Case Studies

Selected situations.

Anonymised examples of how we work. Detail and references available under NDA.

Private credit programme — family office

Designed and deployed a $40M+ private credit programme with documented governance and loss controls.

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GP-led secondary — institutional co-investment

Mobilised a deal team within 48 hours. $15M committed and closed in 5 weeks.

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Capital stack restructuring — portfolio company

Stabilised liquidity within 8 weeks and positioned for refinancing at materially better terms.

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The governance gap in family office private credit

Why family offices must move beyond yield-chasing and adopt institutional, stage-gated governance to survive the next default cycle.

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Why the traditional OCIO model is failing principal capital

Wealth managers sell products; operators build balance sheets. A raw analysis of fee drag, misalignment, and the case for open-architecture OCIOs.

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The Geopolitical Lag: Portfolio Construction in a Fragmenting World

How institutional capital uses the 2-3 quarter lag between geopolitical headlines and private market cash flows to stress-test portfolios.

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Professional clients only. Not investment advice. See disclaimer.