Transactions | DGP Advisory

Transactions

Proof over
promises.

From investment banks in New York to boutique advisories in Dublin and startups across the US. Here's what happens when capital raisers stop relying on referrals and start growing systematically.

$0M+
Active capital raises
0+
Investor meetings booked
0+
Client mandates
$0.4B+
Capital across all mandates

Client Mandates

Selected engagements.

Meridian Capital Group

Multi-Strategy Investment Manager · London & New York

US$450M · Fund Launch

The Challenge

Meridian Capital Group was preparing to launch a new multi-strategy fund targeting US$450M in commitments from institutional allocators. The fund had a differentiated mandate but limited existing relationships outside its home market, and needed a systematic way to reach the right institutional decision-makers across North America, Europe, and the Gulf within a defined fundraising window.

Our Approach

We built a targeted outreach programme covering sovereign wealth funds, endowments, pension consultants, and large family offices with active allocations to multi-strategy vehicles. Every message was written around the specific fund mandate and the allocator's known investment criteria. We generated 54 qualified first meetings over a 16-week campaign and supported the team through to final close.

"The quality of introductions DGP delivered was exceptional. Every meeting was with someone who had the mandate and the appetite to allocate. That's rare."

Chief Investment Officer

Meridian Capital Group

Results

0M

Fund raise target

0

Qualified investor meetings

0

Geographies covered

0

Weeks to final close

Ashford Resources

Natural Resources · Toronto Stock Exchange

A$178M · Initial Public Offering

The Challenge

Ashford Resources was targeting a A$178M initial public offering on the Australian market with a concurrent international placement. The transaction required coordinated engagement with cornerstone investors, institutional funds, and equity capital markets participants across three continents ahead of a fixed listing date.

Our Approach

We ran a structured pre-IPO engagement campaign targeting Australian institutional funds, Canadian resource-focused allocators, and Gulf family offices with natural resources exposure. Introductions were sequenced to build momentum into the book-build, with cornerstone conversations initiated 12 weeks ahead of listing. We generated 41 institutional conversations and supported the team through to a fully subscribed book.

"Getting the right cornerstone investors into the room before a listing is everything. DGP built the pipeline we needed and delivered it on schedule."

Chief Executive Officer

Ashford Resources · Exchange Listing

Results

0M

IPO raise target

0

Cornerstone conversations

0

Institutional funds engaged

0

Weeks ahead of listing

Sterling Bridge Equity

Private Equity · Cross-Border Placement

US$147M · Private Placement

The Challenge

Sterling Bridge Equity needed to execute a US$147M private placement to fund a cross-border acquisition. The transaction required a narrow set of institutional investors with the mandate, ticket size, and risk appetite to move quickly — broad outreach would have wasted time and created noise in the market.

Our Approach

We identified 26 institutional investors across North America, Europe, and the Gulf with active private equity mandates at the required ticket size and a track record of moving quickly on cross-border transactions. Every introduction was pre-qualified against mandate fit and investment horizon. We ran a sequenced process that maintained competitive tension and supported a clean close within the acquisition timeline.

"Speed and precision were everything on this transaction. DGP delivered both — the right investors, pre-qualified, and ready to move. We closed on schedule."

Managing Partner

Sterling Bridge Equity

Results

0M

Placement size

0

Institutional investors engaged

0

Qualified placement meetings

0

Geographies covered

Harwick Institutional Partners

Investment Bank · New York City

$541M+ in active capital raises

The Challenge

Harwick Institutional Partners was managing multiple large-scale capital raises simultaneously — including a $320M raise for a technology infrastructure mandate, $140M for a growth equity fund, $65M for a private credit vehicle, and $16M for an early-stage analytics platform — and needed a systematic outbound engine to reach the right institutional investors at scale across all mandates.

Our Approach

We built a multi-mandate outreach strategy targeting the most relevant institutional allocators, family offices, and sovereign wealth vehicles for each raise. Messaging was tailored per mandate, ensuring every conversation was relevant and high-context. We secured introductions to Blackstone, Bezos Expeditions, Walton Enterprises, Brookfield, and HIG.

"DGP gave us the outbound infrastructure to run multiple large raises at the same time without dropping the ball on any of them. The quality of introductions — Blackstone, Bezos Expeditions, Brookfield — speaks for itself."

Managing Director

Harwick Institutional Partners, New York City

Results

0M+

Active capital raises managed

0M

Largest single raise

0

Tier-1 investors connected

0

Parallel mandates run simultaneously

Calloway Structured Finance

Structured Credit · Energy & Infrastructure

US$88M · Structured Credit Facility

The Challenge

Calloway Structured Finance required a US$88M structured credit facility to support an energy infrastructure project. The transaction demanded access to a specialist set of lenders — structured credit desks and infrastructure debt funds with the mandate and risk appetite to underwrite a project of this complexity.

Our Approach

We targeted infrastructure debt funds, energy-focused credit desks, and specialist structured finance lenders across Europe and North America. Every outreach message was built around the specific credit structure, project cashflows, and lender mandate fit. We generated 17 qualified lender conversations and supported the process through to term sheet within 9 weeks.

"Infrastructure credit is a specialist market. DGP knew exactly which lenders to approach and how to frame the transaction. We had competitive term sheets within nine weeks."

Head of Structured Finance

Calloway Structured Finance

Results

0M

Structured credit facility

0

Qualified lender conversations

0

Specialist credit funds engaged

0

Weeks to term sheet

Pinnacle Advisory Group

Boutique Advisory · Real Estate & Specialty Finance

$197M+ in capital sourced

The Challenge

Pinnacle Advisory Group needed to source capital across two distinct mandates simultaneously: a $185M debt raise for a large-scale mixed-use real estate development, and $12M across a series of specialty lending programs. Each required a completely different investor profile, messaging approach, and outreach sequence.

Our Approach

We ran two parallel campaigns. For the real estate development, we targeted debt funds, institutional lenders, and family offices with active real estate mandates at scale. For the lending programs, we focused on specialty finance investors and credit-focused family offices. Both campaigns ran concurrently with separate messaging, sequencing, and investor lists.

"Two completely different mandates running at the same time. DGP built the right outreach for each and delivered on both. The results speak for themselves."

Managing Director

Pinnacle Advisory Group

Results

0M+

Total capital sourced for clients

0M

Real estate debt raise

0M

Specialty lending programs

0

Parallel mandates run simultaneously

Recent Mandates

A selection of mandates
led by our principals.

A selection of mandates across equity, debt, and capital markets.

Meridian Capital Group

Institutional fundraise for a multi-strategy investment fund.

Fund Raise
US$450,000,000

Ashford Resources

Initial public offering on the Australian market.

Initial Public Offering
A$178,000,000

Sterling Bridge Equity

Cross-border institutional private placement.

Private Placement
US$147,000,000

Calloway Structured Finance

Structured credit facility for an energy infrastructure project.

Structured Credit Facility
US$88,000,000

Pinnacle Advisory Group

Debt raise for a large-scale mixed-use real estate development.

Real Estate Debt
US$185,000,000

Harwick Institutional Partners

Multi-mandate outreach across four simultaneous capital raises.

Multi-Mandate
US$541,000,000+

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