We allocate private equity capital by co-investing with private equity operators, family offices, and institutional funds, while delivering specialized solutions typically only found at large financial institutions, 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 also invest in real estate by acquiring sale-leaseback properties with the objective of obtaining steady income and growth. We often work with private equity firms as they execute transactions and we invest in high-quality, operationally-critical commercial real estate leased long-term to their portfolio companies.

Benefits Due Diligence

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 firms. You experience not only the risks involved in running your own firms but also your portfolio companies. Your investment portfolios inherently include an array of exposures. Some are easily identifiable while others may be deeply recessed or newly created by management missteps or new legislation.

Our private equity clients appreciate having a pro-active who understands the dynamic of the industry and takes a uniquely consultative approach.

401K Plan Management

Your portfolio companies can rely on our expertise to provide creative ideas and trusted and fiduciary guidance when creating, merging, and administering their corporate benefit plans. Our fully disclosed fee-for-service model is truly aligned with the interests of our clients as we operate as a named fiduciary for every plan we serve. We win when our clients win. We offer plan fee benchmarking & analysis, Investment selection, monitoring, and reporting,  Investment policy creation and monitoring,  Provider selection and cost analysis, Ongoing provider assessment and due diligence reviews, Plan merger & termination assistance, Plan administration best practices

- Select Representative Transactions -


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