Our Services

Current Institutional Alternative Investment Offerings

Energy Infrastructure Fund

To request information on the Energy Infrastructure Fund please
click here.

Strategic and Growth Capital

To request information on the Strategic and Growth Capital please
click here.

Alternative Investments Fund Placement

We represent high quality, institutional grade alternative investment managers. Fund placement has been an important focus of our business since our founding in 1996. Prior to accepting a client assignment, we strive to thoroughly know and understand the manager, their philosophy, their process, and the key performance factors. Integrity and pedigree are of utmost importance. Our thorough due diligence process gives us the comfort we require prior to making introductions to institutions who trust our judgement. We may also invest our own capital with the manager, if the strategy fits our investment needs.

Investment Banking

We provide advisory, M&A,and capital raise services that help both private and publicly traded companies, as well as private equity firms achieve their objectives. We deliver debt and private equity capital solutions to clients, including analyzing and optimizing capital structures and structuring and raising capital to fund growth, acquisitions, and provide liquidity to recapitalize balance sheets.

Advisory

Research

PartnerCap Securities, LLC has an emerging research team representing decades of combined experience across both the sell side and buy side. The team conducts a bottom-up process with a focus on identifying small public companies that are underappreciated from a fundamental, valuation or sentimental perspective. Our depth of expertise, our partnership with Intro-act to augment our research analysts with strong investor targeting services, and our issuer focused service model are key differentiators to our firm's success.

PartnerCap Securities’ Issuer Sponsored Research (ISR) services enable issuers to benefit from broker research building institutional investor awareness with an added level of transparency, specifically receiving insight to readership analytics. To see examples of our Issuer Sponsored Research please request (info@partnercap.com).

Valuation services & fairness opinions

Partner Capital Group is qualified to issue NACVA - compliant fairness opinions a professional evaluation as to whether the terms of a merger, acquisition, buyback, spin-off, or privatization are fair. Such opinions are typically issued when a public company is being sold, merged or divested of all or a substantial division of their business. They can also be required in private transactions, as well as in circumstances other than mergers, such as a corporation exchanging debt for equity. Some of the specific functions of a fairness opinion are to aid in decision-making, mitigate risk, and enhance communication.

Valuation Support

Using the most appropriate approach—Income, Market Multiple, or Adjusted-Asset—PCG determines the true economic value of a business with transparency, integrity, and collaboration.

PCG Conducts An In-depth Analysis Of :

Valuation Assignment Experience :

Why Accurate Valuation Matters

An inaccurate valuation—whether overstated or understated—can lead to significant financial and strategic missteps. We help you avoid these risks by providing dependable, data-driven assessments tailored to your business.