PRIVATE EQUITY & REAL ESTATE ASSET MANAGEMENT
What We Offer
- Direct Deal Evaluation
We assess operating company investments, real estate ventures, and private placements with institutional-level rigor. Our underwriting process includes sponsor diligence, capital structure modeling, industry and macro analysis, and a focus on downside protection. - Co-Investment Strategy
We help you build a strategic, risk-aware co-investment portfolio, not just say “yes” or “no” to one-off opportunities. That includes vetting sponsors, aligning exposures with your broader capital plan, and managing pacing and liquidity. - Fund Sourcing and Selection
We identify and diligence private equity, venture capital, private credit, and real estate funds, helping you avoid under-diversification while ensuring exposure to high quality managers with consistent strategies and clear alignment. - Asset Management of Private Real Estate Holdings
We provide ongoing oversight and strategic guidance for private real estate portfolios including performance tracking, capital planning, lease diligence and review, finance sourcing and negotiation, risk monitoring, and hold/sell analysis. Whether you own a single property or a portfolio, we bring institutional asset management to your private holdings. - Portfolio Construction and Oversight
We help you design a private investment strategy that reflects your objectives, tax considerations, and liquidity needs. Our process ensures your capital is appropriately diversified, sized, and paced across asset classes, strategies, and vintages.
- Governance and Risk Management
We bring clarity to the often opaque world of private investing: from investment memos and decision support to capital call tracking and consolidated reporting. You’ll have the structure you need to stay informed and in control. - Facilities Asset Management and Capital Planning
We provide institutional-grade oversight of facilities, critical systems, and physical infrastructure across single sites or multi-location portfolios. This work turns maintenance and capital projects into a disciplined operating plan, with clear priorities, accountability, and measurable performance.
Our process typically includes asset inventories and condition assessments, lifecycle and replacement forecasting, preventive maintenance standards, CapEx prioritization, vendor and project governance, and consolidated reporting across locations. You gain a practical roadmap that reduces downtime and risk, improves budgeting accuracy, and supports long-term value preservation.
WHO WE SERVE
We work with:
- Entrepreneurial Families seeking structure and oversight for a growing book of private investments
- Business Owners building wealth outside their operating company
- Private Real Estate Investors who want professional asset management without institutional overhead
- Family Offices and Trusts in need of disciplined private market leadership without staffing a full internal team
WHY IT MATTERS
Private investments, when executed with discipline, can materially enhance long term wealth. But they require time, structure, and experience. We bring all three.
Whether you’re looking to manage an existing portfolio or build one from scratch, we act as a strategic partner who sees the full picture, and helps you make better decisions at every stage of the investment lifecycle.