Private Markets Investment Advisory – Family Offices
Private Markets Investment Advisory - Family Offices
Leveraging over 20 YEARS of alternative investment experience across equity, debt and real assets, we apply a disciplined and customized approach to help you reach your goals in a risk-mitigated manner. Our expertise focuses on directs, manager and independent sponsor investments in the private markets across both debt and equity.
Manager Due Diligence
We source unique and differentiated managers and direct investments across private equity, private credit and hedge funds. Beyond looking for a strong pedigree, impeccable track record and differentiated approach, our extensive due diligence process focuses on making the recommendations that are customized to your goals and risk tolerance.
Using best-in-class qualitative and quantitative tools to source, diligence and monitor investment portfolios, we help you put together a portfolio of complementary alternative managers and direct investments that capitalize on current market dynamics.
With an extensive global origination network, we focus on North American lower middle market growth and buyout situations across equity and debt private placements. We are active in minority and majority investments growth financing and are industry agnostic. We are also active in special situations in fragmented, distressed or disruptive verticals.
This website is intended for accredited institutional investors and is not research nor is it an offer for investment or a solicitation of an offer for investment. It is not guaranteed as to accuracy, nor is it a complete statement, of the financial products or markets referred to. Some investments involve high risk and investors may lose all their money. Past performance does not guarantee future results. Investment products are not suitable for most investors. Contact Umergence LLC for important risk information & disclosure. Umergence LLC does not make recommendations on which securities investors should invest in and relies on investors to make their own decision in this regard.
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