Our Services

Triago provides fundraising services, secondary transaction advisory and strategic solutions for General Partners and Limited Partners seeking to optimize success in the global private equity market

Fundraising

Funds
Directs

For global and targeted mandates, we use knowledge of LP appetites to build momentum towards rapid closes with a prioritized, sequential approach to investors. We provide roadshow coordination, detailed investor profiles, investor follow-up, and regular fundraising reporting. We also handle complex, simultaneous limited partner due diligence processes.

Fundraising Advisory

Matching smart money with superior private equity plays

We only accept a small number of non-competing mandates at any one time and only from teams that we believe will produce superior returns for limited partners. Our project management teams and sales professionals advise our general partner clients on pre-marketing, fund design and terms, coach on effective messages and placement tactics, and draft fundraising presentations, private placement memorandums and due diligence packs.

Whether the mandate is global or targeted, we use our knowledge of limited partner appetites to narrow investor target lists to the most relevant, building momentum towards rapid closes by employing a prioritized, sequential approach to key investors. We provide roadshow coordination, detailed investor profiles, investor follow-up, and regular reporting on fundraising. We also handle complex, simultaneous limited partner due diligence processes.

As a full service firm, we work to fundraise expeditiously so that our clients have the time to do what they do best: invest.

The fundraising services described above are provided in the USA by Triago Americas, Inc. member FINRA/SIPC

20-24

Primary mandates each year

1,000+

Core LP relationships

40+

Countries covered

To find out more, speak to:

Americas

Matt Swain

Send Email
Send Email

EMEA

Fabian Mourgue d'Algue

Send Email
Send Email

Thibaud Taieb

Send Email
Send Email

Secondary

LP Stakes
GP-Led

With three decades of activity within the private equity fund community, Triago is recognized as one of its leading specialized agents for secondary transactions. We act exclusively as sell-side advisors, providing tailored services on everything from straight fund portfolio sales to structured liquidity solutions and GP-Led transactions.

Secondary Advisory

Maximizing value in a highly inefficient marketplace

Leveraging market intelligence and investor relationships from our primary fundraising activities, Triago is in permanent contact and has developed strong relationships with a wide universe of 400+ potential buyers with diverse investment profiles and appetites. Beyond mainstream secondary specialists, Triago has built a broad, global network of investors with an opportunistic approach to the secondary market. They use secondaries as an integral part of their overall portfolio construction. We help our clients crystallize value, clean-up non-core positions, reposition portfolios, improve the liquidity profile and duration of an overall program, release unfunded commitments and make room for new investment capacity.

The secondary transfer services described above are provided in the USA by Triago Americas, Inc. member FINRA/SIPC

3,500+

Fund Interests Transferred

12

Dedicated Secondary Professionals

92%

Conversion Rate of Executed Mandates

To find out more, speak to:

Americas

Michael Pilson

Send Email
Send Email

EMEA

Mathieu Dréan

Send Email
Send Email

Dimitri de Moulliac-Dréan

Send Email
Send Email

Strategic

GP M&A
Business Development

GPs are investing in more diverse geographies and becoming adept in a wider set of strategies, expanding organically and via M&A. LPs increasingly structure their own programs and corporates are adapting how they use private equity for their own benefit. We advise on all strategic and tactical options for all members of the private equity community.

Strategic Advisory

Private Equity is creating opportunities but also challenges for all market players

Decades of experience as an independent, innovative global specialist agent in private equity ideally positions Triago to assist PE players of all types. We help GPs, LPs, funds-of-funds, corporates, and others identify, prepare and execute a wide range of strategies and tactics, including mergers & acquisitions, joint-ventures, narrow or broad internal change, brand strengthening and more.

Some of the broad questions Triago’s strategic advisory addresses are:

  • How can the strategic and tactical challenges of operating in a changing environment be identified and profitably exploited?
  • Should GPs and LPs consider new geographies and how should they be evaluate these opportunities?
  • Can secondary market programs and real asset investing help GPs and LPs attain return objectives?
  • What does the industry think of a particular GP or LP?

Broad knowledge and experience of the global private equity space is essential for tackling these questions and successfully shaping sustainable organizations and practices.

The strategic advisory services described above are provided in the USA by Triago Americas, Inc. member FINRA/SIPC

29+

Years building
PE network & data 

100+

GP due-diligence per year

50+

Strategic mandates executed

To find out more, speak to:

Americas

Victor Quiroga

Send Email
Send Email

EMEA

Antoine Dréan

Send Email
Send Email

Fundraising Advisory

Matching smart money with superior private equity plays

We only accept a small number of non-competing mandates at any one time and only from teams that we believe will produce superior returns for limited partners. Our project management teams and sales professionals advise our general partner clients on pre-marketing, fund design and terms, coach on effective messages and placement tactics, and draft fundraising presentations, private placement memorandums and due diligence packs.

Whether the mandate is global or targeted, we use our knowledge of limited partner appetites to narrow investor target lists to the most relevant, building momentum towards rapid closes by employing a prioritized, sequential approach to key investors. We provide roadshow coordination, detailed investor profiles, investor follow-up, and regular reporting on fundraising. We also handle complex, simultaneous limited partner due diligence processes.

As a full service firm, we work to fundraise expeditiously so that our clients have the time to do what they do best: invest.

