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ASSET GATHERING
We provide comprehensive capital introduction/placement services to investment advisors seeking to expand/diversify their investor base and assets under management. With over seventy years of combined experience we have strong relationships with institutional/high net worth investors in the U.S., Europe and the Middle East, and a proven track record of raising capital for both traditional and alternative asset managers. Strategies include:
- Hedge Funds
- Private Equity and Venture Capital
- Opportunistic Credit
- Enhanced Fixed Income
- Distressed Real Estate
- PIPES
MARKETING AND CONSULTING SERVICES
We create/enhance marketing materials for investment managers and maintain long standing relationships with the pension fund consultant world. We are very experienced in the execution of Requests for Proposals ("RFPs").
MANAGER DUE DILIGENCE
We target investment strategies and managers that are most attractive on a risk/reward basis and seek to identify those that are coming into investment favor as macroeconomic conditions shift. Once identified, we then conduct thorough and disciplined due diligence which includes but is not limited to:
- Performance versus market benchmarks and manager peer group
- The manager's investment philosophy/processes
- Return and volatility vectors under normal/stressed scenarios to quantify alpha and beta exposures
- Personal and professional integrity of management
- Operations infrastructure and documentation review
- Risks embedded in a particular strategy and how those risks are managed
Asset gathering is a core initiative for virtually all funds. Meridian's Capital Placement team can serve our clients as either a comprehensive outsourced marketing solution or as an adjunct team supporting in-house investor relations efforts. To speak in more detail about our Capital Placement & Advisory program, please contact Virginia Henneberry at: VHenneberry@meptraders.com
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| 5 Hanover Square, 21st Floor | New York, NY 10004 | Office: 212-500-6650 | Fax: 212-742-2737 |
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