Connecting Asian Capital with U.S. Private Market Opportunities.
Investment opportunity is not confined to listed equities. The United States has deep and active markets in private equity, privately held companies and alternative investment strategies.
For cross-border investors, however, these markets can be difficult to read. Information channels are fragmented, local market knowledge is hard to acquire from a distance, transaction structures are complex, and independent evaluation requires specialist skills.
OPPORTUNITAS aims to bring together North American transaction experience, private markets research and cross-border capital relationships to offer eligible international investors a clearer, more professional perspective on these markets.
Our research concentrates on three areas of the U.S. private markets, each with its own sources of value and its own risks.
Private equity firms acquire controlling or significant stakes in operating businesses and work to improve them over a multi-year holding period. Co-investments allow investors to participate alongside a lead sponsor in a specific transaction. Our research looks at what actually drives value in these deals: the quality of the underlying business, the price paid, the use of leverage, the operating plan and a credible path to exit.
Many U.S. companies now remain private for longer, and their shares can change hands through private funding rounds and secondary transactions before any public listing. A well-known name does not guarantee an attractive entry price. We examine business quality, valuation, the rights attached to the shares being acquired, transfer restrictions and the genuine uncertainty around whether and when an exit will occur.
Hedge funds and other alternative strategies pursue outcomes that depend on manager skill and strategy design rather than on market direction alone. Outcomes vary widely between managers. Our research focuses on how a strategy generates returns, how risk and leverage are managed, what investors pay in fees and how easily capital can be withdrawn.
Perspective built through years of corporate transactions, industry research and professional services work in North America.
We study investments the way an acquirer studies a business, from operations and financial quality to valuation and deal structure.
Valuation, risk, terms, liquidity and alignment of interests come before headlines or short-term momentum.
We understand the priorities of Asian entrepreneurs and family capital, and we communicate clearly in four languages.
We value transparent, professional relationships built over time rather than individual transactions.
A structured research process designed to understand an opportunity before forming a view on it.
Investor objectives, risk tolerance, time horizon and eligibility.
Markets, sectors, managers and potential opportunities.
Business fundamentals, financial quality, valuation and risk.
Structure, investor rights, fees, liquidity and conflicts of interest.
Clear and transparent information, within applicable laws and formal arrangements.
Founder & Managing Director
North American Investments
More than 15 years of experience in cross-border M&A, investment evaluation, corporate strategy and value creation across North America and Asia-Pacific, with prior roles at PwC Strategy&, EY-Parthenon, TELUS and PwC.
Partner
Capital Partnerships & Investor Relations
More than 16 years of experience in business management, business development and cross-regional resource integration, with long-standing involvement in corporate partnerships, international business development and strategic alliances across Asian markets.
Research and education for investors who want to understand private markets before engaging with them.
The investors who plan in decades already give private markets a substantial place in their portfolios, and those with more resources give them a larger one.
The typical U.S. company that goes public is older than it used to be, and far fewer companies go public at all, so more of a business's growth, if it happens, now happens off the exchange.
A U.S. private-market interest is offered under one legal system and received under another. The documents, tax, currency and process in between are the work, and they are not a formality.
If you are an entrepreneur, private investor, family office or institution interested in U.S. private markets, we welcome an initial conversation about our research perspective and the direction of our platform.
