Mandate-led advisory across sourcing, diligence, and execution.

We assemble the right mix of process, analysis, and relationships to accelerate transactions while keeping mandates discrete and on-criteria. Pair each service with our engagement workflow or tap recent market intel to brief stakeholders.

Buy-side

Acquisition advisory built for principals and operating partners.

Monthaven becomes the additional bench strength for teams scaling income-forward strategies without sacrificing discipline.

Mandate intake & targeting

Structured kickoff covering thesis, return hurdles, risk tolerances, and reporting requirements. Live mandate dashboards keep all parties aligned.

Deal origination

Research-driven lists, relationship outreach, broker coordination, and reverse inquiries that surface off-market opportunities.

Underwriting & bid support

Financial modeling, sensitivity analyses, partner diligence, and LOI support to move qualified opportunities through IC.

Sell-side

Discreet dispositions with curated buyer engagement.

When operators and principals elect to sell, we manage a contained process that respects existing relationships and preserves value.

NCNDA orchestration

We oversee non-circumvention and NDA execution, gate diligence assets, and track all access in compliance-ready logs.

Process design

From teaser to data room to final bids, we manage communications, coordinate Q&A, and keep timelines disciplined.

Negotiation & closing

We align counsel, lenders, and buyer stakeholders, resolving diligence findings and shepherding the transaction to closing.

Capital formation

We source equity, credit, and co-GP partners for sponsors seeking alignment on structured growth. Broker-dealer registrations and disclosures are observed for regulated activities.

Diligence support

Rent roll reviews, T-12 normalization, market studies, ESG & resilience screens, and risk memos equip investment committees with clear visibility.