Transforming Private Equity

Halcyon partners with private equity firms to build wealth for their investors by improving the performance of their assets, while optimizing value creation.

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  • Are you effectively communicating with all investment sources interested in your new fund?
  • Is limited deal flow of qualified opportunities keeping capital on the sidelines?
  • Are your providing a professional experience to your investors?
  • Are you positioned correctly with the right PE’s and Strategics for your PC Exits?
  • Have you prepared the appropriate financial information about your PC that aligns with the valuation you expect upon Exit?

FUNDRAISING

Structured approach to reaching your goal

Our team takes the time to understand your fundraising goals, current investor base, and develop the right strategy for attracting and educating the right investors that align with your funding objectives. Our approach includes implementing a solid foundation for outreach, pipeline management, and ensuring all steps in the process flow are effectively managed across the value chain. Our team is experienced in working with the following financial institutions:

  •   Family Office
  •   High Net Worth
  •   Institutional
  •   Venture Capital
  •   Growth Capital
  •   Banks & Commercial
  •  Mezzanine Lenders
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DEAL ORIGINATION

More opportunities, better diligence, quality deal flow

Finding, evaluating and closing the right deals is a challenge for all private equity companies. Halcyon has extensive experience in aligning fund objectives with the delivery of qualified deal flow. We work with PEs to define the search criteria, perform the initial evaluation, and prepare both PEs and prospective companies for further due diligence activities. In addition, Halcyon works closely with your due diligence team to ensure all aspects of the value chain are effectively evaluated and rated, including the completion of a formal assessment provided to the Investment Committee for final consideration.

INVESTOR RELATIONS

Professionally manage your VIPs

Managing and effectively communicating with your investors, stockholders, Board of Directors, etc. can be a time consuming and tedious process. Further, the manner in which a fund manages key stakeholders is essential to the long term success of the firm. We offer:

  •  Investor Management & Communication, including distribution of all required financial statements
  •  Public Relations coordination & communication
  •  Board of Directors meeting preparation and documentation
  •  Compliance review with all state, federal, and agency laws and guidelines
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EXIT PLANNING

Timing is everything, know when you’re ready

Preparing for exit can be an arduous time for any PE. Managing the art/science of the deal requires detailed preparation, laser focus, and steady hands. Halcyon works closely with PEs to position their assets for successful exit. Halcyon works closely with both the PE and PC to:

  • Develop a Value Chain assessment of the PC
  • Develop assets and campaigns for promoting the PC to potential acquirers
  • Engage with 3rd party influencers to expand awareness efforts
  • Review the quality of all documents and financials in the Data Room
  • Actively engage with the PE during each stage of the Exit process

Questions, Concerns, Ideas?

We’re here to help. Contact us to learn more.

GET IN TOUCH

Let’s get started

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