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A partner to navigate your firm's financial journey.
Pendlebury Hall Advisors was formed to help investment management firms strategically capitalize on “democratization” trends in private markets and provide greater flexibility in desired capital formation tailored to their specific needs.
The customized services offered by Pendlebury Hall Advisors represent a departure from retaining and strictly outsourcing fundraising efforts to transactional- and fee-orientated placement agents. Investment firms can now better target distribution channels to best support their desired client base, economics and ultimately enable more successful, efficient and timely fundraising while enhancing relationships and retention of clients.
Marketplace Intelligence
The landscape for private equity, private credit, hedge funds, private real estate and infrastructure investments is ever evolving. Our Marketplace Intelligence consulting services provide a comprehensive understanding of trends with institutional and private wealth investors over the near and long-term enabling better decision-making.
Distribution Strategy
Ensuring alignment and buy in for all stakeholders concerning the objectives and distribution strategy is an essential first step. We will lead your team through a structured process to define objectives and determine parameters for the distribution strategy. Outcomes of this process are:
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Unified vision among all key stakeholders
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Targeted channels to best support desired client base and economics
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Ultimately more successful and timely fundraising and retention of clients
Capital Raises
Leveraging our deep industry expertise and network of LPs, we partner with selective clients to develop and execute the most effective and efficient capital formation strategies. We support the following comprehensive and transparent servicing models:
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In-sourced Model – Serve as strategic coaches to leverage and maximize the efficiency of your existing distribution resources to meeting capital raising objectives.
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Co-sourced Model – Operating as an extension of your team and organization and utilizing your branding, we will fundraise to a pre-defined subset of LP investors (e.g., endowments, foundations, OCIOs, regional-based private wealth firms, private wealth platforms, etc.).
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Fully Outsourced Model – Leverage our resources for comprehensive capital raising across all LP distribution channels.
Compared to competitors, we are not pure play fundraising agents, rather “model-agnostic” meaning it is our obligation to help you understand and determine the fundraising model which best meets your organization’s needs.
Ongoing Client Engagement & Servicing
We help our clients develop long-term strategic relationships with LPs for initial and add-on placements. Our services including:
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Management consulting to optimize client engagement and ongoing service delivery
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Due diligence and search services for shareholder management and administration providers
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Outsourced Investor Relations engagements for firms not wanting dedicated internal resources or for firms needing temporary IR oversight
