Pinnacle Trust Partners, LLC
Pinnacle Trust Partners, LLC
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Our Services

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

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Pinnacle Trust Partners, LLC
One Canterbury Green, Suite 204, 201 Broad Street | Stamford, CT 06901 | T (203) 857-0811
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