Buy-Side Advisory
Fund Services
We partner with debt and equity investment funds and asset owners active in our markets, providing a range of fund- and transaction- level services. At the fund-level, our roles include:
- Development and execution of investment or origination strategies
- Creation or refinement of underwriting systems and processes
- Participation on fund investment committees
- Marketing and fundraising for new campaigns
- Sourcing of co-investors, lenders or secondary buyers (capital markets)
Origination Agency
Proprietary deal flow is a fund's lifeline. We represent partner funds operating in our markets, tasked with developing and executing origination strategies that elevate the quality and quantity of deal flow for fund consideration.
Transaction Services
We provide a' la cart transaction advisory services including:
- Overall transaction management (origination to closing)
- Financial analysis and modeling (AI enabled)
- Transaction underwriting and due diligence
- Investment committee presentations and material
- Transaction negotiations, documentation and closing
- Sourcing of co-investors and lenders (capital markets)
Portfolio Company Value-Add
We take on interim management positions, directorships and advisory committee memberships in support of our fund partner's asset management activities.
- Interim management positions
- Value-add asset management
- Board and advisory representation
- Sourcing of co-investors, lenders or secondary buyers (capital markets)
// Sponsored Direct Investments //
We periodically offer single-asset investment opportunities to family offices, HNW individuals and institutional investors who want to participate in proprietary investments sponsored and managed by our team and extended network of subject-matter experts. These investments, generally made through a single-asset investment vehicle (SPV) established and managed by us, provide our investors with turnkey access to professionally structured and managed, institutional quality investment opportunities otherwise unavailable to them in the market.