Custom capital formation strategies from family offices, RIA’s & institutional investors for alternative managers affected by the changing fundraising market.Key differentiators:
1. Successful, customized capital formation strategy development, followed by capital formation execution. Plan, then dominate in execution
2. Targeting private credit and private real estate, direct, co-investment, joint ventures, co-GPs, recapitalizations, platform structures with top quartile managers, $500M - $1.5B in AUM, who may be receiving fewer institutional allocations and in need of new, custom, mutually agreeable, proven market capital formation strategies resulting in critical investor relationships
3. Over thirty years family office and institutional investor experiences including multiple strategies. What is the best strategy for your firm: family offices, RIAs, institutions, others? Let’s discuss your situation, needs and objectives
4. Ideal investors secured via in-depth prospecting. Current raise, exclusive to family offices, to 567 family offices, identified new, unknown $2B investor. Some family office relationships going back over 30 years
5. Ready, qualified capital to meet your firm needs via a longterm investor network we collectively expand and continually refresh. A ready pool of investors identified, met and through their diligence
7. Potential faster results from historical experience and insight. Two of the first-time top off assignments, and several co-investments, completed between 4-6 weeks
8. Higher capital formation success via full senior professional attention, limit of two alternating clients. Successful strategy, then execution is top priority, no delegation to junior staff or moving to next client(s) until objectives are met
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All rights reserved.
Practice
Proven Capital Formation Strategies For:
1. Institutional managers receiving diminishing institutional allocations. The large get larger
2. Emerging managers developing track-record and investor confidence
3. Managers developing co-investment and other investor programs
°Cumulative strengths, collaborative effort, add significant effectiveness to in-house staff
° Long-term, repeat, capital formation relationships
° Mitigation of family office capital formation ‘pitfalls’, use of world class research, extensive AI aided identification, opaque sector, deep outreach to identify prospectsInvestor Matrix Development:
| Diligence Done/Cash Ready | In Diligence | Initial Contact | Research Qualified |
|---|---|---|---|
| Investor 1 | Investor 2 | Investor 3 | Investor 4 |
| Investor 5 | Investor 6 | Investor 7 | Investor 8 |
| Investor 9 | Investor 10 | Investor 11 | Investor 12 |
About
° Over 35 years capital formation experience
° Cover US, Europe and Asia
° Twice top capital formation professional at two top institutional asset managers. Benefited from world class sales & finance training
° $3.8B raised: $55M value add multi-family, $50M emerging venture, $50M emerging credit, $50M emerging private equity funds
° Extensive legal and structuring resources, joint ventures, co-GPs, platforms, etc…
° Over 2000 family office interactions in the past three years identified from over 5000 qualified family offices
° US FINRA Series 7, 24, 28, 63 & 65 licenses
° BS. Finance, USU, Graduate Work, Finance, SMU
° Outstanding references
Contact
Please contact Rowe Capital Partners here. Tell us about your firm and needs. Thank you.
The principal, Jim Rowe, is a registered representative, investment banking and securities offered through Capital Connect, LLC, a registered broker-dealer member FINRA/SIPC, Capital Connect, LLC and Rowe Capital Partners, LLC are not affiliated entities.
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