Our Services
Advisory Services
Investment strategy and research across alternative investments, including private equity, venture capital, private debt, energy and infrastructure
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Institutional expertise to help build a diversified, risk-mitigated alternative investment portfolio
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All facets of due diligence on funds and direct investment opportunities
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Well versed in manager/board presentations and trustee communication
Asset Management Service
Portfolio exposure segmentation and risk analysis
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Identify capital requirements for underlying portfolio companies
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Identify appropriate sources of capital for bespoke opportunities
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Evaluate stability of investment manager
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Advisory solutions for investors in fund restructurings
Legacy Portfolio Solutions
Develop independent buy/sell/hold analysis for stakeholders
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Provide market pricing on targeted funds
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Evaluate all liquidity options including secondaries, restructurings and portfolio dissolutions
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Maximize value by managing an efficient and thorough sale process
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Optimize sequencing and timing of partnership sales