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Performance

What sets Pinnacle Trust Partners apart is our determination to perform the due diligence, product evaluation and benchmarking analysis required to ensure that each client’s offering is unique, well articulated, and well suited to the interests of potential investors.

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

AEA Investors Small Business Fund, L.P.

$286,000,000

AEA Investors Small Business Fund, L.P. 1

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

Alinda Infrastructure Fund I, L.P.

$3,000,000,000

Alinda Infrastructure Fund I, L.P. 1,2

Infrastructure Equity

Alinda Infrastructure Fund II, L.P.

$4,000,000,000

Alinda Infrastructure Fund II, L.P. 1,3

Infrastructure Equity

European Secondary Development Fund V, L.P.

€310,000,000

European Secondary Development Fund V, L.P. 1

Secondary Fund

Arrowhead Capital Fund III, L.P.

$301,850,000

Arrowhead Capital Fund III, L.P. 1

Middle Market Mezzanine

Coller International Partners VIII, L.P.

$9,000,000,000

Coller International Partners VIII, L.P. 1

Global Secondary Private Equity

Corsair III Financial Services Capital Partners, L.P.

$1,073,000,000

Corsair III Financial Services Capital Partners, L.P. 1

Buyout/Financial Services

CVC Credit Partners US Direct Lending Fund II

$657,000,000

CVC Credit Partners US Direct Lending Fund II 1

Middle Market Direct Lending

DoubleLine Opportunistic Income, L.P.

$3,159,000,000

DoubleLine Opportunistic Income, L.P. 1

Hedge Fund

DoubleLine Strategic MBS Strategy

$1,934,000,000

DoubleLine Strategic MBS Strategy 1

Sector Specific Fixed Income

Fireside Investments International Market Centers, LLC

1,540,000,000

Fireside Investments International Market Centers, LLC 1

Direct Private Placement

First Reserve Energy Infrastructure Fund, LP

$1,230,000,000

First Reserve Energy Infrastructure Fund, LP 1

Energy Infrastructure Fund

ICG North American Private Debt Fund, LP

$790,100,000

ICG North American Private Debt Fund, LP 1

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 1

Lower Middle Market Direct Lending

Newstone Capital Partners, L.P.

$865,000,000

Newstone Capital Partners, L.P. 1

Middle/Large Market Mezzanine

Newstone Capital Partners II, L.P.

$800,000,000

Newstone Capital Partners II, L.P. 1

Middle/Large Market Mezzanine

Newstone Capital Partners IV, L.P.

$852,000,000

Newstone Capital Partners IV, L.P. 1

Middle/Large Market Mezzanine

Northstar Mezzanine Partners IV, L.P.

$307,000,000

Northstar Mezzanine Partners IV, L.P. 1

Small/Middle Market Mezzanine

Northstar Mezzanine Partners V, L.P.

$515,000,000

Northstar Mezzanine Partners V, L.P. 1

Small/Middle Market Mezzanine

Northstar Mezzanine Partners VI, L.P.

$300,300,000

Northstar Mezzanine Partners VI, L.P. 1

Small/Middle Market Mezzanine

Northstar Mezzanine Partners VII L.P.

$460,000,000

Northstar Mezzanine Partners VII L.P. 1

Small/Middle Market Mezzanine

Oaktree Capital Management – OCM/GFI, LP

$1,020,000,000

Oaktree Capital Management – OCM/GFI, LP 1

Buyout Power Infrastructure

Peloton Equity II, L.P.

$152,250,000

Peloton Equity II, L.P. 1

Healthcare Buyout

North American Middle Market Buyout

$7,000,000,000

North American Middle Market Buyout 1

Primary Fund of Funds, Secondary Funds & Co-Investments

RFE Investment Partners VII, L.P.

$212,000,000

RFE Investment Partners VII, L.P. 1

Small Market Buyouts

RFE Investment Partners VIII, L.P.

$249,000,000

RFE Investment Partners VIII, L.P. 1

Small Market Buyouts

Swiss Re Private Equity Partners III, L.P.

$672,000,000

Swiss Re Private Equity Partners III, L.P. 1

Primary Fund of Funds

WCP Real Estate Strategies Fund, L.P.

$204,000,000

WCP Real Estate Strategies Fund, L.P. 1

Global Distressed / Opportunistic Real Estate Debt Fund

WCP Real Estate Fund II, L.P.

$392,000,000

WCP Real Estate Fund II, L.P. 1

Global Distressed / Opportunistic Real Estate Property & Debt Fund

WCP Real Estate Fund III, L.P.

$614,000,000

WCP Real Estate Fund III, L.P. 1

Global Distressed / OpportunisticReal Estate Property and Debt Fund

WCP Real Estate Fund IV, L.P.

$314,000,000

WCP Real Estate Fund IV, L.P. 1

Global Distressed / OpportunisticReal Estate Property and Debt Fund

WCP NewCold Advanced Cold Logistics, LP

$357,700,000

WCP NewCold Advanced Cold Logistics, LP 1

Direct Private Placement

Anonymous Client

$2,500,000,000

Anonymous Client 1

Infrastructure Debt

Anonymous Client

$1,410,000,000

Anonymous Client 1

Infrastructure Equity

 

  1. Securities offered through PTP Securities, LLC, Member FINRA & SIPC, Subsidiary of Pinnacle Trust Partners, LLC.
  2. Served as sub-agent
  3. Limited Engagement