Fund Placement
Pinnacle’s experience and hands-on approach has led to success across a variety of assignment types:
- Flagship capital formation—Pinnacle serves as a trusted, long term capital raising partner signified by an 88% re-up rate with our General Partner clients
- Spinouts—Pinnacle’s capital raising expertise has helped clients successfully navigate the challenges of raising a debut fund
- Product Expansions—Pinnacle’s clients have benefited from key strategic insights and advice as they look to expand their platform and offerings
Direct Private Placements
- Pinnacle has partnered with existing General Partner clients and financial sponsors to raise capital directly for distinct investments and portfolio companies across a range of industry sectors and transaction types
Fundraising Advisory
- Comprehensive review of the General Partner to ensure the product offering is differentiated, well-articulated, and properly positioned to meet the demands of institutional investors
- Evaluate competitive landscape, product marketability, and “hot-button” issues
- Conduct in-depth due diligence on track record, strategy, and team through the lens of an institutional investor
- Advise on product offering structure and terms
Insurance Solutions
- Pinnacle has over twenty years of experience advising and steering the formation of structured insurance solutions
- Deep expertise in developing innovative insurance solutions for our clients:
- Rated Note Feeder Vehicles and Rated Note Stand-Alone Vehicles
- Rated Separately Managed Accounts (SMAs)
- Private Equity-Backed Notes
- Insurance Dedicated Funds (IDFs)
- Insurance Company-Owned Life Insurance (ICOLI)
Fund Liquidity Solutions
- Assist our General Partner clients in sourcing non-bank providers of Liquidity Facilities, NAV Credit Facilities, and Preferred Equity financing
- Target capital suppliers with deep balance sheet resources, such as insurance companies (of which Pinnacle has over 90 active insurance clients) or asset management firms with dedicated pools of capital
- Pinnacle can introduce non-bank providers that may offer flexible financing arrangements thereby creating long-lasting financing solutions for General Partners
Strategic Advisory
- Pinnacle will advise on the acquisition, merger, or sale of alternative asset managers to existing Pinnacle relationships
- Serve as an originator, introducer, and marketing advisor that facilitates direct and confidential introductions that would be accretive to both parties
- Provide advisory services that evaluate integration hurdles and marketing positioning of the combined entity
