As your partners, our focus is your success. Rather than offering a broad platform, we concentrate on a carefully selected group of 3 to 5 traditional asset managers specializing in value and growth equities, as well as taxable fixed-income strategies. Complementing these are a limited number of alternative managers providing niche strategies that align closely with institutional investor demand.
Service Offerings
- Introduction Services
Facilitate trusted connections between institutional investors and top-tier traditional and alternative asset managers, ensuring alignment in strategy, performance, and long-term vision.
- Placement Agent Support
Strategic fundraising support for asset managers, particularly in engagements with public funds and corporate pension plans.
- Soft Dollar Arrangements
Operating within the compliance framework, we structure soft dollar arrangements to enable efficient and compliant compensation options where applicable.
- Advisory and Access
Empower clients with deep market intelligence, peer benchmarking, and curated access to investment opportunities designed to support strategic decision-making.
Transaction Experience
With over $2 trillion in structured public market transactions over two decades, our team brings unmatched experience from diversity-focused boutique investment banks. Our track record includes:
- Capital raises for large corporate issuers and public sector entities
- Strategic advisory services to Fortune 500 corporate treasury teams, with a focus on fixed-income markets and positioning
- Institutional insight rooted in real-world execution across the financial landscape