Bring investors together around one opportunity.
You are preparing an investment in a company or a real asset with a selected investor group. CGPH connects the opportunity, financial structure, governance and investor discussions.
What are you bringing together?
A company investment
Organize the investment thesis, capital requirement and shareholder framework for a selected group of eligible investors.
A real-asset opportunity
Connect the asset, financing structure and operating assumptions with the intended investment vehicle and investor rights.
A coordinated investor group
Align investment criteria, decision rights, information and reporting around a clearly defined opportunity.
A clear framework for the investment
- Investment thesisReview the opportunity, underlying assumptions, capital requirement and the financial scenarios relevant to the investor group.
- Structure and governanceCoordinate vehicle design, ownership, decision processes and investor information with the appointed professional advisers.
- Investor dialogue and completionPrepare the investor materials and coordinate discussions, documentation and subscription work through the transaction timetable.
A team around the opportunity and its participants
CGPH brings financial structuring, opportunity assessment and investor coordination into the same process. We connect the investment case with the rights and responsibilities of the proposed participants.
Qualified legal and tax advisers prepare the vehicle and investment documentation. The transaction documents define administration and reporting responsibilities; each investor reviews the opportunity and makes its own commitment decision.
Connect the club deal with the wider capital strategy
A company investment may involve growth capital, shareholder liquidity or an acquisition. We connect the club-deal structure with the relevant equity advisory work.
Start with your investment priorities
Tell us about the opportunity, the capital required and the investor group you have in mind. Our first discussion focuses on the financial structure, governance and preparation of the process.
Your questions
- What is the focus of a club deal?
- A selected group of eligible investors examines one defined opportunity within an agreed investment and governance structure. The documentation sets out the rights, obligations and information arrangements.
- How is the investor group organized?
- We work from the opportunity, capital requirement and investor criteria, then coordinate discussions around the proposed vehicle, governance and documentation.
- Who prepares the investment documentation?
- Qualified legal and tax advisers prepare the specialist documentation. CGPH coordinates the financial and commercial inputs, investor dialogue and transaction timetable.