Equity Advisory
Our Equity division helps high-quality operators find and negotiate with the perfect strategic equity partners for new acquisitions or recaps and helps institutional equity groups including family offices, life companies and pension funds meet their next operating partners for one-off deals or programmatic partnerships.
Equity Advisory
Our Equity division helps high-quality operators find and negotiate with the perfect strategic equity partners for new acquisitions or recaps and helps institutional equity groups including family offices, life companies and pension funds meet their next operating partners for one-off deals or programmatic partnerships.
We prepare operators for market, and match them with the right capital partner, based on a dozen key criteria, including check size, investment timeline, strategy, geography, control rights, and deal structure.
Our team manages the entire process end-to-end to ensure a smooth execution and high certainty of closing.
Services
Single Investor Funds
For proven MHC and RV operators and developers
Development, Portfolio Expansion & Recapitalizations
Flexible Deal Structures
Common, preferred and joint venture equity
Equity Advisory Team
Jake Levin
Vice President, Equity Advisory
As Director of Equity Capital Markets, Jake completes Yale’s Capital Markets division, which provides advisory and structuring services for all facets of the capital stack and ensures a vertically...
Request Equity Engagement
Share your opportunity and we'll identify the right equity partner from our network.