Women and minority business communities are growing rapidly and having a profound impact on our national and global economies. Mesirow Financial is responding to this cultural shift by improving our understanding of the needs, history and values of these new millennium markets.
We offer solutions to fit the unique needs of families, individuals and businesses.
Tailored Solutions for Entrepreneurs
Our needs-based approach takes into account a client's unique situation and offers tailored solutions for each company. We can assist you in the following ways:
- Growing your business by finding new sources of capital and executing mergers, acquisitions, private placements and fairness opinions.
- Attracting and retaining employees through employee benefit packages, managing 401(k) and other retirement plans and motivating employees with creative compensation and benefit solutions.
- Protecting your business by identifying and controlling property and casualty risks and insuring key executives.
- Responding to crisis situations by addressing financial and operational restructuring needs, assuming key management positions during a crisis, assisting with complex business disputes as well as designing, negotiating and implementing settlements.
- Transitioning your business by obtaining objective valuation, addressing your merger advisory needs and helping you close sell-side transactions.
Customized Services for Families and Individuals
Whether you want our full breadth of wealth management services or prefer to maintain a certain level of independence when it comes to your investments, you can depend on us for all of your financial needs. We will work with you and your family to reach every goal, including:
Investment Advisory Services
Our investment managers develop and manage investment portfolios that are customized to your unique objectives. We work with you to uncover your short- and long-term goals as well as your risk tolerance, then manage your investments accordingly. Most importantly, we serve as a fiduciary for the investment decisions we make on your behalf.
Investment Brokerage Services
We recognize that some investors prefer to manage the day-to-day transactions of their investment portfolio while relying on the guidance of a professional. Our Investment Brokerage business offers a personal relationship with an experienced investment professional who makes recommendations based on your specific needs.
- Preserving wealth for future generations in the event of your death
- Maintaining a level of security for your family by insuring assets
- Assisting with tax-saving 1031 Exchanges