Portfolio
Engagements that define industries.
We partner with family offices, private equity, and institutional capital providers pursuing transformative initiatives at significant scale. Our engagements span capital formation, alternative investments, strategic partnerships, and operational execution.
$12B+
Total initiative value advised
3
Continents of active engagement
$100M+
Minimum initiative scale
Select Engagements
Select engagements are presented below. Certain details have been omitted or generalized to preserve client confidentiality.
$10B
Infrastructure
Strategic Advisory
Infrastructure Initiative
Participated in the design, aggregation, and launch of a $10B infrastructure initiative combining bond financing and insurance-backed structures for deployment across select cities through public-private partnerships.
$800M+
Media & Entertainment
Fund Structuring
Media & Entertainment Fund
Participated in the structuring and development of an $800M media investment fund alongside a former major-studio chief executive, focused on financing, acquiring, and developing children's, faith-based, family, and values-oriented film and media, with the broader objective of restoring enduring values and positive cultural influence through entertainment.
$500M
Family Office
Program Design
Next-Generation Family Office Practicum Program
Designed a Next-Generation Family Office Practicum Program with family office leaders in partnership with a top-10 U.S. banking institution, focused on preparing emerging family leaders for stewardship, investing, governance, and the management of multigenerational wealth. The program projects $500 million in capital allocation and deployment through its participants, with an operating cost of $15 million per year.
$250M
Private Equity
Fund Architecture
Offshore Distressed-Asset PE Fund
Core team member of an offshore PE fund focused on distressed assets, supporting the initiative from fund architecture and leadership-team formation through capital strategy, investor positioning, fundraising strategy, and execution.
$1.2B
Asset Development
SPV
Asset Development SPV
Structuring and advisory for a $1.2B special purpose vehicle focused on asset development, bringing together institutional capital, strategic partnerships, and operational expertise to execute at scale.
Discuss an engagement.
If you are pursuing a transformative initiative at significant scale, we welcome a confidential conversation.
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