Capabilities
Investment banking and capital formation.
The firm advises sponsors, operating companies, investors, family offices, institutions, and government-aligned ventures on complex financing, strategic transactions, and capital-market positioning.
Mandate scope
Engagements are accepted selectively and scoped to the transaction rather than to a product menu.
- Debt and structured credit
- Senior, stretch senior, mezzanine, bridge, construction, acquisition, refinancing, and recapitalization structures.
- Equity and joint venture
- Programmatic equity, co-investment, preferred structures, master developer equity, and sponsor-level capital.
- Bond and public-adjacent finance
- Bond structures applied to the equity layer or to full project financing, including public-purpose and municipality-aligned work.
- REIT and fund formation
- REIT financing considerations and private fund formation conducted in accordance with Regulation D under the JOBS Act.
- Venture and growth capital
- Capital for operating companies whose economics rest on real assets, infrastructure, or regulated markets.
- Strategic transactions
- Positioning, counterparty strategy, term-sheet evaluation, negotiation support, and execution coordination.
Process
How an engagement proceeds.
- 01
Qualification
A short, candid conversation and a written summary of the transaction. Most inquiries are resolved here.
- 02
Underwriting and structure
Diligence on sponsor, asset, and market; sources and uses; capital-stack alternatives and risk allocation.
- 03
Market and close
Materials, targeted outreach, term-sheet comparison, and coordination through documentation and closing.
Reference
Structure explainers.
- About Investment BankingHow the mandate process works, from underwriting to execution.
- Global Infrastructure FinancingCross-border infrastructure capital structures and sponsors.
- Data Center FinancingCapital formation for data centers and AI compute infrastructure.
- Bonds as Developer Equity ContributionBond structures applied to the equity layer of a development.
- Bonds as 100% Financing for DevelopmentsFull-stack bond financing for qualifying development programs.
- Bond Offer ExamplesIllustrative bond structures for sponsor review.
- REIT FinancingREIT formation and financing considerations.
- Master Developer Equity FinancingProgrammatic equity for master-planned development.
- Bridge FinancingShort-duration capital for time-sensitive positions.
- Senior Housing FinancingCapital structures for senior housing and care assets.
Discuss a mandate
Engagements are accepted by invitation. Introduce the transaction and we will tell you candidly whether it is a fit.