Crest Capital Advisors

We're glad to have incredible partners like Michael Sidgmore driving forward the conversation around the Private Markets while we support GPs & executives experiencing this growth across balance sheets.

Crest Capital Advisors explores vital personal financial considerations for GPs in GP Stakes transactions when taking primary capital proceeds, and shares awareness for GPs around the benefits of primary capital (rather than taking liquidity via a secondaries sale). The memorandum outlines benefits like Pre-Tax Capital Efficiency, improved control over capital, and tax-efficient estate planning strategies. #GPStakes #GPStake #GPSeeding

In the GP Stakes ecosystem, one of the greatest challenges around a transaction is establishing alignment across parties: Selling GPs seek personal liquidity while buyers underwrite to attractive long-term, risk-adjusted returns. As a consequence of this dynamic, selling GPs often overlook Primary Capital as a mechanism in unlocking generational wealth. Having seen and planned around these transactions, we're here to share how & why selling GPs may even capture more long-term personal Tax and Estate value when leaving Stakes proceeds on their firm's balance sheet -- read our thought piece "Across Balance Sheets, The Pros of Primary" below and message us if you'd like to discuss: Hunter Point Capital LP Cantilever Group Alt Goes Mainstream Michael Sidgmore Todd Owens Ben Drylie-Perkins Jon Hays Blue Owl Capital Ken Arnold Athena Zander Mike Arpey Tommy Hamblet Andrew Short Ben Drylie-Perkins Mubadala Capital

One of the cornerstones of our mission is preparing business executives and their families for meaningful transactions. Several GP Stakes sales later, we find that GP leadership suites often look toward their firms' future transactions to solve for the present gaps across their personal balance sheets. Get your Partners' personal balance sheets optimized before your next headline transaction. Visit https://crestcapadv.com to learn more.

The rising tide of GP Stakes is widening the opportunity for Emerging and Middle Market General Partners to explore strategic transactions. Find a team with deep experience supporting GPs across the personal balance sheet: https://crestcapadv.com/

Unlike the traditional wealth management space, Crest Capital has one mission: Optimize the personal balance sheet, irrespective of client asset liquidity. Swipe below to learn about how the Crest Model is built for the General Partner, and discover how Crest breaks from the traditional financial services business model.

It's not every day that Private Markets platforms share the research of Multi-Family offices. As a matter of fact, it's almost always the other way around. Last week, Alt Goes Mainstream -- a multimedia platform leading the conversation around Private Markets investing -- cited our firm's research to highlight the rapidly changing GP Stakes landscape. Our takeaway: Differentiated insights come from differentiated data. And because our seat at Crest Capital comes with unique visibility into the Private Markets & GP Stakes ecosystem, we're proud to make public a small piece of the perspective we get to share with our General Partner and Executive clients on a daily basis. Thanks to Michael Sidgmore for sharing our insights on AGM.