FORREST EQUITY MANAGEMENT

FORGING PATHS WHERE FEW DARE

 

FINANCIAL ADVISORY

Achieve Your Goals

Forrest Equity Management strives to optimize the capital structure of each client to meet their specific needs and objectives.
FEM works with private middle-market businesses to successfully originate, structure and document nearly every form of debt and equity capital necessary to advance strategic and financial objectives with funding from institutional sources. Through a competitive process and sensitivity to our clients’ strategic needs and culture, FEM seeks to find the appropriate financial partner and achieve the best possible balance of valuation, terms and conditions for our clients needs and circumstances.


FEM counts on its long-standing relationships with an extensive number of debt and equity capital investment groups to create the enhanced access to required financing and capital structure for our clients. These relationships, and our credibility within the financial community give us the capability to offer each client a broad range of uniquely suited, creative capital solutions and structure to meet their short and long term financing needs.

Blurred Busines People
Business Meeting

WEALTH MANAGEMENT

Grow Your Business

Forrest Equity Management provides Wealth Management services meeting the unique needs of very-high-net-worth and the ultra-high-net-worth individuals and their single-family offices, private companies and private investment firms. This boutique practice provides investment advisory solutions as well as global concierge services for these unique.

 

From our network of private investment advisors around the world, FEM family office clients can implement sophisticated investment programs designed by the top global equity and money managers. This requires complex report management linking to the framework of the client’s family office to manage and then achieve a variety of financial objectives and wealth transfer strategies.

 

At FEM we nurture very long-term relationships with our clients by offering an unparalleled combination of professionalism, unique personalized services, as well as expertise in solutions with global reach and capabilities which are designed to meet their distinct needs.

ASSET MANAGEMENT

Expert Guidance

FEM’s Asset Management advisory services specialize in European commercial and residential real estate transactions. FEM is a constantly evolving company that adjusts its investment advisory strategies to fit today’s ever-changing economic environment. The company’s current focus is on growth and income strategies for our client which it attempts to achieve through a diversity of investment, predictable and dependable cash flow, and mitigation of risk. FEM’s investment professionals have years of industry

 

FEM serves a niche space in the real estate capital world by targeting transactions that are too small for institutional investors but above the point at which high net worth individuals can operate. In doing so, FEM can provide investment partners with access to capital as they outgrow the friends and family investors that they may have initiated the development process. On the other side of the customer spectrum, FEM provides investors access to its deal flow of transactions falling within this unique space together with the benefit of FEM’s experience and relationships in the market.

Data on a Touch Pad
 
 
 

EU CITIZENSHIP PROGRAM

Path to EU Citizenship

FEM’s EU Residence and Citizenship Advisory Program for Investors provides the ideal gateway for our qualified client investors to participate in the European economy and way of life, for both working and travelling in and around the continent.

 

FEM EU Investor based Residence and Citizenship Advisory Program helps get our qualified clients there faster with the following benefits:

 

  • Residency within six to nine months.

  • Fast-track option for citizenship within two years.

  • Special exemption from physical residence enforced with legislation.

  • Government-approved investments and available financing options from banks.

  • No language requirements.

  • No obligation to relinquish current nationality.

  • Lowest tax rates and free-trade environment within the EU.

 

Benefits for Permanent Residents

  • Free movement within the Schengen zone after the country becomes a member state.

  • Access to high-quality health care in the country and the EU.

  • Conditional tax exemption on world income.

 

Benefits for Citizens

  • Unrestricted right to live, work and study in Europe.

  • Right to own land in any EU country.

 

Qualifications:

 

To qualify for residency or citizenship, applicants must fulfill one of the investment options below in addition to meeting the following criteria:

 

  • Be a non-EU citizen.

  • Possess a valid passport or another foreign travel document.

  • Provide documents supporting the source and origin of invested funds.

  • Hold no criminal record.

  • Attest the power of attorneys and the investment agreement.

  • Make the minimum statutory trips to the country.

 

THE INVESTMENT

 

Citizenship in 5 years Investment Program

Investors choosing this option must deposit approximately €500,000 in a Governmental Bond Portfolio for an investment period of five years with no further payment required. At the end of the five-year period, the original principle amount will be returned to the investor. The investment is fully guaranteed by government bonds.

 

FAST-TRACK TO CITIZENSHIP

Citizenship in 18 months Investment Program

 

The fast-track option allows investors to apply for citizenship much faster by doubling their investment. The requirements for this option are as follows:

  • Have at least one year of permanent residency status.

  • Double the investment by making an additional purchasing €500,000 in government bonds or other approved capital or financial structures.

  • Hold a second additional investment for a period of two years.

FEM provides a unique solution for satisfying the financial requirements for both citizenship tracks.

TEAM

Devraj
FEM DIRECTOR

Devraj heads up several business consortiums in Asia operating in the sectors of power, energy and real estate. Devraj is presently assisting the municipality of Odessa, Ukraine as their Foreign Direct Investment Ambassador.  He brings knowledge of private banking and financial instruments and, as an established venture capitalist manages his own diverse portfolio of investments. During his early 30s, Devraj worked for the World Bank in the US and served for over three years in the upper management of a Middle Eastern sovereign fund based in Zurich. Devraj is originally from Singapore and speaks several languages fluently. He was educated, both, in the UK and the US, where he graduated with a Masters in Business Administration in the state of Illinois. He has since spent the last 20 years in Central Europe and Russia during which time he has successfully supervised many acquisitions involving major Asian companies in Central and Eastern European markets. He was also advisor to an Asian government in resolving complex matters in Eastern Europe during the 1990s through to the 2000s.

 

 

Donal Bailey
FEM DIRECTOR

Donal is an investment manager providing M&A advisory for global clients raising both debt and equity on the capital markets and among his network of Family Offices. As asset manager, Donal has advised successful Global Asset Equity Funds in Private Equity and Venture Capital since 2003. During his tenure, Donal has grown strategic portfolios of firms based on a comprehensive long-range fund strategies for selecting and building uniquely specialized niche firms in Banking, Consumer Finance, Real Estate, Media, Professional Services and Energy. Donal is a graduate of The Citadel, Charleston South Carolina, holds BS and MS degrees with post graduate studies at Harvard Business School.

 
 
CONTACT US
 

contact@forrestglobal.com

 

Devraj +48 606 668 668

71-75 Shelton St, London WC2H 9JQ, UK

Donal Bailey +44 208 123 00 32

©2017 by Forrest Equity Management