As an independent firm, we have the flexibility and the ability to tailor a value-added sales process for each client and introduce them to appropriate investors globally. We like to participate early in each fund’s development, enabling us to contribute substantially to the structuring and pre-marketing phases that are essential to a successful offering. Our target fund-clients attempt to raise between $25MN – $500MN in an offering. Because of our broad skill sets, we can complement client resources in a multitude of areas.
- We focus on a select number of non-competing hedge funds, alternative asset funds and traditional money managers. We commit our time and talent to high quality management companies with unique investment methodologies that demonstrate repeatable and scalable performance strategies. We build strategic partnerships and aim to deliver long term significant asset stable growth.
- Being both advisors and placement agents, we take a client-centered approach towards the fundraising process creating value for all parties is paramount to our placement services.
- Our team provides advisory solutions on business plan creation and execution, business and management strategy, business development and marketing and helps firms develop, revise and enhance existing marketing strategies, material and its content. We have the expertise and the capability to perform analysis of funds under consideration, pre-marketing work, fund administration advisory and due diligence.
- With our unique advisory and marketing experience and value proposition and our strategic global distribution network reach we can target investors in the US, Canada, Latin America, Western Europe and the Middle East. Our global network of distribution partners consists of private banks, insurance companies, independent fund of funds, private asset managers, structured product desks, pension funds and family offices, B@B and B2C investment platforms and will give our clients the required success for launching their funds and grow and stabilize their AUM.