Our Services
Asset Management
Personal & Institutional Portfolio Management
Description:
Fixed-income and equity portfolio management with hedging strategies, duration targets, risk budgets, liquidity management, and board-grade reporting.
Divisions:
Capital Markets
Real Estate
Private Capital
Debt Management
Description:
Credit planning and processing with covenant controls and early-warning KPI monitoring throughout the credit lifecycle.
Divisions:
Capital Markets
Real Estate
Private Capital
Wealth Management & Planning
Description:
Customized wealth mandates across public and private markets, with U.S. and international tax, estate/succession, and retirement planning.
Divisions:
Capital Markets
Real Estate
Private Capital
Market Intelligence & Research
Description:
Actionable market intelligence for investment decisions, including market sizing, competitive analysis, regulatory trends, capital flows, and early risk alerts.
Divisions:
Capital Markets
Private Capital
Investment Banking
M&A Advisory – Equity Raising
Description:
Advisory, support, and execution of corporate M&A processes for both sell-side and buy-side. Corporate compliance reviews for transactions. Structuring and management of investor roadshows.
Divisions:
Real Estate
Private Capital
Debt Raising: Structuring and Refinancing
Description:
Design and negotiate debt structures, including lender coordination and legal documentation to secure competitive terms.
Applicable to:
- Traditional bank loans
- Private banking loans
- Mezzanine loans
- Alternative credit
- Construction loans
- Project finance
Divisions:
Private Capital
Real Estate
Business Valuation
Description:
Enterprise value estimates using DCF, trading comparables, and precedent transactions, with sensitivity analysis and support for negotiations, governance review, and internal audit.
Divisions:
Private Capital
Financial Modeling & Corporate Materials
Description:
Experts in financial modeling with scenario analysis and decision-ready KPIs, and creation of consistent data rooms, teasers, and investor decks for banks and/or prospects.
Divisions:
Real Estate
Private Capital
Consulting
Strategic & Financial Consulting
Description:
Design and execution of corporate and financial strategies focused on value creation: capital planning, performance metrics, governance, and executive reporting for decision-making. May include:
- Outsourced CFO
- Business plan development
- Financial planning, analysis & forecasting
- Resource allocation & prioritization planning
- Capital-structure planning
- Cost-reduction strategies
- Debt analysis
- Business valuation
Divisions:
Space
Infrastructure
Private Capital
Strategic & Financial Consulting for SMBs
Description:
Outsourced CFO-type support to professionalize finance, strengthen cash and profitability, and organize processes and controls with a growth mindset. Includes:
- Business plan development
- Financial planning, analysis & forecasting
- Resource allocation & prioritization planning
- Cost-reduction strategies
- Debt analysis
Divisions:
Space
Private Capital
Bookkeeping & Tax Preparation
Description:
Recurring accounting and closings; reconciliations and management reporting; tax compliance and documentation aligned with institutional standards.
Divisions:
Private Capital
Credit Origination, Analysis & Processing
Description:
End-to-end credit evaluation, policies and covenants; verification and disbursements; KPI-based monitoring and early-warning alerts throughout the lifecycle.
- Credit Underwriting (BPO)
- Debt analysis
Divisions:
Real Estate
Private Capital
Appraisal Management & Construction Administration
Description:
End-to-end coordination of appraisals and construction control: budget, schedule, certifications, and risk management to ensure traceability and quality.
- Appraisal Management (BPO)
- Construction Management (BPO)
Divisions:
Real Estate
Private Capital
Investment Funds
Fund Thesis & Strategy Development
Description:
Design of the fund thesis, mandate, and value proposition with market analysis, eligible pipeline, and target metrics.
Divisions:
Capital Markets
Private Capital
Real Estate
Space
Infrastructure
Fund Formation, Administration & Regulatory Compliance
Description:
Legal and operational structuring of the investment vehicle; fund governance, service-provider design and selection, and compliance processes under applicable regulation.
- Reg 'D'
- SEC compliance
- State compliance (Blue Sky laws)
Divisions:
Capital Markets
Private Capital
Real Estate
Space
Infrastructure
Investor Relations Management
Description:
Institutional communications: onboarding, periodic reports, assemblies/meetings, data rooms, and LP inquiries.
Divisions:
Capital Markets
Private Capital
Real Estate
Space
Infrastructure
Risk, Compliance & Valuation Framework for Investment Funds
Description:
Policies and methodologies for risk management, regulatory compliance, and NAV calculation (where applicable). Definition of KPIs, investment-thesis limits, independent reviews, and information traceability.
Divisions:
Capital Markets
Private Capital
Real Estate
Space
Infrastructure