Trowbridge Sidoti LLP’s legal services include preparation of Private Placement Memorandums (PPMs) and investor Subscription Agreements, selecting the appropriate securities exemption, formation and structuring of legal entities, and drafting investor agreements such as limited liability company (LLC) Operating Agreements or Private Loan Documents. We prepare and file the securities notices with the Securities and Exchange Commission (SEC) and state securities agencies required to qualify for a securities exemption from registration.
The firm’s clients range from seasoned and sophisticated commercial real estate investors and brokers to individuals raising Private Money from family and friends for their first deal or new business. Many of their first-time syndication clients have gone on to do multiple Private Securities Offerings. Trowbridge Sidoti assists clients with federal securities offerings in all 50 states.