ABOUT CAPRAISE

An independent corporate advisory firm servicing global family office investors.

Our mission is clear. CapRaise was founded to streamline the private capital deal origination and sale processes between family offices & companies raising capital.

We provide access to private capital transactions of the highest quality, including equity, debt, and special situation transactions.

We recognise:

  • Family offices have their own unique operational and investment style
  • Family offices are a highly sought-after capital partner
  • Family offices offer a legitimate capital alternative to institutional investors

Our model greatly increases the likelihood of matching the right investor to the right investment, significantly improving deal quality and efficiency.

CapRaise

by the numbers

  • USD$25BN
    Family office capital to be deployed in 2024
  • USD$20m - $500m
    Typical transaction size
  • 205
    Family office clients (located in North America, Asia, and Europe)
  • USD$1.25BN
    Deals advised
HOW WE WORK

Family offices

CapRaise supports the origination of ‘buy side’ and ‘sell side’ deal opportunities that match family offices preferred investment criteria.

  • 01
    Investment Process
    Our goal is to establish meaningful, long-term relationships with our family office network. We seek to understand the unique operational and investment process of each family office we work with.
  • 02
    Investment Demand
    We work with our family office network to gather targeted, detailed understanding of their preferred investments. We will only originate and present deal flow that meets their specific investment criteria.
  • 03
    Investment Exit
    We work with our family office network to understand the investment stage and capital requirements of their portfolio assets. We support capital raising and exit opportunities through our pre-qualified family office network.
HOW WE WORK

Family offices

CapRaise supports the origination of ‘buy side’ and ‘sell side’ deal opportunities that match family offices preferred investment criteria.

  • 01
    Investment Process
    Our goal is to establish meaningful, long-term relationships with our family office network. We seek to understand the unique operational and investment process of each family office we work with.
  • 02
    Investment Demand
    We work with our family office network to gather targeted, detailed understanding of their preferred investments. We will only originate and present deal flow that meets their specific investment criteria.
  • 03
    Investment Exit
    We work with our family office network to understand the investment stage and capital requirements of their portfolio assets. We support capital raising and exit opportunities through our pre-qualified family office network.
  • HOW WE WORK

    Companies Raising Capital

    CapRaise provides companies raising capital with streamlined access to motivated global family office groups with pre-qualified investment demand.

    • 01
      Preferred Capital Partners
      Family offices are increasingly recognised as preferred capital partners for companies raising capital in private markets. Long-term, patient, collaborative investors – often with deep understanding of the target industry.
    • 02
      Pre-Qualified Demand
      We actively engage with our family office network to maintain our database of current investment demand. We understand where family offices are looking to deploy capital at the time we originate deal flow.
    • 03
      Streamlined Transactions
      We provide access to family offices with pre-confirmed demand. Streamlining investment evaluation and diligence, and significantly improving overall deal quality.
    HOW WE WORK

    Companies Raising Capital

    CapRaise provides companies raising capital with streamlined access to motivated global family office groups with pre-qualified investment demand.

  • 01
    Preferred Capital Partners
    Family offices are increasingly recognised as preferred capital partners for companies raising capital in private markets. Long-term, patient, collaborative investors – often with deep understanding of the target industry.
  • 02
    Pre-Qualified Demand
    We actively engage with our family office network to maintain our database of current investment demand. We understand where family offices are looking to deploy capital at the time we originate deal flow.
  • 03
    Streamlined Transactions
    We provide access to family offices with pre-confirmed demand. Streamlining investment evaluation and diligence, and significantly improving overall deal quality.
  • Aligning family office capital with the right investment.

    Aligning family office capital with the right investment.

    CapRaise Team

    • Nigel Phelan

      FOUNDER & CEO
      Nigel established CapRaise in 2017, leveraging his extensive experience of nearly two decades in senior roles within sales and business development across the investment banking and broking sectors. Throughout his career, he has cultivated a premium client network, with a particular emphasis on serving family offices. His methodology is characterized by a dedication to fostering robust, enduring partnerships within the international family office community. This commitment has enabled him to gain a deep understanding of the distinct investment profiles and needs of family office clients. The establishment of CapRaise was motivated by Nigel’s ambition to originate and advise transactions that met the specific investment requirements of family offices. Today,  CapRaise is a global leader in connecting family office capital with opportunities that match their often unique investment preferences. Nigel has advised on a broad spectrum of transactions, with values ranging from $20 million to more than $500 million, covering various industries and financial structures. This achievement has positioned him as a preferred advisor among family offices seeking exclusive investment opportunities.
    • Lucas Nelson

      CFO

      Lucas began his career as a chartered accountant and has more than 20 years of experience in senior commercial, finance and analyst roles across financial services, insurance, professional services, and logistics.

      Lucas is responsible for analysis, finance, and operations, and supports Nigel with transaction and relationship management.

    • Roy McKelvie

      Chairman
    • Vaughn Taylor

      Key Advisor

    Nigel Phelan

    FOUNDER & CEO
    Nigel established CapRaise in 2017, leveraging his extensive experience of nearly two decades in senior roles within sales and business development across the investment banking and broking sectors. Throughout his career, he has cultivated a premium client network, with a particular emphasis on serving family offices. His methodology is characterized by a dedication to fostering robust, enduring partnerships within the international family office community. This commitment has enabled him to gain a deep understanding of the distinct investment profiles and needs of family office clients. The establishment of CapRaise was motivated by Nigel’s ambition to originate and advise transactions that met the specific investment requirements of family offices. Today,  CapRaise is a global leader in connecting family office capital with opportunities that match their often unique investment preferences. Nigel has advised on a broad spectrum of transactions, with values ranging from $20 million to more than $500 million, covering various industries and financial structures. This achievement has positioned him as a preferred advisor among family offices seeking exclusive investment opportunities.

    Lucas Nelson

    CFO

    Lucas began his career as a chartered accountant and has more than 20 years of experience in senior commercial, finance and analyst roles across financial services, insurance, professional services, and logistics.

    Lucas is responsible for analysis, finance, and operations, and supports Nigel with transaction and relationship management.

    Roy McKelvie

    Chairman

    Vaughn Taylor

    Key Advisor
    1-4
    map
    Contact
    ADDRESS Level 9, 56 Pitt Street
    Sydney, NSW 2000
    Enquire