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Fund Advisory

Tailored and focused strategic advisory and execution services at both the management company and fund level  

The Hedge Fund Advisory Group is an important component of the Strategic Services Effort. The seven-person team is responsible for identifying, structuring and executing strategic advisory, financing and business development mandates for Credit Suisse’s hedge fund clients. The Group's primary focus is on the largest, most diversified Key Accounts of the firm. However, it is also actively focused on unique startup opportunities, build-outs and businesses in transition. In addition to providing industry wide expertise, insights and thought leadership, the Group works with Managers on a bespoke basis to develop tailored solutions that best address a particular client’s strategic business objectives.

Credit Suisse is unique in providing a dedicated advisory service to assist our clients as they look to build franchise value. The Group is focused on the following four areas:

Strategic Advisory

• Majority acquisitions and sales
• Minority stake partnerships
• Joint ventures
• Equity structuring and succession planning

Capital Structure

• Public and private equity solutions at the GP and LP level
• Fund restructuring / secondary sales
• Term debt solutions

Consulting

• Bespoke consulting assignments
• Critical topic thought pieces
• Customized benchmarking

Portfolio Strategies

• Portfolio realizations and financings
• Wholesale liquidations and fund restructurings
• Unique investment opportunities

The Hedge Fund Advisory Group provides our clients with access to some of the most experienced advisory professionals in the Alternatives Industry. Prior to joining the Strategic Services Effort, each member of the Group was formerly trained in an investment banking product and/or industry vertical, including M&A, sector coverage and capital markets. Over the past several years, the Group has executed some of the industry's most transformational transactions including management company IPO's, rated fund-level term debt, strategic buyside/sellside assignments and portfolio monetizations. In addition to the core Alternatives Industry expertise and capabilities of the team, the Hedge Fund Advisory Group is uniquely positioned to access and deliver the full strategic resources of the Firm including, Financial Institutions Investment Banking, Financial Sponsors, Global Markets Solutions Group and Asset Management.

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