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.
Current Institutional Offerings:
Real Estate
Multi-Family Fund II – Opportunity Fund A $250 million fund managed by one of the largest multi-family managers in the country, with an owned portfolio valued in excess of $3 billion. Fund II will benefit from the firm’s large, vertically integrated platform, ideally situated in the fastest growing states, and providing proprietary middle market deal flow to find the best assets out of hundreds evaluated yearly.
To request information on the Multi-Family Fund II please click here.Volatility Management
A tail risk fund and a hedged equity fund. Both are focused on volatility trading and asymmetric payoffs to generate alpha from Long Convexity/Long Volatility. The funds are always long volatility. The firm manages over $350 million, including over $200 million from a major pension fund.
To request information on the Volatility Management funds please click here.Private Credit
A global asset management company in business since 2017 with $600 million under management. The firm manages 6 private debt investment strategies, originating all portfolio assets themselves. Target returns are 8 to 16% p.a. Fund structures are Luxembourg SICAV RAIF.
To request information on the Private Credit funds please click here.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).
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.
Fairness Opinions
Partner Capital Group has recently added the ability to issue 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.
