We allocate capital to private equity by co-investing alongside a select network of private equity operators and institutions, while delivering specialized solutions typically only found at large financial firms, but with the personal touch, you would expect at a boutique firm.

Co-Investing Capital

We target differentiated sources of return by allocating capital directly to buyout, growth, and recapitalization private equity transactions, co-investing in transactions alongside a select network of private equity sponsors and institutional investors.


We been bringing together sophisticated insights and institutional-class resources required to execute complex strategic transactions, such as selling, buying, or restructuring businesses, to seize opportunities and address threats.

Due Diligence & Benefits Review

As a partner in your success we offer complimentary due diligence reviews during acquisition, ongoing strategy, and prior to the exit. We understand the unique and complex exposures of private equity, entrepreneur or family owned businesses.

401K Plan Management

You can rely on us to provide creative ideas and fiduciary guidance when creating, merging, and administering corporate benefit plans, inlcuding Investment policy, Cost benchmarking, Investment and provider selection, Ongoing assessment, and Plan merger & termination.

- Select Representative events -


Connect with us to learn how we can partner with you and back your private equity transactions.