Strategic advisory and capital raising services for emerging private equity platforms, Independent Sponsors, General Partners, and their funds; emerging growth and small to mid-market companies; and private secondary transactions.
- Arrange private placements for private companies
- Raise debt and equity capital for independent sponsors (General Partners)
- Raise private equity fund capital for general partners (General Partners)
Private Company & General Partners Services
- Placement Agent Services: TFG leverages its team’s deep experience as Limited Partners to provide General Partners with unique insights on fundraising strategy. TFG’s team also leverages its deep networks of private equity Limited Partners to identify and approach appropriate investors for the General Partners’ strategy. TFG advises on all aspects of the fundraising process, including market assessment and competitive positioning, assistance with the preparation of marketing materials, terms and conditions, development of a comprehensive data room, and investor introductions.
- General Partners Advisory Services: TFG advises General Partners with respect to product development, positioning, and marketing in a manner very similar to the internal fundraising teams at the largest General Partners.
- TFG provides its services to General Partners in the private equity, private credit, real estate, and real assets alternative asset classes.
Placement Agent Services
We use a disciplined, comprehensive process to drive success for our clients. Each assignment is tailored to our client's unique objectives, and we maintain a close relationship with the GP throughout the fundraising process.
Preparing for the Fund Raise
- Our deep experience as limited partners and placement agents will help us better understand your business.
- We will work with you to develop and refine your story to limited partners.
- Our advice includes developing appropriate terms for your fund, including fund size.
- Pre-marketing preparations include advising on the development of the track record, executive summary, presentation, private placement memorandum, due diligence materials, data room, and other supporting materials
- Based upon your fund’s strategy, we will identify a universe of limited partners that would be appropriate for your fund.
- We will manage the meeting process, ongoing dialogue, and due diligence requests.
- Regular updates will provide you with visibility on the status of the fundraising.
- Working with your attorneys and other advisors, we will guide your fund to a successful close.
General Partner Advisory Services
We offer General Partners a suite of advisory services to enhance their offerings to Limited Partners.
- We will work with you to evaluate and refine your proposed structure and strategy, including track record analysis
- Prepare a competitive analysis of your positioning compared to other managers
- Advise on preparation of high-quality due diligence materials
- Make appropriate introductions to attorneys, accountants, bankers, and fund administrators
- Evaluate your proposed offering and its reception by limited partners
- Advise on the preparation of your marketing materials (including website) to maximize acceptance by limited partners
- Assist with post-closing investor relations and the planning of subsequent fund offerings.