Shelter Rock provides institutional capital raising and advisory services for funds, co-investments, recapitalizations, separate accounts and direct investments. Shelter Rock will also assist on advisory assignments related to restructuring or the sale of real estate investment management businesses. Shelter Rock is well positioned to assist clients on a wide range of assignments and can customize each assignment to match a client’s specific needs. This may range from assistance on all aspects of a capital raising endeavor or support on a limited scope basis, focusing on project management or targeted distribution. Shelter Rock’s focused approach and commitment to independence to a limited number of high-quality sponsors each year allows it to provide access to a well-diversified group of institutional investors.
Our professionals are engaged in every stage of every project. Attention and focus from senior members of the firm allow us to deliver effective strategies and recommendations, with a high level of accountability and coordination. We create customized solutions that satisfy client objectives and needs.