Select Transactions

Sell-side Advisor

Muller & Monroe Asset Management

m2 logo

sold $135 million of funds portfolios to

Sell-side Advisor

Stifel Asset Management

sold a $30 million VC portfolio to

Sell-side Advisor

Single Family Office

Kidd & Company logo

received holding company financing from

Northleaf Capital Partners logo

Sell-side Advisor

Early-stage VC Firm

sold its portfolio of early-stage companies to

Sell-side Advisor

Single Family Office

sold $100 million of funds to

Sell-side Advisor

Advisor to

Ignia logo

$30 million raised for single asset continuation vehicle

Sell-side Advisor

Pacific Growth Investors logo

Structured Fund Facility

Select Advisory Engagements

Private Placement

Advisor to

ACON logo

$67 million raised for investment in

Diverzify logo

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

U.S. International Development Finance Corporation

Valuation Review

$180 million funds portfolio valuation

TopTier logo

Top Tier Capital Partners

Investment Advisor

Advisor to

CalCEF logo

California’s Clean Energy Foundation

Investment Management


Replacement GP to

Medley Opportunity Fund II

2012 vintage credit opportunities fund

Co-invest Vehicle

Upwelling Equity Investors

New Era logo
Diverzify logo

SPV investing alongside ACON investments