Stonegate Securities is well known to institutions making long-term small cap investments. Over the years we've built solid, trusting relationships with more than 3,000 institutional investors in the U.S. and Europe, from small funds to mutual fund companies managing billions of dollars. Through consistent, extensive contacts, we've learned how they invest, including:

  • Their specific criteria for investing in small cap companies
  • What market cap ranges they typically buy
  • Whether they have minimum volume requirements
  • Whether they buy restricted securities
  • What industries they focus on
  • Whether they are growth or value investors.

We use this knowledge to efficiently and effectively offer the right investment opportunity to the right person within each fund. Each asset management company operates differently, and getting a deal done is nothing more than putting a quality idea in front of a qualified institutional buyer.

Everything we learn from these contacts goes into our proprietary database, a powerful tool that helps us gain unmatched insight into how institutions make buying decisions. To ensure everyone is on the same page, our team uses a shared database of institutional investors in which every detail about our investor contacts is recorded. As a result, anyone in the firm can see all of the important information about any investor, at any time.