Services

Direct & Co-investments

Family Offices, Founders and PE Sponsors are increasingly leading deals directly. The bottleneck is not pipeline — it is the capacity to qualify, structure and close. NM Capital is the organizing party: independent underwriting, structuring, club-deal syndication, governance.

Where we begin

To understand your situation, we ask two diagnostic questions — depending on where you are.

Portfolio Assessment & Action Plan

For investors with accumulated holdings. An independent view on what you own, how each asset is performing, and what to do about it.

Methodology (PDF) →

Investment Policy Statement work

For investors setting up or formalizing the program. IPS, IC charter, post-investment monitoring framework.

Methodology (PDF) →

What we do

  • Proprietary origination of mid-market direct opportunities.
  • Structuring and term-sheet design.
  • Syndication of club deals across our investor network.
  • Independent underwriting of GP co-invest invitations.
  • Continuation-vehicle and single-asset secondary review.
  • Post-close governance setup and ongoing monitoring.

The IPS or the Portfolio Assessment sets the fundamental basis. The deal-by-deal mandates are the execution.