Private Capital Advisory

CastleOak’s Private Capital Advisory (PCA) group is a holistic, strategic advisor, focused on providing customized, comprehensive solutions to institutional private market investors and participants.

The group advises and executes on liquidity solutions for general and limited partners in private capital funds and advises financial sponsors on a variety of portfolio and fund management solutions. We also provide primary fundraising services to select general partners.

PCA Services

CastleOak’s dedicated PCA team is proud to provide comprehensive, customized solutions.

We work with general partners and investors looking to actively manage their private equity and real asset holdings through liquidity transactions.

Whether the proposed transactions are direct assets, fund investments, or fund portfolios, our dedicated team delivers client-focused advice to structure and coordinate an effective secondary process from strategy to completion.

General Partner (GP)-Led Transactions

The PCA team advises general partners on strategic and liquidity alternatives for the benefit of all stakeholders. The team delivers independent advice to clients’ GP-, fund- and asset-level restucturing and recapitalization transactions while leveraging the resources of CastleOak’s industry coverage and M&A teams.

Limited Partner (LP)-Led Transactions

Our team advises limited partners who are looking to sell their interests in private equity, debt, real estate, and infrastructure funds. We provide highly customized transactions based on seller-specific goals. We leverage our longstanding relationships and knowledge to deliver best-in-class execution and pricing.

Contact

Steven Andrews
sandrews@castleoaklp.com
(212) 812-9486

CastleOak PCA’s strategy revolves around fostering enduring relationships and partnerships rooted in mutual understanding and trust.

The group provides comprehensive advisory and distribution services on capital raising for alternative asset managers and private fund sponsors.

Execute on all aspects of the fundraising process

On a select basis, work with emerging managers to help build a brand and develop LP and co-invest partners

Relieve the burden of fundraising for our clients by managing all facets of investor facing activity

With an integrated primary and secondary practice, bring a thorough understanding of executing a successful fundraising strategy and creative capital solutions

Seasoned team with over 20 years of experience

Organized to raise capital for complex and bespoke fund strategies

Deep understanding of underlying products and strategies

Relentless intensity, hustle, and grit to every mandate to ensure favorable outcomes for our clients

The PCA group aims to provide creative capital solutions to its clients across the private market universe.

The team has strong connectivity with leading capital providers and can provide unique structuring insights to help its clients achieve optimal results.

Structured Solutions
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The PCA team has significant experience in structuring across a wide number of different transaction types, including, but not limited to, preferred equity, NAV loans, GP-level financing, GP stakes, collateralized fund obligations (CFOs), and portfolio financing.

Direct Placements
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The PCA team will, on a selective basis, work with independent sponsors and existing fund platforms on asset specific capital raises and co-investments.