https://www.mbdsolutions.com/press-room daily 0.75 2020-08-20 https://www.mbdsolutions.com/press-room/Blog Post Title One-jw7zx monthly 0.5 2020-08-04 https://www.mbdsolutions.com/press-room/blog-post-title-two-9hte6 monthly 0.5 2020-08-04 https://www.mbdsolutions.com/partners daily 0.75 2022-01-18 https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1595870658736-E1XBVPUMCU9ZDBIZPN6D/MBD+Solutions_Alternative+Investments_Dallas+Texas_Robert+Jones_General+Counsel.jpg Partners - Robert Jones, J.D. CO-FOUNDER, GENERAL COUNSEL Mr. Jones has been with MBD Solutions since its founding in 2013 and now leads the corporate strategy and day-to-day operations of the Firm. He has more than twenty years’ experience in due diligence, compliance, law and product development in alternative investments. Prior to MBD Solutions, Mr. Jones served in various legal and compliance roles, most recently as Vice President of Alternative Investments at WFG Investments, Inc., where he was responsible for managing due diligence and providing oversight of their alternative investment platform. Mr. Jones earned his J.D. from the University of Texas at Austin School of Law. https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1595870834535-8XJDOUKFXTJZWQWTL0X5/MBD+Solutions_Alternative+Investments_Dallas+Texas_Melinda+Leishman_Operations.jpg Partners - Melinda Leishman OPERATIONS In her role of Managing Partner, Ms. Leishman brings more than sixteen years’ financial services experience to the firm. She is currently responsible for the organization and oversight of daily sales and investor facing transactions. Additionally, she works closely with registered representatives, investment advisors, transfer agents and investors to ensure a seamless investment experience. Prior to joining MBD Solutions, Ms. Leishman served as the vice president of Shareholder Services with Behringer Harvard. During her eleven years’ tenure there, she directed the operations of the Shareholder Services and Technical Operations teams working closely with fund Sponsors and transfer agents. Prior to this, Ms. Leishman was employed by The Vanguard Group, Inc. https://www.mbdsolutions.com/distributed-funds daily 0.75 2020-08-18 https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1597712201388-6FJNFRR2CXCUB2PVSURE/MBD+Solutions_Alternative+Investments_Dallas+Texas_Due+Dilligence_Distributed+Funds.jpg Distributed Funds - Due Diligence Our comprehensive review of asset managers and offerings provides a process that enables us to bring quality investments to the independent broker-dealer and RIA channels. The thorough diligence strategy goes beyond the initial review and product structure. We support our clients as they navigate through all industry requirements including third-party reports and platform product reviews. https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1597712237107-FODN2GY63BMPVX865WI7/MBD+Solutions_Alternative+Investments_Dallas+Texas_Compliance_Distributed+Funds.jpg Distributed Funds - Compliance In the highly regulated securities industry, we work closely with our clients to ensure compliance with all regulatory organization requirements from the initial registration and offering documents to advertising and distribution. We provide the framework, structure and guidance required to be compliant and successful product sponsor. https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1597712274288-6T54A0K9US0I3VIBH7W9/MBD+Solutions_Alternative+Investments_Dallas+Texas_Operations_Distributed+Funds.jpg Distributed Funds - Operations Our experienced operations team enables smooth onboarding for our clients with custodians, clearing firms and transfer agents. In addition to subscription processing and DTCC trading, the team provides comprehensive reporting for trading and commissions. https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1597712310054-MWH5YLA18HTK5TSRUH3K/MBD+Solutions_Alternative+Investments_Dallas+Texas_Sales+Marketing_Distributed+Funds.jpg Distributed Funds - Sales & Marketing The challenges of sourcing capital in a new distribution channel can be daunting. With years of experience launching alternative investment offerings, our team provides customized launch plans based on our clients needs including firm introductions, marketing plans, capital raise strategies and sales team development. https://www.mbdsolutions.com/direct-funds daily 0.75 2020-08-18 https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1595873140646-RSB9NWT57DOZF4OHFN74/MBD+Solutions_Alternative+Investments_Dallas+Texas_Services_Direct+Funds.jpg Direct Funds - Our Services Many firms who are seeking to raise additional capital have considered conducting their own offering and utilizing the SEC’s Issuer Exemption Rule 3a4-1. This exemption allows certain individuals to avoid registering with a broker-dealer when they participate in the sale of their own companies’ securities. Although this appears to be an easy and effective way to obtain additional capital, the exemption is limited in scope and many issuer’s do not realize when they have reached the point where they can no longer safely rely upon the exemption and they continue to offer their securities outside of the safe harbor exemption. Unfortunately, a small error may result in serious consequences for the firm and the individual. This could include disciplinary action by the SEC and/or civil litigation. Our knowledgeable team provides