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.

Portfolio Management

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.

Direct Investments

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.