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Private Equity Advisory

Deal, holding, and capital structures for private equity and co-investment

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Entity form and tax treatment across a mixed domestic and foreign investor base

Carried interest, waterfall, and fee mechanics that must satisfy institutional LPs

We advise private equity sponsors, family offices, and institutional investors on how to structure, finance, and govern direct and co-investment transactions — domestically and into international markets.

US private equity is structurally mature, so the questions are precise: which entity form suits the investor mix and the tax position, how carried interest and waterfalls are set, what a co-investor’s information and consent rights are, and whether the exit route assumed at entry still holds under the structure chosen.

Deal and holding design, co-investment structures, and acquisition financing for sponsors and institutional investors across the Americas.

Private Equity Advisory

Deal, holding, and capital structures built for governance, value creation, and exit

Blended finance layer stack

How concessional, guarantee-backed, and commercial capital combine in bankable project and fund structures.

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Commercial capital

Institutional investors · pension · insurance

03

Guarantee layer

Partial credit · political risk · first-loss

02

Concessional finance

DFI · ECA cover · blended tranches

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Sponsor equity

Government · corporate · project equity

Layered by payment seniority — commercial capital sits senior, concessional and guarantee layers absorb structured risk, and sponsor equity takes first loss.

Services & capabilities

What we deliver

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Capability detail

Deal and holding design

Entity forms and structures fitted to the investor mix, tax position, and jurisdictions involved.

Entry to exit

Advisory scope

Structuring, financing, governance, and exit planning

AIFMD

Regulatory depth

Fund and direct routes into EU jurisdictions

How we've helped

Co-investment

Structure for a cross-border platform acquisition

We structured a co-investment assembling US institutional and European family capital around a single platform — setting entity form, information rights, and exit mechanics before terms were agreed.

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Our approach

A disciplined approach to capital advisory

We design the holding and capital structure with the exit already in view — fitting entity form, instruments, and governance to the investors at the table and the jurisdictions the asset touches.

Frame

Define the investment thesis, the investor route — fund, direct, or co-investment — and the regulatory constraints of each jurisdiction.

Structure

Design holding architecture, capital stack, and governance rights with partner counsel and tax advisers.

Finance

Coordinate acquisition or growth financing with lenders and co-investors — from term sheets through financial close.

Oversee

Support board reporting, value-creation tracking, and exit preparation through the holding period.

Client outcomes

  • Holding and deal structures fitted to the investor’s mandate and tax position
  • Capital stacks aligned with the business plan and financing covenants
  • Clear governance and information rights among sponsors and co-investors
  • Exit options preserved through structure and reporting set at entry

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Discuss your mandate

Discuss this advisory pillar with our team.