The Prestwick Approach

Situated in an under-addressed segment between a full-time in-house role and brokers / placement agents, Prestwick offers a value-oriented outsourcing model to provide access to the equity capital markets via a dedicated engagement and a bridge to permanent functions.

Targeting emerging managers, growth-oriented managers, platform investors with portfolio companies, each with a unique set of objectives and need for access to equity markets.

A start-to-finish approach, from strategic alternatives and understanding company culture and objectives, through offering, marketing, closing, and ultimately handing off new investor relationships.

Capital Raising

    • Commingled US, European, Australian value-add funds

    • $1.0 billion US build-to-core programmatic JV with Aus superannuation

    • US multifamily core-plus strategy with Japanese investor

    • $500 million US life sciences programmatic JV with Canadian investor

    • Contemplated office-to-residential JV with South American investor

    • Pursued GP co-investment program, sourced and negotiated term sheets with leading U.S. platform investors

    • Advised on 2 OpCo recaps with major U.S. pension funds

    • Numerous asset and portfolio recaps, development JVs totaling $500 million +

 

Client Advisory

    • Executed over $4 billion of sellside and buyside M&A advisory behalf of public and private Morgan Stanley real estate clients.

    • Led internal LCOR corporate strategic initiatives including public company M&A discussions, private entity-level investment initiatives

  • Concepted and led new product development for various fund and PJV strategies – creating compelling and well-articulated strategies targeting institutional investors.

    Marketing material production, financial models, fund documents, PPM, datasite compendium.

    Engaged teams of advisors, local placement agents, legal, marketing support

  • Established best-in-class IM platforms, including:

    • Policies and procedures

    • RFP DDQs

    • Track records

    • Allocation policies

    • SEC / RIA registrations