CAPITAL FORMATION

Our Capital Formation services connect Private Equity, Venture Capital, Private Credit, Hedge Funds, and Alternative Investments with a diverse network of institutional Limited Partners. We specialize in strategic introductions and investor relations, ensuring successful capital engagements for our clients.

Who We Serve

We assist the world's largest and most ambitious investment fund managers—including Real Estate, Venture Capital, Private Equity & Credit, and Hedge Funds—to accelerate AUM growth and strategically enhance their LP investor base.

Our differentiator lies in our ability to leverage modern marketing strategies for swift execution, combined with extensive experience in corporate finance, Private Equity, and Private Credit.

This enables us not only to accelerate AUM significantly but also enhance LP diversity by type and geography. Meanwhile, we navigate the jurisdictional tactical options every fund faces, with the ultimate goal of optimizing superior risk-adjusted returns.

Capital Introductions

Our extensive network includes relationships with institutional LPs such as High-Net Family Offices, Endowments, Sovereign Wealth Funds, Pension Funds, Insurance Companies, Fund of Funds, and UHNW Individuals. These partnerships allow us to offer our clients unparalleled access to capital.

High-Net-Worth

Family Offices

Endowments

Sovereign Wealth Funds

Pension Funds

Insurance

Fund of Funds

UHNW Individuals

Investor Relations & Capital Strategy

We help clients navigate complex investor relations and competing interests through effective capital strategies. Leveraging our expertise in "chaperoning" and shuttle diplomacy, we ensure smooth collaboration between stakeholders, fostering long-term growth and success.

Proven Expertise

With a track record of advising over 200 fund managers across Real Estate, Private Equity, and alternative assets, we bring deep expertise to each capital formation process. Our tailored approach ensures your unique needs are met, optimizing the capital-raising process for maximum efficiency and impact.

BlackRock
$3B; Capital formation for Canadian spin-off Fund (IA Capital)
AIP Realty (Public)
$128M equity; Merchant Banking
Gresham
€575M; Fund III & IV financing and capital strategy

Schedule A Meeting

Connect with our team to explore tailored financial solutions designed to meet your unique goals. Let us guide you through growth and capital strategies with precision and expertise.