What We Do
Eight verticals, working as one practice.
Six active practice areas and two verticals now being built out — each staffed by a small, senior-led team and coordinated through a single relationship.
Active
Asset & Wealth Management
Portfolio construction, allocation and ongoing stewardship for private clients, family offices and institutions — built around each client's liquidity needs, risk tolerance and long-term objectives.
- Global equity portfolio construction
- Alternative investments allocation
- HNI wealth structuring
- Multi-family office portfolio advisory
Active
Private Credit
Origination, structuring and placement of credit facilities for growth-stage and established businesses across sectors, from senior secured loans to structured facilities.
- Senior secured growth loans
- Acquisition and working capital financing
- Structured credit facilities
- Distressed debt restructuring
Active
Advisory
End-to-end advisory across debt, equity and transaction mandates — representing founders, sponsors and boards through origination, structuring and close.
- Sell-side and transaction advisory
- Growth equity and Series A placements
- Convertible note and GP stake capital raises
- Capital and placement advisory
Active
Fiduciary & Trust Services
Trust structuring and fiduciary oversight designed for multi-generational wealth transfer, succession planning and cross-border holding structures.
- Family office advisory
- Offshore investment advisory
- Succession and trust structuring
- Fiduciary oversight and governance
Active
Financial Markets
Discretionary execution and risk management across global markets, built on a proprietary, rules-based framework refined over a live multi-year track record.
- Institutional FX risk hedging programmes
- Commodity price risk management
- Derivatives hedging strategy
- Market intelligence & macro strategy
Active
Real Assets
Financing and advisory across real estate development and acquisition, from credit facility structuring to capital raising for development pipelines.
- Real estate development credit facilities
- Commercial office acquisition financing
- Luxury residential development funding
- Capital advisory for asset acquisition
M&A
A newly initiated vertical extending our transaction advisory capability into full sell-side and buy-side mandates for founders and boards navigating strategic change.
- Sell-side representation
- Strategic transaction advisory
- Minority stake sale processes
Private Equity
A practice in build-out, focused on growth capital placement and GP stake advisory alongside our existing credit and advisory relationships.
- Growth capital placement
- GP stake capital raises
- Co-investment structuring
Representative Mandates
A sample of engagements across our advisory practice
Mandate names are generalized to protect client confidentiality. Fee terms, deal economics and full performance history are confidential and available to qualified counterparties on request.
Debt Advisory & Structured Credit
| Senior Secured Growth Loan — SaaS Company | Exclusive Debt Advisor |
| Acquisition Financing — Manufacturing Business | Arranger |
| Structured Credit Facility — Logistics Company | Financial Advisor |
| Working Capital Facility — Healthcare | Debt Placement Advisor |
| Real Estate Development Credit Facility | Capital Advisor |
| Distressed Debt Restructuring | Credit Advisor |
| Commercial Office Acquisition (Financing) | Debt Advisor |
| Luxury Residential Development Funding | Capital Advisor |
M&A & Equity Advisory
| Sell-side Advisory — Consumer Brand | Sell-side Advisor |
| Minority Stake Sale to PE Fund | Transaction Advisor |
| Convertible Note Financing | Placement Advisor |
| GP Stake Capital Raise | Capital Advisor |
| Growth Equity Placement | Placement Advisor |
| Series A Equity Raise | Placement Advisor |
Wealth & Portfolio Advisory
| Multi-Family Office Portfolio Advisory | Portfolio Advisor |
| Global Equity Portfolio Construction | Investment Advisor |
| Alternative Investments Allocation | Allocation Advisor |
| Private Credit Portfolio Management | Portfolio Manager |
| HNI Wealth Structuring | Wealth Advisor |
| Family Office Advisory | Advisor |
| Offshore Investment Advisory | Advisor |
Risk Management & Markets Advisory
| Institutional FX Risk Hedging Program | Hedging Advisor |
| Commodity Price Risk Management | Risk Advisor |
| Portfolio Rebalancing | Advisor |
| Derivatives Hedging Strategy | Strategy Advisor |
| Fixed Income Portfolio Advisory | Advisor |
| Market Intelligence & Macro Strategy | Advisor |
| Asset Allocation Advisory | Advisor |
| Tactical Investment Strategy | Advisor |
Have a Mandate in Mind?
Let's discuss whether it's a fit
We take on a limited number of mandates at a time and evaluate each carefully before engaging.