PARK CITY CAPITAL, INC.
Services Consisting of Primarily Private Placements include:

  • Common Stock/Convertible Notes
  • Preferred Stock
  • Units (Common Stock/Warrants)
  • Bridge Loans
  • Private Investments in Public Entities (PIPES)
  • Sale-Leasebacks for Both Real Estate and Equipment
CAPITAL RAISING


Our Investment Banking Advisory Services include:

  • Planning and Strategy Development
  • Financial Analysis, Structuring and Restructuring
  • Business Modeling and Feasibility
  • Design and Implementation of Tax Efficient Strategies, both Corporate and Personal
  • Buy-Side/Sell-Side Advisory Valuations
  • Affordable Housing/Senior Citizen Housing Tax Credit Consulting
  • Preparation for Capital; Raising, Including Development of All Required Information and Documents
INVESTMENT BANKING


Park City Capital provides its clients with access to mutual funds, fixed income investments, private placements, insurance, third party money managers, and corporate advisory services. As an independent firm, we are able to leverage a wide array of financial resources through our open architecture approach and strategic relationships which benefit our high net worth individuals and our corporate clients.
FINANCIAL ADVISORY 


Our firm serves as an Advisor to not only our corporate clients to develop strategies and maximize shareholder value,  to provide guidance for succession planning and ownership liquidity, but also to our high net worth individuals for wealth management, preservation of capital and effective tax planning.

 We utilize the following services of our strategic relationships:

  • Estate and Trust Services
  • Retirement Plan Assessments
  • Family Limited Partnerships
  • Charitable Endevavours
WHAT MAKES US DIFFERENT


Call today for a consultation: 215.517.5700


Our Selling Agreement Representative Samples:

Mutual Funds:

  • American Funds
  • Delaware Funds
  • Fidelity Funds
  • Franklin Templeton
  • Gabelli Funds
  • Invesco (AIM)
  • Nationwide Funds
  • Nuveen Funds
  • SunAmerica Funds


Insurance Companies:


  • AIG
  • Allianz
  • Annexus
  • Aviva
  • Metlife
  • Penn Mutual


Third Party Money Managers:


  • Green Drake Partners, LP
  • Haverford Trust
  • ​J Alden Associates
PRODUCTS