The fundraising services described above are provided in the USA by Triago Americas, Inc. member FINRA/SIPC

20-24

Primary mandates each year

1,000+

Core LP relationships

40+

Countries covered

To find out more, speak to:

Americas

Matt Swain

Send Email
Send Email

EMEA

Fabian Mourgue d'Algue

Send Email
Send Email

Thibaud Taieb

Send Email
Send Email

How we support you

Ensuring the best solutions and precise execution

Scenario

You’re a GP with limited fundraising experience

How we can help

Establishing an investor base

Many of our clients have gained valuable experience at blue-chip firms where fundraising was handled by separate teams and thus have not had significant exposure to the LP world. Our clients are either seeking to raise capital for a specific investment, spinning out of a larger organization to establish their own, or launching their first institutional fundraising after targeted efforts around their personal networks. We understand the specific set of challenges you face and aim to build investor bases that will set your organization on a path for longstanding success.

Fundraising

Specific

We know the ones who appreciate them.

Aligned

Our culture has been entrepreneurial since our founding as placement agent pioneers in the early 90s.We want to be at your side as you grow and evolve. We’ll match you with investors who are also focused on building long-term relationships.

Experienced

We’ve helped many emerging managers build thriving organizations and we know what investors expect. We’ll help you shine during the due diligence process, giving investors the confidence to commit.
Find out More

Scenario

You’re an LP mulling a private markets fund sale

How we can help

We provide expertise that delivers clarity and results

Our ability to follow market innovations and investor appetite allows you to explore all sales options. Possible recourse to leverage and structuring offers countless opportunities for win-win transactions. We know the right sets of buyers and manage processes from A to Z, limiting the ask on your team’s bandwidth, without compromising on the outcome, or limiting your options.

Secondary

Knowledge

We are in dialogue with over 400 potential buyers. Some are specialists, others are opportunistic; all are relevant to maximizing pricing. Getting a mix of potential buyers with differing viewpoints is key to getting the best deals.

Dedicated

Our strong specialist team streamlines every step of the secondary process. Once a deal is struck, we stay involved – all the way to closing – alongside legal counsel, to ensure you meet your objectives in timely fashion.

Experienced

After handling over 3,500 transfers, we’ve seen every wrinkle of the secondary market and are prepared for every eventuality. In any market situation, we can find a more than satisfactory solution for our clients.
Find out More

Scenario

You are a GP seeking to fundraise efficiently

How we can help

Our experience, connections & resources allow you to reach goals quickly

We place particular emphasis on bespoke fundraising campaigns – no two clients are the same. But one common goal is to maximize success while limiting resource drag. We seek to be a seamless addition to your organization, providing assistance and advice where needed, without disrupting what works.

Fundraising

Connected

Speaking to investors has been our daily job since 1992. We put our multi-office network of senior professionals at your service and introduce your firm to decision makers.

Targeted

Our access to daily market intelligence means we know who’s interested in your particular strategy and who has the capital to invest in it. Understanding investor rhythms and appetites allows us to open the right doors, saving you valuable time.

Organized

We’ve managed the mechanics of over 180 fundraisings. Triago’s experience, attention to detail and discipline means you process diligence requests seamlessly, on time to meet all your goals.
Find out More

Scenario

You are an Independent Sponsor or a Management Team with a deal under LOI

How we can help

Time saver and hit rates improvement

Many of our Sponsor clients have limited experience fundraising from institutional investors or lack the bandwidth to do so. Our clients are seeking to raise capital for a specific deal (or deal series) in an efficient manner that must fit within an LOI time window. We understand the risks and challenges of the deal process and bring to bear the same high level of expertise and discipline of a traditional fundraising to a single direct transaction. Many clients may also aspire to increase their average deal size and eventually raise a fund – we build the long-term relationships that make that possible.

Fundraising

Outreach

After three decades of global fundraising, we have built relationships with a significant portion of the worlds’ investors interested in direct deals, whether they commit $20 million or $300 million.

Alignment

Our interests parallel those of our clients over the short and long-term. We find the best matchups for particular deals and we build an ever-larger reservoir of established investors for clients, becoming an integral part of their sustained growth.

Reputation

After years of raising capital and assisting in the closing of diversely structured transactions for companies in a wide range of industries, our brand is synonymous with quality deals which leads to a higher number of commitment indications.
Find out More

Scenario

You are an LP or GP with unique challenges

How we can help

Tailoring a bespoke solution to a one-of-a-kind problem

Our experience in private markets goes back 29 years. What are now well-defined services in our market, with clear playbooks, once were challenges on investing’s frontier, solved by entrepreneurial LPs and GPs and innovative advisors. We look forward to finding out how we can partner with you and leverage our connections and expertise to help achieve your objectives.

Creative

We thrive on finding solutions to complex issues.

Comprehensive

We work with you from A to Z, making sure every option has been thoroughly explored and analyzed.

Connected

We know what’s feasible because we know investors with diverse goals from around the world.
Find out More

Scenario

You are a GP seeking capital to acquire a company

How we can help

Raising capital efficiently and promptly, so you can achieve victory

Identifying a target company for acquisition and emerging as the winner is time-consuming and uncertain. By running targeted processes involving highly relevant counterparts, we allow you to focus on what matters.

Secondary

Experienced

With over three decades of experience. we understand what it takes to put together a winning campaign.

Connected

We’re plugged into the market, so we know which investors have the means and desire to commit.

Sophisticated

Experience and market intelligence mean were pitch perfect when presenting your project to investors.
Find out More
Read More
People
Services
Clients
News & Views
Contacts

© 2023 all Rights Reserved Triago

Linkedin Twitter