Bright Ideas, Brilliant Results

Monument Group is a leading global independent capital advisory and fundraising partner in alternative investments with offices in Boston, London, Amsterdam, Hong Kong and Tokyo

Since 1994, Monument Group has assisted its clients in raising $131 billion of capital across more than 200 funds and transactions. Managed by a senior team with a significant buy-side investment heritage, we advise and assist on capital formation and liquidity solutions, including primary fundraisings, LP secondaries, GP-led transactions, capital solutions and advisory services.

Primary Fundraisings

Partner with top-tier general partners to raise capital from institutional investors globally

  • Select number of high-quality, non-conflicting client mandates
  • Prioritize strategic planning and efficient, hands-on execution to maximize outcomes
  • Focus significant senior resources on each client
  • Coordinate global fundraising strategy and targeted outreach to highest priority investors
  • Create comprehensive suite of marketing and due diligence materials and prepare timely responses to investor requests
  • Drive momentum to convert prospects to commitments
Long Ridge

Long Ridge Equity Partners IV

Long Ridge Equity Partners IV
$730,000,000 June 2023 Growth Equity U.S.
HighBrook Investors

HighBrook Property Fund IV

HighBrook Property Fund IV
$632,310,000 October 2022 Value Add Real Estate Europe/U.S.
Union Capital

Union Capital Fund III

Union Capital Fund III
$309,000,000 September 2022 LMM Buyout North America
BAI Capital

BAI Capital Fund I

BAI Capital Fund I
$700,000,000 June 2022 Venture & Early Growth Greater China

LP Secondaries

Partner with limited partners seeking to utilize the secondary market to achieve liquidity, portfolio management and strategic objectives

  • Provide LPs best-in-class service in selling portfolios of fund interests, single fund investments and co-investments
  • Thoughtful, investor-minded approach tailored to individual client needs and portfolio management goals
  • Recommend best secondary strategy to meet short- and long-term objectives
  • Highest value achieved for clients through thoughtful buyer identification, transaction strategy, structuring and execution
  • Select number of high-quality, non-conflicting client mandates
  • Led by highly engaged senior Partners, manage full-service sales process from transaction structure and marketing, through to diligence, negotiation and closing
Monument Group

Project Lighthouse

Project Lighthouse
LP Portfolio Sale $2,700,000,000 Buyout, Credit, Venture Capital, Fund of Funds
Monument Group

Project Kondo

Project Kondo
LP Portfolio Sale $800,000,000 Buyout, Venture Capital, Fund of funds
Monument Group

Project Lily

Project Lily
LP Portfolio Sale $180,000,000 Midmarket Buyout
Monument Group

Project Carmel

Project Carmel
LP Portfolio Sale $152,000,000 Venture Capital

GP-Led Transactions

Work “hand in glove” with general partners advising on single and multi-asset continuation funds, tender offers and structured solutions to optimize portfolio goals and maximize value

  • Structure and execute GP-led solutions including continuation funds, tender offers, preferred equity and SPVs tailored to individual client capital needs and long-term portfolio objectives
  • Thoroughly understand each client’s transaction priorities; advise on deal structuring and craft customized deal marketing strategy to maximize value
  • Focused approach, only launch a select number of non-conflicting mandates at one time
  • Full-service advisory approach, led and managed by highly engaged senior Partners advising on transaction structure, valuation and marketing strategy, with expert negotiation, deep diligence and seamless transaction closing
Dune Real Estate Partners

Dune Real Estate Partners

Dune Real Estate Partners
GP-Led Recapitalization $472,000,000 Real Estate Fund
SV Health Investors

SV Health Investors

SV Health Investors
GP-Led Restructuring Single Asset Vehicle $401,000,000 Venture Capital
Castik Capital

Castik Capital

Castik Capital
GP-Led Restructuring Single Asset Vehicle €700,000,000 Buyout
Monument Group

Project Juniper

Project Juniper
GP-Led Asset Sale Preferred Equity Structure $200,000,000 Real Assets

Advisory Services & Capital Solutions

Serve as sounding board for all client needs, providing expert guidance to align clients with best practices

  • Create foundation for successful capital raises and liquidity solutions
    • Strategic advice on timing, positioning, structure and other key considerations
  • Advise on media relations and investor communications
    • Public relations, press releases, exclusive interviews, media training, tombstones
    • Guidance on quarterly reporting and updates, annual meeting preparation
    • Elevation of clients’ profile and brand with investors
  • Craft bespoke solutions to meet clients’ capital needs and long-term goals
    • Acquisition and follow-on financing, annex/sidecar funds, co-investments, special purpose vehicles, fundless sponsors/direct deals