Broad and Wall assists family offices and high growth firms going through rapid expansion. We assist fast growth firms in their planning and capital-raising. Our clients occupy leading positions in financial services in money centers and centers of financial entrepreneurial growth such as New York, Silicon Valley, Los Angeles, Dallas, London, Zurich, Hong Kong, Singapore and Panama City.
Capital raising and business development rapidly changes every year. With multiplying channels for outreach, capital raising firms and those looking to develop partnerships must focus on best ways to approach the market. Traditional environments for new managers has declined greatly due to changes in LP practices as well as general reduction in services by third party marketers, placement agents and former seeders while the environment for those using alternative sourcing has kept pace with market demands

Client Benefits

Broad & Wall Advisor's offers extensive industry experience and in-depth knowledge of strategic, financial and marketing services for family offices and alpha generating firms going through rapid growth. Combined with our substantial history of curated relationships our ability to micro target and provide competitive market analysis allows us to offer our small and mid-size business clients strategies and resource opportunities that were previously available to only the very largest firms.
Take advantage of our financial and strategic planning services to devise the best way to raise capital and market your fund or business.
Take advantage of our curated network to advise you on expansion and development capital strategies.
Take advantage of our funding strategy experts to help you get to your next level in the marketplace.

Success Stories

Since focusing on high growth companies and alternative investment funds and fund sources, Broad & Wall Advisors has helped many firms grow significantly larger and more profitable. At any point in time Broad & Wall Advisors will be working with half a dozen to a dozen hedge funds and as many companies in capital raising strategies.
Below are just a few of our client success stories.
Broad and Wall Advisors helps a high performance hedge fund identify a strategy for growing from seed to in excess of $300 million. By creating a multitude of strategies for capital location, a Broad and Wall client raised more than $300 million in less than 2 years.
Broad and Wall customer refinances debt of several million dollars during credit crisis lockup. A client has multiple lines of credit withdrawn by multiple sources despite pristine credit ratings. We quickly are able to set them up with a cumulative financing source that replaces and exceeds the prior credit commitments.
Broad and Wall acts as Managing Director of Business Development for large mid-level firms seeking capital. As Broad and Wall engagements grow, on occasion we will act as managing director of business development to assist with fulfillment of our strategies.
Broad and Wall works with a series of Private Equity firms to improve their approach to deal origination. Multiple PE firms have approached Broad and Wall on techniques to source deals using quantative methods and multiple databases.
Broad and Wall Advisors advises Private Equity and pre-IPO businesses. We provided startup, introduction and capitalization strategies for multiple micro VCs.

Our Approach

Broad and Wall uses a financially driven, return on investment approach, to identify new programs and practices that can be most effective for best practices, capital raising and joint partnering for family offices or alpha driven investment firms. Likewise, we provide business development services for these firms who need managerial best practices that fit their growth trajectories. Broad and Wall management has a thirty year history working with leaders in the financial services and has broad knowledge of methods for business development, partnering and capital raising depending on the size and sector of the fund or business. Broad and Wall advises on all aspects of the.....
of the fundraising process including competitive positioning and market assessment, marketing materials and related documentation and partnership terms and conditions most prevalent in the current environment.
To help ensure your success, we offer industry-leading customer focus. We are dedicated to putting your needs first. We have industry benchmark and best practices studies that have helped our customers get the best return on the money they spend for business development.

We focus on key aspects for success:

  • Preparation
  • Resource Allocation
  • Channel prospects
  • Geographic and Online Market prospects
  • Reaching the right audience through our massive database
  • Alignment with your audience interests
  • Correct product distribution channels
  • Reducing friction in introductions
  • Delivering a presentation product that is comparable to your competition
  • Creating a history of performance and success
  • Forming a team of colleagues who work well together.
  • Forming a team that accomplishes objectives

Key aspects for failure are:

  • Lack of Preparation
  • Indistinguishable Documentation
  • Reliance on Luck and Third Parties for success
  • Non-implementation of sound business development practices
  • No real investor strategy
  • No prior knowledge of investor record
  • Going out to the investing public prior to being ready
  • Lack of thoroughness in presentation
  • No historical deal or team background

Presenters to our group include

(1) Thought leaders such as: Cambridge Associates, NEPC, Makena and Meketa
(2) Fund Innovations, Innovators and Trends such as: Luminous Partners, Harvest Volatility, Barnegat Funds, Prelude Capital and Funds of Funds that have migrated to First Loss Capital or Multi Strat approaches,
(3) Break Out Funds such as: Pantera, Barnegat, and Magna Investments .....
(4) Leading Real Estate firms and family offices such as: BlackRock, Lyrical Partners, Brookfield, American Realty Capital, National Realty Capital, Quilvest and The Richman Group
(5) Fintech, Crowd Funding and Shadow Banking Leaders such as: Realty Shares, Realty Mogul, Circle Up, Borro, Michaelson Capital, OnDeck Capital and Prosper Marketplace
(6) Venture Capital Leaders such as: US Venture Partners, SV Angel, Top Tier Capital, and Union Square Ventures
Our goal is to provide clients an opportunity to gain access to evolving capital with expertise regarding cutting edge business development practices for financing."

Leadership

Marty Secada is the managing director of Broad and Wall Advisors, advisors to Family Offices, Institutional Investors and Alternative Funds assisting them with strategy, networking, global deal-sourcing, business development and fund-raising initiatives. He has lectured at the Wharton School of business and Drexel University graduate school of business on these topics. Likewise he has participated on panels with the New York Society of Securities Analysts and the CFA Society.
He and his team have reviewed more than twenty-five thousand deals and alternative offerings since 1999. They cover diverse areas from alternative energy, cannabis, artificial intelligence, machine learning, blockchain, shadow banking, credit strategies, growth, healthcare and private equity strategies in all parts of the investment stack.
Mr. Secada founded multiple networks for peer to peer investor cooperation to work with each other on different investment themes where they see growth opportunities. That includes the Ivy Family Office Network (IVYFON) which over more than 15 years has had more than 45,000 participants ranging over the gamut of investment strategies and opportunities. Other groups.....
he has founded included, IvyPlus - a network of hedge fund and private equity investors, the Wharton Investor Network, and the Wharton Angel Network. In total he has led more than three hundred investor forums and meetings.
Participants in groups founded by Mr. Secada include staff, alumni and investors in or from of elite institutions such as SAC Capital, Rennaisance, Brookfield, Stark Investments, Ivy Asset Management, Goldman Sachs and Morgan Stanley. Likewise, they have been successful in unearthing new opportunities such as breakout funds and advisors including Luminous Capital, Harvest Volatility Capital, Beryl Capital, Pantera Capital, CoinFund, Trade.io, Dome Equities, Global Sigma, Art Capital, etc.. Shadow bankers and Fintech firms that have participated include OnDeck Capital, Circle Up, Prosper, Bright Network, BinaryFin, iCapital and several others.
Mr. Secada has owned businesses that have included Goldman Sachs, UBS, JP Morgan, Deutsche Bank, and Chase as their clients. Mr. Secada also has had ownership stakes in companies including: Software as a Service, Strategy Consulting, Media, Cryptocurrency and Fintech. He is a Limited Partner in different alternative funds as well as an advisor to multiple general partners at alternative funds and ventures.
Mr. Secada has a Masters of Business Administration in Finance from the Wharton School of Business, a Bachelors Degree from the University of Pennsylvania, a Masters in Artificial Intelligence and Big Data from Drexel University and he studied Alternative Investments at New York University.

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