Senior advisory across the full lifecycle of private markets portfolio management.
Innovative structuring solutions at the intersection of private markets and institutional capital markets.
Design, structuring and execution of bespoke CFO structures leveraging deep experience from $8bn+ in transactions at KKR and Partners Group, including some of the most complex and innovative private markets CFOs executed to date.
Design, structuring and execution on rated fund structures that expand capital access and enable institutional investors to deploy capital through regulated, credit-rated vehicles.
Design, structuring and execution of customized asset-based financing solutions across asset classes, including:
Design, structuring and execution on other types of liquidity solutions, including NAV financings and structured secondaries.
Our Strategic Advisory is our legacy business, engagements are currently only undertaken selectively where they support the development or execution of structured capital solutions.
End-to-end advisory for firms at the formative stage — from investment strategy and product design to operational architecture and stakeholder alignment.
Frameworks and methodologies for portfolio management and portfolio construction drawn from institutional best practices at KKR and Partners Group.
Strategic guidance on structuring and launching evergreen funds, including product design, distribution strategy, and operational infrastructure.
Institutional-grade portfolio construction frameworks, analytics platforms, and governance structures adapted to client-specific mandates and objectives.
Advisory on GP-LP strategic relationships, co-investment programs, and SMA structures for institutional investors seeking tailored private markets exposure.
Expert guidance on deploying and managing proprietary balance sheet capital across private markets asset classes, including underwriting, risk management, and governance.