An origination desk for aging sponsor-held companies.
How a managing director at a middle-market buyout firm could turn a thesis into a maintained universe of long-held, PE-controlled companies, each with the reason to call attached.
Illustrative case study
A lean search. An institutional-grade sourcing engine.
How a searcher could run proprietary outreach and intermediated deal flow from one maintained universe of owner-operated and sponsor-held companies, with the reason to call attached to each.
Illustrative case study
Refinancing origination and surveillance, sized for a lean team.
An architecture for an emerging direct-lending manager that finds sponsor-backed borrowers approaching a maturity or lender transition, and keeps the existing portfolio under watch with the same team.
Illustrative case study
The buyers with a real reason to act, on every mandate.
A multi-agent architecture for a sell-side practice that builds evidence-backed buyer universes, tracks sponsor coverage, and keeps one governed fact base across the process.
Illustrative case study
A complex capital stack.
A clearer investment view.
A source-grounded analysis of two ring-fenced SPV structures: delayed-draw term loans against a staged capex program, competing claims in the distribution waterfall, and the assumptions that drive projected sponsor returns.
Explore the financing study