We have supported over 100+ private fund and direct transactions across diverse sectors, asset classes, and geographies. Our trusted clients include asset owners and CIOs of family offices, foundations, RIA firms, and venture capital firms.
We help our clients pursue their investment and impact goals with the highest confidence in deal alignment.
Sample Transactions
Enhancing Your Capacity with Values-Driven Expertise
We are committed to treating every stakeholder – whether clients, founders, fund managers, partners, or our internal team members - with the utmost respect. This means ensuring that every voice is heard and efforts are properly recognized.
At the same time, our due diligence and strategy practice embodies rigorous evaluation - questioning, verifying, and challenging at every step. We believe that true respect for our clients and the founders and fund managers we engage with demands nothing less than holding ourselves to the highest standards in our work and rigor.
What We Offer
Gray & Kim’s services are designed to streamline the investment process for clients looking to deploy capital and make informed investment decisions. Our consultants offer bespoke guidance in impact investment strategy, due diligence, deal underwriting, and post-close support. Typically, our due diligence services culminate in an investment memorandum customized to the client’s format.
We assist clients throughout the entire investment lifecycle, from negotiating terms and shepherding legal review to closing deals and providing technical assistance to portfolio companies. For clients pursuing environmental, social impact, or other objectives alongside financial returns, we recognize the importance of tailoring insights and recommendations to align with your specific focus.
How We Partner
We begin each partnership with a dedicated discovery phase, educating ourselves about our client’s values, objectives, and needs. This understanding allows us to tailor our approach, ensuring our solutions align with our client’s resources, governance structure, investment pace, and other key priorities.
Our partnership philosophy is rooted in collaboration and trust. We stay in close communication with a vast network of asset owners, fund managers, and entrepreneurs, gathering not just market insights but also the collective wisdom and stories from across the industry. As a trusted partner, our clients benefit from access to the latest market and strategic insights to enhance decision-making.
Let us know-
How can we help?
Offices in:
-
Philadelphia, PA
-
Salt Lake City, UT
-
Montreal, Quebec, Canada