Speaking Engagements

Achieving Out-Performing Advisory Results for LP's & GP's

LP Secondary Market Advisory Services

Our focus is on achieving pricing out-performance for divesting LP's and private equity direct investors

Over the past twelve years, we have fully completed 100% of our sell-side LP client advisory assignments (over $2 billion of commitments) at an average price 20% higher than the secondary market industry pricing benchmark.

We have achieved these results based on our unique approach to secondary advisory services:
  • Proprietary Valuation Methodology - We "open up the hood" and perform a detailed valuation of the underlying fund interests and assets to discover and demonstrate hidden value that sets a "higher bar" and optimizes pricing
  • Focus and Dedication
  • Innovation and Creativity
  • Selectivity
  • Broad and Deep Market Relationships
  • Confidentiality


LP's can contact us and we can send you a white paper discussing our Performance and Proprietary Valuation Methodology in detail after learning about your interest in the secondary market.

GP Primary Fundraising Advisory Services

Our focus is on exceeding fundraising targets and building diverse LP bases for exceptional GP's with differentiable J-curve mitigation strategies and a strong track record

Since launching our primary fundraising advisory practice, we have succeeded in exceeding the target amount with oversubscribed Fund-raisings while building a diverse LP base for the GP's we have advised.

We have achieved these results based on our unique approach to primary fundraising advisory services:


GP's can contact us and we can share with you more detail on our approach and learn about your team, strategy and track record.