FINANCIAL INSTITUTIONS

Bravemarket Financial Institutions (“FI”) Advisory team serves sovereign wealth funds, pension funds, central banks, investment banks and financial advisory firms, commercial banks and thrifts, supranational and development banks, asset management firms, private funds, and insurance companies, as well as other non-bank financial institutions. We also serve asset managers, business development companies, broker-dealers, closed end funds, financial technology companies, mortgage and property REITs, specialty lenders, real estate firms, wealth managers and investment advisors and alternative investment managers.

We advise and guide transactions at the high end of the spectrum including M&A, raising capital, accessing the liquidity market, restructuring, insurance solutions and other complex capital structure challenges. We provide tailored solutions to optimize the capital position of our financial services clients. We evaluate balance sheets, portfolios and large complicated transactions to advise our financial services clients on complex risk exposures. Our Financial Institutions Advisory team consists of experts in structured products, securitization, derivatives and risk management who value complex assets and advise on repositioning and divesting underperforming portfolios.

Bravemarket Private Capital Advisory team is dedicated to advising various types of entities that control private capital. These entities include private equity fund sponsors, sovereign wealth funds, family offices, venture capital firms and private credit funds. Our team coordinates and deploys resources from across the Firm to advise sponsors on a wide range of transactions such as new portfolio acquisitions or investments, existing portfolio sales or partial realizations, portfolio recapitalizations and fund level initiatives. Our team is closely integrated with the Firm’s investment management business, capital markets, and industry advisory groups, providing sector expertise and an extensive reach of global investors.

Accordingly, we are recognized as one of the leaders in private capital advisory and placement. Our team of highly qualified and experienced former fund managers and investment bankers work closely with you to supervise the expert execution of every engagement and transaction and ensure you benefit from seamless service. We have extensive experience providing comprehensive global advisory and distribution services, raising capital for a wide variety of fund types, and individual transactions. We provide capital raising, secondary market and other independent advisory services to select private fund sponsors and limited partners worldwide. Employing a distinct and rigorous approach to partnership, we advise and execute on all aspects of the fundraising process from competitive positioning and market assessment, preparation of marketing materials, and investor development through to close.

We have been at the forefront of successfully transitioning our business to the virtual fundraising world which has supported our clients through the COVID-19 environment, demonstrated by a year of strong execution and fund closes. We also advise financial sponsors and private asset managers on portfolio optimization, with a primary focus on recapitalizing single assets or concentrated portfolios. We offer liquidity solutions to minority shareholders and raise capital on behalf of independent sponsors and de novo platform companies. We also advise General Partners on liquidity alternatives for the benefit of all stakeholders. We deliver independent advice to clients globally on GP, fund, and asset-level restructuring and recapitalization transactions. We can also advise on the sale of portfolios of limited partnership interests in private equity, private debt, real estate and infrastructure funds. Our team delivers client-focused advice to secondary market participants who include some of the world’s largest and most sophisticated investors. The team leverages its market-leading knowledge and relationships to deliver best-in-class execution and pricing on every engagement.

Bravemarket Financial Institutions Advisory team can provide you with precision institutional advisory and solutions. Our comprehensive understanding of the industry’s financial, regulatory, and competitive dynamics helps us evaluate and generate a full range of strategic options. We have earned a reputation for providing superior service and achieving outstanding results for our clients. Our success is a result of our outstanding team that consists of senior advisors with extensive experience and a strong track record with deep depth of market expertise across the financial services sectors.

We offer independent, objective, unbiased solutions that are free from conflicts of interests. Our advisory and product solutions include business valuation, fairness opinion, purchase price allocation, impairment test, valuation of credit and insurance portfolios, funds, financial and regulatory due diligence, transaction advisory, negotiation support, post-merger integration and separation advisory, buy-side and sell-side lead advisory, IPO advisory, financial fact book, information memorandum, strategic business review, recovery and resolution plans, independent reviews, portfolio advisory, distressed assets advisory, program management, project office support, business plans advisory, regulatory approval proceedings, establishment and relocation of financial institutions and business model analysis and internal governance.