We offer clients

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We specialize in crafting bespoke private market investment portfolios, aligned with the unique objectives of HNW clients. Whether you are building new exposure or extending existing portfolios, we source primary, secondary and co-investment opportunities, delivering customized strategies to meet your investment objectives. This personalized service ensures your portfolio reflects your unique risk-return profile and long-term goals.

Our deep expertise in sourcing and vetting middle-market private equity managers within North America and across the EMEA region provides clients with access to high-quality, often exclusive investment opportunities. Our focus on the mid-market offers a compelling balance of growth potential and risk, tailored to those seeking exposure to private companies with strong growth trajectories but without the challenges associated with large-cap deals.

Co-investing alongside reputable private equity funds allows our clients to gain direct exposure to select deals at reduced fee structures, providing potential for enhanced returns. By leveraging our relationships with fund managers, we secure access to these opportunities, which are often reserved for large institutional investors. This strategy offers more control and alignment of interests, helping clients capture greater upside in targeted investments.

We help diversify your private markets exposure across various sectors and strategies. This approach mitigates risk and offers differentiated sources of return. For instance, by balancing early-stage venture investments with more stable buyouts, we create portfolios that withstand economic cycles, enhancing overall portfolio resilience while providing multiple sources of return.

Our approach emphasizes strategic diversification across fund and co-investments, ensuring efficient capital deployment. This allows for exposure to a broader array of sectors and strategies without the complexity of managing numerous direct investments. Our strategy enhances capital efficiency and minimize the operational burdens often associated with direct investing, while still providing access to attractive returns.

Our clients seek to build lasting family legacies and our strategies are designed with long-term asset stewardship and succession in mind. We structure custom portfolios that cater to multigenerational interests, helping bridge generational gaps through innovative investments in areas like technology or life sciences, ensuring family wealth endures and thrives across generations.