Private Capital Advisory

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South Pointe utilizes an extensive network of institutional investor relationships to secure fee-paying capital for both funded and fundless sponsors. We handle transactions on a deal-by-deal basis, covering a range of strategies, industry sectors, and geographies. Our transactions include minority and majority equity investments, primary and secondary capital raises, independent sponsor acquisitions, take privates, carve-outs, and more. Equity capital raises typically range from $25M to $250M, with the potential to exceed $1B.

Our GP Stakes team offers advisory services to sponsors seeking company-level capital solutions backed by management fees, GP commitments, and/or carried interest. Our solutions include minority equity stakes, preferred equity, management company loans, and other structured capital. Sponsors often use these funds to support growth, facilitate succession plans, or enhance GP commitments. As the management company solutions landscape evolves, South Pointe remains well-positioned to help clients achieve optimal outcomes.

South Pointe GP Solutions team offers expert guidance to financial sponsors on GP-led secondary transactions and innovative liquidity solutions. Our services include single and multi-asset continuation vehicles, strip sales, tender offers, fund-level preferred equity raises, and more. As part of the Stifel platform, we combine the expertise and institutional knowledge of a top middle-market investment bank with that of a leading placement agent, ensuring top-tier advice and execution for every client assignment.

South Pointe LP Solutions team is a premier advisor to institutional investors on the sale of limited partnership interests in alternative assets. Our team engages regularly with many of the world’s largest institutional investors to help manage their alternative asset portfolios through the secondary market. We enhance value for clients by leveraging our deep buyer relationships, extensive market insight, and significant execution experience.