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Published by purplecollarqueen, 2019-12-16 18:44:56

Flipbook [DIGITAL]

Flipbook [DIGITAL]

A PLACE WHERE
INVESTOR MEETS OPPORTUNITY

WHO WE ARE

Your Central Hub

Born out of listening to what is
most valued by our clients,
Zenith Capital combines direct
access to exclusive Private
Equity deals and customized
Wealth Managment Services
into one unique firm.

A Better Way To
Invest

You don’t have to make the
choice anymore between
sophisticated wealth
management and direct access
to private equity deals.

KURT FETTER, FOUNDER

Founded upon a 12-year career advising investors and business owners, Kurt Fetter
launched Zenith Capital to offer his clients a broader scope of sophisticated services to
address their evolving needs.

Kurt’s vision for a full-service private equity and wealth management firm originated after
working for larger institutions where it was often difficult for business owners and investors
to accomplish their most pressing financial objectives through one dedicated relationship.

Predicated upon best-in-class guidance and disciplined execution, Kurt works with clients
all over the country to facilitate capital raises, business succession, and wealth
management as they approach their most critical apexes in life and business

Prior to founding Zenith, Kurt served as a Senior Portfolio Advisor at Merrill Lynch (now
Merrill) where he helped his clients create investment theses focused on their future
liquidity events. Kurt began his advisory career with Lincoln Financial where he worked
with successful farm families on the East Coast and in the Midwest to address their long-
term wealth planning amidst running capital-intensive businesses.

While playing Division I Lacrosse, Kurt earned his bachelor’s degree in Finance from Butler
University in Indianapolis, IN and went on to complete his M.B.A. in Finance and Accounting
at Canisius College in Buffalo, NY.

Kurt lives in Buffalo, NY with Jessica and their two girls Sofia and Liliana.

WHAT WE DO

1 Capital Raise
Direct capital investment into
the next generation of
exceptional companies

2Buy and Sell
Businesses
Work with us to purchase a
business in your target market
or get introduced to investors
actively looking to purchase
your business

3Wealth
Management
Customized solutions for the
high net worth to protect and
grow their wealth

CAPITAL

RAISE

We are a Private Equity Firm that works with growing
companies to raise capital and provides those
opportunities to our investor network.
For companies looking to grow, access to the capital
they need can be difficult or sometimes feel
unattainable. Through our capital raise process, we
will:

Work with you to position your company in front of the
investors that have interest and experience in making
investments in your company's industry

Raise capital in the different rounds that require
different investors such as family offices and venture
capital firms

Introduce additional resources as needed such as legal
and accounting that have extensive expernece in
merger and acquisition deals

BUYING & SELLING
BUSINESSES

Zenith Capital is a Private Equity and Wealth
Management Firm that works with the business
owners to prepare their companies for an exit.
We then introduce the investors looking to buy
businesses in that industry and geographic area.

Investors

Finding the right business to acquire is often the
hardest part of the acquisition process. Whether
you’re part of a family office, investment group, or
on your own, finding the business best suited for
your comfort level and expertise is paramount. At
Zenith Capital, we will:

Develop your investor profile so we can target
the companies best fit for you

Introduce you to current business owner clients
or source the business best fit for your
acquisition goals

Introduce additional resource as needed such as
legal and accounting that have extensive
experience in merger and acquisition goals

Owners

Whether it’s a family business passed down through
generations, or a quick growth company started in
recent years, there comes a time to move onto the
next phase. The question is where to start? At Zenith
Capital, though our business sale process, we will:

Position your business to best attract interest
from investors

Introduce investors to you with interest in
acquiring your business

Bring additional resources as needed such as
legal and accounting that have extensive
experience in merger and acquisition deals

WEALTH
MANAGEMENT

INDIVIDUALS & COMPANIES

Wealth management at Zenith Capital provides our clients
with:

Custom equity portfolios managed at Zenith Capital

Third party money managers, hedge funds, and
alternative investments
Introduce additional resource as needed such as
legal and accounting for estate, tax, and financial
planning as needed

WHY CHOOSE US

Complete
Confidentialty

Keeping every transaction and
investment confidential from
start to finish

Broad
Experience

Partnered with key experts, we
have the resources to support
every investment opportunity

Strong
Buyer Network

Our investor network extends
across the world and
complements the work we do

CONTACT US

[email protected]
www.ZenithCapital.us

716.465.3041

Schedule Call

Securities offered through Four Points Capital Partners LLC (Member FINRA/SIPC). Investment advisory services offered
through MHA Financial Corp. Four Points and MHA are affiliated, however, neither are affiliated with Zenith Capital.

[email protected]


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