We are on the forefront of key trends and issues in the alternative asset management space. We listen to, learn from and engage with investors on a daily basis.

We roll up our sleeves and do a deep dive into your private equity or infrastructure fund. We’ll help you fine-tune the strengths and weaknesses of your strategy and plan.


Our extensive investor relationships span global public pension plans, sovereign wealth funds, fund of funds, gatekeepers, consultants, family offices, insurance companies, endowments and foundations.

Our clients are vying for the attention of these investors in a hyper-competitive, fast-paced environment. We develop a detailed strategy and focused tactics for targeting a pre-qualified focused group of institutional investors.


We deliver senior-level, hands-on execution.

  • Manage preparation of offering and sales presentation materials
  • Initiate call program
  • Distribute private placement memorandum
  • Arrange meetings with qualified institutional investors
  • Undertake extensive investor follow-up and manage due diligence
  • Mange process to final closing

Post Closing & Investor Relations

Limited partners are demanding a continuous flow of up-to-date information and a greater degree of interaction with their general partner.

Clients retain us as an efficient and high quality team to manage and execute all stages of the fundraising cycle.

  • Maintain the visibility of the manager and enhance brand recognition and reputation
  • Provide ongoing advisory and/or investor relations services to best position the manager for the next fundraise
  • Respond to requests and developing on-going data content for investors
  • Participate in existing and prospective investor update meetings