Memos, case studies, and operator commentary for professional clients.
Memos, case studies, and notes across private credit, secondaries, co-investments, and corporate finance. Selected items only.
Designed investment policy, liquidity ladder, and risk framework for a single family office. Sourced and diligenced programme managers. Deployed $40M+ into diversified private credit within 6 months.
Read case study →Mobilised deal team within 48 hours for a compressed-timeline GP-led secondary. Ran parallel diligence, negotiated governance terms. $15M committed and closed within 5 weeks.
Read case study →Mapped cash flows and covenant headroom for a PE-backed company with tightening liquidity. Renegotiated facility terms, introduced new working capital finance. Stabilised within 8 weeks.
Read case study →Why family offices must move beyond yield-chasing and adopt institutional, stage-gated governance to survive the next private credit default cycle.
Read memo →Wealth managers sell products; operators build balance sheets. A raw analysis of fee drag, misalignment, and the need for true open-architecture OCIOs.
Read memo →How institutional capital uses the 2-3 quarter lag between geopolitical headlines and private market cash flows to stress-test portfolios.
Read memo →Full case studies available to professional clients on request. Access the client portal.
Professional clients only. Not investment advice. See disclaimer.