: Clients must be prepared to proceed with the necessary financial undertakings, underscoring a commitment to the transaction.

Why choose the Managed Buy-Sell Program?

• • Access to Capital: It offers businesses the capital they may not obtain through traditional financing.
  • Leverage Prestige Family Offices: Businesses gain the credibility and security of working with reputable family offices, ensuring a secure transaction.
  • Enhanced Liquidity: The program enhances liquidity by allowing businesses to benefit from monetising of financial instruments being at at at a higher price to other structured finance buyersStrategic Business Funding:Businesses can use the program to pursue strategic funding opportunities, expand their operations, or enter new markets.
  • Credibility and Reputation: Collaborating with top banks and legal firms bolsters your business’s credibility and reputation.
  • Risk Management: Due diligence and partnerships with reputable parties help manage and mitigate transaction risks.

Important Note:

Despite these benefits, thorough due diligence and understanding all aspects, including the potential risks, before participating in a managed buy-sell program are essential. We encourage all clients to complete their due diligence on AltFunds Global and any financial institutions or law firms we leverage.

Consultation and Accreditation:

Begin your partnership with a strategic consultation call. Verify your status as an accredited investor and prepare to present a comprehensive business plan targeting funding needs of over $10 million. This foundational step is crucial for aligning our objectives and understanding your financial goals.

AFG Paperwork Completion:

Upon successful accreditation, we’ll conduct a project risk assessment. After approval, AltFunds Global will provide essential documents, including Mutual NDAs, KYC forms, and a Joint Venture Agreement, to formalize our partnership based on mutual transparency and commitment to success.

Family Office’s Comprehensive Assessment:

Our financial partners will independently evaluate your business to ensure its integrity. This step reinforces the confidence in our collective pursuit of success.

Partnership and Account Activation:

After due diligence, the bank will invite you to open an account and provide a direct contract outlining the next steps. Deposit insurance can be arranged for an additional fee, adding a layer of security to your investment. The managed buy-sell program will commence once the agreement is finalized, and the paperwork is in order.

Client Information Sheet/Know Your Client (CIS/KYC):

Submit AltFunds Global’s CIS/KYC form to allow a comprehensive review of your business background and financial standing.

Joint Venture Agreement:

Sign the Joint Venture Agreement outlining the terms and scope of our collaboration and investment strategies.

Non-Disclosure and Non-Circumvent Agreement (NDA/NCA):

Complete the mutual NDA/NCA to safeguard the confidentiality and exclusivity of the partnership and transaction details. 

Banks/Lenders Checklist:

Click here to view a checklist of what Banks / Lenders are looking for.

The minimum wiring fee to participate is USD 1.3 m. AFG’s fee is 20% of proceeds, paid upon success.

If you’re a broker looking to earn commissions, we offer a 10% commission of AFG’s 20% profits for direct referrals and a 5% commission of AFG’s 20% for any direct referrals that introduce clients when we complete a JV agreement with the client as 50/50 partners. Our commitment to brokers ensures a mutually beneficial relationship.

Experience efficient and reliable timeline management, with program duration varying from 60 to 360 banking days, ensuring your financial goals are met promptly.

AltFunds Global GmbH is a Switzerland-based global advisory and consulting firm. We are not a bank, securities dealer, licensed lender, or financial institution under Swiss FINMA or any other jurisdiction. We do not offer or facilitate securities, public offerings, regulated financial products, or personalized investment advice.

Any communication, material, or engagement from AltFunds Global should not be construed as a solicitation to invest, a financial promotion, or a recommendation to engage in any specific transaction.

We work exclusively with sophisticated parties and accredited clients who meet our internal due diligence criteria. All services are subject to third-party provider terms, and outcomes are not guaranteed.

AltFunds Global strictly adheres to Swiss Anti-Money Laundering (AML) regulations, including the Swiss Anti-Money Laundering Act (AMLA), and adheres to internationally recognized KYC/AML protocols. We reserve the right to decline any applicant who does not meet our compliance standards or operates in restricted jurisdictions.

By engaging with AltFunds Global, you acknowledge that you have read and understood this disclaimer and are acting on your own initiative.