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We conducted deep due diligence on the company and identified it as a strong fit for a UHNWI client passionate about healthcare innovation. We advised the client throughout the investment process.
Our client made a significant investment in the $226.5M round, gaining exposure to a high-growth company at the forefront of healthcare technology.
Our team quickly mobilized to assess the deal parameters, identify potential financing sources, and negotiate terms. Leveraging our deep relationships in the private credit market, we were able to secure the necessary financing within the client’s timeframe.
Closed $50M in mezzanine financing, enabling our client to complete the acquisition and unlock significant value.
Kurz Wealth conducted thorough due diligence on the opportunity and identified a select group of clients whose investment objectives and risk profiles were well-aligned with the deal. We worked with the private equity firm to structure co-investment terms and facilitated the closing process.
$5M in co-investment capital from Kurz Wealth clients, providing our investors with privileged access to a high-growth fintech investment alongside a top-tier sponsor.
We worked with the family and our network of art market and structured product experts to design a bespoke solution. We arranged a $30M structured loan facility collateralized by the art, providing the family with liquidity while preserving their ability to participate in future appreciation.
Closed $30M art financing transaction, enabling the family to unlock liquidity and diversify their wealth while maintaining a core position in a prized collection.
Our team of expert advisors identified the opportunity as a strong fit for several of our tech-savvy UHNWI clients and facilitated their participation in the round alongside top-tier investors.
Our clients gained exposure to one of the most promising fintech companies in a highly competitive round closing at $6.5 Billion.
If you would like further information on our services, to enquire about partnerships, or to arrange an appointment with a view to becoming a client, please contact us.
+1 646 687 6711
info@kurzwealth.com
9 W 57th St #1800, New York, NY, 10019, USA
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