Equities First Holdings (EFH) Strategic AcquisitionJuly 3, 2017 - Author: steph
Equities First Holdings was founded in 2002 and its headquarters are in Indianapolis, Indiana, USA. It is a global private equity leader and specializes in alternative financing solutions to its clients more so focusing on stock loans. Majorly it targets high net worth persons, global financial firms, leading asset management companies and directors of publicly traded companies. The Equities First Holdings equity loans use client assets as the collateral for a fixed period.
The loans are non-purpose meaning that customers are free to invest in anything they are interested in and if the value equities appreciates the client retains a 100% of the value upon maturity of the investment. To date, the firm has expanded its operations to Australia, Singapore, Thailand, United States of America and the United Kingdom and it has executed transactions globally.
The success of the company has been attributed to offering innovative borrowing facilities to individuals and businesses seeking working capital. Stock loans exhibit a higher loan- to-value (LVR) ratio as compared to margin loans and offer fixed interest rate hence providing certainty to clients. In 2014, Equities First Holdings acquired Meridian Equity Partners Pty offices and continued its operations as Equities First Holdings (Australia) Pty Ltd.Following the acquisition; the firm relocated its offices to centralMelbourne, Level 2, 287 Collins Street, Victoria 3000 hence making it more accessible to its clients.
Mr. Mitchell Hopwood, Managing Director for Equities First Holdings (Australia), noted that the relocation would enable the firm to meet the growing clientele base and also offer it employee’s room for expansion. Equities First Holdings has three branches in Australia namely in Sydney, Perth, and Melbourne. Over the years it has been in operation, the firm has transacted deals worth over $ 1.4 billion, and it continues to attract clients with publicly traded stocks to enable them to meet their business, professional, personal and financial goals.