Institutional Investors

Strategic Consulting

Supporting private equity and hedge funds, investor groups, family offices, boutiques, and large corporates

Process:

♦ Discover private companies, meet with management, and conduct due diligence

Process:

♦ Explore new investment ideas that align with your objectives

Process:

♦ Explore critical operational challenges, find solutions, implement strategy and execute

Experience

Sample of completed projects

M&A

♦ Closed an international, cross-border acquisition for a U.S. private equity fund

♦ Closed co-investments of European private equity funds

♦ Closed two domestic acquisitions for a U.S. private equity fund  

Research

♦ Provided proprietary investment research and analysis to dozens of U.S. and European private equity funds

♦ Provided proprietary investment research and analysis to U.S. family offices

 
Business Development

♦ Created and supported implementation of a new investment strategy for a U.S. hedge fund

♦ Implemented an investment strategy for a U.S. private equity firm

♦ Operated a technology firm owned by a U.S. private equity fund

♦ Operated an entertainment company owned by family offices

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