Engagements
Select Transactions
Sell-side Advisor
Muller & Monroe Asset Management
![m2 logo](https://upwellingcapital.com/wp-content/uploads/2023/05/muller-and-monroe-m2.gif)
sold $135 million of funds portfolios to
Sell-side Advisor
Single Family Office
![Kidd & Company logo](https://upwellingcapital.com/wp-content/uploads/2023/05/kidd-and-company.gif)
received holding company financing from
![Northleaf Capital Partners logo](https://upwellingcapital.com/wp-content/uploads/2023/05/northleaf-capital-partners.gif)
Sell-side Advisor
Early-stage VC Firm
sold its portfolio of early-stage companies to
Sell-side Advisor
Advisor to
![Ignia logo](https://upwellingcapital.com/wp-content/uploads/2023/06/ignia.png)
$30 million raised for single asset continuation vehicle
Sell-side Advisor
![Pacific Growth Investors logo](https://upwellingcapital.com/wp-content/uploads/2023/06/pacific-growth-investors.png)
Structured Fund Facility
Select Advisory Engagements
Private Placement
Advisor to
![ACON logo](https://upwellingcapital.com/wp-content/uploads/2023/06/acon.png)
$67 million raised for investment in
![Diverzify logo](https://upwellingcapital.com/wp-content/uploads/2023/06/diverzify.png)
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
![DFC logo](https://upwellingcapital.com/wp-content/uploads/2023/06/dfc.png)
U.S. International Development Finance Corporation
Valuation Review
$180 million funds portfolio valuation
![TopTier logo](https://upwellingcapital.com/wp-content/uploads/2023/06/toptier.png)
Top Tier Capital Partners
Investment Advisor
Advisor to
![CalCEF logo](https://upwellingcapital.com/wp-content/uploads/2023/06/calcef.png)
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
![New Era logo](https://upwellingcapital.com/wp-content/uploads/2023/06/new-era.png)
![Diverzify logo](https://upwellingcapital.com/wp-content/uploads/2023/06/diverzify.png)
SPV investing alongside ACON investments