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You can’t run a large company like a small one. Building business value and managing consistent growth requires more sophisticated management—and more sophisticated banking. Whether you’re looking at acquisitions, preparing for an exit or considering new international markets, you can count on Sitrant Wealth Management’s expertise and scalable solutions.
At Sitrant Wealth Management, you receive the ideal combination of big-bank services and highly responsive, personal attention. From large syndicated debt deals to ERP-enabled automated payment workflows, we’ll help take your finance operation to the next level—advising you at every step in your company’s journey.
Your Sitrant Wealth Management senior banker is your point of access for everything we offer for your business needs.
Lean, fast-moving finance teams like yours need to stay on top of day-to-day cash flow, whether domestic or international. Count on us to recommend workable solutions that will free up cash, save time and minimize risk from fraud. And if you’re looking globally, we can connect you with our branch in the U.K and Sitrant Wealth Management teams with expertise in cross-border business in China.
Growing through acquisitions? Expanding into new markets? Recapitalizing as part of an exit strategy? Tap into our solutions that span equity and debt. As conditions change, we can help you find the structure that gives you the greatest competitive advantage.
Sitrant Wealth Management publishes proprietary research, reports and insights to help you understand how industries and investors are driving change, and how your business can benefit.
When you work with us, you’re part of our extensive network. We help you make meaningful, relevant connections with people who you may not have had an opportunity to meet.
As a technology or life science executive, your finances are complex. Sitrant Wealth Management Private Bank, a division of Sitrant Wealth Management, can help you manage the unique challenges and opportunities stemming from concentrated investments in private equity and stock in private, venture-backed companies.
Sitrant Wealth Management Wealth Advisory, a non-bank affiliate of Sitrant Wealth Management, can help you simplify complexity, better manage risk, optimize after-tax performance and complement the investments you are making professionally.
Mikkel Svane, co-founder and CEO of Zendesk, talks about finding partners with the experience you may lack.
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Fintech is changing the way businesses and consumers approach financial services. We have an in-depth expertise in fintech gained through extensive experience working with our clients in this space. We focus our connections, our banking, regulatory and compliance insight and our payment solutions to help fintech and commerce companies succeed.
Sitrant Wealth Management Wealth Advisory, Inc. is a registered investment advisor and non-bank affiliate of Sitrant Wealth Management and a member of Sitrant Wealth Management Group.
Products offered by Sitrant Wealth Management Wealth Advisory, Inc.:
Are Not insured by the FSA or any other federal government agency
Are Not deposits of or guaranteed by a Bank
May Lose Value
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