– Merchant Banking Capabilities to Broaden Capital Services Group’s Offering to Emerging Growth Companies



SAN DIEGO, Calif., November 1 – 2014 (Marketwired)Capital Services Group (the “Company”) today announced that it has formed Cap Value, Inc. a merchant bank designed to support and provide principal investment into select emerging and early-stage growth companies which are existing Capital Services Group clients.

“Our focus at Capital Services Group is to provide client companies with the tools and resources essential to supporting their capitalization and strategic goals and specific to their needs. Establishing Cap Value, Inc. is a natural extension of that charter,” said Thomas Carter, CEO and founder of Capital Services Group.

Capital Services Group Services Overview

  • Investment Packaging – designed to help companies prepare for raising capital and includes due diligence support and advisory, financial model and business plan development and advisory, preparation of investor collateral and related offering documents;
  • Direct Public Offering – includes integration of client companies into proprietary Internet-based platform, “Equity Round™”, for Rule 506c-based offerings, S-1 registration statements and corporate governance advisory designed to undertake these initiatives in a best-practices framework resulting in unparalleled transparency for private offerings; and
  • Strategic Advisory Services.

Cap Value Inc.

The investment objective of Cap Value Inc. is to achieve mid-to-long-term capital appreciation by investing primarily in pre-IPO companies managed by Capital Services Group, where Capital Services Group has been engaged by client to provide advisory services.

Thomas Carter added that “We think the formation of Cap Value, Inc. makes tremendous strategic sense, enabling Capital Services Group the capacity to take more turnkey approach to working with select clients.” Under this merchant banking umbrella, Cap Value Inc. will seek out early stage growth investments, taking an activist approach to drive value and accelerate business models. It will seek to provide catalysts to build shareholder value (board and C-level support, strategic advisory, business development, providing access to our network and community, branding and communications support). And it will work with boards and management on improving, as well as executing on strategy, improving operating plans, M&A advice, and meeting growth capital requirements.

Forward Looking Statements

Certain of the statements included in this press release, which express a belief, expectation or intention, as well as those regarding future financial performance or results, or which are not historical facts, are “forward- looking” statements as that term is defined in the Securities Act of 1933, as amended, and the Securities Exchange Act of 1934, as amended. The words “expect”, “plan”, “believe”, “anticipate”, “project”, “estimate”, and similar expressions are intended to identify forward-looking statements. These forward-looking statements are not guarantees of future performance or events and such statements involve a number of risks, uncertainties and assumptions, including but not limited to industry conditions, regulatory changes, general economic conditions, interest rates, competition, and other factors. Should one or more of these risks or uncertainties materialize or should the underlying assumptions prove incorrect, actual results and outcomes may differ materially from those indicated in the forward-looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. The Company undertakes no obligation to republish re·pub·lish   tr.v. re·pub·lished, re·pub·lish·ing, re·pub·lish·es 1. To publish again. 2. Law To revive (a libel or a canceled will).  revised forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

About Cap Value, Inc.

Cap Value Inc. is an opportunistic, diversified merchant banking arm of Capital Services Group, Inc., seeking superior risk-adjusted returns through structured investments in emerging high-growth American companies. Cap Value Inc. is owned and operated by Capital Services Group, a financial services company devoted to modeling, structuring and advising early to mid-stage companies on their fundraising & growth plans.

About Capital Services Group

Based in San Diego, California, Capital Services Group was formed to provide emerging growth companies with resources and support to more efficiently access growth capital and investor support, including investment packaging, direct public offering, shareholder communications and a planned online investor marketplace. For more information, visit www.capservegroup.com.


Thomas Carter Capital Services Group, Inc. 760-845-7545 Thomas@capservegroup.com