Credit / Liquid Strategy Case Studies

Constantine advisors has built a reputation, identifying key trends in the capital raising landscape.

The demand from LPs for credit/liquid strategies has spurred the number of credit/liquid funds on the road, creating a crowded capital raising environment.
The importance of accessing a diversified LP base has proven a key factor in capital raising success on several occasions.

1. US Credit Fund Finds Placement Agent In Middle East

Scenario
$20Bn credit fund in the US asks Constantine to identify an agent to target institutional investors in the Middle East
Action
Constantine identifies an agent with 25+ years experience and $3Bn in capital raised in the Middle East to introduce the fund to institutional investors
Result
The fund retains agent to navigate new regulatory hurdles, prepare fund materials for market, set up introductory investor meetings, and schedule bi-annual GP road shows

2. 2. UK Hedge Fund Hires Marketer In US

Scenario
London-based CIO of global macro fund asks Constantine for assistance in finding a local marketing partner in US to target selected family offices for an upcoming US road show
Action
Constantine identifies recent former head of marketing in US for a UK-based FoF to consult the client - initially over the phone, then later over meetings in NY and London
Result
The US marketer arranges three successful meetings in NY, and is subsequently hired by the fund as full-time head of US sales