For funds, family office investors, and financial sponsors

Sponsor-grade standards, boutique-level oversight.

We work with funds, family office investors, and financial sponsors when fast analysis, defensible materials, and execution oversight are required. We engage on buy-side, add-on, carve-out, acquisition financing, portfolio support, and exit.

Typical scenarios

When we get the call.

Buy-side on complex assets

When the deal calls for sharp industrial reading, independent assessment of routinely underestimated risks, and surgical negotiation on SPA, earn-out, and W&I insurance.

Build-ups and programmatic add-ons

Sector consolidation platforms, target identification, scouting, and coordinated execution across multiple parallel transactions.

Structured exits

Competitive or bilateral processes with the right counterparty selection, asset positioning, and institutional-grade materials.

Portfolio support

Recurring advisory on portfolio companies: debt restructuring, divisional carve-outs, preparation for a liquidity event.

Our approach

How we work with funds.

Analytical speed

Deliverables on sponsor timing, not corporate timing. Turnarounds compatible with tight investment committee deadlines.

Investment committee standard

Materials defensible before senior ICs and institutional LPs. Transparent methodologies, traceable sources.

End-to-end technical oversight

From preliminary valuation to closing, continuous oversight. The same senior team stays with the dossier from start to finish, with specialists activated under Montesino's coordination.