Performance

Our success is based on our ability to add value to each and every transaction and build long-term, trusted partnerships with our clients and investors. 88% of our clients have hired us for multiple fundraising assignments.

Working with an array of superior firms, we have successfully completed transaction structuring, advisory, and placement assignments for a diverse range of asset classes, including Buyouts, Credit Strategies, Directs/Co-Investments, Distressed Strategies, Funds of Private Equity, Hedge Funds, Infrastructure, Mezzanine Financing and Real Estate.

Our sources of funds raised include Consultant/Advisors, Corporate Pension Funds, Endowments, Family Offices, Foundations, Fund of Funds, Public Pension Funds, Union Funds and Sovereign Wealth Funds. More specifically, Pinnacle has a long history of serving insurance company investors. Throughout our careers, Pinnacle employees have received commitments from over 90 distinct insurance company clients.

Take a look below at a partial list of closed transactions we helped achieve for a number of our clients.

Closed Transactions

$286,000,000

AEA Investors Small Business Fund, L.P.

Small/Middle Market Buyouts

AEA Investors Small Business Fund II, L.P.

$350,000,000

AEA Investors Small Business Fund II, L.P.

Small/Middle Market Buyouts

$3,000,000,000

Alinda Infrastructure Fund I, L.P.

Infrastructure Equity

$4,000,000,000

Alinda Infrastructure Fund II, L.P.

Infrastructure Equity

European Secondary Development Fund V, L.P.

€310,000,000

European Secondary Development Fund V, L.P.

Secondary Fund

European Secondary Development Fund VI, L.P.

€201,000,000

European Secondary Development Fund VI, L.P.

Secondary Fund

$301,850,000

Arrowhead Capital Fund III, L.P.

Middle Market Mezzanine

Coller International Partners VIII, L.P.

$9,000,000,000

Coller International Partners VIII, L.P.

Global Secondary Private Equity

Corsair III Financial Services Capital Partners, L.P.

$1,073,000,000

Corsair III Financial Services Capital Partners, L.P.

Buyout/Financial Services

CVC Credit Partners US Direct Lending Fund II

$657,000,000

CVC Credit Partners US Direct Lending Fund II

Middle Market Direct Lending

$1,100,000,000

Deerpath Capital V, LP

Lower Middle Market Direct Lending

$3,159,000,000

DoubleLine Opportunistic Income, L.P.

Hedge Fund

$1,934,000,000

DoubleLine Strategic MBS Strategy

Sector Specific Fixed Income

Fireside Investments International Market Centers, LLC

$1,540,000,000

Fireside Investments International Market Centers, LLC

Direct Private Placement

First Reserve Energy Infrastructure Fund, LP

$1,230,000,000

First Reserve Energy Infrastructure Fund, LP

Energy Infrastructure Fund

ICG North American Private Debt Fund, LP

$790,100,000

ICG North American Private Debt Fund, LP

Middle Market Mezzanine

ICG North American Private Debt Fund II, L.P.

$1,350,000,000

ICG North American Private Debt Fund II, L.P.

Middle Market Mezzanine

Monroe Capital Private Credit Fund III, LP

$1,330,000,000

Monroe Capital Private Credit Fund III, LP

Lower Middle Market Direct Lending

Monroe Capital Private Credit Fund IV, LP

$2,300,000,000

Monroe Capital Private Credit Fund IV, LP

Lower Middle Market Direct Lending

$865,000,000

Newstone Capital Partners, L.P.

Middle/Large Market Mezzanine

$800,000,000

Newstone Capital Partners II, L.P.

Middle/Large Market Mezzanine

$852,000,000

Newstone Capital Partners IV, L.P.

Middle/Large Market Mezzanine

$307,000,000

Northstar Mezzanine Partners IV, L.P.

Small/Middle Market Mezzanine

$515,000,000

Northstar Mezzanine Partners V, L.P.

Small/Middle Market Mezzanine

$300,300,000

Northstar Mezzanine Partners VI, L.P.

Small/Middle Market Mezzanine

$460,000,000

Northstar Mezzanine Partners VII L.P.

Small/Middle Market Mezzanine

Oaktree Capital Management – OCM/GFI, LP

$1,020,000,000

Oaktree Capital Management – OCM/GFI, LP

Buyout Power Infrastructure

$152,250,000

Peloton Equity II, L.P.

Healthcare Buyout

$7,000,000,000

North American Middle Market Buyout

Primary Fund of Funds, Secondary Funds & Co-Investments

$212,000,000

RFE Investment Partners VII, L.P.

Small Market Buyouts

$249,000,000

RFE Investment Partners VIII, L.P.

Small Market Buyouts

Swiss Re Private Equity Partners III, L.P.

$672,000,000

Swiss Re Private Equity Partners III, L.P.

Primary Fund of Funds

VPC Asset Backed Opportunistic Credit Fund, L.P.

$2,400,000,000

VPC Asset Backed Opportunistic Credit Fund, L.P.

Asset-Based Lending

$200,000,000

VPC Specialty Lending Investments PLC

Fund Finance

$204,000,000

WCP Real Estate Strategies Fund, L.P.

Global Distressed / Opportunistic Real Estate Debt Fund

$392,000,000

WCP Real Estate Fund II, L.P.

Global Distressed / Opportunistic Real Estate Property & Debt Fund

$614,000,000

WCP Real Estate Fund III, L.P.

Global Distressed / OpportunisticReal Estate Property and Debt Fund

$314,000,000

WCP Real Estate Fund IV, L.P.

Global Distressed / OpportunisticReal Estate Property and Debt Fund

$357,700,000

WCP NewCold Advanced Cold Logistics, LP

Direct Private Placement

$2,500,000,000

Anonymous Client

Infrastructure Debt

$1,410,000,000

Anonymous Client

Infrastructure Equity

Securities offered through PTP Securities, LLC, Member FINRA & SIPC, Subsidiary of Pinnacle Trust Partners, LLC.