Services

Primary Placement

Type

Characteristics

Services

Fund Formation

Characteristics

Independent Sponsor to Fund Manager. Spin-outs. Existing Track Record. Building out Team.

Services

Align Seed Capital,  Early Investors that can build momentum,  Advice on Terms / Structure. Documentation and Marketing.

Pre-Marketing

Characteristics

Build momentum before fund-raise, build new relationships when not asking for capital.

Services

Align via meetings, document & market, engage top-tier LPs, boost GP visibility, build momentum, create investor funnel, and streamline fundraising.

Full Mandate

Characteristics

Pre or post first-close, Existing Track Record, Team built out.

Services

Advice on Documentation and Marketing, End to end placement services, raise GP profile, Work together to create momentum building updates.

Top-Off / Tactical Help

Characteristics

Post first or multiple closes, reignite mom-entum, broken process or poor partner, limited time.

Services

Jumpstart process,  invite quick decision makers, Focus on quick decision makers.

Private Placement

Characteristics

Deal $5-$50mm Ebitda, Co-investments, Post LOI

Services

Tailored reach-out to LPs that can also invest in a Fund.

Secondaries

GP-Led Solutions (Advice and Execution)

Continuation Funds and Fund Restructurings

Transferring high quality, mid-fund life assets, or a portfolio of tail-end assets to an affiliate vehicle a GP continues to manage

Support Capital Solutions

Raising fresh capital at an asset or fund level to support current and future growth initiatives

Strip Sales

Selling a strip of equity interests in a portfolio of assets to rebalance exposure and/or improve DPI

LP-Led Solutions (Advice and Execution)

Outright Sale

Selling single LP interests or a portfolio of LP interests

Strip Sale

Selling a strip of LP interests in a transaction designed to rebalance exposure and/or generate accelerated liquidity

Pre-IPO Shares (Brokerage)

Sale

An existing investors or employees directly or through a vehicle that wishes to liquidate some shares of a high growth Pre-IPO candidate company

Purchase

Investors that would like to gain access to Pre-IPO candidate companies