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 clients attempt to raise between $25MN – $300MN in an offering. Because of our own broad skill sets, we can complement client resources in a multitude of areas.
- We focus on a select number of high quality, exclusive and non-competing hedge funds, alternative asset funds and traditional money managers. We build strategic partnerships and aim to deliver long term significant asset growth.
- Being both consultants 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 counsel on business plan, strategy, marketing and helps firms develop, revise and enhance existing marketing material and its content. We have the expertise and the capability to perform analysis of funds under consideration, pre-marketing work, fund administration consulting and due diligence.
- With our unique marketing expertise and our strategic global distribution network we 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 and will give our clients the required success for launching their funds.