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Financial Advisory

CastleOak's Private Capital Advisory group advises and executes liquidity solutions for private capital participants.

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Financial Advisory

CastleOak's Private Capital Advisory (PCA) group is a secondaries market advisor focused on advising and executing liquidity solutions for limited and general partners in private capital funds.

In addition, PCA advises financial sponsors on a variety of portfolio and fund management solutions. The group helps to guide and execute on all aspects of the fundraising process.

PCA secondaries bankers collaborate with the firm's Mergers & Acquisitions bankers to deliver superior, thoughtful solutions and leverage the full capabilities of the broader CastleOak organization with respect to distribution and advice, taking advantage of long-term relationships and partnerships.

Advisory Services
  • Secondary Market Advisory for LP and GP Interests
  • GP-Led Liquidity Solutions
  • Fund Restructurings and Recapitalizations
  • Fundraising Advisory
  • Portfolio Management Solutions
  • M&A Advisory
  • Divestiture Advisory

Our Private Capital Advisory team delivers superior, thoughtful solutions for our clients.

For more information, contact our team.

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