STEVE MUEHLER Focuses on ensuring your REIT meets the 100-shareholder test of the Internal Revenue Code. STEVE MUEHLER is quickly becoming a Leader for successful offerings, complete with documentation and filing services. Whether through a Private Offering or a Public Offering, STEVE MUEHLER has an industry-validated processes in place to do it right every time.

STEVE MUEHLER takes the lead in drafting all the ancillary documents necessary to conduct the offering, including:

  • Offering Memorandums

  • Preparing all SEC (or equivalent) Filings

  • All Required Federal or State Filings

  • Broker - Dealer agreements

  • Subscription agreements

  • Investor questionnaires

  • Engagement Letter

 

Once the REIT Investment Offering is ready, STEVE MUEHLER helps our clients tell their investment stories effectively, and get them heard by the right audiences. This involves strategic investor and corporate communications, highly targeted outreach to the buy- and sell-side, expert counsel, market intel and analysis, day-to-day IR, and an array of other services, typically over the course of long client relationships.

 

STEVE MUEHLER combines a fluency in finance and investing with a deep understanding of each client’s business, industry and culture, as well as management’s goals and philosophies. For some clients, we serve as an outsourced investor relations department. For larger companies with an IRO or similar internal capabilities, we provide an array of support services. In either case, we work very closely with our clients, functioning like part of the internal team.

Investor Communications

  • Investment Thesis & Messaging

  • Investor Presentation Development

  • Earnings Communications

  • IR Website Audit & Development

  • Investor Information Exchange

  • Investor Communications Advisory

Investor & Analyst Outreach

  • Investor/Analyst Targeting & Direct Outreach

  • Non-Deal Roadshows

  • Investment Conference Access, Prep & Coordination

  • Presentation and Q&A Coaching

  • Investor Day Organization

  • Relationship-Building in Investment Community

  • Investor/Analyst Relations Advisory

Corporate Communications

  • Corporate Positioning & Communications

  • Website Development Management

  • Management Transition Communications

  • Restructuring/Turnaround Communications

  • M&A Communications

  • Corporate Communications Advisory

Market Intel, Analysis & Reporting

  • Customized Peer Monitoring & Analysis

  • Shareholder/Peer-holder Analysis

  • Pre-meeting Intelligence

  • Post-meeting Feedback

  • Institutional Holder Reporting

  • Board Meeting Preparation & Reporting

IPO/Transaction Communications & Advisory

  • Investment Banking Introductions

  • Investment Positioning

  • Roadshow Presentation Development

  • Roadshow Q&A Preparation

  • IR Website

  • Comprehensive Post-Transaction Planning & Disclosure Training

  • Broad-spectrum Advisory on Transaction & Support in Transition to Public Status

Crises & Shareholder Activism

  • Crisis Communications & Advisory

  • Shareholder Activism Counsel & Communications

Private Company Services

  • Investor Messaging & Communications

  • Conference Targeting & Arrangement

  • Investment Banking Introductions

  • Peer/Market Intel & Analysis

Media Relations

  • Strategic Earned Media

  • Expert Positioning

  • Media Training

  • Social Media

Special Projects

  • Perception Studies

  • Investor Days/Tours

  • LinkedIn
  • Facebook
  • Twitter

Steve Muehler's - Private Placement Markets are a Delaware Limited Liability Company. The Private Placement Markets provide no depository services and is not insured by the FDIC. Private Placement Markets, LLC is a Debt & Equity Investments Underwriter, Private Debt Loan Servicing Agent, Capital Markets Listing Underwriter & Advisor and Investor Relations Firm. Steve Muehler and Private Placement Markets, LLC do not offer, and do not offer to provide any broker dealer or market maker services. Members of the Private Placement Markets, LLC operate this website (referred to as the “Website”). By accessing this Website and any pages thereof, you agree to be bound by its Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. Steve Muehler and Private Placement Markets, LLC do not provide financial planning services. Steve Muehler and Private Placement Markets, LLC do not provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Participants of the Private Placement Markets should conduct their own due diligence, not rely on the financial assumptions or estimates displayed on this Website, and are encouraged to consult with their own financial advisor, attorney, accountant, and any other professional that can help you / them to understand and assess the risks associated with any Private Placement Debt Lending  or Equity Investment Opportunity.

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© 2020 Steve Muehler