Advisory Services

– Advisory Services –

Caledon works with, and as an extension of, our clients’ investment staff to provide strategic planning, implementation options, and monitoring and administration for their private markets portfolios. In our advisory relationships, our clients maintain decision making authority but we provide services enabling more confident and informed decisions.

 

– Our Services –

Strategy & Planning: Establish detailed private markets program guidelines, strategy and implementation plans
Implementation: Proactively source high-quality funds (primary and secondary) and co-investment and direct investment opportunities

Perform comprehensive due diligence, and structure, negotiate and close investments

Help select and manage legal counsel and advise on establishment of appropriate tax structures

Monitoring: Interact with investment partners and attend annual and limited partner advisory meetings

Prepare comprehensive quarterly and annual reports

Administration: Complete back-office support including overseeing capital calls and distributions, and working with client custodians

Conduct year-end valuation process with client’s internal accounting staff and external auditor

 

icon-advisory