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Placement Agent &
Advisory Services

 

We are dedicated to helping private equity fund sponsors and other alternative investment managers raise capital as effectively and efficiently as possible through our relationships with institutional investors located in the United States, Europe, the Middle East and Asia. We deliver customized execution to meet client needs, including full service global placement, targeted and top-off assignments, and administrative services only mandates.
Pre-Marketing Advisory
  Review existing marketing materials
  Portfolio and track record review
  Development of key sales messages
  Positioning of the fund
  Rehearsing the pitch
  Preparation of marketing materials
  Introductory meetings with investors
Marketing
  Distribution of offering materials
  Scheduling and attending roadshow
    presentations
  Post meeting follow-up
  Facilitate investor interaction
  Expedite commitments to close


Secondary Advisory
We work with limited partners, corporate investors and general partners seeking private equity portfolio solutions through confidential, directly negotiated transactions. We focus on both limited partnership interests as well as direct stakes in portfolio companies. For firms who might be seeking liquidity, a rebalancing of their portfolio, or other strategic objectives, Patronus can offer several advantages:
      Large investment capacity from leading buy-side firms working with Patronus Capital
      Rapid execution due to deep expertise in the secondary market and excellent relationships
      Discretion and Confidentiality
      Certainty of execution of the transaction as it is led by reputable firms
      New and innovative ways to structure deals: Profit participation, Securitization, Joint venture
Co-investment Financing Advisory
We work with general partners of committed funds as well as fundless sponsors seeking equity capital or mezzanine financing in transactions by making introductions to limited partners and other private equity investors with an appetite for attractive co-investment opportunities.