We specialize in assisting institutional investors and family offices with the successful and optimal resolution of privately-held, illiquid elements of their portfolio.

Institutional investors will often find that their portfolio holds limited partnership interests, joint venture participations, unusual real estate assets, venture capital investments, or other interests that are not easily amenable to sale.

We take a patient, principles-oriented approach, and we work closely and collaboratively with investment groups and company management to resolve these illiquid elements into high value investable assets.

We have also assisted international businesses with the successful resolution or conclusion of strategic investments, joint ventures or other business partnerships that are no longer corporate priorities.