EXPERTISE BY AREA:
Investing in, Structuring, Financing and Marketing Alternative Investment Products, SPVs and Deals
Capital Markets: Public-Private Partnerships (“P3s”), Opportunity Zones, and Impact Investment: Military and Higher Education Social Infrastructure, Alternative and Renewable Energy, and Stormwater Management Project Finance; Private 4(a)(2) and 144A Bond Offerings and Green Bonds
Private Capital: FinTech, Private Debt, Equity and Mezzanine Investments
Private Credit Strategies: Unitranche, Middle Market Direct Lending, Yield Buyouts, Collateralized Loan Obligations, P2P/Marketplace Lending
Real Estate: Multi-Family, Student Housing
Absolute Return Hedge Fund Strategies: Convertible and Capital Structure Arbitrage, Event Driven, Global Macro, Volatility Arbitrage, Distressed Structured Credit, US Agency MBS CMO Arbitrage, Funds of Funds
Investment Vehicles: Commingled Funds, Separately Managed Accounts, Funds-of-One, SPVs, UCITS, Sicavs, AIFMD Compliant AIFs
Insurance Dedicated Funds, Private Placement Life Insurance Variable Annuities
Captive Insurance and Reinsurance
Mergers & Acquisitions and Corporate Finance
EXPERTISE BY FUNCTION:
Strategic Business Development and Strategic Partnerships
Financial Structuring and Raising Capital
Developing and Executing Strategic Marketing Programs
Product Development, Launch and Operation
Investor Relationship Management
Communications, Messaging and Branding, Social Media