M&A advisory

We advise our clients on all elements of mergers & acquisitions, including identifying and evaluating potential acquirers and targets, analyzing values and proposing financial and strategic alternatives. Boards, management teams and financial sponsors rely on our independent judgment and deep expertise in navigating their most important transactions and strategic decisions.

Principal investment and placement advisory

We are principal investors alongside our UHNW relationships as well as supporting them in their own private placement requirements. We provide strategic advice to our UHNWs to help them deploy their capital into a variety of transaction types.

Debt advisory

We advise on the structuring and execution of private debt transactions for clients across credit, structured credit or hybrid financing solutions. We have a successful track record executing complex transactions to address client objectives, which have included acquisition financing, growth financing, project financing, trade financing and working capital financing.

Structuring advisory

We advise clients on the structuring of private transactions to optimize their ownership, tax, accounting and other deal objectives. Our expertise includes split-offs, spinoffs, joint ventures, divestitures and other tax-efficient combinations.

Fund advisory

We provide comprehensive global advisory and distribution services on capital raising for managers and select private fund sponsors, helping to guide and execute the fundraising process.

Strategic advisory

We use our detailed market knowledge, analytical skills and experience to advise our clients on their growth strategy including strategy origination, planning and implementation.