Alternative Investments
Areas of expertise:
- Portfolio Company Executive Management
- Investment/Deal Professionals
- Fund Leadership and Succession Plans
- Compliance/Risk Officers
- Board Members and Independent Trustees
- Investor Relations and Capital Raising Professionals
Investment and Corporate Banking
Positions we commonly work on:
- Leveraged Finance
- Financial Sponsor Coverage
- Restructuring Advisory
- Valuation/Transaction Services
- SVP, Asset-Based Lending
- Portfolio Analyst/Asset Manager
- Chief Credit Officer
Accounting/Finance
Positions we commonly work on:
- Controller/Director of Accounting
- Chief Financial Officer
- Tax Manager/Director
- Corporate Development/M&A
- Treasury
Private Equity Consulting Services
- Develop and manage portfolio models or train the finance team to manage
- Calculate, analyze, report and anticipate internal and external portfolio requests
- Calculate scenarios and their impact on the portfolio including early sales, upside and downside cases
- Institutional-quality Excel models for Real Estate Assets including Office, Hospitality, Multifamily, Development, Retail
- Create ARGUS models to assist in purchase or sale of investments