Acquisitions. Capital formation. Ownership transition.
Advisory and origination in the private capital markets. The Firm serves investment firms, family offices, and private lenders, and companies and their owners, across North America, Europe, the Middle East, and Asia.
Capital Partners
Private equity firms, family offices, private credit and direct lenders, wealth management and private investors, and project finance sponsors. Advisory and origination conducted under mandate, within a defined thesis, in confidence.
Capital PartnersCompanies & Owners
Companies raising capital, pursuing a sale or acquisition, or navigating ownership transition. Counsel from the first conversation through close, in negotiated processes rather than auctions.
Companies & OwnersCommitted private capital undeployed entering 2026, roughly double the 2019 level.
Source: Preqin, 2025 Global PE Report.Share of transactions reaching that capital through intermediated auctions, with seven to eight bidders on the average deal.
Source: Firm analysis, 2026.Cost advantage historically associated with proprietary, negotiated transactions over auction outcomes.
Source: Firm analysis, 2026.Six sectors, covered on both sides.
Retained by 5th Line Capital, Boston, on a $100M non-dilutive private credit origination mandate. Facilities of $2M to $50M. One in four qualified opportunities progressed.
Retained by a software-focused private equity firm, San Francisco, name withheld. $750M qualified pipeline. 220+ qualified expressions of interest. 15 to 18 in late-stage dialogue.
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The Firm accepts a limited number of new relationships each year. Conversations begin in confidence.
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