• Capital Advisory Services

    Participant works with leading independent and family-owned businesses to access and secure long-term strategic investors. We support our clients in the following ways:

    Mergers and Acquisitions

    Participant offers a tailored approach to family offices and long-term investors and businesses that are seeking to acquire or sell companies in a wide range of industries and stages. We provide a full suite of M&A services including sourcing, due diligence, valuation, structuring and deal execution

    Debt and Equity Placement

    Participant assists clients in securing equity and debt capital for growth, recapitalization and liquidity. We source capital from traditional investors, as well as from our unparalleled network of more than 500 of the world's largest private investors

    Strategic Advisory

    Participant provides advice to family-owned businesses and other companies. We work with clients to identify growth opportunities, explore corporate alliances, and develop M&A strategies. We leverage our extensive global/local relationships to provide our clients with balanced and insightful judgment on key strategic and financial initiatives

    Fund Formation

    Participant helps to raise capital for both new and established funds on a selective basis. We concentrate on differentiated investment strategies that are well-aligned with the longer-term focus and sector expertise

    Debt Capital Advisory

    Participant advises borrowers on structuring and sourcing non-dilutive capital across the credit spectrum. As an independent advisor with no balance sheet of our own, we run a fully competitive process on our clients' behalf, drawing on a network of more than 300 lender relationships spanning banks, credit funds, and other institutional capital providers. Our team has arranged financing across healthcare, pharmaceuticals, consumer wellness, and animal care, guiding clients from initial structuring through closing

    Tech Capital Advisory

    Participant advises technology companies on structuring and sourcing non-dilutive capital across the credit spectrum. As an independent advisor with no balance sheet of our own, we run a fully competitive process on our clients' behalf, drawing on a network of more than 300 lender relationships spanning banks, credit funds, and other institutional capital providers. Our team has arranged financing across software, fintech, AI infrastructure, and enterprise technology, guiding clients from initial structuring through closing