Fundraising
& Capital Advisory
A fundraise, an equity requirement and a financing process ask different questions. We begin with the capital objective and define the right mandate around it.
Fund Placement
From the investment thesis to LP commitments.
Primary fundraising for established and emerging managers. We help prepare a credible investment proposition, identify relevant limited partners and coordinate a focused process through diligence and closing.
- Fund positioning and fundraising strategy
- Investor presentations, DDQs and data room preparation
- LP mapping, investor outreach and roadshows
- Diligence coordination and commitment tracking
An agreed fundraising plan, investor materials, a prioritized LP universe and regular campaign reporting.
WHO IT IS FORFund managers raising a first institutional or successor fund.
Private Capital Advisory
The right capital structure for a specific opportunity.
Equity capital for individual transactions, operating platforms and real asset projects. We help sponsors prepare the investment case and assess partners for joint ventures, club deals and co-investments.
- Transaction equity and platform capital
- Joint ventures, club deals and co-investments
- Business plan and financial model review
- Investor engagement and commercial discussions
A capital plan, investment materials and a targeted process for prospective equity partners.
WHO IT IS FORSponsors, developers and operating partners with a defined transaction or platform.
Debt Advisory
Financing that supports the business plan.
Financing advice for acquisitions, development, refinancing and growth. We assess leverage and debt service capacity, approach relevant lenders and compare the commercial terms of financing proposals.
- Acquisition and development financing
- Senior, mezzanine and structured debt
- Lender identification and proposal comparison
- Pricing, covenant and term sheet support
A lender process, a comparison of financing alternatives and support on commercial terms, with documentation led by legal advisers.
WHO IT IS FORSponsors evaluating financing for an asset, development or operating platform.
Selected Secondary Transactions
A considered route between buyers and sellers.
Targeted support for transactions in private company interests, including selected pre-IPO positions. We help align counterparties, assess transaction parameters and coordinate ownership and transfer information.
- Selected private company share transactions
- Buyer and seller identification
- Pricing and transaction size discussions
- Transfer information and counterparty coordination
Agreed transaction parameters and coordinated review with counterparties and their advisers, subject to required consents.
WHO IT IS FORQualified buyers and sellers of selected private company interests.
Define the Right Mandate
Whether you are raising a fund, financing a transaction or seeking a capital partner, we begin by establishing the objectives and the scope of support required.