About McCarvill Capital Partners
McCarvill Capital Partners is an independent private placement firm dedicated to raising capital for a wide range of alternative investment funds and direct private placement transactions. Our team is comprised of senior professionals who have advised and secured capital for best-in-class alternative investment managers and companies around the globe. MCP engages in a limited number of mandates enabling us to provide each client with an unparalleled level of focus, commitment, and attention throughout the fundraising process.
MCP represents fund managers from established firms to new managers across a broad range of alternative investment strategies:
- =Real Assets:Energy, Infrastructure, Natural Resources
- =Private Equity:Buyouts, Growth, Venture Capital
- =Private Credit:Distressed, Mezzanine, Direct Lending
- =Real Estate:Value-Add, Opportunistic, Credit
Our Proven Approach
General partners must be well-positioned in today’s crowded and highly competitive fundraising marketplace. Our seasoned team works closely with our clients to differentiate each offering and execute a tailored marketing plan. MCP takes a rigorous approach to each phase of the sales process:
MCP will conduct formal due diligence acting as our clients’ “toughest LP” well before investor meetings begin. Our detailed review of the team and track record enhances the positioning of relative strengths and pre-empts investor concerns.
We advise clients on market conditions and product positioning and help the road team hit the ground running at launch through meticulous preparation for the market. MCP works extensively with our clients to tell their story in their own words, but in a manner that speaks to LP concerns and reflects current market dynamics.
MCP has extensive experience creating and refining marketing materials including PPM, presentation, teaser, DDQ and data room. Project management teams provide ongoing reporting and status calls to discuss progress and refine marketing strategy and tactics throughout the fundraise.
Our veteran sales team uses its broad and deep network of institutional investors to schedule highly qualified meetings. Through attentive follow-up and management of the sales process, our distribution professionals help build GP / LP relationships while staying tightly involved from due diligence through to closing.
MCP campaign managers coordinate with client and MCP road teams to facilitate efficient travel. We provide detailed pre-meeting notes and coordinate investor requests to ensure high impact investor meetings and prompt follow up.
Our full team remains closely involved through RFP and DDQ processes, scheduling onsite meetings, advising on terms and legal documentation and facilitating organized closings.
The McCarvill Capital Partners team has collectively raised over 80 funds for fund managers across the alternative asset class. Our team has the know-how to succeed with “heavy lift” first-time funds as well as the flexibility to take on top-offs, direct deal placements, and advisory assignments. Engaging in a limited number of mandates enables us to provide each client with an unparalleled level of focus, commitment, and attention throughout the fundraising process. MCP currently represents a diverse group of private equity, private debt, and real asset funds targeting a combined $5 billion.
McCarvill Capital Partners has a team of highly experienced professionals with complementary skill sets and successful track records for raising capital for alternative investment funds across a variety of market conditions. The team has helped raise capital for over 80 funds, for many of today’s most established managers many of which were first-time funds pursuing new market opportunities and strategies.
James J. McCarvill, Jr.
Jim is the Founder and Managing Partner of McCarvill Capital Partners and focuses on distribution on the East Coast and select additional geographies. Prior to forming MCP, Jim was Co-Managing Partner and Head of the Americas and Real Assets for First Avenue Partners. For seven years prior to that, Jim was a Partner at C.P. Eaton Partners responsible for fundraising primarily for real asset funds. He also worked in the fundraising groups of Lehman Brothers, Banc of America and Farrell Marsh where he raised capital over a wide range of offerings. Jim earned an MBA in Finance from Fordham University and a B.E. in Chemical Engineering from Manhattan College.
Brian J. Newman
Brian is responsible for distribution in the Northeastern U.S. and is head of the project management team. Prior to joining MCP, Brian was a Partner at Pinnacle Trust Partners and previously a Vice President at C.P. Eaton Partners handling similar placement responsibilities for private equity, private credit and real assets assignments. Earlier in his career, Brian worked in investment banking and private equity for Credit Suisse First Boston, ArcLight Capital, CRT Capital and Goldsmith Agio Helms. He earned a B.A. from Colby College and an MBA from the Stern School of Business at New York University.
Michelle B. Brooks
Michelle is responsible for management of the day to day management of the office, origination, campaign management and interfacing with clients. Prior to joining MCP, she was with First Avenue Partners where she was a Vice President responsible for project management, campaign management and the firm’s marketing efforts. Previously, Michelle was Director of Marketing at Atlantic-Pacific Capital and was responsible for campaign management and the firm’s marketing efforts.
Daniel W. Fridson
Dan is responsible for distribution across the U.S. and focuses on establishing new relationships with family offices. Prior to joining MCP, he sourced and evaluated early stage, middle market and venture opportunities for family offices at Arrivato. Previously, he was a credit analyst at Moody’s and Commerzbank as well as an infrastructure analytics researcher at Global AI. Dan is also an active volunteer with the CFA Society’s Asset Owner Series. He received a B.A. from Columbia University.
Zachary W. Greene
Zack is responsible for distribution in the Mid-West and Canada. Prior to this, he was with Winnington Capital Limited where he was a Vice President in Business Development. He also held positions at Tanner & Haley. Zack received his B.A. at the University of Kansas. Prior to joining MCP, he was a Director at Diamond Dragon Advisors, where he identified and built relationships with new strategic investors and new advisory clients in Asia and the US.
Robert T. Hotarek
Bob is responsible for distribution in the Mid-West and Northeastern U.S. He has many years of significant experience through his positions at Citigroup Capital Markets and Lazard Freres. Bob is the Co-Founder and President of the Army Ranger Lead the Way Fund, a 501c3 non-profit organization that provides vital financial support to meet the needs of the 75th Ranger Regiment. He received a B.S. in Accounting from Marquette University and an MBA from New York University.
Kevin G. O’Brien
Kevin is responsible for distribution in the Mid-Atlantic and Southeastern U.S. Prior to joining MCP, he was a Senior Associate with Natixis Asset Management, where he worked with pension plans, endowments, foundations and family offices. Prior to this, Kevin was with Weeden Prime Services, where he was the head of the Capital Introduction Group focusing on the emerging manager universe and was with INTL Hanley/FCStone, LLC where he was the Global Marketing Head of OTC Structured Products. He has also held senior marketing roles at Bank of America / Banc of America Securities where he headed the Capital Introduction and PEFCo teams and Lehman Brothers. Kevin earned a B.B.A. from Baylor University.
Allison L. Zaccherio
Allison is responsible for campaign management, project administration, and interfacing with clients. Prior to joining MCP, she worked as a Project Manager and Analyst for several asset managers including Citi Capital Advisors, Barclays Global Investors, and Wells Fargo Advisors. She began her career as a Business Systems Analyst at Prudential Securities. She earned a B.P.S. in Management with a minor in Mathematics from New York Institute of Technology.
Debbie M. McCarthy
Debbie is responsible for the coordination of logistical and administrative aspects of all fundraising campaigns. In addition, she assists in the day to day operations of the office. Prior to joining MCP, she was with Cramer Rosenthal McGlynn LLC where she was a Client Service Representative where she assisted in the launch of the Windridge Funds from ING to CRM.
MCP Securities LLC is a wholly-owned subsidiary of McCarvill Capital Partners LLC.
Certain individuals associated with McCarvill Capital Partners LLC are registered representatives of MCP Securities LLC.
Confidentiality, Policies & Disclosures