In addition to deal sourcing, diligence and portfolio company oversight, we provide valuable assistance with fundraising, LPs relationship management and reporting best practices.

We manage investments across asset classes including equities, fixed income, real assets, alternatives and multi-asset portfolios for institutional and individual investors.

Yes, our broker-dealer provides customized and comprehensive custody, trade execution, clearance and related securities services.

Our global trading desk can advise on investments across multiple asset classes to optimize returns on corporate cash balances based on your firm’s needs and risk tolerance.

We offer hedging strategies, derivatives valuation, trading and risk management across a full range of equity, fixed income, currency, commodity and credit derivatives.

We provide an objective, expert perspective on strategic options from acquisitions to joint ventures to divestitures to help maximize shareholder value.

Yes, we have extensive experience underwriting IPOs as well as follow-on equity and debt offerings to provide corporations access to public capital markets.

Services include debtor-in-possession financing, exit financing, asset sales, spin-offs, recapitalizations, exchange offers, consent solicitations and more for distressed situations.

We can help determine the optimal securities and markets to raise capital from public offerings of equity, convertibles, preferred shares to private placements of various debt instruments.

We advise on all aspects of M&A including target identification, valuation, negotiation, deal structuring, financing, execution, and integration for corporate and private equity clients.