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Our services

Investment Product and Fund Structuring

From investment idea to considered design.

The perspective we bring

We help investment sponsors and institutional investors develop products and vehicles around defined investment objectives. We translate an investment thesis into an economic structure.

Our work considers asset selection, financing, distributions, liquidity, and risk allocation. We support fund and special-purpose vehicle design, structured notes, and bespoke investment arrangements, working with legal, tax, and other specialist advisers.

How we can help

Advice built around
your priorities.

01

Product economics

Define the underlying investment proposition and examine its cash flows and sensitivities.

02

Vehicle design

Evaluate fund structures, special-purpose vehicles, and structured investment instruments.

03

Financing and distributions

Consider leverage, liquidity, payment priorities, and investor participation.

04

Sponsor and investor materials

Develop financial analysis and materials that explain the structure and its risks.

When to speak with us

You have a defined investment opportunity and need to assess how it can be structured, financed, and presented to investors.

Discuss your objectives