Our Process begins with a conversation
and ends with value creation
Evaluation
Every prospective deal begins with a conversation. We start by evaluating the asset or business and discussing possibilities and objectives. Lots of notes… and lots of questions…
Internal Review
Once we have an understanding of the assets or business and the potential or proposed structure and value-creation channels, we will make a decision to propose an engagement, advisory relationship or investment terms.
Engagement
For family offices interested in carbon offset credits, engagement means an advisory agreement.
For issuers looking for capital, our engagement means a sponsored offering by Crestmont VS Group or an offering through our broker/dealer, Weild & Company.
Capital Introductions
Once engaged, our Crestmont team completes any outstanding diligence issues and facilitates investment and partner meetings with our network of family offices, private investment firms and carbon credit advisory and intermediary firms.
Transaction Terms and Diligence
As we progress through investor discussions or carbon offset channels our objective is to receive and negotiate terms for investment or monetization. Crestmont management has decades of experience closing investment offerings and strategic asset financings and will guide our clients and management teams every step of the way.
Closing.
This is why we began in the first place. Our objective is to successfully close our investment terms or offering or close a transaction on behalf of our family office clients to monetize carbon offset value from legacy assets.