Strategic Advice

  • Advice to Sponsors on the structuring and other capital markets issues relating to an investment vehicle, whether primary funds or fund of funds.
  • Advice on the creation or review of all marketing, legal and tax documents, including placement memoranda, pitch-books, subscription and partnership agreements.
  • Rigorous selection process of mandates with a focus on investor requirements, including those with restrictive legal and approval environments.

Investor Relations

  • Post closing, regular calls to follow-up with investors.
  • Sending of all reporting materials.
  • Arranging annual partnership meetings and intermediary meetings with investors.
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