how we can help you

Investment Product and Deal Sourcing

 

Investment Product and Deal Sourcing

We identify and evaluate investment opportunities that align with investment and impact objectives, across investment funds or products and direct deals.

How we can help you:

  • Build pipeline of relevant opportunities

  • Identify investments that are aligned to investment and impact objectives

  • Structure direct deals

  • Coordinate deal diligence 

Our team maintains deep market intelligence to source appropriate opportunities, conducting initial screening and assessment to ensure alignment with client requirements. For direct investments, including for purpose enterprise and real asset investing, we can provide comprehensive support through the entire process.  We provide advice on deal structuring, due diligence coordination, and ongoing supervision. We build pipelines of aligned investment opportunities and support implementation while maintaining our position as your fiduciary consulting partner.

 
 
 
 

We exist to transform lives through purposeful investing.