Engagements
Select Transactions
Sell-side Advisor
Muller & Monroe Asset Management
sold $135 million of funds portfolios to
Sell-side Advisor
Single Family Office
received holding company financing from
Sell-side Advisor
Early-stage VC Firm
sold its portfolio of early-stage companies to
Sell-side Advisor
Advisor to
$30 million raised for single asset continuation vehicle
Sell-side Advisor
Structured Fund Facility
Select Advisory Engagements
Private Placement
Advisor to
$67 million raised for investment in
Investment Advisor
Secondary Advisor to
Top 10 US Pension Plan
Underwriting of fund secondary acquisition
Strategic Advice
$90 million hold/sell portfolio analysis
$1.5 billion US-based Asset Manager
Investment Advisor
Advisor to
U.S. International Development Finance Corporation
Valuation Review
$180 million funds portfolio valuation
Top Tier Capital Partners
Investment Advisor
Advisor to
California’s Clean Energy Foundation
Investment Management
Principal
Replacement GP to
Medley Opportunity Fund II
2012 vintage credit opportunities fund
Co-invest Vehicle
Upwelling Equity Investors
SPV investing alongside ACON investments
