Private Funds Advisory

A more strategic alternative to legacy options

With more than 215 years of collective experience, the members of the Private Funds Group have contributed to the organization and raising of 142 funds aggregating more than $188 billion. Through this experience, we have developed a broad set of limited partner relationships across the globe. In addition, we have demonstrated a proven ability to transform these relationships into documented partnerships with investors from across the limited partner spectrum. These proven partnerships include investors ranging from the large pension and sovereign wealth funds to smaller family offices and high-net-worth individuals.

The Private Funds Group is operated by a focused team of industry veterans with a broad base of industry experience dating back to 1997. The team is dedicated to providing de-conflicted agency services and bespoke, client-focused solutions to a select group of general partners. We do not employ a portfolio approach to raising funds—the success of every mandate we undertake is equally important.

With extensive in-house experience at leading alternative investment management firms such as Advent International, Riverstone, and Coller Capital, the Private Funds Group has developed a differentiated perspective from that of traditional placement agents. In addition to managing a variety of traditional fundraising processes, our team members have been actively involved in the design and implementation of broader business development, sales, marketing, and investor relations activities. Through this experience, we have developed strategic relationships with limited partners and provided general partners with sustained competitive advantage.

The Private Funds Group primarily focuses on private equity and private credit managers. The team has advised on 48 mandates since 2015 including follow-on fundraises and product extensions for established brands and initial fund offerings for emergent private equity firms. The team has advised on 34 emergent mandates since 2015.

Industry Coverage

Our global industry coverage model brings sector-specific knowledge, experience, and relationships to every client we work with. Through our nine dedicated industry groups and financial sponsors efforts, WG Securities provides the focused expertise to help advance your vision.

Business Services

The Business Services Group provides superior M&A advisory, capital-raising, restructuring, and financial and valuation advisory services to public and private professional and technology-related services companies.

Consumer

The Consumer Group combines extensive market capabilities and in-depth industry knowledge to help maximize shareholder value for companies in the consumer industry.

Energy

The Energy Group is active in key industry sectors, including the merchant power, regulated utilities, retail energy, renewables, oil and gas value chain, fuels, and services subsectors.

Financial Services

The Financial Services Group leverages extensive industry relationships and experience to offer M&A advisory, corporate finance, restructuring, and financial and valuation advisory services to clients in the financial services industry.

FinTech

The FinTech Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services.

Healthcare

The Healthcare Group is a recognized leader in M&A advisory and capital-raising services, providing healthcare industry clients with in-depth knowledge, proven transaction experience, and exceptional service.

Industrials

The Industrials Group covers the entire industrials market, delivering superior service and outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services.

Real Estate, Lodging, and Leisure

The Real Estate Strategic Advisory Group delivers superior results with its local market knowledge, global investor reach, and access to leading public, private, and institutional real estate investors and lenders.

Technology

WG Securities’s Technology Group has earned a global reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services. Our global team covers an extensive range of sectors, with well-experienced finance professionals dedicated to each of our primary coverage areas.

Financial Sponsors Coverage

WG Securities has one of the largest financial sponsors coverage groups, and it is dedicated to delivering industry-leading product resources.

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