Through our extensive relationships with both financial services firms and institutional investors, we position our clients to rapidly gather assets. This allows general partners to focus on their true value-add private equity investments.
Rather than acting as private placement agents, we assist our buyout and venture capital clientele to develop sustainable capabilities, targeting the full range of pension, non-profit, insurer, family office, and affluent markets. We also help private equity managers develop fund offerings, including required fund infrastructure.
Our activities include:
- Market segmentation & opportunity assessment to tap direct and intermediated channels
- Strengthening distribution infrastructure by leveraging existing internal resources and through tactical engagement of third party sales organizations
- Development of domestic & offshore private placement & registered fund structures for maximum distribution reach
- Facilitation of strategic distribution relationships with prospective financial intermediaries
- Creation of marketing materials and private placement memorandums
- Definition and implementation of infrastructure requirements for fund administration & accounting
We leverage your core competencies to strengthen your business.
