we source, evaluate, structure and lead value creation for family offices and private investors.

Since 2007, the principals, advisory board, and partners of Crestmont Investments have sourced, evaluated, and financed hundreds of direct investments across the globe. We formed CI in late 2017 to serve as a placement agent and independent sponsor to family offices and select private investors.

After careful evaluation, we determine whether to arrange financing for a transaction as an intermediary, working on behalf of the issuer, or as a principal through negotiated terms with our target company or seller.

Capital raising for select issuers

Through registration with Finalis Securities LLC, a FINRA-registered broker/dealer, we serve as a placement agent, presenting proprietary direct investments to our network of private investors and family offices. Finalis Securities LLC and Crestmont Investments LLC are separate and unaffiliated companies.

Carbon offset credits

Through our Crestone Capital partnership, we source, evaluate, and finance projects that can generate voluntary carbon offsets through the reduction of carbon emissions. As a secondary focus, we work with family offices and private investors to identify and evaluate the creation of marketable carbon offset credits from legacy assets - including coal, oil, land, forestry, and agriculture.

Compelling off-market opportunities

We identify what we believe to be compelling, off-market, investment opportunities, typically from our proprietary network of family offices, advisors, and managers leading change in new energy and decarbonization.

As an independent sponsor, our interests are aligned with both capital providers, specifically family offices, and managers or operators.