
Strategic Investments
An investment with another company in a partnership to develop, deploy and/or market technology can be a powerful way to advance the value of your assets while sharing the costs and risks

Equity Raising
Facilitate and selectively participate in minority and majority transactions. From common equity to highly structured transactions, we work with each party to ensure appropriate risk allocation in alignment with their goals

Mergers & Acquisitions
Assisting growth through acquisition is a specialty of ours. Household names including IBM, Gillette and others have trusted us as their exclusive advisor in successfully expanding their portfolio of technology assets

Debt Financing
The backbone of infrastructure asset development. We will leverage our network to match risk appetite to the specific risk profile of the asset and ensure best in class pricing and structure

Valuations
Before, during or after the deal, Southport Partners has years of real-world experience providing valuations of myriad businesses and assets for boards, special committees, shareholder groups and regulators

Sales & Divestitures
Divesting a product line, subsidiary or the whole company takes a steady hand.
Helping to maximize value while bringing in the right potential buyers for a well-run process is what we do, and have done, again and again.

Tax Credit Monetization
Effective monetization of available tax attributes is key to successful development. Deep experience in traditional tax equity, ITC/PTC transferability and hybrid structures will ensure the best solution is created and executed
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Southport Partners is not a registered broker-dealer, and Finalis Securities LLC and Southport Partners are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
Finalis Privacy Policy I Finalis Business Continuity Plan I FINRA BrokerCheck I Finalis Form
Customer Relationship Summary (“Form CRS”)
www.southportpartners.com (the “Southport Partners Website”) is a website operated by Southport Partners.
This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Southport Partners along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.
Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.
