Solving secondary liquidity & income challenges

A strategic partner to help control risk, liquidity, and income in portfolios of private equity funds and private companies worldwide.

Who We Serve

We partner with alternative investment funds and institutional investors worldwide to provide tailored liquidity and income solutions.

Alternative Investment Funds

Uncertain market conditions for exits and fund-raising require revised strategies that utilize the secondary markets on a recurring basis.
Our secondary market strategies help generate exits and provide cash to your investors – who in turn, can make commitments to your new funds.
We help your investors with education as an independent party.
We help internal teams that do not have the time or resources to pursue these goals.

Endowments & Foundations

Often seek to manage investment restrictions yet generate consistent income for particular missions.
Our secondary market expertise helps rebalance fund portfolios, manage risk, and optimize returns.
We help donors with education as an independent party.
We help internal teams that do not have the time or resources to pursue these goals

Multiemployer Plans

Often seek to maintain a strong funded status in an uncertain business and investment environment.
Our secondary market expertise helps rebalance fund portfolios, manage risk, and optimize returns.
We work with both labor leaders and management to achieve their goals.
We help identify quality investment managers and negotiate fair and reasonable contracts.

Corporations and Family Offices

Often seek to manage multiple retirement plans that can impact quarterly earnings.
Our secondary market expertise helps rebalance fund portfolios, manage risk, and optimize returns.
We help committees with limited time and resources, create and oversee alternative fund portfolios.
We help employees with education as an independent party.

Public Funds

Often seek to protect the retirements of public employees while managing political influence.
Our secondary market expertise helps rebalance fund portfolios, manage risk, and optimize returns.
We help by identifying quality investment managers to avoid adverse news publicity.
We help employees with education as an independent party.

Defined Contribution Plans

Often have replaced pension plans and seek to optimize retirement outcomes for constituents.
Our secondary market expertise helps rebalance fund portfolios, manage risk, and optimize returns.
We help committees with limited time and resources, create and oversee alternative fund portfolios.
We help employees with education as an independent party

Financial Advisors

Often seek to navigate regulatory, competitive and costs while serving clients.
Our secondary market expertise helps rebalance fund portfolios, manage risk, and optimize returns.
We help by identifying quality investment managers to avoid adverse news publicity.
We help employees with education as an independent party.

Contact Us

Please contact Stephen B. Lamont, Head of Business Development
To submit an inquiry, please click this link

We are an investment consultant that provides specialized secondary liquidity, credit income, valuation, and related solutions to alternative investment firms and institutional investors worldwide with holdings in private capital funds and private companies. We serve institutional investors such as sovereign wealth funds, government sponsored enterprises, endowments & foundations, corporations, public pension plans, defined contribution plans, family offices, and financial advisors. We are not a broker-dealer and nothing in this message is to be construed as a solicitation of securities transactions or investment, legal or tax advice.

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