guidance to each of our clients on the most effective, economic and regulatory compliant model while meeting their offering and distribution needs. We are able to assist them with all aspects of registration, due diligence and compliance with the appropriate federal and state regulators allowing the offerings to continue as a properly exempt security. https://www.mbdsolutions.com/contact daily 0.75 2024-11-13 https://www.mbdsolutions.com/home daily 1.0 2020-09-10 https://www.mbdsolutions.com/404 daily 0.75 2020-08-04 https://www.mbdsolutions.com/about daily 0.75 2021-03-18 https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1597347456692-UWZ7MW651CYVZBDSI3W9/About+Us.png About - Expertise. Integrity. Value Driven. MBD Solutions (“MBDS”) was founded in 2013 by Brent Barton and Robert Jones to advise and provide managing broker-dealer services for alternative asset managers. Brent and Robert worked together as a team for over ten years and through their broad experience and vast network built MBDS as a way for asset managers to successfully bring their investment offerings to market. As the business grew, sales and capital raise solutions were added as a way to provide turn-key service to their clients. During this time MBDS helped launch 30 programs, totaling over $3 billion in equity. https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1597347498054-78IGVJ56923A71EYNOEM/Strategic_Wide.png About - A Strategic Advisory Firm MBDS continues forward as a management-owned strategic advisory firm. Our firm is led by a qualified team of partners with significant due diligence, compliance, marketing, sales, operations, and consulting experience. Through our unique and diligent approach, we offer invaluable insight and strategic advice to our clients. We are committed to the success of our clients by bringing exceptional advice and service to them every day. https://www.mbdsolutions.com/partners-1 daily 0.75 2021-06-23 https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1595870658736-E1XBVPUMCU9ZDBIZPN6D/MBD+Solutions_Alternative+Investments_Dallas+Texas_Robert+Jones_General+Counsel.jpg Partners (Copy) - Robert Jones, J.D. CO-FOUNDER, GENERAL COUNSEL Mr. Jones has been with MBD Solutions since its founding in 2013 and now leads the corporate strategy and day-to-day operations of the Firm. He has more than twenty years’ experience in due diligence, compliance, law and product development in alternative investments. Prior to MBD Solutions, Mr. Jones served in various legal and compliance roles, most recently as Vice President of Alternative Investments at WFG Investments, Inc., where he was responsible for managing due diligence and providing oversight of their alternative investment platform. Mr. Jones earned his J.D. from the University of Texas at Austin School of Law. https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1595870834535-8XJDOUKFXTJZWQWTL0X5/MBD+Solutions_Alternative+Investments_Dallas+Texas_Melinda+Leishman_Operations.jpg Partners (Copy) - Melinda Leishman OPERATIONS In her role of Managing Partner, Ms. Leishman brings more than sixteen years’ financial services experience to the firm. She is currently responsible for the organization and oversight of daily sales and investor facing transactions. Additionally, she works closely with registered representatives, investment advisors, transfer agents and investors to ensure a seamless investment experience. Prior to joining MBD Solutions, Ms. Leishman served as the vice president of Shareholder Services with Behringer Harvard. During her eleven years’ tenure there, she directed the operations of the Shareholder Services and Technical Operations teams working closely with fund Sponsors and transfer agents. Prior to this, Ms. Leishman was employed by The Vanguard Group, Inc. https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1595870909175-PNC6B591C82749CSUM6Y/MBD+Solutions_Alternative+Investments_Dallas+Texas_Kara+Howard_Business+Development.jpg Partners (Copy) - Kara Howard BUSINESS DEVELOPMENT In her role of Partner, Ms. Howard is responsible for MBD Solutions’ corporate business development which includes sales and national accounts, in addition to consulting on marketing strategies and sourcing capital. Ms. Howard has over nineteen years’ experience in alternative investments with a specialization in non-traded REITS, private placement offerings (under Regulation D) and private equity offerings. Prior to joining MBD Solutions, Ms. Howard held positions in sales, sales management and national accounts at Cole Capital, Lightstone Securities, Bluerock Real Estate, Realty Capital and as a financial advisor with Morgan Stanley. https://images.squarespace-cdn.com/content/v1/5f0de3dd5b57360878ab6575/1595871029651-2CPSCFHM75CMX5VSFWNF/MBD+Solutions_Alternative+Investments_Dallas+Texas_Bart+Malcom_Due+Diligence.jpg Partners (Copy) - Bart Malcom, J.D. DUE DILIGENCE In his role of Partner, Mr. Malcom is responsible for corporate and offering specific due diligence, in addition to oversight of portfolio performance and finance for MBD Solutions’ platform offerings. Mr. Malcom has over 22 years’ experience in due diligence, including head of due diligence for Triloma Financial Group, American Realty Capital, CNL Securities Corp., and AIG Advisor Group. He was also the head of financial due diligence for The Bowman Law Firm. Mr. Malcom received his M.B.A. in Finance from Georgia State University.