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.
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
- Venture Capital
- Growth Capital
- Banks & Commercial
- Mezzanine Lenders
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.
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
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.
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